COL Financial Group, Inc.
COL Financial Group, Inc.
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COL Investment Management, Inc. | COL Fund Manager's Insights
Fund Manager Insights featuring COL Investment Management Inc. (CMI)
Zerge Zandueta, CMI Portfolio Manager
Recorded on May 7, 2024
- [0:00] Introduction
- [1:25] Why are Philippine stocks very erratic lately?
- [12:24] Are there any structural issues investors should be concerned about?
- [18:50] How is CMI positioned in this type of environment, and how do you intend to navigate it over time?
- [24:55] In terms of equity preference, does CMI focus on any specific market themes?
- [29:44] Stocks that CMI is focusing on
- [34:12] How does CSG differ from traditional index funds?
- [44:21] How to invest in the Philippine market during this transition period?
- [47:55] Concluding Remarks
DISCLAIMER:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
COL is regulated by the Securities and Exchange Commission, with email address msrdsubmission@sec.gov.ph. For any concerns, please contact helpdesk@colfinancial.com.
Переглядів: 2 240

Відео

COL Strategic Growth Equity Fund | COL Fund Highlights
Переглядів 1,1 тис.21 день тому
In this video, we discussed about the COL Strategic Growth Equity Fund, the flagship fund from COL Investment Management, Inc. - [0:00] Introduction - [0:14] What is the COL Strategic Growth Fund? - [0:39] CSG Strategy - [0:58] What does COL experts/fund managers do? - [1:36] What makes CSG different from other actively managed funds? - [3:18] What are the fees to invest in CSG? - [4:17] What i...
Fund Manager Insights ft. Manulife Investment Management
Переглядів 1,2 тис.Місяць тому
Fund Manager Insights featuring Manulife Investment Management Recorded on April 12, 2024 - [0:00] Introduction - [1:47] Who is Manulife Investment Management? - [2:18] Why does Manulife offer global funds? - [3:11] Recap of global markets in the 1st quarter - [7:18] Manulife's expectations for the 2nd quarter of 2024 - [8:14] Is it too late for investors to go in to global equities? - [11:09] ...
Q&A Session and Key Takeaways | COL Expert Huddle 2024
Переглядів 2,5 тис.3 місяці тому
COL Expert Huddle with Chief Technical Analyst Juanis Barredo Recorded on March 15, 2024 - [0:00] Introduction - [0:17] How do you read the market going down today? - [1:09] How likely will the 2023 scenario happen again in 2024? - [1:44] Is Puregold a good stock to buy this time? - [2:48] Is long-term investment part of the present trading challenges? - [3:57] What indicator to use for ICT and...
Juanis Barredo's Top Picks | COL Expert Huddle 2024
Переглядів 6 тис.3 місяці тому
COL Expert Huddle with Chief Technical Analyst Juanis Barredo Recorded on March 15, 2024 - [0:00] Introduction - [0:05] Where should traders focus on? - [2:47] 3 basic segments of market trends in particular phases - [5:56] Index companies in each market phase - [6:45] Preferred stock picks of Juanis - [7:44] BLOOM - [9:50] ICT - [10:27] LTG - [11:15] SM - [11:35] TEL - [12:32] ALI - [13:04] BD...
Technical Outlook | COL Expert Huddle 2024
Переглядів 2,5 тис.3 місяці тому
COL Expert Huddle with Chief Technical Analyst Juanis Barredo Recorded on March 15, 2024 - [0:00] Introduction - [0:42] What's happened to the market? - [1:50] PSEi Elliot Plot: Where bearish trend ends - [2:54] After a major bottom, road to longer recovery opens - [3:49] SP500: Needy of a pullback but not a trend change - [5:31] Market performance since their end of Oct lows - [6:39] Possible ...
Q&A Session | COL Market Outlook 2024
Переглядів 1,9 тис.4 місяці тому
COL Market Outlook 2024: Could this time be different? Q&A Session with Zerge Zandueta, April Lynn Tan, and Juanis Barredo Recorded on January 26, 2024 - Introduction [0:00] - When is the likelihood of cutting interest rates? [0:36] - Do you think additional taxes will be imposed for the government to hit the 4.3 Trillion revenue target? [2:05] - Will the tension in the West Philippine Sea and ...
Top Requested Stocks by COL clients | COL Market Outlook 2024
Переглядів 4,2 тис.4 місяці тому
COL Market Outlook 2024: Could this time be different? Top Requested Stocks with Zerge Zandueta, April Lynn Tan, and Juanis Barredo Recorded on January 26, 2024 - Introduction [0:00] - SCC [01:15] - ACEN [4:26] - MBT [7:46] - ALI [11:02] - AREIT [14:53] - JFC [19:40] - DMC [21:02] - ALI [22:34] - CNVRG [24:55] - GLO [27:09] - Recap & summary of votes on the top requested stocks [29:32] DISCLAIM...
Market Outlook | COL Market Outlook 2024
Переглядів 3,1 тис.4 місяці тому
COL Market Outlook 2024: Could this time be different? Market Outlook by April Lynn Tan, CFA Recorded on January 26, 2024 - Introduction [0:00] - Great narrative for PH stocks [0:19] - Risks to the Philippine's positive outlook [7:25] - Biggest risk: Possible US recession and bear market [12:48] - PSEi targets [21:06] - Recommended strategy [21:50] - April Tan's stock picks [23:44] - Stock pick...
