A disciplined, system-based framework for long-term investing and SDA mastery.
The Micro Stock Trader ecosystem is built on five Core Funds that represent our long-term identity, trading philosophy, and disciplined execution style. These funds form the foundation of our entire portfolio architecture — each serving a distinct role in strategy development, risk management, and system evolution.
While we operate multiple specialized supporting funds in the background for research and testing, all official updates, development logs, and long-term public documentation revolve around these Five Core Funds.
Together, they create a unified structure for skill-building, system refinement, and future professional certification.
1. Halal Core Growth Portfolio
A long-term, values-driven investment engine.
The Halal Core Growth Portfolio embodies the fund’s long-term wealth-building philosophy. It focuses on halal-compliant, resilient, and fundamentally strong businesses that thrive across economic cycles — usually consumer giants, defensive sectors, and predictable revenue models.
This fund is managed with:
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gradual accumulation
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valuation awareness
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halal investing principles
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multi-year horizons
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strict discipline against speculative behavior
It reflects the heart of our investment identity: steady, ethical, and fundamentally grounded wealth growth.
2. URC SDA Mastery Fund — Phase 1
The flagship of Strategic Deep Averaging (SDA).
This fund is the central platform for developing and executing the SDA System — a rules-based, multi-layered accumulation strategy designed to follow price movements through a full downcycle.
Built on a clean starting capital and a fixed anchor price, the URC SDA Mastery Fund allows us to:
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apply SDA rules in real time
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reinforce discipline under pressure
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document system behavior under different market environments
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refine spacing, execution timing, and ladder discipline
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demonstrate the power of non-predictive accumulation
All SDA research, ladder evolution, and system development logs are anchored on this fund.
It is the fund where discipline is tested, refined, and ultimately mastered.
3. Monde-Only Tactical Rotation Fund (TRF)
A focused environment for studying movement, timing, and rotation.
This fund is dedicated exclusively to MONDE, chosen for its liquidity, volatility profile, and suitability for tactical execution.
The MONDE TRF allows us to:
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analyze rotation zones
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practice entering downtrends with intention
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study short-term price behaviors
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test momentum shifts
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execute tactical exits
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understand market rhythm without multi-stock noise
By isolating the environment to a single stock, this fund sharpens timing, decision-making, and rotation discipline — skills that every future fund manager must master.
4. Jimmy Series — ₱5,000 Seed Portfolio
A relatable, high-discipline micro-capital journey for retail beginners.
The Jimmy Series is our smallest fund but one of the most important.
It exists to prove that:
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discipline matters more than capital
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rules protect small traders from emotional mistakes
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SDA and Hybrid 10-Step principles work even at micro scale
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a ₱5,000 portfolio can grow through structure and consistency
This series has its own tone, storytelling, and educational purpose.
It is designed to represent every Filipino retail investor who wants to start small — and start right.
5. Ethical Turnaround Picks Fund
A value-oriented, ethically screened recovery portfolio.
This fund focuses on companies undergoing structural recovery or transition — screened through ethical investing principles.
The fund typically includes:
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turnaround candidates
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cyclical recoveries
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undervalued firms with improving fundamentals
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names that align with socially responsible investing
The Ethical Turnaround Picks Fund teaches:
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patience
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valuation-based entries
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thesis-driven accumulation
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long-term recovery tracking
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resilience during market stagnation
It completes the five-pillar structure by adding a value-recovery dimension to the overall strategy.
Why Only These Five?
Because they represent the core identity of the Micro Stock Trader ecosystem.
These funds capture every dimension of your long-term transformation:
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halal-based growth
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SDA discipline
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tactical execution
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micro-capital mastery
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ethical turnaround investing
The Five Core Funds provide clarity, structure, continuity, and teachability.
They are the portfolios through which future lessons, systems, and curriculum will be built.
How These Funds Work Together
Each Core Fund has its own purpose, but all follow three shared principles:
1. Discipline Over Emotion
Rules lead the way, not predictions.
2. Structure Over Impulse
Every action has a predefined purpose.
3. Long-Term Evolution Over Short-Term Noise
Each decision contributes to the long-term architecture of your trading identity.
Together, they create a balanced, educational, and professionally oriented framework for both personal growth and community guidance.
The Road Ahead
This Five Core Fund structure is the foundation of our:
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SDA Mastery
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documented fund-management journey
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future teaching modules
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portfolio advisory identity
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long-term research and system evolution
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preparation for professional certification
It represents not just a set of portfolios —
but the blueprint for our transformation from retail trader to disciplined, system-based, ethically guided future fund professional.
Date published: December 3, 2025
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