November ‘08 Portfolio Investments Update
As discussed in one of my previous articles, we must invest in order to fight inflation. But is it the right time to invest considering the effects of the global financial crisis that the world is now facing?
Before, our problem is inflation. Oil price reached above $120 per barrel. Analysts and economists quote this as stagflation, a condition in the economy in which inflation and economic stagnation occur simultaneously.
Now that inflation has greatly decreased with oil price reaching below $50 per barrel because of low demand, a lot of economies are entering into a recession as one of the worst financial crisis unveil its effects on the world economy.
A lot of companies now declare bankruptcies with unemployment rate kept on rising. The whole stock market is struggling and breathing hard. A lot of withdrawals are happening in hedge funds.
No one is spared from these series of events and that also includes my portfolio investments.
Looking at my stock investments above, I am incurring a total loss of 41.37%. In the case of individual stocks, I am incurring a loss for the following stocks:
AC (-43.06%);
AGI (-109.46%);
ALI (-38.84%);
FGEN (-46.67%);
GEO (-47.60%);
MBT (-36.17%);
MEG (-59.60%);
PX (-33.33%);
SM (-49.70)
When it comes to UITFs and Mutual Fund Investments, I am incurring the following losses:
BPI Equity Fund (-48.25%)
Metro Equity Fund (-74.05%)
SunLife Equity Fund (-6.31%)
I am on a heavy loss as of now. Fortunately, I can ride with the volatility of the stock market since I invested young and my liquidity needs are not that urgent.
So let’s go back to the question once again: Is this the right time to invest in stocks? For me, it’s not. There are a lot of investors panicking and this fear caused the stock market to really dive. I hope it will be back to its normal values since both the FED and the treasury are doing their best.
To get articles, you can subscribe using your favorite RSS feed reader or have them delivered directly to your email address.
What To Read Next
Tagged with: invest • Networth • stocks
Filed under: Investments • Networth
Like this post? Subscribe to my RSS feed and get loads more!


4 comments
I’m hoping for a quick recovery after the recession.
[Reply]
If my emergency fund were already established, I would invest right now so that I could buy more shares.
[Reply]
thanks for visiting my blog! i like yours too, very informative! i’ll update mine soon enough. cheers!
[Reply]
@StarMars: I’m really hoping also.
@sonn: My portfolio investments are already more than 20% of my networth. I don’t want to be locked in stocks even though I already built my emergency funds.
@kimsan: Thanks.
[Reply]