{"id":331424,"date":"2025-02-06T00:31:58","date_gmt":"2025-02-05T16:31:58","guid":{"rendered":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/?p=331424"},"modified":"2025-02-06T00:32:04","modified_gmt":"2025-02-05T16:32:04","slug":"model-portfolios-unloved-yield-seeker-riding-the-flows-6-feb-2025","status":"publish","type":"post","link":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/model-portfolios-unloved-yield-seeker-riding-the-flows-6-feb-2025\/","title":{"rendered":"Model Portfolios: Unloved, Yield Seeker, Riding the Flows (6 Feb 2025)"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">How to Use the Model Portfolios<\/h2>\n\n\n\n<p>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<p>2.) Buy, hold, or sell the stocks as recommended every week in each portfolio.<\/p>\n\n\n\n<p>3.) Regularly monitor changes in the model portfolios to see which stocks have been added or removed.<\/p>\n\n\n\n<p>That&#8217;s it! Trade and invest easily with the help of these stock portfolios.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\">Model Portfolio #1: Riding the Flows<\/h2>\n\n\n\n<p class=\"has-text-align-left\">This portfolio is comprised of&nbsp;high liquidity stocks <strong>with foreign visibility and strong earnings expectations<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>Riding the Flows model portfolio<\/strong><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong><em><b style=\"font-style: italic;\">1. <\/b>Monde Nissin Corp. (MONDE)<\/em><\/strong><em>\u00a0&#8211; Newly added!<\/em><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">2. AREIT, Inc. (AREIT)<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">3. DigiPlus Interactive Corp. (PLUS)<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">4. Globe Telecom Inc. (GLO)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<div style=\"height:26px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong><em>Buy (Newly added to this month&#8217;s model portfolio): <\/em><\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><em>Monde Nissin Corp. (MONDE<\/em><\/strong>)<\/li>\n<\/ul>\n\n\n\n<p><strong><em>Sell (Removed from last month&#8217;s model portfolio): <\/em><\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><em>GT Capital Holdings Inc. (GTCAP)<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<div style=\"height:26px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"gb-block-image gb-block-image-867780e1\"><img loading=\"lazy\" decoding=\"async\" width=\"1822\" height=\"1366\" class=\"gb-image gb-image-867780e1\" src=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.25.41\u202fAM.png\" alt=\"\" title=\"Screenshot 2025-02-06 at 12.25.41\u202fAM\" srcset=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.25.41\u202fAM.png 1822w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.25.41\u202fAM-1024x768.png 1024w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.25.41\u202fAM-768x576.png 768w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.25.41\u202fAM-1536x1152.png 1536w\" sizes=\"auto, (max-width: 1822px) 100vw, 1822px\" \/><\/figure>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"gb-block-image gb-block-image-691f6677\"><img loading=\"lazy\" decoding=\"async\" width=\"1160\" height=\"1042\" class=\"gb-image gb-image-691f6677\" src=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.26.16\u202fAM.png\" alt=\"\" title=\"Screenshot 2025-02-06 at 12.26.16\u202fAM\" srcset=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.26.16\u202fAM.png 1160w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.26.16\u202fAM-1024x920.png 1024w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.26.16\u202fAM-768x690.png 768w\" sizes=\"auto, (max-width: 1160px) 100vw, 1160px\" \/><\/figure>\n\n\n\n<div style=\"height:26px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Stock Screen Methodology for Riding the Flows Portfolio<\/h3>\n\n\n\n<p><strong>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<p><strong>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<p><strong>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<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:26px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\">Model Portfolio #2: Unloved<\/h2>\n\n\n\n<p>This portfolio includes stocks that experience <strong>high earnings growth but are still undervalued <\/strong>by the market.<\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>Unloved model portfolio<\/strong><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong><em>1. JG Summit Holdings Inc. (JGS)<\/em><\/strong> <em>&#8211; Newly added!<\/em><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">2. Robinsons Land Corp. (RLC)<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">3. Security Bank Corp. (SECB)<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">4. Manila Water Co. (MWC)<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">5. Bloomberry Resorts Corp. (BLOOM)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong><em>Buy (Newly added to this month&#8217;s model portfolio): <\/em><\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><em>JG Summit Holdings Inc. (JGS)<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<p><strong><em>Sell (Removed from last month&#8217;s model portfolio): <\/em><\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><em>PLDT Inc. (TEL)<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"gb-block-image gb-block-image-7abbbf47\"><img loading=\"lazy\" decoding=\"async\" width=\"1868\" height=\"1322\" class=\"gb-image gb-image-7abbbf47\" src=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.25.52\u202fAM.png\" alt=\"\" title=\"Screenshot 2025-02-06 at 12.25.52\u202fAM\" srcset=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.25.52\u202fAM.png 1868w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.25.52\u202fAM-1024x725.png 1024w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.25.52\u202fAM-768x544.png 768w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.25.52\u202fAM-1536x1087.png 