My 8 Largest Stock Holdings in the Philippine Market
📈 Exploring My Top 8 Stock Holdings in the Philippine Market 🇵🇭
Welcome to my channel! In this video, I'm excited to share with you an in-depth look at my investment strategy and portfolio composition. Join me as I dive into the details of my 8 largest stock holdings in the Philippine Stock Exchange (PSE), which together make up a substantial 93% of my entire portfolio.
🔍 Throughout this video, you'll gain insights into:
The rationale behind my stock selection
Key factors driving the performance of these holdings
How these investments align with my long-term financial goals
Whether you're a seasoned investor or just starting out in the world of stocks, you're sure to find valuable takeaways from this analysis. Learning from real-world examples can be incredibly helpful in shaping your investment approach.
⚠️ Strong Disclaimer: Individual Opinion, Not Professional Financial Advice ⚠️
Before we proceed, it's essential to emphasize that the information provided in this video is solely based on personal opinion and analysis. I am not a certified financial advisor or a financial professional. Therefore, it is crucial that you understand and acknowledge the following points:
1️⃣ Personal Opinion: The content of this video reflects my individual opinion and interpretation of the market conditions, economic trends, and financial news discussed. It should not be considered as professional financial advice or a recommendation to make any specific investment decisions.
2️⃣ Conduct Due Diligence: It is your responsibility as a viewer to conduct thorough research and exercise your own judgment when making financial decisions. Consider consulting with licensed financial advisors or professionals who can provide tailored guidance based on your specific circumstances.
3️⃣ Dynamic Financial Landscape: The financial landscape is highly dynamic and subject to rapid changes. Market conditions, regulations, and economic factors can evolve, potentially altering the implications of the information provided. Therefore, it is crucial to stay updated and perform your due diligence regularly.
4️⃣ Risk and Loss: Investing in stocks or any financial instruments carries inherent risks. It is possible to incur losses or experience adverse outcomes. Please be aware of the risks associated with investing and carefully evaluate your risk tolerance before making any investment decisions.
5️⃣ Independent Decision-Making: The ultimate responsibility for any investment decisions rests with you, the viewer. Consider your personal financial goals, risk appetite, and seek advice from professionals as needed, ensuring that any decisions made align with your individual circumstances and financial objectives.
Remember, the information shared in this video is for educational and informational purposes only. It should not be construed as a substitute for professional financial advice. Always exercise caution, diligence, and independent judgment when managing your investments.
⚠️ It is strongly recommended that you do your own due diligence and consult with qualified professionals before making any financial decisions. ⚠️
Пікірлер: 114
Well said Jon😊. Inspiring.... Lacash !!! Salamat Jon for being one of ur Online Friends.. See yeah in the future😊😊 Mag pa Gathering ka naman Jon ,investor & followers mo😊❤❤❤
@kuyajon
11 ай бұрын
thank you thank you. God bless. try natin pag madami na
Hi Jon! Thanks for showing your stock positions.....been using your web finance chart lately and it's really a great help...just letting you know! Thanks again😊
@kuyajon
11 ай бұрын
wow nice, salamat sa feedback. thank God
Thank you for sharing kuya jon..dahil sayu ngkakaroon ako idea san mg uumpisa..planning to invest in stock market, research² muna sabay panunuod ng mga video mo..
@kuyajon
11 ай бұрын
thank God
Thanks ulit Sir Jon for sharing your portfolio. It serves as inspiration sa mga ibang investors regardless kung malaki o maliit ang pinuhunan nila. Importante lahat tau may goals na maging financially independent.
@kuyajon
11 ай бұрын
thank God thank you sa feedback
tnx for sharing.. not the portfolio but the friendship...
@kuyajon
4 ай бұрын
yehey thanks dn po
keep it up lods
@kuyajon
11 ай бұрын
pila natin
MRSGI ang very first stock na binili ko nuong 2017. Malakas kasi ang company na to. Medyo minalas lang nang konti pero recovering naman ngayon. Yung pangalawang pinakalamakas nilang branch, yung Metro Ayala-Cebu, nasunog nuong 2018, bago mag Sinulog. Nuong 2021 naman, tinamaan ng typhoon odette yung hypermarket nila sa Maasin City, Southern Leyte bago magpasko. Tapos nahold din yung expansions nila dahil sa pandemic. Pero kahit na ganun, fave stock ko pa rin to kasi maganda talaga ang fundamentals nila. Medyo minalas lang. Hehe. Pero recovering na sila ngayon. Nabuksan na uli yung Metro Ayala Cebu at Metro Hypermarket Maasin. Tapos niresume na nila yung mga expansion plans nila, gaya ng Metro Supermarket sa Alang-Alang, Leyte na magbubukas na ngayong November.
