Nilalaman
Introduction
1️⃣ Why Add a REITs & Dividend Stock Fund?
2️⃣ What Makes This Series Different
3️⃣ Portfolio Composition & Strategy
4️⃣ Strategic Role in the Micro Stock Trader Ecosystem
5️⃣ How the New Series Complements the Existing 5
6️⃣ What Readers Can Expect
Final Message
Introduction
Nung nilaunch natin ang limang (5) Live Trading Series para sa 2025–2026, akala natin kumpleto na ang Micro Stock Trader ecosystem.
Meron na tayong:
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Tactical Rotation Fund (TRF) para sa momentum
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Halal Core Growth Fund para sa ethical long-term compounding
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MONDE-Only Fund para sa deep mastery
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Ethical Turnaround Picks Fund para sa recovery opportunities
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Jimmy Series ₱5,000 Seed Portfolio para sa retail-realism
Pero habang sumusulong ang Subok ng Puso Series, lumalakas ang isang malinaw na insight:
Hindi pwedeng momentum lang. Hindi pwedeng growth lang. Kailangan ng portfolio na nagbibigay ng predictable, semi-stable, at system-driven dividends.
Doon ipinanganak ang bagong series:
The REITs & Dividend Stock Fund (LIVE Series #6)
A disciplined, yield-focused, long-term, cashflow-driven portfolio — fully LIVE, fully transparent, and fully integrated into the Multi-Portfolio Era.
1️⃣ Why Add a REITs & Dividend Stock Fund?
Three reasons:
1. Cashflow Completes the Ecosystem
Ang lima nating series ay puro growth, momentum, recovery, or discipline-based layering.
Pero walang dedicated cashflow engine.
A REIT and dividend portfolio strengthens the system with:
✔ regular yields
✔ semi-predictable income cycles
✔ long-term compounding through reinvestment
✔ stability during volatile PSE cycles
2. REITs are finally becoming attractive again
Pagkatapos ng multi-year correction at high interest rate environment, many Philippine REITs now trade at:
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deep discounts to NAV
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high dividend yields
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re-accumulation zones sa weekly/monthly charts
Hindi man sila pang-breakout na style, pero pang-compound ng capital over years.
3. A Shariah-aware dividend framework
Even though most REITs are not Shariah-certified, we’ll be applying:
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ethical screening
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avoidance of excessive uncertainty
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no leverage
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risk-aware layering
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yield-based logic instead of interest-based logic
We remain mindful of our Islamic principles while still participating in capital appreciation and rental-backed dividends.
2️⃣ What Makes This Series Different
This isn’t your typical “collect dividends” blog series.
This new series is built around:
✔ Strategic Deep Averaging (SDA) Profit/Loss Variant
We buy on downcycles using SDA logic — but with yield multipliers as confirmation.
✔ Dividend Yield Multiplier Exit Rule (DYM Exit Rule)
Instead of waiting for +12% Unrealized P/L, the exit logic assesses:
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annual dividend yield × multiplier (1.5×, 2×, or 3× depending on stock behavior)
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price’s overextension above fair yield zones
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reinvestment opportunities into deep-value REITs
✔ Long-Term Yield Zones + Weekly Trend Recovery
We only accumulate when both:
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dividend yield zone is attractive, and
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weekly chart structure shows exhaustion or bottoming
✔ No hype. No pump-and-dump. No high-risk yields.
We focus on:
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stable REITs with recurring income
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dividend-paying stocks with clean fundamentals
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clear cashflow cycle visibility
This is a slow, steady, disciplined series.
3️⃣ Portfolio Composition & Strategy
Capital Allocation for This Series
Para malinaw sa simula pa lang:
Ang REITs and Dividend Stock Fund ay may initial live capital na ₱50,000.
Hindi ito paper trade, hindi ito simulation. Totoong pera ito na ilalagay natin sa piling REITs at dividend stocks gamit ang board-lot-based layering at SDA rules.
₱50,000 ang napili nating starting allocation dahil:
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sapat siya para magpakita ng meaningful dividend cashflow over time,
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flexible para sa step-by-step layering (hindi isang bagsak na bili), at
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realistic para sa maraming retail traders na gustong mag-start ng seryosong dividend portfolio.
Habang tumatakbo ang series, puwedeng dagdagan ang capital kung justified sa performance, risk profile, at pangmatagalang plano — pero lahat ng adjustments will be documented and explained, post by post.
Core Logic:
“Buy long-term cashflow. Accumulate in deep value. Release layers through yield multipliers.”
Potential Portfolio Components:
(Exact list will evolve live — transparent updates per post.)
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REITs (CREIT, DDMPR, MREIT, RCR, etc.)
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Dividend-paying stocks (DNL)
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Yield-stable consumer names (CNPF)
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Ethical, durable, predictable payers (MER)
Techniques Used:
✔ SDA P/L Down-Cycle Accumulation
✔ Dividend Yield Multiplier Exit (DYM Rule)
✔ Hybrid 10-Step Strategy (Weekly & Monthly)
✔ Layered Accumulation
✔ Phased Exit
✔ Rotation Between REITs Based on Yield Efficiency
4️⃣ Strategic Role in the Micro Stock Trader Ecosystem
Each of the first five series had a unique purpose.
This new one fills the missing pillar:
| Series | Role |
|---|---|
| TRF | Momentum, tactical reactions |
| Halal Core Growth | Clean long-term growth |
| MONDE-Only | Single-stock mastery |
| Ethical Turnaround Picks | Value + recovery |
| Jimmy Series | Real-time, small-capital realism |
| REITs & Dividend Stock Fund | Cashflow + stability + yield compounding |
Ito ang pang-6th voice sa choir ng Micro Stock Trader ecosystem.
Ito ang nagbibigay ng “steady piano” habang nag-iiba ang tempo ng trading themes.
5️⃣ How the New Series Complements the Existing Five
⭐ Complements TRF
While TRF jumps between momentum, this series stays calm — persistent yield collector.
⭐ Complements Halal Core Growth
While HCGF grows through appreciation, the new series grows through cashflow.
⭐ Complements MONDE-Only
While MONDE-Only trains deep conviction, this trains deep patience.
⭐ Complements Ethical Turnaround Picks
While ETP hunts turnarounds, this series thrives even in sideways markets.
⭐ Complements the Jimmy Series
This gives the retail trader a realistic look at “slow money” versus “active money.”
Sa madaling salita:
This new series gives balance, stability, and long-term compounding to the entire Micro Stock Trader universe.
6️⃣ What Readers Can Expect
✔ LIVE trades
✔ Weekly Chart Snapshots
✔ Yield-based tactical plans
✔ SDA layering applied to REITs
✔ Phased exits using the DYM Exit Rule
✔ Transparent cashflow documentation
✔ Clean, ethical, Shariah-aware positioning
✔ Long-term compounding mindset
✔ Step-by-step logic for every buy and sell decision
This is not just another trading series.
This is the missing cornerstone.
Final Message
With this new addition, the Micro Stock Trader blog is now officially running:
SIX (6) LIVE TRADING SERIES.
Six strategies.
Six identities.
One mission:
To build a transparent, ethical, educational trading journey for the Filipino Muslim retail trader — with discipline, structure, and tawakkul.
Welcome to the REITs and Dividend Stock Fund.
Bismillah — let’s build long-term cashflow, one disciplined layer at a time.
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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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