1536w\" sizes=\"auto, (max-width: 1868px) 100vw, 1868px\" \/><\/figure>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"gb-block-image gb-block-image-cc3cf8fb\"><img loading=\"lazy\" decoding=\"async\" width=\"1120\" height=\"1042\" class=\"gb-image gb-image-cc3cf8fb\" src=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.26.22\u202fAM.png\" alt=\"\" title=\"Screenshot 2025-02-06 at 12.26.22\u202fAM\" srcset=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.26.22\u202fAM.png 1120w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.26.22\u202fAM-1024x953.png 1024w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.26.22\u202fAM-768x715.png 768w\" sizes=\"auto, (max-width: 1120px) 100vw, 1120px\" \/><\/figure>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Stock Screen Methodology for Unloved Portfolio<\/h3>\n\n\n\n<p><strong>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<p><strong>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<p><strong>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<p><strong>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<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:26px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\">Model Portfolio #3: Yield Seeker<\/h2>\n\n\n\n<p class=\"has-text-align-left\">These stocks are expected to provide <strong>above-average dividend yields<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>Yield Seeker model portfolio<\/strong><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong><em>1. Metropolitan Bank and Trust Co. (MBT)<\/em><\/strong><em> &#8211; Newly added!<\/em><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong><em>2. Manila Water Company Inc. (MWC)<\/em><\/strong> <em>&#8211; Newly added!<\/em><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong><em>3. Universal Robina Corp. (URC)<\/em><\/strong> <em>&#8211; Newly added!<\/em><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">4. PLDT Inc. (PLDT)<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">5. AREIT, Inc. (AREIT)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<div style=\"height:26px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong><em>Buy (Newly added to this month&#8217;s model portfolio): <\/em><\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><em>Metropolitan Bank and Trust Co. (MBT)<\/em><\/strong><\/li>\n\n\n\n<li><strong><em>Manila Water Company Inc. (MWC)<\/em><\/strong><\/li>\n\n\n\n<li><strong><em>Universal Robina Corp. (URC)<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<p><strong><em>Sell (Removed from last month&#8217;s model portfolio): <\/em><\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><em><strong><em>MREIT Inc. (MREIT)<\/em><\/strong><\/em><\/strong><\/li>\n\n\n\n<li><strong><em><em><strong><strong><em>RL Commercial REIT Inc. (RCR)<\/em><\/strong><\/strong><\/em><\/em><\/strong><\/li>\n\n\n\n<li><strong><em><strong><em>Robinsons Retail Holdings Inc. (RRHI)<\/em><\/strong><\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"737\" src=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.26.01\u202fAM-1024x737.png\" alt=\"\" class=\"wp-image-331430\" srcset=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.26.01\u202fAM-1024x737.png 1024w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.26.01\u202fAM-768x552.png 768w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.26.01\u202fAM-1536x1105.png 1536w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.26.01\u202fAM.png 1860w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:26px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"gb-block-image gb-block-image-65af8733\"><img loading=\"lazy\" decoding=\"async\" width=\"1106\" height=\"1036\" class=\"gb-image gb-image-65af8733\" src=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.26.28\u202fAM.png\" alt=\"\" title=\"Screenshot 2025-02-06 at 12.26.28\u202fAM\" srcset=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.26.28\u202fAM.png 1106w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.26.28\u202fAM-1024x959.png 1024w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/01\/Screenshot-2025-02-06-at-12.26.28\u202fAM-768x719.png 768w\" sizes=\"auto, (max-width: 1106px) 100vw, 1106px\" \/><\/figure>\n\n\n\n<div style=\"height:26px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Stock Screen Methodology for Yield Seeker Portfolio<\/h3>\n\n\n\n<p><strong>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<p><strong>Step 2: <\/strong>Counters that meet Step 1 are then ranked based on highest forward dividend yield and consensus&#8217; forecast dividend growth (2-year CAGR) \u2013 on an equal-weight basis.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>Whatever type of investor you may be, we&#8217;ve got the Model Stocks Portfolio for you.<\/p>\n\n\n\n<p>Happy smart investing!<\/p>\n\n\n\n<div style=\"height:26px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p style=\"font-size:16px\"><em><em>This report is prepared by PinoyInvestor\u2019s partner broker below. Find out more about <a href=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/our-partner-brokers\/\">our partner brokers<\/a> and sign up to avail their complete trading brokerage services.<\/em><\/em><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Here&#8217;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-331424","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\/331424","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=331424"}],"version-history":[{"count":1,"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/posts\/331424\/revisions"}],"predecessor-version":[{"id":331432,"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/posts\/331424\/revisions\/331432"}],"wp:attachment":[{"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/media?parent=331424"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/categories?post=331424"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/tags?post=331424"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}