@kuyajon
8 ай бұрын
Antay antay tayo sir recovering na
Happy trading 😊
@kuyajon
11 ай бұрын
Same to you!
Yung ACEN at MRSGI meron ako dati, pero parehas ko na binenta.. 😅😅 Yung 6 na iba, di ko sila naging stocks.. Siguro kasi dividend investor ako.. 😅😅 Pero salamat sa pag-consider na friends mo na kamo lahat.. 🤘😅🤘 More power to you @Kuyajon
@kuyajon
11 ай бұрын
thank God, thank you friend, of course magkakaiba tlga tayo ng preferences and thats owrayt
I feel you kuya Jon. Sunog din ang Portfolio ko dati kay HI at LPZ holdings. Ito lang kasi mga stocks na undervalue at that time in 2016-2018. . Super cheap. Kaya pala cheap because they are cheap for a reason. Concentrated investor din po ako tulad mo kaso Kulang sa Research at thorough analysis ang mga stocks pick ko dati. Dapat if concentrated investor ka nakatutok ka talaga sa stockmarket. Reading, understanding and analizing financial statements of individual companies. Kaya sa mga concentrated investor jan learn from other stock investors mistake so you wont commit the same mistakes again.... Saves you time and money. To earn more in the stock market, you have to learn more....
@kuyajon
11 ай бұрын
thank you sa feedback, i think hindi naman ako lugi sa mrsgi. nagkasunud sunud lang bad news nila. will wait for 2 years i think.
Thanks sir
@kuyajon
11 ай бұрын
yay
Katulad mo gwapo din kami sir Jon, thumbs up sa post mo
@kuyajon
11 ай бұрын
thank God thank you
Thanks
@kuyajon
11 ай бұрын
yay thank God
Thanks po
@kuyajon
11 ай бұрын
thanknu
Salamat Kuya jon
@kuyajon
11 ай бұрын
thank u
Salamat sir
@genesisumali5560
11 ай бұрын
Salamat po
@kuyajon
11 ай бұрын
thanks guys
ako din more than 100k paper loss din pero lahat nasa dividend stocks naman, galing sa trading tas dividend investor na. 2021-2022 dami nagliliparan na stocks madami kumita madami din nawalan.
@kuyajon
11 ай бұрын
totoo yan, thank you sa feedback
salamat lods
@kuyajon
11 ай бұрын
thank God
Salamat po kua Jon for sharing your portfolio. Akala ko po talaga kasama mo si SCC sa iyong portfolio kasi tiba2x magbigay un ng dividends po.
@kuyajon
10 ай бұрын
Dko naabutan late ako nag invest. Thanks dn
Kuya Jon, Request if you can discuss the moats of these 8 stocks why you bought them. TIA
@kuyajon
11 ай бұрын
will try thank u
kuya jon,may video ka ba about sa share-buy-back?
@kuyajon
11 ай бұрын
meron kzread.info/dash/bejne/mqtp15mHZ6yWm7A.htmlsi=Bye4ikBJ7gPGsgX_
Hi Jon, sa anong broker ba yan?
@kuyajon
9 ай бұрын
hiwa hiwalay bpi first metro and col
Ayos ang portpolio mo kuya... Walang wala pa ako sayo hehe
@kuyajon
11 ай бұрын
huhu nagsisiso na nga ako e
@juanzmindset
11 ай бұрын
@@kuyajon para mabilis kang makabawi sa mrgsi ba yun... Dapat bumili ka now para bumaba yung average mo...at maka.exit ka nang mas maaga
@kuyajon
11 ай бұрын
@@juanzmindset its ok sis hindi naman tayo worried, ang bubugbugin ko crown and gsmi masyado kokonte
Ipit din ako sa acen bro... at least may kasama pala ako... 😂😂😂... Pa review ng JGS if u hav time. Tnx
@kuyajon
11 ай бұрын
try natin bro
@kuyajon
11 ай бұрын
pero di naman ako takot sa acen
@drudeleon2871
11 ай бұрын
Pasama na rin sa review ang ANS, mukhang ok ang stock na ito, just want to know your insights bago ako mag decide pumasok.. Salamat bro.
lakas kua jon ni the BIG 4 GCPC.
@kuyajon
11 ай бұрын
yehey thank God
kua jon, tingin mo po kay MEgaworld?
@kuyajon
11 ай бұрын
madami sila.projects bumabawi
pa confirm nga boss may almost 5% cash div si CROWN sa sept payout?
@kuyajon
11 ай бұрын
4 cents ata, kasi may 5 cents earlier this year
Pusuan ko na to ❤
@kuyajon
11 ай бұрын
yay
I note that you don’t have big conglomerate or holding companies such as AC, SM Any reason for that?
