Model Portfolio Updates

๐Ÿ“ˆ 2-Year Annualized Returns (as of October 24, 2025):
๐Ÿ“Š #PSEi ETF: 2.08%
๐Ÿ’ก Abacus Strategies: 4.26%*
๐Ÿ  Real Estate Investment Trusts (REITs, market cap weighted): 19.03%*
๐Ÿ“‰ qscore10to80 (value turnover filter changed to above 80th percentile from above 60th percentile, 10 stocks): 18.32%*
โš–๏ธ Avg: 13.87%*
โœ‰๏ธ *Before transaction costs; your mileage may vary depending on stock selection and/or portfolio weights; message me for details.

Source: Bloomberg; Abacus Strategies vs. PSEi ETF
Source: Bloomberg; PSE-REITs vs. PSEi ETF
Source: Bloomberg; qscore10to80 vs. qscore20to80

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