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Executive Summary
This is my personal Investment Plan, this report uses financial models present situation and
illustrations of possible direction of my finances. Future economic and market condition are
unknown and will change. The assumptions used are representative of economic and market
conditions that occur and designed to promote appropriate action that may need to take now
or in the future and to help manage and maintain the finances of building the house.
My current situation
My Goals
Analysis Details
Asset allocation
This aims to build a house that will suffice all the needs of the of everyone especially my family
where they can be comfortable and a place where they can connect while achieving their goals.
These also provides accommodation with utmost hospitability for all the people and excellent
value for money while assuring the firm structure of the house.
Vision
A vison to promote care until the end of their life through a safe and better home. It also
contribute meaningfully to the people and to my families by giving the best care through a
Objectives
To strive competitiveness
To implement strategy
The house offers all from high quality of the structure to the materials, the things and
infrastructure providing each member of the family the comfortableness they wanted and the
The house provide fresh and relaxing room all the times, a soft and comfy sofas and a clean
comfort room which is very essential. It also offers a mini gym for the family to obtain fit and
healthy body, a mini library office wherein academic aspects are prioritize and also a rendezvous
where each member can hang out, bonding and so the things they wanted.
Competitive Advantage
The house will position itself aa unique home it’s patrons cannot only enjoy the accommodations
but also spend their time in an ambient environment. Comfortable chairs, sofas, dining table and
everything are made personally. In these home you can feel something that you cannot resist
where in you can bare in mind that “there is no place like home”.
It is not that easy to renovate nor build a house so it really needs time, effort, thinking skills, and
more importantly money in order to reach the standard, investments are important and needed
because that is the road map in developing the different life financial cycle.
Guidelines
The investment guidelines I would follow is critical for it is the road map in the house
1. In investing for my house it shall be distinctive in order to lessen the possible risks upon
2. All of my assets shall be invested with in depth knowledge, skill, professionalism, and
3. Ensuring that in the investment process it should be constructive that will lead to a safe,
Constraints
Liquidity. Making down payment for the house so money should be turn quickly from the
Investments horizon. Short term investment horizon is consider because it is the amount of
time I am planning to fulfill the house where in I can say that this is my house. It is the time
Tax consideration and also special needs constraints. It should be consider because
investment will play a big role and has a part in continuing life especially if a large part of
Developing policy for investments very important to have assurance in both company.
Consider the constraints with regard to the investment and make use of the
Figure out the strategy assumptions which will lead to a productive outcome.
Have in depth knowledge on the investment itself to acquire the needed skills and
thorough in hand.
Asset Allocation
Table
V. Implementation
The house to be build uses a strategy of total quality in product and service offered. Our
promise is in our location, the accommodations availability, the heart of every member we
Strategic Assumptions:
The place should be unaffected on the economy and world related events
The house we create offer several unique advantages over all other houses where in
The said home will be possible for everyone around, especially people who are living in
far area who wants to study and work in Cities, a City where there is still fresh air and
open nature view, all individuals who just wanted a place to hang out. With an expected
almost thousands of population who are planning to alienate from rural to urban. I will
make the vision possible of my house to make it a profitable one. The target value will
not that much but will surely be recognize and the assurance that it will be amongst other.
Market Plan
The said house business intends to maintain an broad marketing campaign that will allow
everyone to know and have a knowledge on what the house can offer. Specific strategies will
be hold to target the expected clients and targeted market foe these will be the reason to
continue the business and expanding it to different places that can also increase the profit.
Location
Location should be top prioritize. The house to be build would be located at a specific City
here in Leyte distinctively at Tacloban City in Diit, Tacloban City, Leyte, Philippines since
there are still unrecognized spots of nature but still it will be a nature friendly home and
VII . Competition
My business house will surely have the counted competitors which includes hotels, boarding
houses, apartments and all even a little house is calculated. Each individual find a same thing
to bare in mind in choosing a home and each of the said competitors target same clients and
each one has unique character to attract customer and it’s pleasure.
communication skill
5 M’s
Man
The right person for the right position foe effective and efficient organization. An architect is
needed in building my house for the aesthetic design of buildings, spaces, structures, mechanical
system and all of the other attributes necessary to make buildings useful and enjoyed by people.
Designer an interior designer for the house interior and a landscape artist for the outside view of
the house. Importantly engineer who will design and build complicated products, machines,
systems and structure also workers are needed to put the plan into action.
Materials
4, 614 square foot of sheating, including roofing, wall and floor sheating
55 gallon of paint
12 windows
15 kitchen cabinet
Machine
Machine is needed to make the work easier. I need to use the back hoe to clean first the area, also
a tractor in mixing and other machine needed by workers to make it possible and to follow the
Minute
The time allotment is 10 months and 7 days in finishing the said house. Every 5 hours of
working is equivalent to a specific amount under contract. Every second is precious to the
Money
The most important thing needed in building house and to run someone’s life. From investments
I will use the money in buying the materials needed, for borrowing the machines, payments for
the workers, the daily snack and lunch of my family also the workers. Money plays the vital role
morning up to 5:00 in the evening with an hour of lunch break on 12:00pm-1:00pm a total of 6
hours everyday. The said allotment to finish building the house is only 10 months and 7 days
Personnel
carpenters to finish building the house. The tools are agreed that they would bring the materials
needed. The agreed design should be follow by the workers and should be properly guided by the
The lot is expected to be at a million price considering it’s location and topography. The
construction at a million and a half with a total of 2, 500,000 pesos. The said idea of land and
house needs a loan of 1.5 million from Security Service System (SSS) , another half million a
loan from Bank if the Philippine Island (BPI) and the remaining 500,000 will be get from my
assets.
Personal Investment Plan
In Entrepreneurship
Presented to
Subject Teacher
Presented by
Grade 11 – Guava
Leyte National High School
Second Semester