| Year | Strat | MSCI Philippines (EPHE) in PHP | Δ |
|---|---|---|---|
| 2026* | -8.3% | — | — |
| Period | Strategy | MSCI Philippines (EPHE) in PHP | vs index |
|---|---|---|---|
| Day | +0.3% | +0.1% | +0.2% |
| Week | -3.3% | -2.7% | -0.6% |
| # | Holding | Weight | Day | score |
|---|---|---|---|---|
| 1 | SECB modelled potential +21%; equal weight 20.0%. | 20.0% | +0.3% | 21% |
| 2 | UBP modelled potential +19%; equal weight 20.0%. | 20.0% | -0.5% | 19% |
| 3 | MBT modelled potential +17%; equal weight 20.0%. | 20.0% | +1.7% | 17% |
| 4 | BDO modelled potential +12%; equal weight 20.0%. | 20.0% | +0.3% | 12% |
| 5 | BPI modelled potential +12%; equal weight 20.0%. | 20.0% | -0.3% | 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 paper-book starts (buy) or stops (sell) holding the position. Sell result is the price change from the position's own buy signal, dividends not included.