Author: isaiahjtperez.com
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Model Portfolio Updates
📈 2-Year Annualized Returns (as of October 24, 2025):📊 #PSEi ETF: 2.08%💡 Abacus Strategies: 4.26%*🏠 Real Estate Investment Trusts (REITs, market cap weighted): 19.03%*📉 qscore10to80 (value turnover filter changed to above 80th percentile from above 60th percentile, 10 stocks): 18.32%*⚖️ Avg: 13.87%*✉️ *Before transaction costs; your mileage may vary depending on stock selection and/or portfolio…
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Model Portfolio Updates
As of October 17, 2025 📈 2-Year Annualized Returns:📊 #PSEi ETF: 0.56%💡 Abacus Strategies: 2.89%*🏠 Real Estate Investment Trusts (REITs, market cap weighted): 19.18%*📉 qscore10to80 (value turnover filter changed to above 80th percentile from above 60th percentile, 10 stocks): 17.61%*⚖️ Avg: 13.23%*✉️ *Before transaction costs; your mileage may vary depending on stock selection and/or portfolio…
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Model Portfolio Updates
As of September 12, 2025 📈 2-Year Annualized Returns:📊 #PSEi ETF: 1.56%💡 Abacus Strategies: 4.52%*🏠 Real Estate Investment Trusts (REITs, market cap weighted): 21.86%*📉 qscore20: 16.50%*⚖️ Avg: 14.29%*✉️ *Before transaction costs; your mileage may vary depending on stock selection and/or portfolio weights; message me for details. For inquiries you can send me a message on…
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Model Portfolio Updates
As of September 5, 2025 📈 2-Year Annualized Returns:📊 #PSEi ETF: 1.51%💡 Abacus Strategies: 5.83%*🏠 Real Estate Investment Trusts (REITs, market cap weighted): 20.73%*📉 qscore20: 15.96%*⚖️ Avg: 14.17%*✉️ *Before transaction costs; your mileage may vary depending on stock selection and/or portfolio weights; message me for details. #abacport For inquiries you can send me a message…
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Model Portfolio Updates
As of August 29, 2025 📈 2-Year Annualized Returns:📊 #PSEi ETF: 1.87%💡 Abacus Strategies: 5.79%*🏠 Real Estate Investment Trusts (REITs, market cap weighted): 21.06%*📉 qscore20: 15.94%*⚖️ Avg: 14.26%*✉️ *Before transaction costs; your mileage may vary depending on stock selection and/or portfolio weights; message me for details. For inquiries you can send me a message on…
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Model Portfolio Updates
As of August 22, 2025. 📈 2-Year Annualized Returns:📊 #PSEi ETF: 2.52%💡 Abacus Strategies: 6.90%*🏠 Real Estate Investment Trusts (REITs, market cap weighted): 20.52%*📉 qscore20: 16.80%*⚖️ Avg: 14.74%*✉️ *Before transaction costs; your mileage may vary depending on stock selection and/or portfolio weights; message me for details. #abacport For inquiries you can send me a message…
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Model Portfolio Updates
As of August 15, 2025 📈 2-Year Annualized Returns:📊 #PSEi ETF: 2.19%💡 Abacus Strategies: 5.02%*🏠 Real Estate Investment Trusts (REITs, market cap weighted): 18.95%*📉 qscore20: 16.56%*⚖️ Avg: 13.51%*✉️ *Before transaction costs; your mileage may vary depending on stock selection and/or portfolio weights; message me for details. For inquiries you can send me a message on…
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Model Portfolio Updates
2-Year Annualized Returns: #PSEi ETF: 1.37% Abacus Strategies: 5.02%* Real Estate Investment Trusts (REITs, market cap weighted): 19.40%* qscore20: 17.11%* Avg: 13.84%* *Before transaction costs; your mileage may vary depending on stock selection and/or portfolio weights; message me for details
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Model Portfolio Updates
As of May 2, 2025 Summary Benchmark/Model 2-Year Annualized Returns Median Value Turnover Per Stock PSEi ETF (FMETF) 1.78% – Abacus Strategies 3.54%* Php34.53M PSE REITs (market cap weighted) 10.34%* Php2.85M qscore20 14.76%* Php7.25M Average 9.33%* – * Before transaction costs Details Abacus Strategies Real Estate Investment Trusts (REITs) qscore20 For inquiries you can send…
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Model Portfolio Update: AbacusStrategies
As of December 27, 2024 This model can absorb much more capital. Model Portfolio: +15.67%PSEi: +0.78% Click on images to enlarge. For inquiries you can send me a message on LinkedIn or via email.