| Year | Strat | MSCI Philippines (EPHE) in PHP | Δ |
|---|---|---|---|
| 2026 | -8.0% | -7.6% | -0.3% |
| Period | Strategy | MSCI Philippines (EPHE) in PHP | vs index |
|---|---|---|---|
| Day | -1.2% | -1.4% | +0.2% |
| Week | +0.7% | -1.5% | +2.2% |
| Month | +2.2% | -0.9% | +3.1% |
| YTD | -8.0% | -7.6% | -0.3% |
| Holding | Weight | Day | score |
|---|---|---|---|
| SECB modelled potential +21%; equal weight 20.0%. | 20.0% | -1.7% | 21% |
| UBP modelled potential +19%; equal weight 20.0%. | 20.0% | -1.4% | 19% |
| MBT modelled potential +17%; equal weight 20.0%. | 20.0% | +0.1% | 17% |
| BDO modelled potential +12%; equal weight 20.0%. | 20.0% | -2.4% | 12% |
| BPI modelled potential +12%; equal weight 20.0%. | 20.0% | -0.4% | 12% |
| Rebalance | Signal | Holding | Price (PHP) | Weight | Result |
|---|---|---|---|---|---|
| 25 Aug 2026 initial book | Buy | SECB Security Bank Corporation modelled potential +21%; equal weight 20.0%. | 66.95 | 20.0% | — |
| Buy | UBP Union Bank of the Philippines modelled potential +19%; equal weight 20.0%. | 24.90 | 20.0% | — | |
| Buy | MBT Metropolitan Bank & Trust (Metrobank) modelled potential +17%; equal weight 20.0%. | 67.65 | 20.0% | — | |
| Buy | BDO BDO Unibank modelled potential +12%; equal weight 20.0%. | 121.20 | 20.0% | — | |
| Buy | BPI Bank of the Philippine Islands modelled potential +12%; equal weight 20.0%. | 105.50 | 20.0% | — |
Prices are the frozen close on the signal date — the price at which the live model portfolio starts (buy) or stops (sell) holding the position. Sell result is the price change from the position's own buy signal, dividends not included.