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TRFM Portfolio Snapshots June 14 2025 (Patreon)

Published:
2025-06-14 02:32:50
Imported:
2026-06
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  • TRFM Portfolio REIT Snapshots June 14 2025.pdf
  • TRFM Portfolio Snapshots June 14 2025.pdf

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Kulukutoy

Boss previously nashare mo medyo wary ka sa bank stocks this year, nagbago na sentiment mo rito with bncom purchase mo? This is because of strong 1Q performance of most banks, tama ba?

The Retail Fund Manager PH
>>177471081

My sentiment on banking sector is still the same. I sold half of my PSB and transferred to BNCOM. The rest of the capital came from Dividend reinvested. I think BNCOM is grossly undervalued, so even if they suffer weakness this year, the stock is already trading at low price.