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A model portfolio is a customized investment portfolio designed by financial professionals to achieve specific objectives. These portfolios include a mix of different assets like stocks, bonds, and other investments spread across various industries. The professional management team running the portfolio manages the investments according to set rules and adjusts them based on market events. Essentially, model portfolios serve as templates to help investors achieve their desired returns while managing risk effectively.
PinoyInvestor partner First Metro Securities, the brokerage arm of the Metrobank Group of Companies, recently issued this month's update to their Model Portfolios report. The Model Portfolios offer a diversified investment approach to target a particular risk and return objective.
The Three Model Portfolios
Riding the Flows
This portfolio is comprised of high liquidity stocks with foreign visibility and strong earnings expectations.
Unloved
This portfolio includes stocks that experience high earnings growth but are still undervalued by the market.
Yield Seeker
These stocks are expected to provide above-average dividend yields.
Check out the latest composition here: Model Portfolios: Unloved, Yield Seeker, Riding the Flows
How to Use the Model Portfolios?
- 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.
- Buy, hold, or sell the stocks as recommended every week in each portfolio.
- Regularly monitor changes in the model portfolios to see which stocks have been added or removed.
I am not a licensed stock market advisor, does not provide personal investment advice nor advocate Buy/Sell/Hold recommendations of any investments and securities. You should seek advice from qualified/licensed stock market advisors before engaging in any transaction. Read my disclaimers.