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January 2016

Volume 7, No. 1

Volatility Is the New Normal

Happy New Year!


Ladies and gentlemen, boys and girls, I have an announcement to make: Volatility is the new normal.
The second biggest economy in the worldChinais slowing down. For 20 years, their economy grew by
leaps and bounds because they kept building cities and roads and bridges. The government kept pouring money
into their economy.
But alas, some of those cities are still empty. Theyre veritable ghost towns. The factories and industries that
they wanted to grow in those cities have not happened. (Ive always believed that nothing good comes out of
rushing things. Im saying that on a personal level, because I have no idea how to run a country. And I have no
plans of doing so. A lot of people want me to run for public office because they believe Im a good person. Yes, Im
a good person. In fact, my wife thinks Im a saint. But it doesnt mean Ill be good as a congressman or senator or
president.)

Stocks Update

Page 1 of 12

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Guidance for Stock Market Investing Exclusively for TrulyRichClub Members


Note: To understand the Stocks Update, first read Bos Ebook, My Maid Invests in the Stock Market.
Click here www.TrulyRichClub.com to download now.

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May your dreams come true,

Bo Sanchez
P.S. The Only Sure Way to Get Your ChildrenAges 9 to 19Become Millionaires Early in Life. Two classes
will be offered: For kids ages 9 to 12 and for kids ages 13 to 19. Speakers are Obet Cabrillas, Marco Victoria, Mayi
Lubaton, and Ichel Alignay. For more info, visit www.TrulyRichClub.com/YoungMillionaire or email Meann at
beaconlightevents+seminar@gmail.com

Stocks Update

Volume 7, No. 1

January 2016

Page 2 of 12

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Aside from Chinas economy going down, oil and commodities prices continue to go down as well. Thus, the
economies of Middle East, Canada, and Australia are slowing down too. Some of my Filipino friends who work in
these countries have lost their jobs.
Now if more OFWs will be sent home around the world, then our remittances will decrease. You probably
know how important the remittances are to our economy. For years, they have held our country afloat.
If these remittances will go down, then that will dampen our economy.
But we believe the BPO industry can compensate for the loss.
Were the number one Voice Call Center of the world. Once upon a time, that position was held by India.
But because of our proficiency in the English language and our excellent customer service, the Philippines took
over as number one. (Indias biggest BPO companies have all set up their presence here.) We now have 800,000
people working in the BPO industry.
My friendwho works high-up in the BPO industrybelieves the Philippines is just scratching the surface.
She says, We probably are still doing only 10 percent of what we can do. Aside from voice, theres data services
and India is still the Number One provider in the world. One day, again because of the amazing talent of the
Filipinos, we believe the Philippines will also be the number one provider of data services to the worldfrom Legal
to Medical to Construction, etc
What does this all mean?
For years to come, the Philippine Stock Market will continue to grow. Our future is bright. Your future is bright.
So keep investing in the Philippines greatest companies.
Remember: 2016 may go sidewayswith a lot of ups and downs along the way. Just keep investing each
month.
Friend, get used to volatility.
Disregard it.
Volatility is the new normal.
In fact, volatility is your friend.
Happy investing!

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By Mike Vias

Were just a few days into the new year and yet so many things have happened already with the stock market.
Market just went down and along with this are changes in how we will be investing, namely, changes in our Target
Price and Bro. Bos new recommendation to buy Mutual Funds. Thus, for this issue Id like to get you up to speed on
these changes.

Change #1: Target Price


COL Research has just reduced Target Prices because of a higher risk-free rate assumption and the rising
domestic interest rates. The rise in domestic interest rates was due to: first, the anticipation of the U.S. Fed rate
hike (which happened last December); and second, the uncertainty on how the implementation of the interest
rate corridor in the 2nd quarter of 2016 domestically would impact interest rates. Although there is a possibility
that local rates could fall later in the year, assuming that the Bangko Sentral ng Pilipinas is able to successfully
implement the interest rate corridor without pushing up short term rates.
With the adjustment of Target Prices, COL Research is also reducing its 2016 end target for the PSEi from 7,700
to 7,400.

