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


Returns by period for the Passive Income Strategy and the PSEi
PeriodPassive IncomePSEi
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%
Current holdings of the Passive Income Strategy
StockCompany
AREITAREIT, Inc.REITs
MREITMREIT, Inc.REITs
RCRRL Commercial REIT, Inc.REITs
TELPLDT Inc.Telecom, Media & Tech
APAboitiz Power CorporationEnergy
LTGLT Group, Inc.Conglomerates / Holdings
GLOGlobe Telecom, Inc.Telecom, Media & Tech
ICTInternational Container Terminal Services, Inc.Transportation & Logistics
MWCManila Water Company, Inc.Utilities
MYNLDMaynilad Water Services, Inc.Utilities