Investing in Global Markets: A Beginner’s Guide for Filipinos (2025 Edition)

✨ Why buy this? One wrong ETF or fee decision can cost you THOUSANDS of dollars over the years. This guide shows you how to optimize your broker fees, use cheaper funding routes, and make sensible ETF choices, so the price pays for itself many times over. It’s an investment in itself.

🏦 Want to pay via GCash or Bank Transfer? Just DM me on Instagram (@kenzojrc) or shoot an email to hello@kenzojrc.com.

🌏 International customer? PHP990 = $17. PayPal will automatically convert for you. Is this guide only for Filipinos? No— it's written to help most non-US citizens. While it mainly uses Philippine examples for taxes, funding, and local funds, the investing principles apply anywhere, and you'll still definitely learn a lot.

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Want to invest globally but feel stuck on brokers, FX fees, ETFs, and taxes? This eBook turns hundreds of hours of research into a simple playbook with PH-specific examples you can follow with confidence. 💫

You will learn how to open and fund an account, pick sensible ETFs, avoid common fee traps, and understand the key tax rules that apply to Filipinos investing abroad. The guide is beginner-friendly, data-driven, and designed to save you time and money.

➡️ What you will learn

• A practical strategy for global diversification that fits Filipino & non-US investors

• IBKR account setup, funding options, and how to keep FX costs low

• ETF selection made simple: market coverage, market-cap exposure, TER, tracking error, domicile, dividend policy

• Tax essentials in plain English: dividend withholding on US vs Ireland ETFs, estate tax

• Costs that matter: IBKR fixed vs tiered, LSE trading costs, spreads, and liquidity

• Clear simulations and visuals: S&P 500 vs PSEi, DCA vs lump sum, fee drag over time

➡️ What’s inside

• ~40 pages written for those who want to invest globally

• Step-by-step IBKR walkthrough with funding paths and fee notes

• ETF comparison tables and an easy shortlist to start from

and more!

✅ Who this is for

• Beginners who want a clear start and fewer mistakes

• Busy professionals who want a practical plan they can follow

• Filipinos (and non-Filipinos) who are tired of their stagnant local market

❌ Who this is not for

• Day traders or stock pickers who want short-term plays

• People looking for personalized financial advice

⚠️ Important notes

• Educational content only. Not financial, tax, or legal advice

• Past performance does not guarantee future results

• Written for 2025 conditions. I will note important changes in future editions, if any.

• Sent as a PDF

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FAQs

Do I need prior investing experience?

-> No. The guide starts with foundations and builds up.

I’m not in the Philippines. Will this help?

-> Yes. The core steps are country-agnostic, although most examples are PH-specific.

Does this tell me exactly what to buy?

-> It shows sensible ETF options and how to compare them. You stay in control.

Will it help me reduce fees?

-> Yes. You will see where fees hide and how to pick the cheaper route for funding and trading.