Here is our updated SAM Tables with new Target Price and Buy Below
Prices (as of January 12, 2016 closing).
STOCK

Current Price

Buy Below Price

Target Price

Action to Take

AC

660.00

695.65

800.00

Continue buying

BDO

95.90

92.17

106.00

Stop buying

CEB

76.50

116.52

134.00

Stop buying for now

EEI

5.35

10.52

12.10

Stop buying for now

FGEN

22.15

28.43

32.70

Continue buying

FLI

1.58

1.94

2.24

Stop buying for now

GTCAP

1,287.00

1,113.04

1280.00

Stop buying

MBT

69.95

80.00

92.00

Stop buying for now

MEG

3.58

4.85

5.58

Continue buying

SMPH

19.82

18.86

21.70

Stop buying for now

URC

175.10

159.13

183.00

Stop Buying for now

*Stop buying for now as advised by Bro. Bo

Change #2: Mutual Funds


Last January 12, 2016, Bro. Bo issued a Stock Alert advising the TrulyRichClub members to buy any of the 4
mutual funds that TRC is recommending. Its the first time that TRC is advising entry into Mutual Funds because

Stocks Update

Volume 7, No. 1

January 2016

Page 3 of 11

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Target Price Adjustments


and Mutual Funds

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Money Market Funds are invested in short-term time deposits, corporate bonds, and government securities
Bond Funds are invested in bonds issued by companies and the Philippine government
Balance Funds are invested in a combination of both stocks and bonds
Equity Funds are invested in individual stocks listed in the PSE
Equity Index Funds are invested in stocks that are part of the PSEi (index)
Here are some of the benefits of investing in Mutual Funds: Investing in Mutual Funds gives you access
to a variety of investment instruments. It also gives you the expertise of professional fund managers in making
investment decisions for you. In addition, Mutual Funds minimize risk through the diversification of your investment
among different assets. Lastly, investors have liquidity because of their ability to typically redeem or sell their
Mutual Fund shares.
This recommendation to buy Mutual Funds came in the light of its lower prices compared to our SAM Stocks
that did not go down extensively. This gives us the opportunity to buy at low prices for the day that these Funds
will bounce back.

The Truly Rich Club is recommending 4 Mutual Funds:


FUND CODE

FUND

DATE OF
RECOMMENDATION

NAVPS
(as of 1/12/16)

Action to Take

XPEEQ

Philequity Fund

January 12, 2016

31.0639

Continue buying

XPEIF

Philequity Index
Fund

January 12, 2016

4.2155

Continue buying

XFMEQ

First Metro Save and


Learn Equity Fund

January 12, 2016

4.7707

Continue buying

XSLEQ

Sunlife Prosperity
Equity Fund

January 12, 2016

3.4805

Continue buying

NAVPS is Net Asset Value Per Share. An increase in the NAVPS means that the investor can sell/redeem the
shares of a mutual fund for a higher value.
We will follow cost-averaging as our strategy in investing in Mutual Funds. You can do this by investing
regularly a fixed amount of money that is comfortable for you. With this amount, buy the fund or funds of your
preference. To cost-average effectively, make sure youre buying shares in the same fund or same set of funds every
month or every quarter. Quite similar to our SAM with stocks.
On our next issues Ill be introducing to you each of these funds what they contain, the objective of fund,
and more. If you want to check the performance of these funds you can log on to our website, click the Mutual
Fund Tab, and click Research.
To learn more about Mutual Funds:
You can go back to Bro. Bos Stock Alert last January 12
Visit this link: https://www.youtube.com/watch?v=-bLeRnOHq-8
Attend any of our free seminars on Mutual Fund Investing (https://www.colfinancial.com/ape/Final2/home/
investor_education.asp)

