How To Use First Metro Securities’ Model Portfolios

First, choose your preferred portfolio based on your personal investment goal and risk appetite. You may choose to follow one, two, three, or all four model portfolios below.Buy, hold, or sell the stocks as recommended in each model portfolio.Every week, regularly monitor changes in the model portfolios to see which stocks have been removed or added.

Returns And Performance Of Each Model Portfolio

Model Stock Portfolio of First Metro SecuritiesChange from last weekChange year-to-date from 15 Dec 2020Profit/Loss since inception on Nov. 2016
Riding the Momentum-0.94%-4.00%+20.38%
Value Play+0.41%-4.52%-11.26%
Yield Seeker+1.39%-0.45%-6.82%
Unloved+1.44%-3.46%+0.96%
Vs: PSE index (PSEi)-1.57%-3.81%-0.08%

Model Portfolio #1: RIDING THE MOMENTUM

This model portfolio is comprised of well-established companies with sustained profitability and high earnings expectations. These stocks are characterized as having high Earnings per Share (EPS) growth and high Price-to-Earnings (P/E) ratio.

Riding the Momentum stocks
1. SM Prime Holdings (SMPH) – Newly added to the stock portfolio this week!
2. SM Investments Corp. (SM)
3. Ayala Corp. (AC)
4. BDO Unibank Inc. (BDO)
5. Ayala Land Inc. (ALI)
SELL (Removed from last week’s list): AC Energy Philippines Inc. (ACEN)
BUY (Newly added to the Model Portfolio this week): SM Prime Holdings (SMPH)

Model Portfolio #2: VALUE PLAY

This model portfolio is a collection of stocks that are undervalued by the market but able to provide high return to shareholders. These stocks have low Price-to-Book (P/B) ratio and high Return on Equity (ROE).

Value Play stocks
1. Aboitiz Power Corp. (AP)
2. Alliance Global Group Inc. (AGI)
3. East West Banking Corp. (EW)
4. Max’s Group Inc. (MAXS)
5. Metrobank (MBT)
SELL (Removed from last week’s list): None; No change in stock composition this week
BUY (Newly added to the Model Portfolio this week): None; No change in stock composition this week

Model Portfolio #3: YIELD SEEKERS

Aside from stock price appreciation, these stocks can also generate above-average dividend yields. These stocks are characterized as having high Dividend Yields and high Dividend Coverage Ratio (DCR).

Yield Seeker stocks
1. Globe Telecom (GLO)
2. PLDT Inc. (TEL)
3. Manila Electric Co. (MER)
4. DMCI Holdings Inc. (DMC)
5. Aboitiz Power Corp. (AP)
SELL (Removed from last week’s list): None; No change in stock composition this week
BUY (Newly added to the Model Portfolio this week): None; No change in stock composition this week

Model Portfolio 4: UNLOVED

These stocks could potentially generate high earnings but are currently underrated by the market. These stocks are characterized as having high Earnings per Share (EPS) growth and low Price-to-Earnings (P/E) ratio.

Unloved stocks
1. GT Capital Holdings Inc. (GTCAP) – Newly added to the stock portfolio this week!
2. Security Bank Corp. (SECB)
3. Megaworld Corp. (MEG)
4. Filinvest Land Inc. (FLI)
5. PLDT Inc. (TEL)
SELL (Removed from last week’s list): Robinsons Land Corp. (RLC)
BUY (Newly added to the Model Portfolio this week): GT Capital Holdings Inc. (GTCAP)

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