[FREE Report!] Model Portfolios: Unloved, Yield Seeker, Riding the Flows (8 Feb 2024)

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How to Use the Model Portfolios

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.

2.) Buy, hold, or sell the stocks as recommended every week in each portfolio.

3.) Regularly monitor changes in the model portfolios to see which stocks have been added or removed.

That’s it! Trade and invest easily with the help of these stock portfolios.

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Model Portfolio #1: Riding the Flows

This portfolio is comprised of high liquidity stocks with foreign visibility and strong
earnings expectations.

Riding the Flows model portfolio

1. Ayala Corp. (AC)

2. Ayala Land, Inc. (ALI)

3. Jollibee Foods Corp. (JFC)

4. Bloomberry Resorts Corp. (BLOOM)

5. SM Prime Holdings Inc. (SMPH)

Buy (Newly added to this month’s model portfolio):

• Bloomberry Resorts Corp. (BLOOM)
• SM Prime Holdings Inc. (SMPH)

Sell (Removed from last month’s model portfolio):

• International Container Terminal Services Inc. (ICT)
• SM Investments Corp.

Stock Screen Methodology for Riding the Flows Portfolio

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

Step 2: These counters are then ranked in terms of largest to smallest net foreign buying (NFB) activity in the past three months.

Step 3: We then filter the stocks from Step 2 and rank them based on strongest consensus earnings growth forecast in the next two years.

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Model Portfolio #2: Unloved

This portfolio includes stocks that experience high earnings growth but are still undervalued by the market.

Unloved model portfolio

1. AREIT, Inc. (AREIT)

2. JG Summit Holdings Inc. (JGS)

3. Converge ICT Solutions, Inc. (CNVRG)

4. Nickel Asia Corp. (NIKL)

5. Univeral Robina Corp. (URC)

Buy (Newly added to this month’s model portfolio):

• AREIT, Inc. (AREIT)
• JG Summit Holdings Inc. (JGS)

Sell (Removed from last month’s model portfolio):

• Manila Water Co. Inc. (MWC)
• Bloomberry Resorts Corp (BLOOM)

Stock Screen Methodology for Unloved Portfolio

Step 1: We screen our stock universe for counters with the highest average daily value turnover (ADVA) in the past three months.

Step 2: 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).

Step 3: 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.

Step 4: 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.

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Model Portfolio #3: Yield Seeker

These stocks are expected to provide above-average dividend yields.

Yield Seeker model portfolio

1. PLDT Inc. (TEL)

2. AREIT Inc. (AREIT)

3. Manila Water Co. (MWC)

4. MREIT Inc. (MREIT)

5. RL Commercial REIT Inc. (RCR)

Buy (Newly added to this month’s model portfolio):

• Manila Water Company (MWC)

Sell (Removed from last month’s model portfolio):

• Filinvest REIT Corp. (FILRT)

Stock Screen Methodology for Yield Seeker Portfolio

Step 1: We screen our universe for stocks with dividend yield that is above the two-year Philippine bond yield as of the cut-off date.

Step 2: Counters that meet Step 1 are then ranked based on highest forward dividend yield and consensus’ forecast dividend growth (2-year CAGR) – on an equal-weight basis.

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Whatever type of investor you may be, we’ve got the Model Stocks Portfolio for you.

Happy smart investing!

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NOTE: This is a Premium-exclusive stock report, originally for our Premium Access members, but we’re giving this to you free! To view other FREE stock reports, just click here. To get full access to all Premium-exclusive reports, upgrade to Premium Access today for as low as P399.00 a month!