{"id":326279,"date":"2024-01-05T01:29:21","date_gmt":"2024-01-04T17:29:21","guid":{"rendered":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/?p=326279"},"modified":"2024-09-01T22:25:41","modified_gmt":"2024-09-01T14:25:41","slug":"model-portfolios-unloved-yield-seeker-riding-the-flows-5-jan-2024","status":"publish","type":"post","link":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/model-portfolios-unloved-yield-seeker-riding-the-flows-5-jan-2024\/","title":{"rendered":"Model Portfolios: Unloved, Yield Seeker, Riding the Flows (5 Jan 2024)"},"content":{"rendered":"\n

How to Use the Model Portfolios<\/h2>\n\n\n\n

1.) Choose your preferred portfolio from the three recommended portfolios based on your personal goal and risk appetite. You may choose to follow one, two, or all three stock portfolios as long as they fit your investment personality.<\/p>\n\n\n\n

2.) Buy, hold, or sell the stocks as recommended every week in each portfolio.<\/p>\n\n\n\n

3.) Regularly monitor changes in the model portfolios to see which stocks have been added or removed.<\/p>\n\n\n\n

That’s it! Trade and invest easily with the help of these stock portfolios.<\/p>\n\n\n\n

\n\n\n\n

Model Portfolio #1: Riding the Flows<\/h2>\n\n\n\n

This portfolio is comprised of high liquidity stocks with foreign visibility and strong
earnings expectations<\/strong>.<\/p>\n\n\n\n

Riding the Flows model portfolio<\/strong><\/td><\/tr>
1. Ayala Corp. (AC)<\/td><\/tr>
2. Ayala Land, Inc. (ALI)<\/td><\/tr>
3. Jollibee Foods Corp. (JFC)<\/em><\/strong><\/td><\/tr>
4. SM Investments Corp. (SM)<\/em><\/strong><\/td><\/tr>
5. International Container Terminal Services, Inc. (ICT)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
<\/div>\n\n\n\n
\"\"<\/figure>\n\n\n\n
<\/div>\n\n\n\n

Buy (Newly added to this month’s<\/em><\/strong> model portfolio): Jollibee Foods Corp. (JFC)<\/em><\/strong> and SM Investments Corp. (SM)<\/em><\/strong><\/p>\n\n\n\n

Sell (Removed from last month’s model portfolio): SM Prime Holdings (SMPH) and Manila Electric Company (MER)<\/em><\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n
<\/div>\n\n\n\n

Stock Screen Methodology for Riding the Flows Portfolio<\/h3>\n\n\n\n

Step 1:<\/strong> We screen our stock universe for counters with more than Php 50 million in average daily value turnover (ADVA) in the past three months.<\/p>\n\n\n\n

Step 2:<\/strong> These counters are then ranked in terms of largest to smallest net foreign buying (NFB) activity in the past three months.<\/p>\n\n\n\n

Step 3:<\/strong> We then filter the stocks from Step 2 and rank them based on strongest consensus earnings growth forecast in the next two years.<\/p>\n\n\n\n

\n\n\n\n

Model Portfolio #2: Unloved<\/h2>\n\n\n\n

This portfolio includes stocks that experience high earnings growth but are still undervalued <\/strong>by the market.<\/p>\n\n\n\n

Unloved model portfolio<\/strong><\/td><\/tr>
1. Bloomberry Resorts Corp (BLOOM)<\/em><\/strong><\/td><\/tr>
2. Manila Water Co. Inc. (MWC)<\/td><\/tr>
3. Nickel Asia Corp. (NIKL)<\/em><\/strong><\/td><\/tr>
4. Converge ICT Solutions, Inc. (CNVRG)<\/td><\/tr>
5. Univeral Robina Corp. (URC)<\/em><\/strong><\/td><\/tr><\/tbody><\/table>
<\/figcaption><\/figure>\n\n\n\n
<\/div>\n\n\n\n
\"\"<\/figure>\n\n\n\n
<\/div>\n\n\n\n

