Portfolio #2 Update (Managed Portfolio) — Simple pero solid.

Ito ang isa sa mga paborito kong example na hindi kailangan complicated ang investing para kumita nang maayos.

For the last 2.68 years (Started 27-Apr-2023 hanggang 01-Jan-2026), this portfolio invested in 2 ETFs lang:

• NDQ – exposure sa Nasdaq 100 (malalaking global tech & growth companies)

• ETHI – diversified global shares with an ethical/sustainability filter

Snapshot ng performance

• Total Portfolio Value: $20,506.14

• Total Deposits: $25,952

• Total Withdrawals: $11,000 (may mga withdrawals pero tuloy pa rin ang growth)

• Net Deposits: $14,952

• Unrealized P/L: +$4,313.87 (+26.65%)

• Realized P/L: +$1,180.06

• Dividends Received: $378.44

• Total Return: $5,872.37 (+28.43%)

• CAGR / XIRR: 15.15% per year

ETF breakdown (current)

• ETHI: +17.06% (P/L +$1,398.07)

• NDQ: +36.48% (P/L +$2,915.80)

Key takeaway (Retironaryo-style)

Kung busy ka at ayaw mo ng stress sa kakabantay ng market, this is proof na a simple 2-ETF strategy can still deliver strong long-term results.

• Diversified agad (hindi naka-salalay sa iisang stock)

• Low maintenance (no need mag-trade araw-araw)

• Compounding works kapag consistent at patient

Ang mahalaga: time in the market + consistency + tamang risk level.

Disclaimer: Sharing for education only, not financial advice.