May 7, 2016

portfolio1 (1)We begin this month of May by celebrating the Labor Day. This is also a very special month for us Filipinos because we are going to elect the next president of the Philippines, who will lead our country to either heaven or hell. But as I have written in my previous blog, “What is Labor Day”, you should not depend your personal financial development on who our next president will be but on YOU. Yes, you, YOURSELF.

To help you start making changes on your financial life this labor month, I have created a Labor Month Package which I will be sharing with you in 4 consecutive blogs.

This package consists information about stock market investing particularly on how to use the stock market as your leverage to increase the fruit of your labor. In this package, I’ll be sharing how you can start making changes in your personal finance by successfully making small employees out of your hard earn money through the stock market.

Let us then start to reveal the package with the first topic: Stock Market Portfolio

To understand better how to leverage on the stock market as one of the vehicles to wealth, it is just right to familiarize ourselves with what is called the Stock Market Portfolio.

What is a Stock Market Portfolio?

When I was in university, our supervising instructor asked us to prepare a learning portfolio of our practice teaching. She motivated us so much to be creative in making one. And as a highly motivated student as I was 🙂 , I prepared a unique one, made out of illustration board with matching designs, drawings and colors. And when I submitted it to our teacher’s office, I needed to carry it with my two hands and was even almost fallen down from the stairs because I missed a step. I told you, my learning portfolio was unique. It was so different that it was bulky enough that I couldn’t almost see what I was stepping on.

After gradua

tion and I had already started teaching, I once again encountered that “portfolio making” thing. This time, it wasn’t as bulky as my portfolio in university. This time, it’s just a folder of all my reports and teaching materials and lesson plans. This time, my portfolio is just a handy folder that I could just carry around with me conveniently.

Then, before I started investing in the stock market, I again met Mr. “portfolio”. But this time it is called the Stock Market Portfolio.

According to Merriam-Webster’s Learner’s Dictionary, a portfolio in terms of finance is “the investments that are owned by a person or organization”

As an improved definition provided by, A stock market portfolio is the collection of shares of companies owned by an investor that reflects the daily performance of the investments.

What does a Stock Market Portfolio Look Like?

Here is a sample of a stock market portfolio. For the protection of the owner, important information has been blocked. You may click on the image to download a clear copy if the image is blury on your device.


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The following are the highlighted parts of the stock portfolio.

1. Actual Balance and Buying Power

Actual Balance shows the actual money available in your stock broker account. While the Buying Power is the money  available to purchase more shares. There are times that an order is on hold, thus the amount in the Actual Balance and in the Buying Power are not the same.

2. Stock Code and Stock Name

This shows all your investments in particular companies you share ownership with by buying some of their shares.

3. Market Price

This lists the actual price of each shares of stocks

4. Average Price

This is the average price of the stocks you bought starting from your first set of shares up to your last purchase. Because remember, we buy small and we buy slowly.

5. Sample CEB and FGEN

Let’s look at the sample shares of stocks and their performance.

CEB accounts to 22.28% of the total portfolio with a market price of 88.00 Pesos per share on April 26, 2016. It has an average price of 86.1026 Pesos. With a total shares of 220, CEB has a Market value of 19,206.09 Pesos as the market closed on the 26th of April. Since the Market Price is higher than its Average Price, it can be seen that CEB has a gain of 1.39% which is 263.52 Pesos.

You May also look at the performance of FGEN on the same day. It can be seen that FGEN has a loss of 12.00% which is 3,959.00 Pesos.

6. Day Change

This displays the total performance of your portfolio every day. And since ALI, BDO and FGEN did not perform well on April 26, the total investments lose 1,804.72 Pesos.

7. Total Equity Value

Finally, the last highlight of this sample portfolio is the Total Equity Value which displays the Total Portfolio Value plus the Actual Balance of the investor.

As this stock market porfolio shows, it can be understood that the stock market is very volatile that makes many aspiring investors fear this kind of money machine. But my previous podcast:  “STOCK MARKET: HOW TO MINIMIZE THE RISKS” talks about minimizing the risks that the volatile market may bring to your investment.

Here ends the first content of our Labor Month Package. If you have some questions about this topic, please feel free to leave your messages on the comment box below.


P.S.1: Please come back again when we open the next content of our Package next Saturday.

P.S2: If you liked this post, please feel free to share it with your friends.

P.S.3: In the meantime, I invite you to join our subscription list to download your free e-book, How Did I Enter into the Philippine Stock Market-My step by step guide.

P.S.4: If you are more interested on Stock Market Investing, I also invite you to visit the Truly Rich Club  to learn more.

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