Investment and Portfolio Management Webinar Series

Day 1: Crisis-Proofing your Finances

1. Our EXPENSE is another person’s INCOME

a. True
b. False
2. Upon receiving our allowance, what should we do first?
a. Spend
b. Save
c. Invest
3. A _____ is telling your money where to go instead of wondering where it went?
a. Online Shopping Cart
b. Jowa
c. Budget
4. The 50/30/20 rule of thumb suggests to Save and Invest _____ of your allowance.
a. 20%
b. 30%
c. 50%
5. Any borrowed money you use to earn MORE money.
a. Good Utang
b. Bad Utang
6. We should prioritize paying those with the highest interest rate and the smallest remaining loan balance.
A. True
B. False
7. Your emergency fund should at least be 3-6 weeks worth of average weekly expenses.
a. True
b. False
8. This ensures that either you get sick or reach your end-of-life, you have money to cover for the expenses and
extra for your dependents to live on.
a. Emergency Fund
b. Insurance Coverage
c. Investments
9. This is the rate of increase in the prices of goods and services over time
a. Purchasing Power
b. Inflation
c. Valuation
10. It’s not about how much money you Earn, but how much money you Save, and how you make it _____
a. Depreciate
b. Lose value
c. Grow
Day 2: Financial Fool-Proofing

1. Which of the following asset classes is used for safekeeping money (e.g. emergency fund?)
a. Money Market
b. Fixed Income/Bonds
c. Equity / Stocks
2. These are common Money Market Securities EXCEPT
a. Treasury Bonds
b. Treasury Bills
c. Time Deposits
3. Money Market Securities are high-risk investments and illiquid.
a. True
b. False
4. Which represents a loan made by an investor to a borrower (government or corporate)?
a. Money Market
b. Fixed Income / Bonds
c. Equity / Stocks
5. Which type of bond usually gives a higher interest rate?
a. Government Bond
b. Corporate Bond
6. You cannot sell your bond before its maturity date.
a. True
b. False
7. These are shares of ownership in a publicly-listed corporation
a. Money Market Fixed Income / Bonds
b. Equity / Stocks
8. These are ways for you to earn in stock investing EXCEPT
a. Interest Payments
b. Price Appreciation
c. Dividends
9. When investing in stocks, it will be best to have a _____-term time horizon.
a. Short
b. Medium
c. Long
10. This balances risk and reward in your portfolio.
a. Not investing at all
b. Investing your money in one asset
c. Diversification
Day 3: Stock Market 101

1. The process of offering shares of a private corporation to the public for the first time to raise capital.
a. Stock Rights Offering
b. Initial Public Offering
c. Follow On Offering
2. What time does the stock market open?
a. 07:30 AM
b. 08:30 AM
c. 09:30 AM
3. In a normal order, this is the minimum number of shares required to trade and increments thereof.
a. Board Lot
b. Odd Lot
c. Fluctuations
4. There are ways to ear in stock investing EXCEPT
a. Price Appreciation
b. Interest
c. Dividends
5. These types of stocks are available EXCEPT
a. Time Stocks
b. Common Stocks
c. Preferred Stocks
6. REIT Companies must distributed at least ____% of its distributable income every year
a. 70%
b. 80%
c. 90%
7. This stock picking strategy looks at the economy first, then industry, before choosing companies.
a. Top-Down Approach
b. Bottom-Up Approach
8. This tells you how much shareholders are willing to SELL their stock
a. BID Price
b. ASK Price
9. This tells you how much investors are willing to BUY a stock.
a. BID Price
b. ASK Price
10. This investing strategy is done at regular intervals with a fixed amount regardless of the market trend.
a. Market Timing
b. Peso-Cost Averaging
c. Value Investing
Day 4: Earning from Dividends and Undervalued Stocks

1. This is the stockholder’s share of the company’s profit.

a. Interest
b. Price Appreciation
c. Dividends
2. This date is key to know if you’re eligible for the period’s declared dividends.
a. Declaration Date
b. Ex-Date
c. Payment Date
3. The expected return from receiving dividends relative to your average cost.
a. Dividend Yield
b. Yield To Maturity
c. Market Value
4. This strategy allows you to capture generous dividend yield opportunities.
a. Buy and Hold
b. Peso-Cost Averaging
c. Dividend Capture
5. Number of times a company can pay the dividend from the net income less preferred shares dividend payments.
a. Dividend Yield
b. Dividend Coverage Ratio
c. Dividend
6. The stock’s value based on its traded price.
a. Market Price
b. Book Value per Share
c. Profit/Loss
7. The stock’s value based on its financial books.
a. Market Price
b. Book Value per Share
c. Profit/Loss
8. This measures the stock’s relative cheapness based on its market price and BVPS.
a. Price-to-Book Ratio
b. Price-to-Earnings Ratio
c. Price-to-Sales Ratio
9. Measures the company’s efficiency in managing assets to generate profits.
a. EPS Growth
b. Dividend Yield
c. Return on Equity
10. This Research Report have 4 model portfolios designed to meet different investment styles.
a. Market Blueprint
b. Stock Screen
c. Consensus Corner
Day 5: Introduction to Technical 6. What do you call the broad
Analysis movement of a stock’s price over
time?
1. This understands HISTORICAL
a. Trend
price action in order to find
b. Drag
HINTS into where the price may
c. Flow
PROBABLY be healed.
7. The price level or zone where
a. Fundamental Analysis
the stock doesn’t fall further.
b. Top-Down Approach
There’s strong demand because
c. Technical Analysis
buying is strong.
2. The weapon of choices of
a. Support
technical analysts.
b. Resistance
a. Price Charts
c. Trend
b. Financial Statements
8. The price level or zone where
c. Rumor
the stock doesn’t rise higher.
3. What is the name of the candle
There’s strong supply because
with a very thin real body?
selling is strong.
a. Hammer
a. Support
b. Doji
b. Resistance
c. Evening Star
c. Trend
4. Market price discounts _____.
9. Role reversal of support and
a. Something
resistance shows that history
b. Nothing
repeats itself.
c. Everything
a. True
5. What is the name of First Metro
b. False
Sec’s TA-focused Research
10. Which is NOT a Risk
Report?
Management principle?
a. Market Blueprint
a. Cutting Losses
b. Trader’s Playbook
b. Averaging Down
c. Stock Screen
c. Position Sizing
Day 6: Bonds 101 8. This embedded options for
bonds allows the bondholder to
1. True or False: Bonds are
sell the bond to the issuer at a
essentially “Utang” or debt
specified price and date or
instruments.
period in the future.
Answer: True
Answer: Put Option
2. The amount it costs to buy the
9. This risk is the probability of a
bond from the issuer during the
bond issuer’s failure to repay the
primary offer period?
principal and interest.
Answer: Issue Price
Answer: Credit Risk
3. In what way are investors
10. This refers to the volatility
compensated for lending money
of bond prices due to interest
for a certain period of time?
rates changes.
Answer: Coupon Payments
Answer: Interest Rate Risk
4. When will the last interest
payment and principal be given
to investors?
Answer: Maturity Date
5. This is the notional amount
payable upon maturity.
Answer: Face Amount
6. What types of bonds are
perceived to have the lowest
risk?
Answer: Government Bonds
7. This embedded options for
bonds allows the issuer to
redeem the bond at a specified
price and date or period in the
future.
Answer: Call Option