Top 10 Stocks bought by BPI, Philam, Sunlife, BDO & other Equity Funds

James Ryan Jonas

It’s not easy to make money in stocks, primarily because stock price movement is totally unpredictable.

Just last month, the Philippine Stock Exchange index (PSEi) soared to a brand-new all-time high, closing above 9,000 points for the first time in history. (See: Breakout! PSEi closes above 9,000 points for the first time)

And yet just a few days later, stock prices plunged, with the PSEi dropping several hundred points to settle below 8,800 points. (See: The Best Stocks in the Philippines 2018)

Crazy, crazy stock market indeed. But that doesn’t mean you can’t make money in stocks. It’s not easy, but it’s certainly possible.

How to beat the stock market

To be ahead of the market, you need to arm yourself with knowledge. Stock investing is risky and it’s especially troublesome for those venturing in stocks without full understanding of how it works. Our advice: read, read, and read. Learn about the forces that drive stock prices, various trading tactics and strategies, and fundamental and technical analyses and how these are used to predict stock prices.

It also pays to have a mentor or guide. Having one simplifies the learning process and makes it easy for a newbie investor to navigate through the chaotic but exciting and potentially lucrative field of stock investing. Just be wary of self-proclaimed “stock gurus” on Facebook or blogs that may have a hidden agenda when they’re recommending to buy or sell certain stocks. Not all of them are credible and trustworthy.

Using model portfolios in stock investing

In case you still need help, one way to simplify your investment decisions is to use model portfolios. Wouldn’t it be a lot easier if you can simply mimic or replicate the stock holdings of a reputable market investor, say, top investment funds in the Philippines?

Mutual funds and Unit Investment Trust Funds (UITF) are managed by professionals who take time to analyze the market before making the decision to buy. Why not just let them do the dirty work while you simply copy their portfolio of stocks? This is an absolutely valid strategy that can prove to be effective and efficient.

Interestingly, there’s a way for you see which stocks comprise the portfolio of top equity investment funds in the country. It’s included in this PinoyInvestor Premium Special Report: Here are 10 stocks owned by Top Investment Funds in the Philippines in 2018

Top 10 Stocks Owned by Top Equity Funds in the Philippines

This stock report contains the following useful information:

  • a summary of the ten (10) stocks that were common and appeared frequently in the investment portfolio of equity funds managed by BDO, Security Bank, BPI, ATR Kim Eng, Philam Asset Management, and Sunlife Funds; and
  • the actual stock holdings of 10 equity investment funds in the Philippines (such as ATRKE Equity Opportunity Fund, BDO Equity Fund, BPI Odyssey Philippine Equity Fund, BPI Equity Value Fund, Metrobank Metro Equity Fund, Philam Strategic Growth Fund, and Security Bank SB Peso Equity Fund, among others)

Here’s an excerpt from this stock report:

How is this useful? Once you’ve known the stocks included in the portfolio of these investment funds, you may compare and recalibrate your own stock holdings. You may also just copy the portfolio of these top funds.

If you’re looking for an easy way to decide which stocks to buy, this premium PinoyInvestor Special Report on Top 10 Stocks Bought by Philippine Equity Funds might finally help you become a smart stock investor.

James Ryan Jonas teaches business management, investments, and entrepreneurship at the University of the Philippines (UP). He is also the Executive Director of UP Provident Fund Inc., managing and investing P3.2 Billion ($56.4 Million) worth of retirement funds on behalf of thousands of UP employees.