A strategy designed for accelerated growth
Portfolio Breakdown
Designed for aggressive investors seeking maximum growth potential, this portfolio is fully allocated to stocks and dividend-paying equities to maximize income and capital appreciation. Short-term fixed income securities may be included for liquidity management.
Equity
Portfolio Breakdown
Designed for aggressive investors seeking maximum growth potential, this portfolio is fully allocated to stocks and dividend-paying equities to maximize income and capital appreciation. Short-term fixed income securities may be included for liquidity management.
Equity
Metro Equity Fund: 17.00%
Open link in a new tabMetro High Dividend Yield Unit Paying Fund: 45.00%
Open link in a new tabMetro Multi-Themed Equity Fund of Funds: 33.00%
Open link in a new tabMetro Money Market Fund: 5.00%
Open link in a new tabThings to know
You can invest in the Aggressive Risk Portfolio if you are:
a Metrobank client with an active Settlement Account, where investment transactions are seamlessly debited and credited.
a Metrobank client with an “Aggressive” risk profile
Looking to invest for maximum growth through a portfolio fully allocated to stocks and dividend-paying equities to drive income and capital appreciation, complemented by short-term fixed-income instruments for liquidity management.
Portfolio Strategy
Q1 2026
For Equities, we maintain a neutral stance as market sentiment remains challenged by weak economic growth, rising inflation expectations, foreign selling, and geopolitical uncertainty. The market extended its decline during the month, weighed down by softer corporate earnings and MSCI rebalancing-related outflows. Portfolio positioning remains defensive, with a preference for dividend-paying and resilient sectors while maintaining offshore exposure through Fund-of-Funds investments. We continue to monitor macroeconomic developments, earnings trends, and market valuations for opportunities to selectively increase risk exposure as conditions stabilize.
For Equities, we maintain a neutral stance as market sentiment remains challenged by weak economic growth, rising inflation expectations, foreign selling, and geopolitical uncertainty. The market extended its decline during the month, weighed down by softer corporate earnings and MSCI rebalancing-related outflows. Portfolio positioning remains defensive, with a preference for dividend-paying and resilient sectors while maintaining offshore exposure through Fund-of-Funds investments. We continue to monitor macroeconomic developments, earnings trends, and market valuations for opportunities to selectively increase risk exposure as conditions stabilize.
Performance and Allocation Exposure
For Equities, we increased exposure to Peso Metro Money Market Fund while reducing allocations to Metro High Dividend Fund and Metro Equity Fund. Following the receipt of dividend distributions from the Metro High Dividend Funds part of the proceeds was rotated into cash to strengthen the portfolio’s defensive positioning. Exposure to Fund-of-Funds was maintained to retain diversification benefits and capture potential gains from continued Peso weakness. These changes reflect a more conservative approach while preserving participation in both local and offshore market opportunities.
Investment Alternatives
Money Market
Time Deposits
Treasury Bills (T-Bills)
Fixed Income Securities
Retail Treasury Bonds (RTBs)
Fixed Rate Treasury Bonds (FXTNs)
Corporate Bonds
Equity
Preferred Shares
Direct Stocks
Strategic Asset Allocation is constructed on the basis of long term asset class views with targets to maintain a set combination of asset classes
Tactical Asset Allocation refers to an active call that shifts asset allocations in a portfolio to take advantage of market trends or economic conditions.
This portfolio’s TAA shifts some of its share to fixed income to allow you to take advantage of a short term rally in bonds. You can work back to neutral until the next short term catalyst favors either bonds or stocks.
Read through other alternative model portfolios to discover strategies that better align with your investment goals. Considering an investment that does not match your risk profile may involve higher risks. Make sure it fits your financial goals before making decisions.
A growth-oriented balanced strategy
A growth strategy with managed equity exposure.
A strategy designed for high-growth potential
