Published Jun 18, 2026 04:15 pm
Stock brokerage Unicapital Securities, Inc. (USI) has launched UTrade WealthBasket—an automated investing solution that offers professionally curated and managed stock portfolios to help aspiring Filipino investors invest in local equities.“We developed UTrade WealthBasket to bridge the gap between wanting to invest and knowing where to start,” said UTrade Platform Head Neil Gabaldon.Through professionally managed, research-driven portfolios within the UTrade platform, investors can participate in the stock market without the complexity of selecting and monitoring individual stocks. By combining professional oversight with direct stock ownership, WealthBasket offers Filipinos a smarter and more convenient way to pursue their financial goals.Each WealthBasket contains up to 15 carefully selected stocks, strategically constructed and actively managed by USI’s Research Team based on specific investment objectives and market opportunities.“Investing in the stock market should not feel intimidating or out of reach. WealthBasket was created to help more Filipinos take that first step by providing access to professionally managed portfolios that are guided by research and long-term investing principles,” said Unicapital Equity Research Analyst Peter Louise Garnace.Unlike traditional approaches that often leave investors navigating the market on their own, WealthBasket offers portfolios tailored to different investment goals, risk appetites, and market opportunities, allowing investors to choose a strategy that aligns with their financial aspirations.Leading the launch is Steady-Divs, WealthBasket’s inaugural portfolio basket composed of high-yield, quality stocks selected through a disciplined screening process that considers listing requirements, free float and liquidity thresholds, dividend track record, and overall financial strength. With a minimum investment of ₱150,000, Steady-Divs is designed to help investors generate passive income while reducing portfolio volatility, enabling them to stay invested with greater confidence even during uncertain market conditions.Garnace said every WealthBasket portfolio is backed by USI’s extensive market expertise and research capabilities. Through rigorous company analysis, sector evaluations, and ongoing market monitoring, the Research Team identifies opportunities that can help investors participate in the growth potential of the Philippine stock market while maintaining diversified exposure across multiple companies and industries.Beyond portfolio construction, WealthBasket is anchored on a disciplined investment process. USI conducts semi-annual portfolio reviews and rebalancing to ensure each basket remains aligned with its intended strategy. As market movements cause certain holdings to outperform or underperform relative to their target allocations, adjustments are made to maintain portfolio integrity and keep investors on track toward their long-term objectives. (James A. Loyola)
Source link