Investor Sentiment Survey Results | COL Market Outlook 2024
Переглядів 5934 місяці тому
COL Market Outlook 2024: Could this time be different? investor Sentiment Survey Results by Zerge Zandueta Recorded on January 26, 2024 - Introduction [0:00] - At what level do you think the PSEi will be at in 6 months? [2:54] - What is the greatest risk in the market going into 2024? [3:38] - Are you bullish or bearish on the following Philippine sectors? [4:14] - How do you feel about your Ph...
Event Takeaways | COL Market Outlook 2024
Переглядів 5114 місяці тому
COL Market Outlook 2024: Could this time be different? Event Takeaways by Zerge Zandueta Recorded on January 26, 2024 DISCLAIMER: This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, busine...
Technical Outlook | COL Market Outlook 2024
Переглядів 1,6 тис.4 місяці тому
COL Market Outlook 2024: Could this time be different? Technical Outlook by Juanis Barredo Recorded on January 26, 2024 - Introduction [00:00] - Landscape Summary [1:12] - Technical outlook recap and update [4:00] - Factors contributing to increased market confidence [5:44] - Where are we today in the market cycle? [10:19] - US Recap and Overview [11:10] - Inflation and Bond Yields: Threats hav...
2024 COL Premium Huddle: Outplay the Market
Переглядів 14 тис.4 місяці тому
2024 COL Premium Huddle: Outplay the Market Recorded LIVE on January 27, 2024 - Program starting soon [0:00] - Introduction [1:18] - Opening Remarks from COL President and CEO Dino Bate [2:23] - Intro to Panel Discussion [6:28] - LIVE Poll: Where do you believe the market will go in the next 3-6 months? [9:00] - What could derail the bullish outlook on the market? [13:13] - On a technical POV, ...
Seizing Opportunities: Tactical Investing in a Weak Market
Переглядів 5 тис.6 місяців тому
Recorded on August 25, 2023 Edward Lee and Janet Rodriguez SMX Convention Center Davao
Q&A Session | COL Conversations with AREIT
Переглядів 3,4 тис.6 місяців тому
Q&A Session | COL Conversations with AREIT AREIT Special Webinar Carol Mills and Marvin Fausto Recorded on December 7, 2023 🔗 To join our future COL Conversations webinars, register at bit.ly/COLCONsignup - Introduction [0:00] - Why does ALI have to transfer its assets into AREIT? [0:20] - How is the disposition of these additional shares to ACEN and what can we expect from the future share off...
COL Conversations: AREIT Special Webinar
Переглядів 2,5 тис.6 місяців тому
COL Conversations: AREIT Special Webinar
Q&A Session | COL Conversations with CMI
Переглядів 1,9 тис.7 місяців тому
Q&A Session | COL Conversations with CMI
Actively Investing for Growth Even When the Market Says "No" | COL Conversations with CMI
Переглядів 3,4 тис.7 місяців тому
Actively Investing for Growth Even When the Market Says "No" | COL Conversations with CMI
Positioned for Growth: Creating Synergies Across Businesses | COL Conversations with GTCAP
Переглядів 1,5 тис.8 місяців тому
Positioned for Growth: Creating Synergies Across Businesses | COL Conversations with GTCAP
Q&A Session | COL Conversations with GTCAP
Переглядів 1 тис.8 місяців тому
Q&A Session | COL Conversations with GTCAP
How to Fund Your COL Account via Metrobank
Переглядів 1,5 тис.8 місяців тому
How to Fund Your COL Account via Metrobank
How to Fund Your COL Account via BPI
Переглядів 4,1 тис.9 місяців тому
How to Fund Your COL Account via BPI
Market Outlook | COL Mid-Year Market Outlook 2023
Переглядів 6 тис.10 місяців тому
Market Outlook | COL Mid-Year Market Outlook 2023
Technical Outlook | COL Mid-Year Market Outlook 2023
Переглядів 2,4 тис.10 місяців тому
Technical Outlook | COL Mid-Year Market Outlook 2023
Capitalizing on the Market Weakness | COL Mid-Year Market Outlook 2023
Переглядів 11 тис.10 місяців тому
Capitalizing on the Market Weakness | COL Mid-Year Market Outlook 2023
Building an Effective Portfolio in Volatile Markets | COL Investor Summit 2023
Переглядів 6 тис.11 місяців тому
Building an Effective Portfolio in Volatile Markets | COL Investor Summit 2023
Managing Your Money to Design the Life You Want | COL Investor Summit 2023
Переглядів 6 тис.11 місяців тому
Managing Your Money to Design the Life You Want | COL Investor Summit 2023
Dividend Investing: Finding the Best Income Options in Today’s Market | COL Investor Summit 2023
Переглядів 11 тис.11 місяців тому
Dividend Investing: Finding the Best Income Options in Today’s Market | COL Investor Summit 2023
How to Pick the Best Stocks When Everything is Cheap | COL Investor Summit 2023
Переглядів 19 тис.11 місяців тому
How to Pick the Best Stocks When Everything is Cheap | COL Investor Summit 2023
Market Overview | COL Investor Summit 2023
Переглядів 4,7 тис.11 місяців тому
Market Overview | COL Investor Summit 2023