@kuyajon
8 ай бұрын
Bigger companiea grows slower They are also over analyzed And crazy expensive
Agree ako sa final 4 stocks mo, pg nag positive un iba, Sell na, lipat sa mas maganda stock. 🎉
@kuyajon
11 ай бұрын
yes yes yes
na forget ata c CLI sa explaining mu Sir or nKulangan. hehe Good morning. 😊
@kuyajon
11 ай бұрын
good morning check mo to
@kuyajon
11 ай бұрын
kzread.info/dash/bejne/kXuEmtCfnZXAmKQ.htmlsi=Omv5dN1wJhkOj2Gu
Hi sir Jon Di Ka fan Ng reits? Wala sa top 8? Hehe
@kuyajon
10 ай бұрын
baka sa future
all the stars are aligned daw sabi ni diokno 😊
@kuyajon
11 ай бұрын
haha
mga REIT kuya jon di ka kukuha?
@kuyajon
11 ай бұрын
baka hindi, discuss ko
Hi kuya jon i aggree with almost all of your stocks except MRSGi hahaha. Ive been living near a MRSGI mall and to tell you wala pong laban sa competition c MRSGI. Wqla po halos tao sa mga counter nla. Npaka konti ng tao sa mga department store nla even before pre pandemic times. MRSGI is also not good with maintainance. Sayang mga development nla sa iloilo walang maintainance. Ng close rin ang store nla sa land ni ALI.i think rrhi would be a better choice than MRSGi
@kuyajon
11 ай бұрын
wow, salamat po napaka valuable neto.... pag-iisipan ko to mabuti
may narealize ako dun kay crown kuya jon small cap sya kaya ayaw ng mga big funds kahit maganda advantage ng mga small investor hehehe
@kuyajon
11 ай бұрын
yes yan dn sabe peter lynch, too small for insti
@carlocaesararca4864
11 ай бұрын
hehehehe opo nga ipon muna ako hehehe at wait ng tapos ng dividends hehehe
@carlocaesararca4864
11 ай бұрын
gusto ko din nung nalaman ko na family business like DNL
@kuyajon
11 ай бұрын
@@carlocaesararca4864 may pros and cons kasi mga ganyan family business. sometimes sinasakal ang dividends kahit kaya naman
@kuyajon
11 ай бұрын
@@carlocaesararca4864 good luck and God bless sa investing mo
Wala kang plan mag invest sa reit?
@kuyajon
11 ай бұрын
wala po
@kuyajon
11 ай бұрын
so far wala
nabinta nyo na yung LTG?
@kuyajon
11 ай бұрын
may konte pa
Kuya Jon, yan na ba lahat stocks mo sa portfolio mo?? 8 stocks lang talaga sya?
@kuyajon
11 ай бұрын
12, pero 7% lang un 4, itong 8 ay 93%
@texwinter7330
11 ай бұрын
@@kuyajon ako kc 11 stocks.. 10 dividend paying kaso naipit ako sa 11th stock which is converge haha malaki loss ko e, di ko tuloy mabenta.
@kuyajon
11 ай бұрын
@@texwinter7330 ano entry mo, as long as below value ayos lang yan. ang mahirap un dito example. gusto ko na itrim tlga port ko, naiinis ako naging emotional ako hehehe
@kuyajon
11 ай бұрын
trim.means maging 5 na lang na stocks
@texwinter7330
11 ай бұрын
@@kuyajon ako din gusto sana maximum of 8-10 na lang talaga.. tapos pag near retirement na talaga, trim down ko sa 5 stocks na lang.. haha impatient ako ska emotional din lalo na kapag napapnood ko videos mo! Hahaha
Sir wla kang investment Sa reits?
@kuyajon
11 ай бұрын
wala nde ako dividend investor, capital gains tlga ako
@ezeldesilva2717
11 ай бұрын
Ano po b pagkakaiba ng reits at ng stocks
@kuyajon
11 ай бұрын
@@ezeldesilva2717 reit is a special kind of stock na maraming rules. like dapat real property sila and rental ang income parang ganun. then required sila ipamigay at least 90% ng kita. normal stocks ay less rules
@ezeldesilva2717
11 ай бұрын
@@kuyajon s stocks po magkano ang required ipamigay?may dividend dn po b cla n bnbgay
@kuyajon
11 ай бұрын
@@ezeldesilva2717 it depends sa stock na pinasok mo. meron hindi namimigay, meron namimigay. meron maiit meron malaki
🎉🫶🏻
marami kalaban si MRSGIsa supermarket yun lng
@kuyajon
11 ай бұрын
totoo
wag na kayo umiyak kuya lahat na man tayo talonan hahahah
@kuyajon
11 ай бұрын
haha thank you
Newbie her can someone add me in gc of newbie two is better than one!