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Investa Model Portfolio
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Stock
P/E Ratio
Dividend Yield (%)
Dividend Payout (Current Year)
Dividend Payout (Previous Year)
Dividends Growth Rate
Latest Dividends
TTM Earnings (Last 4 Quarters)
Earnings Growth Rate
Stock Price
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AREIT
AREIT Inc.
13.7x
13.7x
13.7x
13.7x
13.7x
40.80x
13.7x
13.7x
13.7x
Investa’s Model Portfolio
Gain insights into key metrics and stock performance to guide your investment choices.
Investa’s Model Portfolio
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Reliable REITs Backed by Solid Business Models
We’ve selected top REITs in the PH market for consistent dividend growth and solid business models. Since these are long-term investments, you can:
1. Peso-Cost Averaging (PCA)
Invest a fixed amount regularly to reduce volatility and build your position over time.
2. Buy on Dips
Purchase REITs during price corrections or when nearing key support levels (20-day or 50-day Moving Averages).
3. Dividend Reinvestment
Reinvest dividends to buy more shares and compound growth.
4. Portfolio Allocation
Allocate 25-35% per REIT (relative to your REIT portfolio) to maintain balance and reduce risk exposure across sectors.
5. Risk Management
Monitor interest rates and sector-specific risks (office, retail, renewable energy) to adjust allocations accordingly.
Key Metrics Explained: Understanding REIT Performance Indicators
Here are the key metrics used to evaluate REIT performance, with clear definitions to help you understand their significance in making informed investment decisions.
1. P/E Ratio
The Price-to-Earnings Ratio measures how much investors pay per peso of earnings.
2. Dividend Yield (%)
The annual dividend payout expressed as a percentage of the stock price.
3. Dividend Growth Rate (%)
The annualized rate of increase in dividend payments, showing income growth potential.
4. TTM Earnings (PHP, M)
The total net income earned by the REIT over the trailing twelve months, in millions of pesos.
5. Earnings Growth (%)
The percentage increase in earnings compared to the previous year, indicating profitability growth.
6. Dividend Schedule
The frequency with which dividends are distributed (e.g., quarterly or semi-annually).
7. Stock Price (PHP)
The current market price of the stock.
Investment Strategies for Dividend Investing
Proven strategies to build a steady income stream through dividend-paying stocks, focusing on yield, growth, and sustainability for long-term wealth.
1. Peso-Cost Averaging (PCA)
Invest a fixed amount regularly to reduce volatility; set up automated investments or allocate a fixed budget.
2. Buy on Dips
Take advantage of price corrections or stocks near key support levels (20/50-day MA); use Investagrams for price alerts.
3. Dividend Reinvestment (DRIP)
Reinvest dividends into the same stock to compound returns, or manually reinvest if automatic DRIP isn’t available.
4. Diversify Across Sectors
Hold 4-6 dividend stocks from different sectors, limiting exposure to any single stock to 25%.
5. Stay Updated on Economic Trends
Monitor economic shifts and news using Investagrams for insights on market conditions.
Key Metrics Explained: Smart Investing
A collection of essential stock metrics used to evaluate investment opportunities. These indicators, including dividend yield, earnings growth, and market capitalization, help investors assess a company's financial health, profitability, and valuation to make informed decisions.
1. Dividend Yield (%)
The annual dividend payment as a percentage of the stock price, representing the income an investor receives from dividends relative to the investment cost.
2. Dividend Growth (%)
The percentage increase in the dividend payout compared to the previous year, indicating the company's commitment to growing shareholder returns.
3. P/E Ratio (Price-to-Earnings Ratio)
A valuation metric that compares a company’s stock price to its earnings per share (EPS). A lower P/E ratio may indicate a stock is undervalued relative to its earnings.
4. TTM Earnings (PHP, B)
Trailing Twelve Months earnings, which is the total earnings of a company over the most recent 12-month period. It provides a snapshot of the company’s profitability.
5. Earnings Growth (%)
The percentage change in a company’s earnings over the past 12 months, reflecting how much the company’s profitability has increased (or decreased).
6. Dividend Schedule
The frequency with which a company pays out dividends to its shareholders (e.g., quarterly, semi-annually, or annually).
Investment Strategies for Growth Stocks
These stocks have been selected based on solid earnings growth and strong market positioning. They are expected to continue providing long-term capital appreciation. To buy them you can:
1. Peso-cost average
Invest regularly (monthly or quarterly) in these growth stocks, regardless of their current price, to accumulate shares over time.
2. Buy during dips
If there are price corrections or when stocks hit support levels such as 20d MA to 50d MA supports, use those opportunities to add to your position.
3. Reinvest dividends
Since some stocks in the portfolio pay dividends, reinvesting those dividends into additional shares can significantly increase your portfolio size over time, thus compounding returns faster.
Additional Notes
  • Keep in mind that growth stocks generally have lower dividend yields, but they offer substantial capital gains potential
  • Regularly track the performance of these stocks and ensure that you stay updated with their earnings reports, revenue growth, and dividend policies.
  • If certain stocks suddenly have major fundamental changes in their earnings and experience earnings slowdown or consistent net loss, we may opt to lessen and trim our exposure to these weakening stocks.
Key Metrics Explained: Smart Investing
A collection of essential stock metrics used to evaluate investment opportunities. These indicators, including dividend yield, earnings growth, and market capitalization, help investors assess a company's financial health, profitability, and valuation to make informed decisions.
1. P/E Ratio (Price-to-Earnings)
Measures how much investors are willing to pay for a company's earnings. A lower P/E ratio may indicate undervaluation.
2. Earnings Growth (%)
Reflects how much a company’s earnings have increased over the past 12 months (TTM – Trailing Twelve Months). A higher percentage indicates strong business performance.
3. Revenue Growth (%)
Shows how much a company's revenue has increased year-over-year. High revenue growth indicates strong demand for a company’s products/services.
4. Dividend Yield (%)
Indicates the percentage of the stock price paid out in dividends. Growth stocks often have lower dividend yields, as they reinvest earnings for expansion.
Disclaimer
This model portfolio is for informational purposes only and not personalized financial advice. Investing carries risks; please conduct your own research and manage risk accordingly.