КОМЕНТАРІ

  • @jumarestrada2287
    @jumarestrada2287 2 місяці тому

    This witdrawal steps did not work,assesment form ang lumalabas instead na witdrawal form

  • @user-fh4uh1od7j
    @user-fh4uh1od7j 4 місяці тому

    Piano po ma contact costumer care ng col mam for other questions. Tnx

    • @COLfinancial
      @COLfinancial 4 місяці тому

      Hello, you may email us at helpdesk@colfinancial.com :)

  • @johnjameslacson-kg6gh
    @johnjameslacson-kg6gh 4 місяці тому

    ganda ni maam

  • @SigmayetB
    @SigmayetB 4 місяці тому

    SHES AN ANALYST

  • @SigmayetB
    @SigmayetB 4 місяці тому

    Which one FX/PENNY STOCKS/OPTIONS/. SWING TRADING/PROP FIRM TRADING ??

  • @antoinettedigal1931
    @antoinettedigal1931 4 місяці тому

    Dmc not discussed😢

  • @OmengTawid
    @OmengTawid 4 місяці тому

    thank you COL team!

  • @aireenagnes3793
    @aireenagnes3793 4 місяці тому

    Thank you for sharing this❤

  • @miumiuchills
    @miumiuchills 4 місяці тому

    April Tan is my favorite Analyst...

  • @leticiamagbujos301
    @leticiamagbujos301 5 місяців тому

    Pd ba sumali kahit 65 years old na

  • @leticiamagbujos301
    @leticiamagbujos301 5 місяців тому

    When and what time to apply

  • @sephtvvlog3472
    @sephtvvlog3472 5 місяців тому

    Thanks for sharing

  • @kaeds1218
    @kaeds1218 5 місяців тому

    Nsa abroad po ako wala po ako number ng pinas mkakapagopen prin po ba ako ng accnt

  • @kaeds1218
    @kaeds1218 5 місяців тому

    Pwede po BA celfon number KO dito SA abroad gamitin? Wala Kasi ako number SA pinas

  • @user-ld4cj3wz3m
    @user-ld4cj3wz3m 5 місяців тому

    very clear..thank you

  • @gaspartomulto111
    @gaspartomulto111 5 місяців тому

    Golden words

  • @jamesiannavaja24
    @jamesiannavaja24 8 місяців тому

    Thank you

  • @mit.guy711
    @mit.guy711 8 місяців тому

    may i know your minimum/recommended system requirements for a desktop or laptop for me to buy? I will use it mainly for my COL account, UA-cam, and MS Word & MS Excel only.

