| Year | Strat | MSCI Philippines (EPHE) in PHP | Δ |
|---|---|---|---|
| 2026 | -8.0% | -6.3% | -1.7% |
| Period | Strategy | MSCI Philippines (EPHE) in PHP | vs index |
|---|---|---|---|
| Day | +1.3% | +0.3% | +1.0% |
| Week | +1.0% | +0.8% | +0.2% |
| Month | -2.3% | +0.5% | -2.9% |
| YTD | -8.0% | -6.3% | -1.7% |
| Holding | Weight | Day | score |
|---|---|---|---|
| RLC modelled potential +58%; equal weight 16.7%. | 16.7% | +1.0% | 58% |
| AGI modelled potential +46%; equal weight 16.7%. | 16.7% | -0.3% | 46% |
| MEG modelled potential +28%; equal weight 16.7%. | 16.7% | -1.7% | 28% |
| MER modelled potential +19%; equal weight 16.7%. | 16.7% | +3.5% | 19% |
| SM modelled potential +18%; equal weight 16.7%. | 16.7% | +5.5% | 18% |
| GLO modelled potential +18%; equal weight 16.7%. | 16.7% | -0.3% | 18% |
| Rebalance | Signal | Holding | Price (PHP) | Weight | Result |
|---|---|---|---|---|---|
| 6 Nov 2026 | Buy | SM SM Investments Corporation modelled potential +18%; equal weight 16.7%. | 561.00 | 16.7% | — |
| Sell | JGS JG Summit Holdings dropped out of the top ranking (entry score was 16%) | 17.30 | — | -8.5% | |
| 6 Oct 2026 | Buy | MER Manila Electric (Meralco) modelled potential +19%; equal weight 16.7%. | 412.20 | 16.7% | — |
| Sell | SMPH SM Prime Holdings dropped out of the top ranking (entry score was 16%) | 15.86 | — | -0.3% | |
| 29 Sep 2026 | Buy | GLO Globe Telecom modelled potential +17%; equal weight 16.7%. | 1 570 | 16.7% | — |
| Buy | SMPH SM Prime Holdings modelled potential +16%; equal weight 16.7%. | 15.90 | 16.7% | — | |
| Sell | DMC DMCI Holdings dropped out of the top ranking (entry score was 63.2) | 7.49 | — | -2.6% | |
| Sell | SM SM Investments Corporation dropped out of the top ranking (entry score was 21%) | 499.60 | — | -12.8% | |
| 22 Sep 2026 | Buy | DMC DMCI Holdings modelled potential +6321%; equal weight 16.7%. | 7.69 | 16.7% | — |
| Buy | JGS JG Summit Holdings modelled potential +29%; equal weight 16.7%. | 18.90 | 16.7% | — | |
| Sell | AEV Aboitiz Equity Ventures dropped out of the top ranking (entry score was 35%) | 37.00 | — | -0.3% | |
| Sell | GLO Globe Telecom dropped out of the top ranking (entry score was 16%) | 1 587 | — | -5.6% | |
| 25 Aug 2026 initial book | Buy | MEG Megaworld Corporation modelled potential +39%; equal weight 16.7%. | 2.29 | 16.7% | — |
| Buy | RLC Robinsons Land Corporation modelled potential +39%; equal weight 16.7%. | 17.32 | 16.7% | — | |
| Buy | AEV Aboitiz Equity Ventures modelled potential +35%; equal weight 16.7%. | 37.10 | 16.7% | — | |
| Buy | AGI Alliance Global Group modelled potential +19%; equal weight 16.7%. | 9.1 | 16.7% | — | |
| Buy | SM SM Investments Corporation modelled potential +17%; equal weight 16.7%. | 573.00 | 16.7% | — | |
| Buy | GLO Globe Telecom modelled potential +16%; equal weight 16.7%. | 1 682 | 16.7% | — |
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.