Nilalaman
1️⃣ Bakit namin kinailangan baguhin ang SDA Exit System
2️⃣ Limitasyon ng Original +12% SDA Exit Rule
3️⃣ Ang Solusyon: Dividend Yield Multiplier Exit (DYM Exit Rule)
4️⃣ Paano gumagana ang DYM Exit Rule (Concept + Formula)
5️⃣ Recommended Multipliers per Stock Category
6️⃣ Sample Computations (MONDE, WLCON, REITs, Industrials)
7️⃣ Paano ito nag-iintegrate sa existing SDA rules (+12%, MAPA, Alignment)
8️⃣ Bakit ito mas matibay, mas flexible, at mas realistic
9️⃣ Alignment with our Halal, Long-Term, Value-Based Investing Framework
🔟 Final Thoughts and Next Steps for Live SDA Trades
1️⃣ Bakit namin kinailangan baguhin ang SDA Exit System
As we applied the Strategic Deep Averaging (SDA) system to real trades, we discovered an important reality: not all fundamentally strong stocks behave the same way during recovery.
Some stocks:
-
move sideways for weeks,
-
hover below the +12% threshold,
-
and trap capital longer than necessary.
We needed an exit rule that stays disciplined but also becomes more dynamic and stock-specific.
2️⃣ Limitasyon ng Original +12% SDA Exit Rule
Our original SDA exit logic was clear-cut:
Sell 1 board lot at +12% Unrealized P/L.
This worked beautifully for:
-
trending recoveries
-
fast rebounds
-
V-shaped reactions
BUT during weak market sentiment, many stocks:
-
never hit +12%
-
or hit it only after long consolidation
-
leading to stagnation and low capital recycling
We needed a solution that keeps SDA moving, not stuck.
3️⃣ Ang Solusyon: Dividend Yield Multiplier Exit (DYM Exit Rule)
Today, we officially introduce the:
🔵 Dividend Yield Multiplier Exit Rule (DYM Exit Rule)
Unrealized P/L Exit Trigger = Annual Dividend Yield × Multiplier
This creates a stock-specific early exit level that is:
-
based on fundamentals,
-
grounded in value,
-
adaptive to behavior,
-
and fully aligned with SDA philosophy.
4️⃣ Paano gumagana ang DYM Exit Rule
The idea is simple:
Every stock already has its own natural yield.
If the market gives us a gain equivalent to twice, 1.5×, or equal to its annual dividend yield,
that is already a meaningful recovery signal worth releasing one SDA layer.
Formula:
DYM Exit Threshold = Dividend Yield × Multiplier
Once current Unrealized P/L reaches that threshold,
we may release 1 board lot, even if +12% has not yet been achieved.
5️⃣ Recommended Multipliers per Stock Category
Different stocks behave differently.
So we group them by behavior and adjust multipliers accordingly:
🟢 Consumer Stocks (MONDE, URC, WLCON, RFM)
Multiplier: ×2.0 to ×2.5
→ Early exit typically 5%–12%
Reason:
Consumer stocks move steadily but slowly. A 5–10% move is already strong during weak sentiment.
🟢 REITs (RCR, CREIT, MREIT, DDMPR)
Multiplier: ×1.0 to ×1.5
→ Early exit typically 5%–9%
Reason:
REITs already give consistent high dividends.
Matching or slightly exceeding their yield is a logical release level.
🟢 Industrials / Ethical Turnaround Stocks (SCC, DMC, PCOR)
Multiplier: ×1.5
→ Early exit typically 7%–15%
Reason:
These names move in larger swings, so we set a moderate multiplier to avoid premature exit.
6️⃣ Sample Computations (Real Numbers)
MONDE
Dividend Yield: 5.08%
Multiplier: ×2
DYM Exit = 10% Unrealized P/L
WLCON
Dividend Yield: 2.12%
Multiplier: ×2
DYM Exit = 4–5% Unrealized P/L
CREIT
Dividend Yield: 5.63%
Multiplier: ×1
DYM Exit = 6%
SCC
Dividend Yield: 4.29%
Multiplier: ×1.5
DYM Exit ≈ 7%
Each stock now has a customized, fundamental-based exit zone.
7️⃣ Integration with Existing SDA Rules
The introduction of the DYM rule does not replace the original SDA exit framework.
Instead, SDA now has four official exit pathways:
1. DYM Exit Rule (NEW)
Dividend Yield × Multiplier
2. +12% Standard SDA Exit Rule
Our original baseline
3. MAPA Violation Exit
If thesis breaks or risk zone breached
4. Portfolio Alignment Exit
If stock belongs to another live portfolio (ex: Halal Core)
All four work together to create a complete, flexible system.
8️⃣ Bakit ito mas matibay, mas flexible, at mas realistic
The DYM Exit Rule strengthens the SDA strategy because it:
-
Prevents capital stagnation
-
Increases layer recycling
-
Matches exit levels to stock behavior
-
Avoids emotional selling
-
Grounds the exit logic on fundamentals
-
Works even during sideways and uncertain markets
-
Aligns with the rhythm of each stock
SDA becomes smarter, faster, and more disciplined at the same time.
9️⃣ Alignment with Our Halal, Long-Term, Value-Based Approach
The DYM rule is rooted in:
-
the company’s real economic output,
-
shareholder value creation,
-
and intrinsic yield—
not interest, speculation, or artificial criteria.
This ensures that every move we make remains aligned with:
-
ethical investing,
-
value-based decisions, and
-
long-term sustainability.
🔟 Final Thoughts & Next Steps
Markets evolve. Our system evolves with them.
The DYM Exit Rule is our next step toward a more complete, more adaptive, and more consistently disciplined SDA system.
Starting today,
all our live SDA positions will now carry a DYM Exit Threshold,
together with the standard +12%, MAPA, and Alignment rules.
This is the modern SDA:
fundamental, flexible, and future-ready.
Your official Micro Stock Trader Navigation Hub badge—use this icon to link to the main directory of all series and strategies.
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
Home | Tactical Live Portfolio Launch | Tactical Live Portfolio Tracker
