A strategy designed for accelerated growth
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$ US Equity Feeder Fund: 60.00%
Open link in a new tabMetro$ Eurozone Equity Feeder Fund: 10.00%
Open link in a new tabMetro$ Japan Equity Feeder Fund: 13.00%
Open link in a new tabMetro$ China Equity Feeder Fund: 7.00%
Open link in a new tabMoney Market
Metro$ Money Market Fund: 10.00%
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
Q1 2026
For Equities, global markets continued to advance and reached new record highs, supported by strong technology sector earnings and ongoing optimism surrounding artificial intelligence-related investments. Despite concerns over inflation and higher bond yields, investor sentiment remained constructive as corporate earnings and economic activity continued to show resilience. Portfolio positioning remains balanced but with a more cautious tilt, as underlying funds maintain participation in global growth opportunities while remaining mindful of elevated valuations and potential market volatility.
For Equities, global markets continued to advance and reached new record highs, supported by strong technology sector earnings and ongoing optimism surrounding artificial intelligence-related investments. Despite concerns over inflation and higher bond yields, investor sentiment remained constructive as corporate earnings and economic activity continued to show resilience. Portfolio positioning remains balanced but with a more cautious tilt, as underlying funds maintain participation in global growth opportunities while remaining mindful of elevated valuations and potential market volatility.
Performance and Allocation Exposure
For Equities, we increased exposure to Dollar Metro Money Market Fund while reducing allocation to the Metro U.S. Equity Feeder Fund. While the long-term outlook for U.S. equities remains supported by strong corporate earnings and artificial intelligence-driven growth themes, the portfolio adopted a more defensive stance following the market’s strong rally and record-high valuations. The higher cash allocation provides flexibility while helping manage potential downside risks from market volatility and evolving macroeconomic conditions.
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.
A growth-oriented balanced strategy
A growth strategy with managed equity exposure
A strategy designed for high-growth potential
