Happy 2nd birthday sa portfolio ko!
Every 15th of June marks the birthday of my COL financial portfolio. Today I would like to assess and check how my stocks are performing in terms of gain/loss, in terms of volume and in terms of my reaction from all the pressures of the past year’s news affecting the stock market. Two years ago, I set a goal of investing in stock market for my daughter’s future. But, I think my goal will be changed this month. This time, my goal is to prepare for my retirement and not rely on my children in the future. This month too, I’ll get my six year old daughter her own COL account. I’ll tell about this more on my next post.
To start with, I would like to show you my stock portfolio on its first year. If you want to know more about it, here is the link to my blog post click here.
June 15, 2016 ( 1st Year Port)
As you can see, I have a gain of 25.09%, for a first timer like me in the stock market; it was a very good indication that I was using a great strategy. My equity was not as much as you expected, but what I am proud to say is that – from the books, blogs and videos I watched regarding Stock Market Investing, I could say I performed well in applying those things I learned. Please take note, I am not a trader here. I just buy and hold, buy and hold, buy and hold… and Breathe, Breathe, Breathe… for the last 24 months. With all the stocks I hold – ALI, BDO, DD, JFC and MWC, DD or Double Dragon was the most tempting to sell because of its gain. But, I did not sell any of it, despite whether it’s a loss or a gain. I just continue to buy and accumulate more stocks.
My chosen stocks were from different industries – Real Estate, Banking, Food Industry and Service. Three of them were blue chip companies (Top 30 Corporations comprising the Philippine Stock Market). These are ALI (Ayala Land), BDO (Banco de Oro) and Jollibee (JFC). While the two DD (Double Dragon) and MWC (Manila Water) are growing stocks. For me, these two stocks possessed the qualities that will become blue chips too in the coming years.
Today, here is my portfolio, the gain is still more than 20% – 21.10% to be exact, but what is impressive on this one is the volume or accumulation of stocks I made. With MWC for example, I just started with 100 shares, now it reached 1000 shares already – which was one of my goals, to slowly reach 1000 shares for each of my chosen stocks. This year, I am targeting one or two of them reaching 1000 shares too.
June 15, 2017 (2nd Year Port)
How did I do that?
For the past two years, I just keep on saving and investing. With a budget of 2k-5k per month, I put aside for my own COL account. Whatever the issues affecting the Philippine Economy, I just silently keep on investing – PCA (peso-cost-averaging) strategy. I did not even react, when the PSEI hit almost 6000 level, instead, I took the opportunity of buying more stocks. I shared with my friends how they can also invest in the stock market, some of them did try and some of them were reluctant – thinking it was a complicated matter. I know people are different from one another and I cannot force them to try stock market investing. What I just want them to realize is that, there is a better way to where we can put our money and make it grow.
Am I Happy With My Portfolio?
Definitely, Yes! I am so happy with how it turned out. All my stocks were green. If it turned red, I’ll just whisper, “my menstruation na naman ang stock market” kaya siguro pula yan… Which after a couple of days or week, it will turn green again. Also, compared with the interest on the bank, this is way much, much better.
I am not an expert here, rather I consider myself a Financial Advocate and I’ll be happy to share my investing journey with you…. Happy Investing!
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