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

  • @louieto
    @louieto11 ай бұрын

    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

    @kuyajon

    11 ай бұрын

    thank you thank you. God bless. try natin pag madami na

  • @monsagaran4937
    @monsagaran493711 ай бұрын

    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

    @kuyajon

    11 ай бұрын

    wow nice, salamat sa feedback. thank God

  • @yuri0589
    @yuri058911 ай бұрын

    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

    @kuyajon

    11 ай бұрын

    thank God

  • @helensalazar3546
    @helensalazar354611 ай бұрын

    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

    @kuyajon

    11 ай бұрын

    thank God thank you sa feedback

  • @BRTAMK
    @BRTAMK4 ай бұрын

    tnx for sharing.. not the portfolio but the friendship...

  • @kuyajon

    @kuyajon

    4 ай бұрын

    yehey thanks dn po

  • @ColliderVideosOfficial
    @ColliderVideosOfficial11 ай бұрын

    keep it up lods

  • @kuyajon

    @kuyajon

    11 ай бұрын

    pila natin

  • @rxampageaxe4216
    @rxampageaxe42168 ай бұрын

    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

    @kuyajon

    8 ай бұрын

    Antay antay tayo sir recovering na

  • @tokmolbonjak8567
    @tokmolbonjak856711 ай бұрын

    Happy trading 😊

  • @kuyajon

    @kuyajon

    11 ай бұрын

    Same to you!

  • @L3dn0d
    @L3dn0d11 ай бұрын

    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

    @kuyajon

    11 ай бұрын

    thank God, thank you friend, of course magkakaiba tlga tayo ng preferences and thats owrayt

  • @arthurchinbendanillo5492
    @arthurchinbendanillo549211 ай бұрын

    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

    @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.

  • @aimertv6243
    @aimertv624311 ай бұрын

    Thanks sir

  • @kuyajon

    @kuyajon

    11 ай бұрын

    yay

  • @oliverwendellgo7396
    @oliverwendellgo739611 ай бұрын

    Katulad mo gwapo din kami sir Jon, thumbs up sa post mo

  • @kuyajon

    @kuyajon

    11 ай бұрын

    thank God thank you

  • @oscarraymond9476
    @oscarraymond947611 ай бұрын

    Thanks

  • @kuyajon

    @kuyajon

    11 ай бұрын

    yay thank God

  • @genesisumali5560
    @genesisumali556011 ай бұрын

    Thanks po

  • @kuyajon

    @kuyajon

    11 ай бұрын

    thanknu

  • @happynblessed22
    @happynblessed2211 ай бұрын

    Salamat Kuya jon

  • @kuyajon

    @kuyajon

    11 ай бұрын

    thank u

  • @randolphsantos6893
    @randolphsantos689311 ай бұрын

    Salamat sir

  • @genesisumali5560

    @genesisumali5560

    11 ай бұрын

    Salamat po

  • @kuyajon

    @kuyajon

    11 ай бұрын

    thanks guys

  • @ILOKANOTRADER
    @ILOKANOTRADER11 ай бұрын

    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

    @kuyajon

    11 ай бұрын

    totoo yan, thank you sa feedback

  • @ColliderVideosOfficial
    @ColliderVideosOfficial11 ай бұрын

    salamat lods

  • @kuyajon

    @kuyajon

    11 ай бұрын

    thank God

  • @iDreamblitzPH
    @iDreamblitzPH10 ай бұрын

    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

    @kuyajon

    10 ай бұрын

    Dko naabutan late ako nag invest. Thanks dn

  • @lloydgarcia3370
    @lloydgarcia337011 ай бұрын

    Kuya Jon, Request if you can discuss the moats of these 8 stocks why you bought them. TIA

  • @kuyajon

    @kuyajon

    11 ай бұрын

    will try thank u

  • @jhoven916
    @jhoven91611 ай бұрын

    kuya jon,may video ka ba about sa share-buy-back?

  • @kuyajon

    @kuyajon

    11 ай бұрын

    meron kzread.info/dash/bejne/mqtp15mHZ6yWm7A.htmlsi=Bye4ikBJ7gPGsgX_

  • @emmagistrado2388
    @emmagistrado23889 ай бұрын

    Hi Jon, sa anong broker ba yan?

  • @kuyajon

    @kuyajon

    9 ай бұрын

    hiwa hiwalay bpi first metro and col

  • @juanzmindset
    @juanzmindset11 ай бұрын

    Ayos ang portpolio mo kuya... Walang wala pa ako sayo hehe

  • @kuyajon

    @kuyajon

    11 ай бұрын

    huhu nagsisiso na nga ako e

  • @juanzmindset

    @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

    @kuyajon

    11 ай бұрын

    @@juanzmindset its ok sis hindi naman tayo worried, ang bubugbugin ko crown and gsmi masyado kokonte

  • @drudeleon2871
    @drudeleon287111 ай бұрын

    Ipit din ako sa acen bro... at least may kasama pala ako... 😂😂😂... Pa review ng JGS if u hav time. Tnx

  • @kuyajon

    @kuyajon

    11 ай бұрын

    try natin bro

  • @kuyajon

    @kuyajon

    11 ай бұрын

    pero di naman ako takot sa acen

  • @drudeleon2871

    @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.

  • @charmeeee
    @charmeeee11 ай бұрын

    lakas kua jon ni the BIG 4 GCPC.

  • @kuyajon

    @kuyajon

    11 ай бұрын

    yehey thank God

  • @charmeeee
    @charmeeee11 ай бұрын

    kua jon, tingin mo po kay MEgaworld?

