The 20K
Promise.
Around ₱20,000 every month. Building toward ₱2,000,000.
Monthly target: ₱20,000
Current Value
₱129,032
Total Invested
₱127,622
Months In
6
Unrealized Gain/Loss
+₱1,411 (+1.11%)
Public Holdings
Every public purchase, cost, and result—documented in one continuous ledger.
Total Cost Basis
₱127,621.81
Current Value
₱129,032.34
Total Gain / Loss
+₱1,410.53
Overall Return
+1.11%BDO Unibank Inc.
3 buys130 shares · avg ₱117.85 · since Mar 2026
Live Price
₱123.20
Current Value
₱16,016.00
Gain / Loss
+₱649.61
Return
+4.23%Portfolio %
12.0%
Why I hold this
"A scaled banking franchise with diversified earnings and exposure to long-term Philippine economic activity."
Ayala Land, Inc.
2 buys1,000 shares · avg ₱14.57 · since Mar 2026
Live Price
₱15.20
Current Value
₱15,200.00
Gain / Loss
+₱595.50
Return
+4.08%Portfolio %
11.4%
Why I hold this
"A leading property developer with a broad landbank and recurring-income assets tied to long-term urban growth."
Jollibee Foods Corp.
4 buys100 shares · avg ₱154.15 · since Mar 2026
Live Price
₱160.00
Current Value
₱16,000.00
Gain / Loss
+₱539.32
Return
+3.49%Portfolio %
12.1%
Why I hold this
"A leading consumer brand with a strong domestic franchise and growing international reach."
First Metro Philippine Equity Exchange Traded Fund, Inc.
4 buys190 shares · avg ₱101.72 · since Apr 2026
Live Price
₱104.80
Current Value
₱19,912.00
Gain / Loss
+₱527.98
Return
+2.72%Portfolio %
15.2%
Why I hold this
"Diversified PSEi exposure that reduces reliance on any single Philippine company."
AREIT, Inc.
4 buys600 shares · avg ₱38.88 · since Apr 2026
Live Price
₱38.00
Current Value
₱22,800.00
Gain / Loss
-₱598.83
Return
-2.56%Portfolio %
18.3%
Why I hold this
"An income-oriented portfolio of quality commercial assets supported by recurring leases and sponsor growth opportunities."
Aboitiz Power Corp.
2 buys200 shares · avg ₱42.58 · since Jun 2026
Live Price
₱45.65
Current Value
₱9,130.00
Gain / Loss
+₱589.88
Return
+6.91%Portfolio %
6.7%
Why I hold this
"An essential power business with diversified generation exposure and participation in the energy transition."
Manila Electric Company (Meralco)
10 shares · avg ₱585.00 · since Jul 2026
Live Price
₱479.00
Current Value
₱4,790.00
Gain / Loss
-₱1,077.27
Return
-18.36%Portfolio %
4.6%
Why I hold this
"The country's largest electricity distribution utility, supported by regulated operations and long-term power demand."
Manulife Asia Best Select Equity Fund
Managed fund45.6739 units · avg NAVPU ₱109.4717 · since Aug 2026
Latest NAVPU
₱110.9950
Current Value
₱5,069.57
Gain / Loss
+₱69.57
Return
+1.39%Portfolio %
3.9%
Why I hold this
"An actively managed Asian equity allocation that adds exposure to leading companies across the region."
ATRAM Global Allocation Feeder Fund
Managed fund145.1623 units · avg NAVPU ₱137.7768 · since Aug 2026
Latest NAVPU
₱138.5674
Current Value
₱20,114.77
Gain / Loss
+₱114.77
Return
+0.57%Portfolio %
15.7%
Why I hold this
"A diversified multi-asset allocation across international equities and bonds, designed to broaden the public ledger beyond the Philippines."
Dividend Income
Cash generated by the portfolio, tracked separately from monthly deposits
Net Dividends
₱392
Reinvested
₱392
Available
₱0
Tax Withheld
₱44
BDO
DividendJun 22, 2026
"110 Shares @ 1.1 each"
Gross
₱121
Tax
-₱12
Net
₱109
Reinvested
₱109
AREIT
DividendJun 11, 2026
"AREIT Quarterly dividend. 400 shares"
Gross
₱248
Tax
-₱25
Net
₱223
Reinvested
₱223
JFC
DividendMay 21, 2026
"JFC Quarterly dividend. 50 Shares"
Gross
₱67
Tax
-₱7
Net
₱60
Reinvested
₱60
Monthly Log
Around ₱20,000 targeted each month — actual public contributions are shown below
Cumulative Invested
August 2026
"First international allocation: a multi-asset core with a smaller Asian equity satellite."
₱25,000
July 2026
"Fifth month: added MER and maintained broad PSE exposure."
₱20,513
June 2026
"Fourth month: expanded the portfolio with AP."
₱20,101
May 2026
"Third month: added to the existing Philippine equity allocation."
₱19,579
April 2026
"Second month: expanded ETF and REIT exposure."
₱24,047
March 2026
"First month of the public Philippine equity ledger."
₱18,382