Dividend Strategy
Passive Income Strategy.
₱1,000,000 invested on 31 Dec 2024 was worth ₱1,173,937 on 6 Oct 2026.
Designed to prioritize reliable, high-yield dividend stocks while balancing growth and managing risk for steady income.
Since 31 Dec 2024
+17.4%
Total Returns
Strategy Performance
Returns By Period
| Period | Passive Income | PSEi |
|---|---|---|
| Since 31 Dec 2024 | +17.4% | −13.3% |
| This year | −2.3% | −6.2% |
| One year | +2.2% | −5.4% |
| Six months | −2.7% | −4.6% |
| Three months | −4.4% | −8.8% |
| One day | −0.8% | −1.2% |
This year is measured from the last close of the previous year. The PSEi’s since-inception figure starts on 2 Jan 2025.
- Passive Income
- PSEi
Updated 6 Oct 2026.
The strategy is tracked daily from a model account and serves as a guide. Your own portfolio may be higher or lower because of when you joined and the prices your orders filled at. Past performance does not guarantee future results.
What it holds today
Allocation By Sector
39.4%REITs
- REITs39.4%
- Telecom, Media & Tech20.2%
- Utilities14.1%
- Energy10.1%
- Conglomerates / Holdings9.1%
- Transportation & Logistics7.1%
| Stock | Company | Sector |
|---|---|---|
| AREIT | AREIT, Inc.REITs | REITs |
| MREIT | MREIT, Inc.REITs | REITs |
| RCR | RL Commercial REIT, Inc.REITs | REITs |
| TEL | PLDT Inc.Telecom, Media & Tech | Telecom, Media & Tech |
| AP | Aboitiz Power CorporationEnergy | Energy |
| LTG | LT Group, Inc.Conglomerates / Holdings | Conglomerates / Holdings |
| GLO | Globe Telecom, Inc.Telecom, Media & Tech | Telecom, Media & Tech |
| ICT | International Container Terminal Services, Inc.Transportation & Logistics | Transportation & Logistics |
| MWC | Manila Water Company, Inc.Utilities | Utilities |
| MYNLD | Maynilad Water Services, Inc.Utilities | Utilities |
