Matik Investing is an investment strategy that combines two complementary approaches: a core long-term stock portfolio and risk arbitrage. This strategy is based on a personal account that has been actively managed since 2008.

Our Mission
Matik Investing is dedicated to empowering Filipinos on their journey toward financial freedom. Through our copytrading service, we provide a clear path to growing your wealth to one million dollars.

Our Strategy
The core long-term strategy focuses on identifying deep-value growth stocks, also known as "10-baggers," that have the potential to increase tenfold in value. We believe in holding these positions for the long haul to maximize returns.

The risk arbitrage strategy involves investing in companies that are currently undergoing a merger, acquisition, or corporate restructuring. This approach seeks to profit from the price difference that often exists between a target company's current stock price and the acquisition price.

Frequently Asked Questions
Can I use this with my IRA account?

Yes, the Matik Investing strategy is suitable for IRA accounts. We do not use leverage, which can be restricted in certain retirement accounts.

Can I use this with less than $25,000 in my brokerage account?

Yes, we welcome investors with accounts of all sizes. Since we don't engage in day trading, you don't have to worry about the pattern day trader (PDT) restrictions that apply to accounts with less than $25,000. However, please be aware that with a smaller account, trading fees could represent a larger percentage of your profits.

Do I need permission to trade options?

No, this strategy still works without options trading. Our core long-term stock positions are the primary drivers of our gains.

Should I "Join trades in progress"?

We highly recommend that you join trades in progress when you subscribe. This will allow you to immediately participate in any potential upside and dividend payouts from our existing long-term positions.

Do you use the Martingale strategy?

No, we do not use the Martingale strategy.

Do you use stop-loss orders?

We do not use traditional stop-loss orders. We see our stock positions as long-term investments in profitable businesses. We only invest in companies we believe are trading at a significant discount to their intrinsic value and that have consistent profitability. We will only sell a position if the fundamental business changes.

Have you done any backtesting of the strategy?

No, we have not backtested this strategy.

Do you try to time the market?

We don't try to time the market. Anyone who claims to be able to time the market is lying. We base our investments solely on a company's business fundamentals. We buy when a stock's price is below our calculated intrinsic value and sell when we believe the underlying business has stopped growing or is in decline.

We want you to be successful with our strategy, but we strongly caution against "strategy hopping." We have often seen people subscribe to and unsubscribe from strategies at the worst possible times—joining at market peaks and leaving after a drawdown. This dramatically decreases your chances of success.

If you have any other questions or concerns about the Matik Investing Strategy, please don't hesitate to reach out. Happy investing!