Stocks Update

Volume 7, No. 1

January 2016

Page 4 of 12

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now, for the first time ever they can be purchased conveniently online via the COL Fund Source (log on to www.
colfinancial.com and click on the Mutual Fund Tab), and there are no front-end fees or what other people call sales
load. None of that via COL Fund Source. Thus, buying Mutual Funds today are a lot easier and cheaper.
Just as a basic overview, a Mutual Fund is a pooled investment managed by a professional fund manager in
behalf of the investors. A Mutual Fund is a collection of assets composed of stocks, bonds, fixed-income securities,
cash or a combination thereof. There are different types of mutual funds to fit ones investment horizon and financial
goals:

THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS

P.S. If you or a friend would like to learn more on the basics of investing in the stock market, I conduct free seminars
every Friday at the COL Financial Training Center teaching the basics of long-term investing in the Stock Market.
You may sign-up for these seminars at www.colfinancial.com.
I also give powerful talks on various engaging and practical topics every Sunday at Feast ATC in Cinema 2 of
Alabang Town Center. The Mass starts at 9AM and The Feast kicks-off at 10M. Come by. Its for free!

Heres the other SAM Table and the other


Mutual Fund Table measuring performance.
STOCK

DATE
BOUGHT

PRICE
BOUGHT

PRICE
TODAY

ESTIMATED
RETURN

BUY BELOW
PRICE

TARGET
PRICE

EXPECTED
GROWTH

AC

Jul-13

603.50

660.00

9.36%

654.80

753.00

24.77%

Aug-13

598.50

660.00

10.28%

602.40

753.00

25.81%

Sep-13

580.00

660.00

13.79%

602.40

753.00

29.83%

Oct-13

601.50

660.00

9.73%

602.40

753.00

25.19%

Nov-13

569.50

660.00

15.89%

602.40

753.00

32.22%

Dec-13

555.00

660.00

18.92%

602.40

753.00

35.68%

Jan-14

525.00

660.00

25.71%

599.13

689.00

31.24%

Feb-14

538.50

660.00

22.56%

599.13

689.00

27.95%

Mar-14

574.00

660.00

14.98%

599.13

689.00

20.03%

Apr-14

590.00

660.00

11.86%

599.13

689.00

16.78%

Aug-14

704.00

660.00

-6.25%

709.00

816.00

15.91%

Oct-14

688.00

660.00

-4.07%

709.00

816.00

18.60%

Nov-14

690.00

660.00

-4.35%

709.00

816.00

18.26%

Dec-14

689.00

660.00

-4.21%

709.00

816.00

18.43%

Feb-15

730.00

660.00

-9.59%

743.48

855.00

17.12%

Mar-15

732.00

660.00

-9.84%

743.48

855.00

16.80%

Apr-15

800.00

660.00

-17.50%

762.61

877.00

9.63%

Jun-15

772.50

660.00

-14.56%

762.61

877.00

13.53%

Sep-15

755.00

660.00

-12.58%

734.78

845.00

11.92%

Dec-15

725.00

660.00

-8.97%

734.78

845.00

16.55%

Jan-16

660.00

660.00

0.00%

695.65

800.00

21.21%

ESTIMATE GAIN/
LOSS

2.47%

BDO

Sep-15

101.90

95.90

-5.89%

102.60

118.00

15.80%

Nov-15

101.40

95.90

-5.42%

102.60

118.00

16.37%

Dec-15

100.20

95.90

-4.29%

102.60

118.00

17.76%

ESTIMATE GAIN/
LOSS

-5.20%

Legend:

n Continue Buying

Stocks Update

Volume 7, No. 1

n Stop Buying

January 2016

Page 5 of 12

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I hope this was able to help you in your stock and mutual fund investing.
Happy Investing!

THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS

DATE
BOUGHT

PRICE
BOUGHT

PRICE
TODAY

ESTIMATED
RETURN

BUY BELOW
PRICE

TARGET
PRICE

EXPECTED
GROWTH

CEB

Nov-14

76.70

76.50

-0.26%

78.26

90.00

17.34%

Dec-14

85.00

76.50

-10.00%

130.43

150.00

76.47%

Jan-15

94.70

76.50

-19.22%

124.80

156.00

64.73%

Feb-15

92.30

76.50

-17.12%

124.80

156.00

69.01%

Mar-15

88.50

76.50

-13.56%

124.80

156.00

76.27%

Apr-15

84.40

76.50

-9.36%

124.80

156.00

84.83%

May-15

84.30

76.50

-9.25%

124.80

156.00

85.05%

Jun-15

83.65

76.50

-8.55%

124.80

156.00

86.49%

Jul-15

90.40

76.50

-15.38%

124.80

156.00

72.57%

Aug-15

97.00

76.50

-21.13%

124.80

156.00

60.82%

Sep-15

87.00

76.50

-12.07%

124.80

156.00

79.31%

Oct-15

85.75

76.50

-10.79%

112.00

140.00

63.27%

ESTIMATE GAIN/
LOSS

-12.22%

EEI

Oct-13

9.57

5.35

-44.10%

10.40

13.00

35.84%

Nov-13

9.88

5.35

-45.85%

10.40

13.00

31.58%

Dec-13

9.70

5.35

-44.85%

10.40

13.00

34.02%

Jan-14

10.04

5.35

-46.71%

11.04

12.70

26.49%

Feb-14

10.00

5.35

-46.50%

11.04

12.70

27.00%

Mar-14

11.00

5.35

-51.36%

11.04

12.70

15.45%

Jun-14

10.62

5.35

-49.62%

11.04

12.70

19.59%

Jul-14

11.00

5.35

-51.36%

11.30

13.00

18.18%

Aug-14

11.24

5.35

-52.40%

11.30

13.00

15.66%

Oct-14

11.10

5.35

-51.80%

11.30

13.00

17.12%

Nov-14

11.18

5.35

-52.15%

11.30

13.00

16.28%

Dec-14

10.70

5.35

-50.00%

11.91

13.70

28.04%

Jan-15

10.80

5.35

-50.46%

11.91

13.70

26.85%

Feb-15

9.99

5.35

-46.45%

10.00

12.50

25.13%

ESTIMATE GAIN/
LOSS

-48.83%

FGEN

Feb-15

29.00

22.60

-22.07%

32.43

37.30

28.62%

Mar-15

30.50

22.60

-25.90%

32.43

37.30

22.30%

Apr-15

29.40

22.60

-23.13%

31.30

36.00

22.45%

May-15

27.55

22.60

-17.97%

31.30

36.00

30.67%

Jun-15

25.30

22.60

-10.67%

28.80

36.00

42.29%

Jul-15

26.00

22.60

-13.08%

28.80

36.00

38.46%

Aug-15

26.75

22.60

-15.51%

28.56

35.70

33.46%

Sep-15

23.80

22.60

-5.04%

28.56

35.70

50.00%

Oct-15

24.00

22.60

-5.83%

27.28

34.10

42.08%

Nov-15

25.20

22.60

-10.32%

27.28

34.10

35.32%

Dec-15

22.00

22.60

2.73%

27.28

34.10

55.00%

Jan-15

22.15

22.15

0.00%

28.43

32.70

47.63%

ESTIMATE GAIN/
LOSS

-12.23%

Stocks Update

Volume 7, No. 1

January 2016

Page 5 of 12

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STOCK

THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS

DATE
BOUGHT

PRICE
BOUGHT

PRICE
TODAY

ESTIMATED
RETURN

BUY BELOW
PRICE

TARGET
PRICE

EXPECTED
GROWTH

FLI

Jun-15

1.84

1.58

-14.13%

1.94

2.42

31.52%

Aug-15

1.93

1.58

-18.13%

1.94

2.42

25.39%

Sep-15

1.80

1.58

-12.22%

1.87

2.34

30.00%

ESTIMATE GAIN/
LOSS

-14.83%

GTCAP

Sep-15

1270.00

1287.00

1.34%

1226.09

1410.00

11.02%

Dec-15

1223.00

1287.00

5.23%

1226.09

1410.00

15.29%

ESTIMATE GAIN/
LOSS

3.29%

Legend:

n Continue Buying

Stocks Update

Volume 7, No. 1

n Stop Buying

January 2016

Page 7 of 12

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STOCK

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DATE
BOUGHT

PRICE
BOUGHT

PRICE
TODAY

ESTIMATED
RETURN

BUY BELOW
PRICE

TARGET
PRICE

EXPECTED
GROWTH

MBT

Jun-11

50.06

80.50

60.79%

78.88

93.60

86.96%

Jul-11

55.69

80.50

44.56%

78.88

93.60

68.09%

Aug-11

52.85

80.50

52.32%

78.88

93.60

77.11%

Sep-11

50.40

80.50

59.72%

78.88

93.60

85.71%

Oct-11

48.34

80.50

66.55%

78.88

93.60

93.65%

Nov-11

50.33

80.50

59.94%

78.88

93.60

85.97%

Dec-11

47.60

80.50

69.12%

78.88

93.60

96.64%

Jan-12

49.42

80.50

62.89%

83.07

108.00

118.54%

Feb-12

55.23

80.50

45.75%

83.07

108.00

95.55%

Mar-12

61.60

80.50

30.68%

93.91

108.00

75.32%

Apr-12

60.20

80.50

33.72%

93.91

108.00

79.40%

May-12

62.13

80.50

29.58%

93.91

108.00

73.84%

Jun-12

60.55

80.50

32.95%

93.91

108.00

78.36%

Sep-12

65.38

80.50

23.13%

93.91

108.00

65.19%

Oct-12

65.10

80.50

23.66%

104.35

120.00

84.33%

Nov-12

67.24

80.50

19.73%

104.35

120.00

78.48%

Jan-13

72.38

80.50

11.22%

113.04

130.00

79.61%

Feb-13

78.75

80.50

2.22%

129.57

149.00

89.21%

Mar-13

81.90

80.50

-1.71%

129.57

149.00

81.93%

Apr-13

82.81

80.50

-2.79%

129.57

149.00

79.93%

Jun-13

84.70

80.50

-4.96%

129.57

149.00

75.91%

Jul-13

78.89

80.50

2.04%

129.57

149.00

88.87%

Aug-13

77.00

80.50

4.55%

119.20

149.00

93.51%

Sep-13

84.65

80.50

-4.90%

91.68

114.60

35.38%

Oct-13

86.95

80.50

-7.42%

91.68

114.60

31.80%

Nov-13

80.55

80.50

-0.06%

91.68

114.60

42.27%

Dec-13

73.20

80.50

9.97%

91.68

114.60

56.56%

Jan-14

73.75

80.50

9.15%

86.96

100.00

35.59%

Feb-14

79.55

80.50

1.19%

86.96

100.00

25.71%

Mar-14

81.40

80.50

-1.11%

86.96

100.00

22.85%

Apr-14

79.70

80.50

1.00%

86.00

100.00

25.47%

May-14

83.50

80.50

-3.59%

86.00

100.00

19.76%

Jun-14

85.15

80.50

-5.46%

86.00

100.00

17.44%

Aug-14

85.75

80.50

-6.12%

96.50

111.00

29.45%

Sep-14

88.00

80.50

-8.52%

96.50

111.00

26.14%

Oct-14

83.65

80.50

-3.77%

96.50

111.00

32.70%

Nov-14

82.50

80.50

-2.42%

96.50

111.00

34.55%

Dec-14

82.95

80.50

-2.95%

92.17

106.00

27.79%

Jan-15

88.00

80.50

-8.52%

92.17

106.00

20.45%

Feb-15

94.75

80.50

-15.04%

97.39

112.00

18.21%

Jun-15

87.55

80.50

-8.05%

86.09

99.00

13.08%

ESTIMATE GAIN/
LOSS

16.32%

Legend:

n Continue Buying

Stocks Update

Volume 7, No. 1

n Stop Buying
January 2016

Page 8 of 12

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STOCK

THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS

DATE
BOUGHT

PRICE
BOUGHT

PRICE
TODAY

ESTIMATED
RETURN

BUY BELOW
PRICE

TARGET
PRICE

EXPECTED
GROWTH

MEG

May-13

4.23

4.25

0.47%

4.16

4.78

13.00%

Jun-13

3.67

4.25

15.80%

4.16

4.78

30.25%

Jul-13

3.15

4.25

34.92%

4.16

4.78

51.75%

Aug-13

3.40

4.25

25.00%

3.89

4.87

43.24%

Sep-13

3.21

4.25

32.40%

3.89

4.87

51.71%

Oct-13

3.64

4.25

16.76%

3.89

4.87

33.79%

Nov-13

3.58

4.25

18.72%

3.89

4.87

36.03%

Dec-13

3.23

4.25

31.58%

3.89

4.87

50.77%

Jan-14

3.36

4.25

26.49%

3.95

4.54

35.12%

Feb-14

3.78

4.25

12.43%

4.70

5.48

44.97%

Apr-14

4.43

4.25

-4.06%

4.70

5.48

23.70%

May-14

4.65

4.25

-8.60%

4.70

5.48

17.85%

Jun-14

4.51

4.25

-5.76%

4.70

5.48

21.51%

Jul-14

4.47

4.25

-4.92%

4.70

5.48

22.60%

Aug-14

4.26

4.25

-0.23%

4.58

5.73

34.51%

Sep-14

4.30

4.25

-1.16%

4.98

5.73

33.26%

Feb-15

5.09

4.25

-16.50%

5.10

5.86

15.13%

Jun-15

4.71

4.25

-9.77%

4.69

5.86

24.42%

Sep-15

4.29

4.25

-0.93%

4.69

5.86

36.60%

Oct-15

4.47

4.25

-4.92%

4.66

5.83

30.43%

Dec-15

4.20

4.25

1.19%

4.66

5.83

38.81%

Jan-15

3.58

3.58

0.00%

4.85

5.58

55.87%

ESTIMATE GAIN/
LOSS

7.22%

Legend:

n Continue Buying

Stocks Update

Volume 7, No. 1

n Stop Buying

January 2016

Page 9 of 12

THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS

STOCK

THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS

DATE
BOUGHT

PRICE
BOUGHT

PRICE
TODAY

ESTIMATED
RETURN

BUY BELOW
PRICE

TARGET
PRICE

EXPECTED
GROWTH

SMPH

Oct-13

16.90

19.82

17.28%

17.20

21.50

27.22%

Nov-13

16.40

19.82

20.85%

17.20

21.50

31.10%

Dec-13

15.10

19.82

31.26%

17.20

21.50

42.38%

Jan-14

14.68

19.82

35.01%

16.73

19.41

32.22%

Feb-14

14.70

19.82

34.83%

16.73

19.41

32.04%

Mar-14

14.90

19.82

33.02%

16.73

19.41

30.27%

Apr-14

14.90

19.82

33.02%

16.80

19.41

30.27%

May-14

16.34

19.82

21.30%

16.80

19.41

18.79%

Jun-14

16.18

19.82

22.50%

16.80

19.41

19.96%

Jul-14

16.52

19.82

19.98%

16.80

19.41

17.49%

Aug-14

15.40

19.82

28.70%

17.60

20.30

31.82%

Sep-14

16.64

19.82

19.11%

17.60

20.30

22.00%

Oct-14

16.50

19.82

20.12%

17.60

20.30

23.03%

Nov-14

17.48

19.82

13.39%

17.60

20.30

16.13%

Dec-14

16.98

19.82

16.73%

17.60

20.30

19.55%

Jan-15

17.44

19.82

13.65%

17.60

20.30

16.40%

Feb-15

18.92

19.82

4.76%

20.52

23.60

24.74%

Mar-15

19.66

19.82

0.81%

20.52

23.60

20.04%

Apr-15

20.45

19.82

-3.08%

20.52

23.60

15.40%

May-15

19.64

19.82

0.92%

20.52

23.60

20.16%

Jun-15

18.90

19.82

4.87%

20.52

23.60

24.87%

Aug-15

20.00

19.82

-0.90%

22.00

25.30

26.50%

Sep-15

19.86

19.82

-0.20%

19.83

22.80

14.80%

ESTIMATE GAIN/
LOSS

16.87%

URC

Jun-15

180.00

175.10

-2.72%

181.74

209.00

16.11%

ESTIMATE GAIN/
LOSS

-2.72%

Legend:

