Model Portfolio Updates

As of August 29, 2025

๐Ÿ“ˆ 2-Year Annualized Returns:
๐Ÿ“Š #PSEi ETF: 1.87%
๐Ÿ’ก Abacus Strategies: 5.79%*
๐Ÿ  Real Estate Investment Trusts (REITs, market cap weighted): 21.06%*
๐Ÿ“‰ qscore20: 15.94%*
โš–๏ธ Avg: 14.26%*
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. qscore20

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