A Full Look at the Capital Structure, Fund Roles, and Strategic Positioning
The Board Lot Warrior ecosystem has officially entered its most structured and diversified phase. With five active live portfolios operating simultaneously—each with real capital, unique objectives, and distinct strategies—the Board Lot Warrior Program now reflects a full-spectrum retail trading ecosystem built on discipline, Shariah-aligned decision-making, and system-driven execution.
The chart (CAPITAL vs. PORTFOLIO) shows how capital is distributed across the Halal Core Growth Fund, Ethical Turnaround Picks, MONDE-Only Fund, Tactical Rotation Fund, and Jimmy Series. Below is the detailed narrative and assessment of each fund.
1️⃣ Halal Core Growth Fund — ₱330,000
Composition:
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MONDE — ₱50,000
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RFM — ₱30,000
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URC — ₱200,000
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WLCON — ₱50,000
📌 Description & Assessment:
This remains the flagship portfolio of the entire Board Lot Warrior program—large, conviction-driven, halal, and focused on durable consumer names. With URC as the primary engine, supported by MONDE, WLCON, and RFM, the allocation reflects our deepest long-term convictions.
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Strong trend-following structure
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Ideal for multi-quarter compounding
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Fully aligned with Shariah and halal investing principles
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Positioned to benefit from consumer growth cycles into 2026
The Halal Core Growth Fund accounts for over 80% of total capital, reinforcing its role as the core driver of long-term wealth-building.
2️⃣ Ethical Turnaround Picks — ₱25,000
Composition:
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DMC — ₱10,000
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SCC — ₱10,000
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PCOR — ₱5,000
📌 Description & Assessment:
This fund executes the ethical version of a cyclical and turnaround strategy. These three companies reflect resilience, dividends, and the potential for rebound:
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DMC → strong construction + energy exposure
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SCC → stable dividends and mining cyclicals
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PCOR → high-recovery potential once refiners stabilize
Though small, the fund is structured for smart, controlled risk-taking, taking advantage of sector rotations and early-cycle reversals. Its role is to provide opportunistic gains without compromising ethical filters.
3️⃣ MONDE-Only Tactical Fund — ₱25,000
Composition:
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MONDE — ₱25,000
📌 Description & Assessment:
Fully restored to its intended capital, the MONDE-Only Fund is a single-stock mastery portfolio. This is where we implement:
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Pure SDA discipline
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Tactical breakout plays
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Rotational entries
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Strict layer management
No diversification—only execution. MONDE’s behavior becomes the classroom, allowing us to master deep-averaging behavior, emotional discipline, and breakout conditions.
This fund remains invaluable for skill development, mirroring the importance of system mastery before scaling to bigger capital.
4️⃣ Tactical Rotation Fund — ₱15,000
Composition:
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CREIT — ₱4,000
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DDMPR — ₱1,500
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MREIT — ₱1,500
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RCR — ₱1,500
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DNL — ₱4,000
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FNI — ₱2,500
📌 Description & Assessment:
The TRF is the most agile fund in the Board Lot Warrior lineup, built for fast rotations, short-to-medium setups, and tactical execution. Its mix of REITs, industrial mid-caps, and mining allows it to respond quickly to market conditions.
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REITs (CREIT, MREIT, DDMPR, RCR) → yield + strategic SDA
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DNL → mid-cap growth momentum
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FNI → metals exposure for volatility-driven cycles
The small capital base allows maximum nimbleness. This fund exists to capture quick moves without the emotional and capital pressure of the larger portfolios.
5️⃣ Jimmy Series Fund — ₱5,000
Composition:
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ABA — ₱2,200
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MREIT — ₱2,800
📌 Description & Assessment:
Our most relatable and beginner-friendly portfolio—the Jimmy Series represents the reality of Filipino retail traders starting small. Despite the minimal capital, the fund has produced extremely clean, rule-driven trades.
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ABA → volatility for tactical learning
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MREIT → steady anchor for stability
The Jimmy Series continues to be the heart of our community education efforts, proving that discipline beats capitalization when system rules are followed.
🔎 Overall Board Lot Warrior Assessment (As of November 30, 2025)
Across all portfolios, the Board Lot Warrior Structure is now:
🟢 Strategic
Each fund has a clear purpose: halal core growth, ethical rebounds, tactical rotation, single-stock mastery, and retail education.
🟢 Balanced
Large capital is concentrated in long-term, halal-aligned growth; smaller funds explore tactical and turnaround plays.
🟢 System-Driven
SDA, breakout logic, layer control, and structured exits guide every decision—not emotions.
🟢 Future-Ready
The entire ecosystem is now well-positioned for 2026 compounding, especially as the PSE enters a clearer basing and rotation phase.
📌 Outlook for December 2025
Expect the following:
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Ladder activations across MONDE, URC, and WLCON
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REIT-based SDA plays for Tactical Rotation Fund
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MONDE-Only Fund testing deeper layers
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Jimmy Series continuing daily discipline
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Stronger integration of the Dividend Yield Multiplier Exit Rule (DYM)
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Clearer synchronization among all five portfolios
The Board Lot Warrior Program is no longer experimental. It is now a structured, multi-portfolio ecosystem demonstrating real-time, Shariah-aligned, disciplined trading for Filipino retail investors.
📌 Important Update: Shariah Compliance Status (As of November 26, 2025)
This note will remain in all Micro Stock Trader posts until further official guidance is released.
The Philippine Stock Exchange (PSE), through its Corporate Communications Office, has formally confirmed that the entire Shariah initiative has been temporarily paused. According to the PSE’s official email reply, the Exchange is currently conducting a thorough evaluation of the program’s impact, and no updated list of Shariah-compliant securities will be released until this internal review is completed.
As a result:
The last officially recognized Shariah-compliant list remains the most recent published roster before the pause.
All halal-based strategies within the Micro Stock Trader ecosystem—including the Halal Core Growth Portfolio, Ethical Turnaround Picks, and all Shariah-filtered investment frameworks—will continue to operate under a conservative, self-screened approach using:
business activity screens,
financial ratio filters, and
publicly available Shariah guidance from global Islamic indices.
We will maintain extra caution and transparency in labeling any stock as halal-friendly during this pause.
This update serves as an ongoing advisory to the community. Once the PSE resumes official Shariah screening or publishes new guidance, this note will be updated or removed accordingly, in shā’ Allāh.
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Disclaimer: This post is for informational purposes only and should not be considered financial advice. Always do your own research before making any trading decisions.
Paalala lang: Ang post na ito ay para sa informational purposes only at hindi dapat ituring na financial advice. Laging siguraduhing gumawa ng sarili mong research bago pumasok sa kahit anong trade o investment
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