Buy (Newly added to this month’s model portfolio): Bloomberry Resorts Corp (BLOOM)<\/em><\/strong>, Univeral Robina Corp. (URC)<\/em><\/strong>, and Nickel Asia Corp. (NIKL)<\/em><\/strong><\/p>\n\n\n\n

Sell (Removed from last month’s model portfolio): Metropolitan Bank & Trust Co. (MBT), Robinsons Land Corp. (RLC), and GT Capital Holdings Inc. (GTCAP)<\/em><\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n
<\/div>\n\n\n\n

Stock Screen Methodology for Unloved Portfolio<\/h3>\n\n\n\n

Step 1:<\/strong> We screen our stock universe for counters with the highest average daily value turnover (ADVA) in the past three months. <\/p>\n\n\n\n

Step 2:<\/strong> Top 40 stocks from Step 1 are ranked, on equal-weight basis, in terms of strongest consensus growth outlook (i.e. forward ROE and positive two-year EPS CAGR).<\/p>\n\n\n\n

Step 3:<\/strong> We then filter the top 25 names from Step 2 and rank them according to lowest NFB or highest net foreign selling (NFS) activity in the past three months.<\/p>\n\n\n\n

Step 4:<\/strong> The top 20 counters from Step 3 are then screened in terms of cheapest valuations (i.e. forward price-to-earnings, price-to-book, and EV\/EBITDA), based on an equal-weight basis.<\/p>\n\n\n\n

\n\n\n\n

Model Portfolio #3: Yield Seeker<\/h2>\n\n\n\n

These stocks are expected to provide above-average dividend yields<\/strong>.<\/p>\n\n\n\n

Yield Seeker model portfolio<\/strong><\/td><\/tr>
1. PLDT Inc. (TEL)<\/td><\/tr>
2. AREIT Inc. (AREIT)<\/td><\/tr>
3. MREIT Inc. (MREIT)<\/strong><\/em><\/td><\/tr>
4. Filinvest REIT Corp. (FILRT)<\/em><\/strong><\/td><\/tr>
5. RL Commercial REIT Inc. (RCR)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
<\/div>\n\n\n\n
\"\"<\/figure>\n\n\n\n
<\/div>\n\n\n\n

Buy (Newly added to this month’s model portfolio): MREIT Inc. (MREIT) and Filinvest REIT Corp. (FILRT)<\/em><\/strong><\/p>\n\n\n\n

Sell (Removed from last month’s<\/em><\/strong> model portfolio): Metropolitan Bank and Trust Co. (MBT) and Manila Electric Co. (MER)<\/em><\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n
<\/div>\n\n\n\n

Stock Screen Methodology for Yield Seeker Portfolio<\/h3>\n\n\n\n

Step 1:<\/strong> We screen our universe for stocks with dividend yield that is above the two-year Philippine bond yield as of the cut-off date.<\/p>\n\n\n\n

Step 2: <\/strong>Counters that meet Step 1 are then ranked based on highest forward dividend yield and consensus’ forecast dividend growth (2-year CAGR) \u2013 on an equal-weight basis.<\/p>\n\n\n\n

\n\n\n\n

Whatever type of investor you may be, we’ve got the Model Stocks Portfolio for you.<\/p>\n\n\n\n

Happy smart investing!<\/p>\n\n\n\n

<\/div>\n\n\n\n

This report is prepared by PinoyInvestor\u2019s partner broker below. Find out more about our partner brokers<\/a> and sign up to avail their complete trading brokerage services.<\/em><\/em><\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Here’s an update to the stock composition of the three new model portfolios!<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1072,11],"tags":[],"class_list":["post-326279","post","type-post","status-publish","format-standard","hentry","category-model-portfolios","category-special-reports","generate-columns","tablet-grid-50","mobile-grid-100","grid-parent","grid-33"],"_links":{"self":[{"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/posts\/326279","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/comments?post=326279"}],"version-history":[{"count":1,"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/posts\/326279\/revisions"}],"predecessor-version":[{"id":326287,"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/posts\/326279\/revisions\/326287"}],"wp:attachment":[{"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/media?parent=326279"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/categories?post=326279"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/tags?post=326279"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}