Unicapital Securities, Inc. (USI) has launched UTrade WealthBasket, an automated investment solution designed to remove the traditional barriers to stock market entry by giving local investors access to professionally curated and managed equity portfolios.
Licensed by the Securities and Exchange Commission and a member of the Philippine Stock Exchange, USI designed the product to eliminate the need for retail investors to research, select, and track individual stocks independently. Each WealthBasket holds up to 15 stocks selected and actively monitored by USI’s Research Team to match specific market opportunities and financial goals.
“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 Peter Louise Garnace, Equity Research Analyst at Unicapital Securities, Inc.
Headline strategy Steady-Divs leads the product rollout as WealthBasket’s inaugural portfolio. Aimed at generating passive income while moderating portfolio swings, Steady-Divs requires a minimum investment of ₱150,000 and focuses on high-yield, high-quality companies.
Key features of the Steady-Divs strategy
- Disciplined stock selection: Equities are vetted based on exchange listing requirements, free float, liquidity metrics, proven dividend records, and core balance sheet strength.
- Volatility reduction: Structured specifically to assist investors in navigating broader market uncertainty while maintaining equity market exposure.
- Direct ownership model: Investors retain direct ownership of the underlying stocks while benefiting from institutional management.
To maintain target asset allocations, USI conducts semi-annual portfolio reviews and rebalancing. When market movements cause individual holdings to shift away from their designated weights, analysts adjust the basket to preserve strategic alignment.
“We developed UTrade WealthBasket to bridge the gap between wanting to invest and knowing where to start. 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,” said Neil Gabaldon, Head of UTrade Platform.
The platform provides ongoing company analysis, sector evaluations, and regular updates, allowing retail accounts to participate directly in the long-term growth of the Philippine equity market under ongoing research supervision.
To learn more about UTrade WealthBasket, visit utradeph.com/wealth-basket.
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