I have two with COL. Eto ang ITF for my son. The other one’s relatively similar but with URC, SMC, and SHLPH.
I have BDO UITFs and PERA, Philequity, BDO Nomura, and Sun Life Maxilink equities too.
I mostly do peso cost averaging for my son’s trust and my retirement funds. Sometimes I buy undervalued stocks at below their fair value then sell when they reach my target FV.
Everyone would just probably have blue chips if everyone’s just after earning from their portfolio…
What I would probably be interested to know is if as a minority shareholder, you are also taking part in influencing the behavior of the company you have shares in and holding it accountable for breaches of corporate governance rules…do you even attend shareholder meetings, communicate with the shareholders relations office, etc.?
Uy, 
I love JFC 
Kala ko may naka-hack ng COL ko nung nakita ko portfolio mo 
I invest mainly in food, banking saka kaunting conglomerates. Di ko na papakita yung specific stocks, kakahiya 
Medyo worried lang ako sa JFC. They’ve been bleeding cash since their US acquisitions. Downtrend na even before COVID-19.
Lalong bumagsak pa US market yesterday. Ano kaya implications nun satin?
Jin-jja! How so? Kaunti lang loans nila, mostly bilateral pa. They don’t even need to syndicate.
Uy, sama ka sa next wassup! Kaw naman mag explain ng charts
This one, from Manila Bulletin before lockdown.
https://business.mb.com.ph/2020/03/09/jollibee-loses-2-9-b-on-us-market-gamble/
Ako ba? Beginner pa lang po ako.
Haha, I like JFC. I know some investors are anxious about JFC’s new acquisitions, but I personally cannot imagine a Philippines without Jollibee so it stays on my portfolio.
What interval would you recommend for cost averaging? Monthly? Quarterly?
Monthly and when I receive bonuses, but I buy more when the market is down. May itch every time I see the numbers in red. Hindi ako mapapalagay hangga’t hindi bumababa ang average price. 
That’s why I’m not too worried about JFC. I bought significantly when it crashed at 90-100s. It’s at 140s now.
Let me just try to anchor this part a bit mehn.
I honestly get the heart and soul of what you posted. But do note that it is best that the individual investors/traders are allowed the freedom to manage their funds for their own purpose.
Malamang most of the people here will be retail investors/traders. So safe bet na highly individualized din yung intent behind investing/trading. And not saying that you do/did. But one shouldn’t be made guilty that they’re trying to be financially literate for whatever purpose it seems to serve them.
Realistically, the easiest way to maybe make a dent or any sort of impact as a result of investing/trading through the PSEi is if you significantly control a big enough chunk of the public float of shares that you’d actually be in possession of your own financial gravitational field. Tipong enough shares to get yourself a seat on the board.
Not sure na if it’s the SEC or company bylaws that dictates that.
TLDR: not for retail traders/investors, but maybe best if from a whole of society/public opinion standpoint.
*caveat lang na nasa 
ako as I typed this.
So please adjust your lenses appropriately
I, for one, am demanding that Jollibee bring back the Champ Burger. 
Ah. Yup, these 2 brands might be a drag, but JFC will remain liquid because 1) of its operating model (mainly cash sales, capex by franchisees) 2)strong anchor brands. the only way for it to achieve its dream of becoming one of the top5 food cos. in the world is to buy / eat up companies. hindi nila yun ma achieve by organic growth.
JFC has demonstrated its strength in turning brands around- think of greenwich, chowking and red ribbon before they were acquired, and where these brands are now 
and yes, gaya ni Finn di ko ma imagine na mawala JFC 
baka nga kaya ko ‘to sinusulat dahil siya pinaka mabigat sa portfolio ko.
question - why did you choose the stocks na nasa portfolio mo? baka maganda i share sa mga nagbabasa rin na iba 
Started COL since I was an OFW more than 10 years ago but I have observed most JFC investors are loyal. Call it nostalgia, Filipino pride, or whatever but even when PSEi was declining, they would hold on to their JFC shares. Naalala ko pa dati noong naubusan sila ng Chickenjoy and when Mang Inasal was kicking their ass because of the unli-rice.
like I said it’s just me…
the profit motive is what some would say now as the reason why the capitalist system is broken…that would be par for the course in the “old normal” where everyone just invests for personal financial goals but this is not the “old normal investing guide” thread and the topic is post-COVID PSEi after all…
requirements for disclosing sustainability reports were already required for listed companies this year and i think it’s a game changer…governance is the “G” in ESG reporting and it’s only fair to let investors (both small and large) be held accountable for the company they have interests in…you have to be liable and accountable for the way your company makes money and you should have a say on that regardless of the amount you have invested in the company…this wasn’t the case pre-COVID but responsible investing is going the be the norm in the coming month/years…and this is not an attempt to make anyone guilty just giving some practical advice on how to become more aware of near future trends and making their investment choices based on non-financial considerations, i also wouldn’t bother explaining this in other fora where people just treat the stock market as a glorified casino and people would just shoot me down for not understanding the system 
Since it’s long term, I try to look more into fundamentals rather than technical analysis. I only use technical analysis to determine the best possible price to buy. Of course, limited pa knowledge ko dito and its never 100%. Mainly I use MACD and moving averages. Hindi ko maintindihan fibonachi scale.
I go for diversity. Ideally, I should have one of each (conglomerate, property, food, bank, utility). Ayaw ko mining. Kulang lang ng funds kaya yan muna.
URC is special case because of it’s Agriculture component.
I prioritize companies who, in my perception, has good business sense and I see prospering in the future. Does not hurt to look at their income statement.
Dividends is a plus but not a requirement.
At syempre, bluechips is the way to go.
Yeah, world domination ang next goal ni JFC. 
Besides, debt-free mostly ang acquisitions nila.
Anyway, I choose mostly blue chips since long term naman ang goal ko so fundamentals lang.
Every now and then, I buy a few IPOs or trendy stocks below FV then sell them once I’ve reached target FVs (VITA, DD, recently I bought DITO).
How do you feel about DITO? Is it good for long term?
Monitoring pa. So far, 40% gains na since I bought at 1+, it’s 2.20s na now. It will depend on their infra development which is currently affected by covid but they have strong backing, if you know what I mean. I didn’t intend to keep for long term, but we shall see. Because I’m also not okay with having just two major telco players in the country.
^ it’s a Dennis Uy firm, so if you’re not too risk averse about conflict of interest issues and shady practices invest away
Sorry I missed last night’s session, but I’m sure you all did great. I try to influence din others to be more financially literate, so I hope it’s not the last time. I’d love to learn more from you guys.
I can find something disagreeable in any and/or all of these companies, and if I really would do that, I won’t be investing in the stock market in the first place. A strong stock market increases inequality and widens the wealth gap (Ph rich is less than 1%). That’s capitalism for you. 