The 20K
Promise.
Around ₱20,000 every month. Building toward ₱2,000,000.
Monthly target: ₱20,000
Current Value
₱103,610
Total Invested
₱102,622
Months In
5
Unrealized Gain/Loss
+₱988 (+0.96%)
Public Holdings
Every public purchase, cost, and result—documented in one continuous ledger.
Total Cost Basis
₱102,621.81
Current Value
₱103,610.00
Total Gain / Loss
+₱988.19
Overall Return
+0.96%BDO Unibank Inc.
3 buys130 shares · avg ₱118.20 · since Mar 2026
Live Price
₱122.00
Current Value
₱15,860.00
Gain / Loss
+₱493.61
Return
+3.21%Portfolio %
15.0%
Why I hold this
"A scaled banking franchise with diversified earnings and exposure to long-term Philippine economic activity."
Ayala Land, Inc.
2 buys1000 shares · avg ₱14.60 · since Mar 2026
Live Price
₱16.26
Current Value
₱16,260.00
Gain / Loss
+₱1,655.50
Return
+11.34%Portfolio %
14.2%
Why I hold this
"A leading property developer with a broad landbank and recurring-income assets tied to long-term urban growth."
Jollibee Foods Corp.
4 buys100 shares · avg ₱154.61 · since Mar 2026
Live Price
₱150.60
Current Value
₱15,060.00
Gain / Loss
₱-400.68
Return
-2.59%Portfolio %
15.1%
Why I hold this
"A leading consumer brand with a strong domestic franchise and growing international reach."
First Metro Philippine Equity Exchange Traded Fund, Inc.
4 buys190 shares · avg ₱102.02 · since Apr 2026
Live Price
₱106.00
Current Value
₱20,140.00
Gain / Loss
+₱755.98
Return
+3.90%Portfolio %
18.9%
Why I hold this
"Diversified PSEi exposure that reduces reliance on any single Philippine company."
AREIT, Inc.
4 buys600 shares · avg ₱39.00 · since Apr 2026
Live Price
₱37.75
Current Value
₱22,650.00
Gain / Loss
₱-748.83
Return
-3.20%Portfolio %
22.8%
Why I hold this
"An income-oriented portfolio of quality commercial assets supported by recurring leases and sponsor growth opportunities."
Aboitiz Power Corp.
2 buys200 shares · avg ₱42.70 · since Jun 2026
Live Price
₱43.50
Current Value
₱8,700.00
Gain / Loss
+₱159.88
Return
+1.87%Portfolio %
8.3%
Why I hold this
"An essential power business with diversified generation exposure and participation in the energy transition."
Manila Electric Company (Meralco)
10 shares · avg ₱586.73 · since Jul 2026
Live Price
₱494.00
Current Value
₱4,940.00
Gain / Loss
₱-927.27
Return
-15.80%Portfolio %
5.7%
Why I hold this
"The country's largest electricity distribution utility, supported by regulated operations and long-term power demand."
Dividend Income
Cash generated by the portfolio, tracked separately from monthly deposits
Net Dividends
₱392
Reinvested
₱392
Available
₱0
Tax Withheld
₱44
BDO
DividendJun 22, 2026
"110 Shares @ 1.1 each"
Gross
₱121
Tax
-₱12
Net
₱109
Reinvested
₱109
AREIT
DividendJun 11, 2026
"AREIT Quarterly dividend. 400 shares"
Gross
₱248
Tax
-₱25
Net
₱223
Reinvested
₱223
JFC
DividendMay 21, 2026
"JFC Quarterly dividend. 50 Shares"
Gross
₱67
Tax
-₱7
Net
₱60
Reinvested
₱60
Monthly Log
Around ₱20,000 targeted each month — actual public contributions are shown below
Cumulative Invested
July 2026
"Fifth month: added MER and maintained broad PSE exposure."
₱20,513
June 2026
"Fourth month: expanded the portfolio with AP."
₱20,101
May 2026
"Third month: added to the existing Philippine equity allocation."
₱19,579
April 2026
"Second month: expanded ETF and REIT exposure."
₱24,047
March 2026
"First month of the public Philippine equity ledger."
₱18,382