InvestaBox

Philippine Stock Exchange Index currently at 5,783 levels.
Same levels back in July-Oct 2020 (Covid19 Pandemic).
👉 Current market is not for traders but for long term investors.

DIVIDENDS for March 2025! yey!

The Sun Life Prosperity World Income Fund gives you the best of both worlds in a single fund: access to a variety of global assets in a single fund using Philippine pesos and potential monthly cash payouts.

This is a multi-asset feeder fund that invests 90% of its net assets in a Target Fund1 managed by BlackRock®, one of the world’s largest asset management companies.

The Sun Life Prosperity World Income Fund is for you if:
✅ You want to get potential monthly payouts
✅ You are looking to access global markets using Philippines Pesos
✅ You want to invest affordably for long-term growth
- - -
I can accommodate (10) NEW Mutual Fund Investors this month!
👉 send me a message for a FREE online financial planning session + mutual fund 101 session!

Hazel Vardeleon, RN, AFP, CIS
SEC Licensed Capital Market Professional-
Certified Investment Solicitor
(Sun Life Asset Management Co. Inc)

The Philippine Stock Exchange is announcing the results of the regular review of the PSEi, sector, PSE DivY and PSE MidCap indices, covering trading activity from January to December 2024.

The index constituent update is based on the requirements for inclusion in the PSE Index Series under the Exchange’s Policy on Index Management. All changes shall be effected on February 3, 2025.

Kindly refer to the circular for more details:https://documents.pse.com.ph/CircularOPSPDF/CN-2025-0005.pdf

What do I do now that the stock market is going UP?

There are various considerations for investors like you can do! Want to know how? Get expert advice from Sun Life by joining our FREE webinar on October 29, 10 AM.

Register via https://sunlife.co/SLAMCI-BTOct2024 and learn bright moves for investing so you can grow your money for your goals.

Message me after the session!

Hazel Vardeleon, RN, AFP, CIS
SEC Licensed Capital Market Professional |
Certified Investment Solicitor

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- - -
Sales, Consultancy, Advisory careers that are 100% Remote / WFH too!

Sun Life / Life & Health Insurance, Mutual Funds/ - message me
- Insurance Advisors
- Manager Candidates

Maxicare / HMO (individual and corporate)/ - message me
- Health Benefit Consultants
- Agency Unit Managers

Asking yourself if you're too young or too old to have an insurance? Our answer: Having an insurance can guarantee you the financial continuity no matter what era! ☀

Need Life & Health insurance + Mutual Fund Investments?

Send us a message!

BREAKOUT 📈

PSEi surpassed its 52-week high and recorded its highest before market break at 7603.70 levels!

Hello Doctor friends! URGENT!
We are looking for doctors who specialized in Onco, Ortho, Gastro, Cardiology or Neurology.

with experience in Apex hospitals (Makati Medical, Cardinal Santos, Asian Hospital, Marikina Valley) and/or St. Luke’s (Quezon City or Global City) and/or The Medical City

This will be a PAID phone consultation per hour (in USD) about the Healthcare Landscape in the Philippines.

Please let me know if interested! or send me an email with your contact details and medical background/ credentials.
-- [email protected]

📈 Is it time to lock in profits as the PSEi nears 7,500?

Here’s what you need to know:

The PSEi’s recent surge might be a bit too fast, showing signs of being overextended. This could lead to short-term market fluctuations and sector rotations.

To manage risk, consider taking some profits when prices start to face resistance. Selling around 30%-50% of your holdings could give you a better position in case of a market correction, letting you reinvest at more favorable levels when stocks hit stronger support.

🔑 Thoughts to consider:

- Close trades if you’ve hit your target or key support levels break.
- Reopen when new support levels form to catch the next uptrend!

Hazel Vardeleon, RN, AFP, CIS
SEC- Licensed Capital Market Professional
Certified Investment Solicitor
(Sun Life Asset Management Co Inc.)

Invest in Mutual Funds today!
*see comment section for the link

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👉 Health Benefit Consultants
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Send me a message!