US Dollar portfolio fully invested in equities, designed for investors seeking long-term capital appreciation and higher growth potential.
Portfolio Breakdown
Designed for aggressive investors seeking maximum growth potential, this portfolio is fully allocated to global equity funds to maximize income and capital appreciation. Short-term dollar-denominated 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 global equity funds to maximize income and capital appreciation. Short-term dollar-denominated fixed income securities may be included for liquidity management.
Equity
Metro$ China Equity Feeder Fund: 2.00%
Open link in a new tabMetro$ Japan Equity Feeder Fund: 13.00%
Open link in a new tabMetro$ Eurozone Equity Feeder Fund: 10.00%
Open link in a new tabMetro$ US Equity Feeder Fund: 68.00%
Open link in a new tabMoney Market
Metro$ Money Market Fund: 7.00%
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 global equities to drive income and capital appreciation, complemented by short-term dollar-denominated fixed income instruments for liquidity management.
Portfolio Strategy
Q3 2025
For Equities, global markets experienced increased volatility as investors reassessed elevated valuations in large-cap technology stocks amid rising uncertainty over future earnings and capital expenditure trends. While technology leadership broadened into AI-related beneficiaries such as semiconductors, investors also rotated toward defensive sectors including healthcare and utilities. Portfolio positioning remains diversified, with a preference for broader market exposure and selective sector allocation while maintaining a neutral overall equity stance.
For Equities, global markets experienced increased volatility as investors reassessed elevated valuations in large-cap technology stocks amid rising uncertainty over future earnings and capital expenditure trends. While technology leadership broadened into AI-related beneficiaries such as semiconductors, investors also rotated toward defensive sectors including healthcare and utilities. Portfolio positioning remains diversified, with a preference for broader market exposure and selective sector allocation while maintaining a neutral overall equity stance.
Performance and Allocation Exposure
We reduced exposure to the China Equity Fund while increasing allocations to the U.S. Equity Feeder Fund and the Dollar Money Market Fund. These changes reflect a more cautious stance toward China amid rising macroeconomic and geopolitical risks, while maintaining our constructive view on U.S. equities supported by resilient corporate fundamentals. The modest increase in money market exposure also provides additional liquidity and flexibility to capitalize on future investment opportunities should market volatility increase.
Note: The current allocations are as of July 2026, while the previous allocations are as of June 2026.
Investment Alternatives
Low-Risk Assets
Time Deposits
U.S. Treasury Bills
U.S. Treasury Notes
U.S. Treasury Bonds
Retail Dollar Bonds (RDBs)
Fixed Income Securities
Investment Grade Corporate Bonds
Sovereign Bonds
Foreign Stocks
Fixed Income ETFs
Equities
Preferred Shares
Equity ETFs
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.
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