  • @fafdaafggh9548
    @fafdaafggh9548 8 місяців тому

    19:20

  • @NellJavedra
    @NellJavedra 9 місяців тому

    Nice

  • @tesspablico8510
    @tesspablico8510 9 місяців тому

    Very inspiring!

  • @fredlacroix6865
    @fredlacroix6865 10 місяців тому

    china property contagion will prolong this bear market conditions

  • @neilmesiona6841
    @neilmesiona6841 10 місяців тому

    Thanks po.

  • @retrogaming8383
    @retrogaming8383 10 місяців тому

    The question about retirement is interesting. I'm thinking it could be a good idea to stay invested in stocks if it's possible to transfer them when we die. Is that possible to transfer stocks to a son or daughter ?

    • @retrogaming8383
      @retrogaming8383 10 місяців тому

      lol I think I get the answer thanks to the last question👍

  • @MarlonRomero22
    @MarlonRomero22 10 місяців тому

    Practical and very informative talk! Thanks Enrique and COL!

  • @retrogaming8383
    @retrogaming8383 10 місяців тому

    I think investing only in dividends stock should be conceivable. When you are young you re invest the dividends to buy more stocks and accumulate (unless you need to use your cash for something else). This makes compound interests because more stocks more dividends. And when you retire you get regular income every year (or very half or every quarter, depending on the company).

  • @neilmesiona6841
    @neilmesiona6841 10 місяців тому

    Thanks! Col family.

  • @OmengTawid
    @OmengTawid 10 місяців тому

    Thanks COL Financial!

  • @ezeldesilva2717
    @ezeldesilva2717 10 місяців тому

    San ko po makikita ang col financial snapshots ng reits?salamat po

    • @COLfinancial
      @COLfinancial 9 місяців тому

      Hello @ezeldesilva2717, mag-log in lang sa iyong COL account. Sa home tab, i-click ang Company Reports, at piliin ang REIT Snapshot :)

  • @Dyle.G
    @Dyle.G 10 місяців тому

    Done watching the video. Nice insight.

  • @BlameYourSelfandNotOtherPeople
    @BlameYourSelfandNotOtherPeople 10 місяців тому

    Am I the first person who clicked the name in the website? 🤣

  • @gelazsebastian
    @gelazsebastian 11 місяців тому

    Wow! This is really an informative session! How I wish I was able to attend it live. Thank you for sharing it to everyone 😊

  • @OmengTawid
    @OmengTawid 11 місяців тому

    Thanks COL for this informative session!

  • @BizWithBernie
    @BizWithBernie 11 місяців тому

    very helpful

  • @michellejue3199
    @michellejue3199 11 місяців тому

    We are saving 60% salary. Got 500k dividend 2022. Goals: got a dividend of 100k purchasing power like today 2023 Per Month, with extra dividend staying in my portfolio to defend from inflation. Is 30M enough? With 6% dividend

  • @gregoriojaspiojr.7146
    @gregoriojaspiojr.7146 11 місяців тому

    Simple deck but very fruitful ideas.

  • @sara_Amirah8528
    @sara_Amirah8528 11 місяців тому

    Hi po, afte registration po ba automatically may broker na ang client?

  • @Dyle.G
    @Dyle.G 11 місяців тому

    bagay sa akin ito. Busy ako e

  • @tengenemenmewegmele1222
    @tengenemenmewegmele1222 11 місяців тому

    Wow parang ang easy lang

  • @canojeffrey
    @canojeffrey 11 місяців тому

    Thank you COL for uploading!

  • @paulryanmiranda1029
    @paulryanmiranda1029 11 місяців тому

    Very very helpful