{"id":332727,"date":"2025-05-07T23:18:00","date_gmt":"2025-05-07T15:18:00","guid":{"rendered":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/?p=332727"},"modified":"2025-06-04T23:36:37","modified_gmt":"2025-06-04T15:36:37","slug":"model-portfolios-unloved-yield-seeker-riding-the-flows-7-may-2025","status":"publish","type":"post","link":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/model-portfolios-unloved-yield-seeker-riding-the-flows-7-may-2025\/","title":{"rendered":"Model Portfolios: Unloved, Yield Seeker, Riding the Flows (7 May 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\">1. Philex Mining Corp. (PX)<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">2. DigiPlus Interactive Corp. (PLUS)<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">3. Converge ICT Solutions Inc. (CNVRG)<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">4. Ayala Corp. (AC)<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">5. Manila Electric Co. (MER)<\/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>None; No change in this month&#8217;s model portfolio<\/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>None; No change in this month&#8217;s model portfolio<\/em><\/strong><\/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=\"1812\" height=\"1332\" class=\"gb-image gb-image-867780e1\" src=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-10.57.55\u202fPM.png\" alt=\"\" title=\"Screenshot 2025-06-04 at 10.57.55\u202fPM\" srcset=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-10.57.55\u202fPM.png 1812w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-10.57.55\u202fPM-1024x753.png 1024w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-10.57.55\u202fPM-768x565.png 768w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-10.57.55\u202fPM-1536x1129.png 1536w\" sizes=\"auto, (max-width: 1812px) 100vw, 1812px\" \/><\/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=\"1184\" height=\"1124\" class=\"gb-image gb-image-691f6677\" src=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-11.30.16\u202fPM.png\" alt=\"\" title=\"Screenshot 2025-06-04 at 11.30.16\u202fPM\" srcset=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-11.30.16\u202fPM.png 1184w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-11.30.16\u202fPM-1024x972.png 1024w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-11.30.16\u202fPM-768x729.png 768w\" sizes=\"auto, (max-width: 1184px) 100vw, 1184px\" \/><\/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. Security Bank Corp. (SECB) <\/em><\/strong><em>&#8211; Newly added!<\/em><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\"><em><strong>2. Aboitiz Power Corp. (AP)<\/strong><\/em> <em>&#8211; Newly added!<\/em><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong><em>3. OceanaGold (Philippines) Inc. (OGP)<\/em><\/strong> <em>&#8211; Newly added!<\/em><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">4. JG Summit Holdings Inc. (JGS)<\/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><strong><em>Security Bank Corp. (SECB)<\/em><\/strong><\/em><\/strong><\/li>\n\n\n\n<li><strong><em><strong><em><strong><em><em><strong>Aboitiz Power Corp. (AP)<\/strong><\/em><\/em><\/strong><\/em><\/strong><\/em><\/strong><\/li>\n\n\n\n<li><strong><em>OceanaGold (Philippines) Inc. (OGP)<\/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>Robinsons Land Corp. (RLC)<\/em><\/strong><\/li>\n\n\n\n<li><strong><em><strong><em>Apex Mining Co Inc. (APX)<\/em><\/strong><\/em><\/strong><\/li>\n\n\n\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=\"1852\" height=\"1302\" class=\"gb-image gb-image-7abbbf47\" src=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-10.58.09\u202fPM.png\" alt=\"\" title=\"Screenshot 2025-06-04 at 10.58.09\u202fPM\" srcset=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-10.58.09\u202fPM.png 1852w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-10.58.09\u202fPM-1024x720.png 1024w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-10.58.09\u202fPM-768x540.png 768w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-10.58.09\u202fPM-1536x1080.png 1536w\" sizes=\"auto, (max-width: 1852px) 100vw, 1852px\" \/><\/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=\"1202\" height=\"1142\" class=\"gb-image gb-image-cc3cf8fb\" src=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-11.30.23\u202fPM.png\" alt=\"\" title=\"Screenshot 2025-06-04 at 11.30.23\u202fPM\" srcset=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-11.30.23\u202fPM.png 1202w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-11.30.23\u202fPM-1024x973.png 1024w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-11.30.23\u202fPM-768x730.png 768w\" sizes=\"auto, (max-width: 1202px) 100vw, 1202px\" \/><\/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. Globe Telecom Inc. (GLO)<\/em><\/strong> <em>&#8211; Newly added!<\/em><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">2. RL Commercial REIT Inc. (RCR)<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">3. PLDT Inc. (PLDT)<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">4. AREIT, Inc. (AREIT)<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">5. Robinsons Land Corp. (RLC)<\/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><strong><em><strong><em><strong><em>Globe Telecom Inc. (GLO)<\/em><\/strong><\/em><\/strong><\/em><\/strong><\/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><strong><em>Universal Robina Corp. (URC)<\/em><\/strong><\/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=\"760\" src=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-10.58.20\u202fPM-1024x760.png\" alt=\"\" class=\"wp-image-332733\" srcset=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-10.58.20\u202fPM-1024x760.png 1024w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-10.58.20\u202fPM-768x570.png 768w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-10.58.20\u202fPM-1536x1140.png 1536w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-10.58.20\u202fPM.png 1824w\" 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=\"1234\" height=\"1156\" class=\"gb-image gb-image-65af8733\" src=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-11.30.29\u202fPM.png\" alt=\"\" title=\"Screenshot 2025-06-04 at 11.30.29\u202fPM\" srcset=\"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-11.30.29\u202fPM.png 1234w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-11.30.29\u202fPM-1024x959.png 1024w, https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-content\/uploads\/2025\/04\/Screenshot-2025-06-04-at-11.30.29\u202fPM-768x719.png 768w\" sizes=\"auto, (max-width: 1234px) 100vw, 1234px\" \/><\/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-332727","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\/332727","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=332727"}],"version-history":[{"count":1,"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/posts\/332727\/revisions"}],"predecessor-version":[{"id":332735,"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/posts\/332727\/revisions\/332735"}],"wp:attachment":[{"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/media?parent=332727"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/categories?post=332727"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/wp-json\/wp\/v2\/tags?post=332727"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}