  • @kuyajon

    @kuyajon

    11 ай бұрын

    madami sila.projects bumabawi

  • @snowhite1qazse4
    @snowhite1qazse411 ай бұрын

    pa confirm nga boss may almost 5% cash div si CROWN sa sept payout?

  • @kuyajon

    @kuyajon

    11 ай бұрын

    4 cents ata, kasi may 5 cents earlier this year

  • @SuccessfulMind29
    @SuccessfulMind2911 ай бұрын

    Pusuan ko na to ❤

  • @kuyajon

    @kuyajon

    11 ай бұрын

    yay

  • @tonimartin4828
    @tonimartin48288 ай бұрын

    I note that you don’t have big conglomerate or holding companies such as AC, SM Any reason for that?

  • @kuyajon

    @kuyajon

    8 ай бұрын

    Bigger companiea grows slower They are also over analyzed And crazy expensive

  • @dariusaquisay3628
    @dariusaquisay362811 ай бұрын

    Agree ako sa final 4 stocks mo, pg nag positive un iba, Sell na, lipat sa mas maganda stock. 🎉

  • @kuyajon

    @kuyajon

    11 ай бұрын

    yes yes yes

  • @jnebrahim5582
    @jnebrahim558211 ай бұрын

    na forget ata c CLI sa explaining mu Sir or nKulangan. hehe Good morning. 😊

  • @kuyajon

    @kuyajon

    11 ай бұрын

    good morning check mo to

  • @kuyajon

    @kuyajon

    11 ай бұрын

    kzread.info/dash/bejne/kXuEmtCfnZXAmKQ.htmlsi=Omv5dN1wJhkOj2Gu

  • @briandayrit7378
    @briandayrit737810 ай бұрын

    Hi sir Jon Di Ka fan Ng reits? Wala sa top 8? Hehe

  • @kuyajon

    @kuyajon

    10 ай бұрын

    baka sa future

  • @deehive
    @deehive11 ай бұрын

    all the stars are aligned daw sabi ni diokno 😊

  • @kuyajon

    @kuyajon

    11 ай бұрын

    haha

  • @joals1081
    @joals108111 ай бұрын

    mga REIT kuya jon di ka kukuha?

  • @kuyajon

    @kuyajon

    11 ай бұрын

    baka hindi, discuss ko

  • @socialscienceexplained3300
    @socialscienceexplained330011 ай бұрын

    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

    @kuyajon

    11 ай бұрын

    wow, salamat po napaka valuable neto.... pag-iisipan ko to mabuti

  • @carlocaesararca4864
    @carlocaesararca486411 ай бұрын

    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

    @kuyajon

    11 ай бұрын

    yes yan dn sabe peter lynch, too small for insti

  • @carlocaesararca4864

    @carlocaesararca4864

    11 ай бұрын

    hehehehe opo nga ipon muna ako hehehe at wait ng tapos ng dividends hehehe

  • @carlocaesararca4864

    @carlocaesararca4864

    11 ай бұрын

    gusto ko din nung nalaman ko na family business like DNL

  • @kuyajon

    @kuyajon

    11 ай бұрын

    @@carlocaesararca4864 may pros and cons kasi mga ganyan family business. sometimes sinasakal ang dividends kahit kaya naman

  • @kuyajon

    @kuyajon

    11 ай бұрын

    @@carlocaesararca4864 good luck and God bless sa investing mo

  • @LarJazz
    @LarJazz11 ай бұрын

    Wala kang plan mag invest sa reit?

  • @kuyajon

    @kuyajon

    11 ай бұрын

    wala po

  • @kuyajon

    @kuyajon

    11 ай бұрын

    so far wala

  • @Sagit2027
    @Sagit202711 ай бұрын

    nabinta nyo na yung LTG?

  • @kuyajon

    @kuyajon

    11 ай бұрын

    may konte pa

  • @texwinter7330
    @texwinter733011 ай бұрын

    Kuya Jon, yan na ba lahat stocks mo sa portfolio mo?? 8 stocks lang talaga sya?

  • @kuyajon

    @kuyajon

    11 ай бұрын

    12, pero 7% lang un 4, itong 8 ay 93%

  • @texwinter7330

    @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

    @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

    @kuyajon

    11 ай бұрын

    trim.means maging 5 na lang na stocks

  • @texwinter7330

    @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

  • @ezeldesilva2717
    @ezeldesilva271711 ай бұрын

    Sir wla kang investment Sa reits?

  • @kuyajon

    @kuyajon

    11 ай бұрын

    wala nde ako dividend investor, capital gains tlga ako

  • @ezeldesilva2717

    @ezeldesilva2717

    11 ай бұрын

    Ano po b pagkakaiba ng reits at ng stocks

  • @kuyajon

    @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

    @ezeldesilva2717

    11 ай бұрын

    @@kuyajon s stocks po magkano ang required ipamigay?may dividend dn po b cla n bnbgay

  • @kuyajon

    @kuyajon

    11 ай бұрын

    @@ezeldesilva2717 it depends sa stock na pinasok mo. meron hindi namimigay, meron namimigay. meron maiit meron malaki

  • @ayeeeh
    @ayeeeh11 ай бұрын

    🎉🫶🏻

  • @snowhite1qazse4
    @snowhite1qazse411 ай бұрын

    marami kalaban si MRSGIsa supermarket yun lng

  • @kuyajon

    @kuyajon

    11 ай бұрын

    totoo

  • @Angkol_Cy
    @Angkol_Cy11 ай бұрын

    wag na kayo umiyak kuya lahat na man tayo talonan hahahah

  • @kuyajon

    @kuyajon

    11 ай бұрын

    haha thank you

  • @aimertv6243
    @aimertv624311 ай бұрын

    Newbie her can someone add me in gc of newbie two is better than one!