n Continue Buying

Stocks Update

Volume 7, No. 1

n Stop Buying

January 2016

Page 10 of 12

THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS

STOCK

THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS

FUND

DATE
BOUGHT

NAVPS WHEN
BOUGHT

CURRENT
NAVPS

ESTIMATED RETURN

XPEEQ

Philequity Fund

Jan-16

31.0639

31.0639

0.00%

ESTIMATE GAIN/LOSS

0.00%

XPEIF

Philequity Index Fund

Jan-16

4.2155

4.2155

0.00%

ESTIMATE GAIN/LOSS

0.00%

XFMEQ

First Metro Save and


Learn Equity Fund

Jan-16

4.7707

4.7707

0.00%

ESTIMATE GAIN/LOSS

0.00%

XSLEQ

Sunlife Prosperity Equity Fund

Jan-16

3.4805

3.4805

0.00%

ESTIMATE GAIN/LOSS

0.00%

Mike Vias is an Investment Trainer of COL Financial Group, Inc. He is a Certified Securities Representative
and Certified Investment Solicitor.

Stocks Update

Volume 7, No. 1

January 2016

Page 11 of 12

THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS

FUND CODE

THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS

Note: The percentage returns cannot be compared between the two tables below. The All Time Winners table does
not take into consideration a cost-averaging method. The percentage return is only from a buy-and-hold strategy.
The 2015 Table however integrates a cost-averaging method throughout the months it was under the Buy-Below.

STOCKS

STOCK
SYMBOL

TIME
RECOMMENDED

ESTIMATED
TIME
HELD

PRICE
RANGE

ESTIMATED
RETURN

Aboitiz Power

AP

May 2014 to September


2015

16 Months

P36.40 to P43.40

21.32%

Lafarge Republic
Inc.

LRI

June 2013 to February


2015

20 Months

P11.50 to P10.20

5.88%

Meralco

MER

September 2014 to May


2015

8 Months

P258.00 to P281

5.73%

Top Past Winners of TrulyRichClubs Stocks


STOCKS

STOCK
SYMBOL

TIME
RECOMMENDED

ESTIMATED
TIME
HELD

PRICE
RANGE

ESTIMATED
RETURN

Ayala Land

ALI

June 2011 to February


2012
(3rd week)

9 Months

P15.09 to P21.65

35%

Bank of The Philippine Islands

BPI

February 2012 to November 2012 (4th week)

10 Months

P68.45 to P91.00

34.29%

Ayala Corporation

AC

October 2012 to December 2012 (2nd week)

2 Months

P440.00 to
P520.00

17.65%

SM Prime Holdings

SMPH

February 2012 to December 2012 (1st week)

10 Months

P12.48 to P17.00

27.75%

Meralco

MER

January 2013 to April


2013

3 Months

P268.00 to
P377.00

28.05%

First Phlippine
Holdings

FPH

June 2011 to June 2013

25 Months

P63.18 to P95.20

32.92%%

JG Summit Holdings

JGS

February 12 to October
2013

18 Months

P25.75 to P43.50

39.96%

D&L Industries

DNL

February 2013 to April


2014

14 Months

P6.45 to P10.00

44%

Banco De Oro

BDO

April 2013 to August 2014

16 Months

P89.60 to P93.00

24%%

Aboitiz Power

AP

May 2014 to September


2015

16 Months

P36.40 to P43.40

21.32%

(Disclaimer: Past performance doesnt guarantee that youll have the exact same results in the future. After
all, your earnings all depend on the markets performance.)

Stocks Update

Volume 7, No. 1

January 2016

Page 12 of 12

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2015 Top Winners of TrulyRichClubs Stocks