I’ve been helping local and foreign Philippine stock investors learn to preserve capital, protect gains, and prevent unbearable losses since 2012.
For over 10 years, I have guided more than 10,000 investors directly through my consultancy service and indirectly through my newsletters.
My data shows that before my clients engage with my Philippine stock investment consulting service, they average a 37% loss.
Discover how I taught them to preserve capital, protect gains, and prevent unbearable losses.
JAYCEE S. DE GUZMAN
Stock Investment Consultant
Experience the expertise of Jaycee De Guzman, the brain of Equilyst Analytics, renowned for his unique data analysis. He is a computer scientist and a self-taught digital marketing strategist and agriculturist. Since Equilyst Analytics’ founding in 2012, over 10,000 local and foreign clients have consulted with Jaycee de Guzman on stock investments.
TOP 3 PROBLEMS OF PHILIPPINE STOCK INVESTORS
1. They buy Philippine stocks without establishing reasons (buy case) why buying it is worth it.
They are victims of hype on social media platforms.
Non-data-driven and often comical posts are more believable, while lengthy but data-driven analyses are almost invisible for them.
2. They do not have a risk management plan because they don’t know how to construct one.
Sadly, those who know how to compute a trailing stop would rather add more prayers than cut losses when it is hit.
They have knowledge, but not discipline.
No consultant can ever fix someone’s lack of self-regulation.
I can bring a pail of water with molasses to a cattle, but I cannot make it drink.
3. They are uncertain about the right moment to depart from the initial plan and adjust in response to the current market sentiment.
Their loyalty to the original strategy persists to the extent that their primary focus shifts from pursuing financial gain to the realization of their original plan.
What’s worse, they remain unaware during that period that they have already transitioned into the wrong mindset or investment psychology.
Ego becomes more important than making money.
HOW CAN I HELP PREVENT THE PROBLEMS?
1. I am data-driven because it’s my second nature.
As a computer scientist by profession, none of the systems I develop will be useful without data.
What’s the use of a bug-free, memory-efficient, highly reliable, scalable, and maintainable system if it doesn’t have any data to process?
I don’t need to motivate myself to become data-driven.
Data curation is my concern.
It is the process of selecting appropriate, high-quality, and relevant data suitable for the intended use case.
I use what I choose to use because they are the best terms that will complete the expressions of my equation.
2. I have a tried-and-tested risk management plan in Philippine stock investing.
I was already aware of its importance even before I discovered Philippine stock investing.
Enterprise risk management is a non-negotiable business process acumen a C-suite executive must have.
Equilyst Analytics is my outlet for my passion for data science.
Risk management is one of the steps of the ladder toward profitability in Philippine stock trading.
You don’t think about risk management only when you have an unrealized negative profit.
In fact, your sound risk management plan must be established in your mind prior to your possession of Philippine stocks.
This sequence is crucial.
3. I have a method for knowing how, when, and why I should pre-empt the current investment plan.
The Philippine stock market doesn’t oblige anyone’s analysis.
Don’t mistake following the process for rigid adherence.
Know when to adjust the data-driven plan according to prevailing market conditions.
Knowing when to change the plan should be part of the process you’re following.
I can teach you that.
WHAT SOLUTIONS DO I OFFER?
Solution 1: Have a 4-hour online one-on-one masterclass with me via Zoom.
I’ll teach you my entire investment process from filtering to buying to selling.
Choose a theme, whether you want it to focus on Philippine stock investing.
Only one theme can be discussed in four hours.
You need to have basic knowledge of Philippine stock investing, depending on your chosen theme.
I don’t teach how to open an online stockbroker’s account, what to click to buy stocks, or who to call if you forget your password – topics like that.
My service is intended for investors who have been engaged in Philippine stock investing for at least a year and are looking to advance their skills.
You can watch the replay video within 30 days from the training date.
Downloading, recording, or reproducing it in any manner without my consent is prohibited.
Learning Fee: P15,000.00
Solution 2: Consult me for analysis on any Philippine stock, along with my recommendations tailored to your risk tolerance.
This option is most suitable for those who have already attended my masterclass, as it will enable you to quickly grasp the rationale behind my analyses and interpretations.
You can also watch the replay video within 7 days from the consulting date.
Unauthorized downloading, recording, or reproducing it in any form without my consent is strictly prohibited.
Learning Fee: P5,000.00 per hour
WHAT’S YOUR RETURN ON INVESTMENT?
My Philippine stock investment consultancy service is only for those whose portfolio is at least P1 million.
Suppose you have P5 million portfolio.
Let’s say you availed of the 4-hour masterclass that costs P15,000.00.
P15,000.00 is 0.3% of P5 million or 1.5% of P1 million.
Would you prefer to learn the ropes through trial and error, saving P15,000.00, but at the risk of joining those who experience an average loss of 37%, or would you rather invest a learning fee of 0.3% or 1.5% of the size of your portfolio to avoid a potential loss of 37% or higher?
FREQUENTLY ASKED QUESTIONS