students _online stocktrading account lecture
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TRANSCRIPT
Stock brokerYou,
the client
Stock Exchange
How do you buy a stock
Stock Trading
Account
Buyers
SellersSellers
Sellers
BuyersBuyers
How do you buy a stock
Stock brokerYou,
the client
Stock Trading
Account
Go to your
computer
Stock Exchange
B U Y
S E L L
Account Information
Trading Agreement
Signature Card
Print & Sign
Photocopy of ID cards Attach
Place in an Envelope.
Fill-up, then: print.
Give to the courier of YOUR
Metrobank branch
Courier will Deliver to the office of First Metro Sec
Print & Sign
View ONLINE
Creates ONLINE Trading Account
You inject Buying Power …
…Buy Stocks
Email for You…
c/o any Metrobank branch courier pouch 90033
Please deliver the papers…
First METRO Sec Stock Trading Account
Metrobank Account
What does it cost? Free of charge
Thru “Metrobank Direct” online service
No minimum balance required, if you have a Metrobank account. IF you have no Metrobank account, just deposit P25,000 into the stock-trading account, as the minimum.
Stock 1Stock 2Stock 3
etc
First METRO Sec Stock Trading Account
Stock 1Stock 2Stock 3
etc
Cash Check
Buy or sell stocks, at least once a year.
Online trading account:
1. OPEN A STOCK-TRADING ACCOUNT.
2. INFUSE MONEY.
3. BUY STOCKS.
STEPS
Start:
First METRO Sec Stock Trading Account
Metrobank Account
We grant clients, access to the stock market
Thru “Metrobank Direct” online service
No minimum balance required, if you have a Metrobank account. IF you have no Metrobank account, just deposit P25,000 into the stock-trading account, as the minimum starting amount.
Stock 1Stock 2Stock 3
etc
Online STOCK-TRADING Account
Money
BANK ACCOUNT
StockStockStockStockStockStock
Mutual FUND*Stock
*F.A.M.I.
MoneyMoney
Study the market
Make a Plan
Finally, Decide.
How the trading account works:
Dial 8590600 for guidance
But in case you ARE READY: open a real account
Technical Questions
Old Share Certificates
Computer Questions
Issues with Nationality
You may Open a “Parent & Child”, joint account
Dial 8 5 9 0 6 0 0 For assistance
Online STOCK-TRADING Account
BANK ACCOUNT
Mutual FUND*
MoneyStockStockStockStockMoney
IF “Joint AND-OR”
Must be also “Joint AND-OR”
First METRO Sec Stock Trading Account
Stock 1Stock 2Stock 3
etc
Cash Check
Buy or sell stocks, at least once a year.
Online trading account:
1. OPEN A STOCK-TRADING ACCOUNT.
2. INFUSE MONEY.
3. BUY STOCKS.
STEPS
Fund it.
First METRO Sec Stock Trading Account
Savings Account
Best technical solution
Thru “Metrobank Direct” online service
No minimum balance required, if you have a Metrobank account. IF you have no Metrobank account, just deposit P25,000 into the stock-trading account, as the minimum.
Stock 1Stock 2Stock 3
etc
NOW 11 mos 12th m
1. Open Account Think Ready?
2. Get Metrobank account *
3. Online “Direct” Access *
Plan
ObservePut in Money
Trade, invest
Study
One millionONE MILLION
PLDT = stock code
“TEL”
STOCK “SYMBOL”
one character per
stock.
Example of a “BUY” order
2,300
230,000
Stocks that you own
# of shares
Bought at this price
Now trading at this price
Your “COST”
= Value of your
“POSITION”
Your “PROFIT, so far”
minus
equals
=
After buying the stock
• You will get a ‘Confirmation Slip,’ online• You will see ‘Statement of Account,’ online• You can view your Portfolio Holdings, online• You can track the stock price, “Live.”• You can ask for an EMAIL ALERT in case the
price reaches a certain level.
“ALERT me by email when the
price of this STOCK
reaches this PRICE.”
“Send the share
prices to my email,
at noontime and after
the close.
And this is what you have bought, so far…
Price of the stock
At least: Shares
Minimum Investment
5,000 5 25,000
4,999 5 24,995
1,999 5 9,995
999 10 9,990
499 10 4,990
199 10 1,990
99 10 990
49 100 4,900
19 100 1,900
9 100 900
Minimum Order Size
10K
2K
25K
Might as well: allocate 25K per stock.
Types of Fees Amount Buy Sell Stockbroker’s
commission plus 12% Value-added Tax on commissions*
BC allowable range is 0.25% to 1.5% or a minimum of Php.20.000, whichever is higher
Clearing Fee
0.01% of transaction amount
PSE Transaction Fee
1/200 of 1% of transaction amount
Stock Transaction Tax
0.5% of transaction amount
Trading Costs
¼ of one percent
1% of 1%
1/200 of 1%
Half percent
BUY Pesos 10,000 x 0.0025 25 broker comission
x 0.0001 1 clearing fee
x 0.0000005 0.005 stock exchange fee
26.005 pesos
For every P10,000 worth BUY order, TXN costs are 26.005
SELL Pesos 10,000 x 0.0025 25 broker comission
x 0.0001 1 clearing fee
x 0.0000005 0.005 stock exchange fee
x 0.005 50 government tax
76.005 pesos
For every P10,000 worth SELL order, TXN costs are 76.005
Trading: Buying & Selling of Stocks
Investing: placing more & more money in
Stocks
Expert
BEGINNERExperiments, First Steps
Read the news, tips… view technical charts.
“What stocks to buy?” read daily TIPS
5,400
How do you learn to drive:
By driving !
Not by reading books
How do you learn to Swim?
By diving into the water.
Not by attending seminars
• www.Stockxchallenge.com free download of my lecture files on stocks, investing
• www.firstmetrosec.com.ph
Your APPLICATION for an online trading account, has been approved.