For many Filipinos, entering the stock market remains a daunting step. Concerns about market volatility, limited investing knowledge, and the challenge of choosing the right stocks often discourage aspiring investors from getting started. Recognizing these barriers, Unicapital Securities, Inc. (USI), a securities brokerage house licensed by the Securities and Exchange Commission and a bona fide member of the Philippine Stock Exchange, has launched UTrade WealthBasket—an automated investing solution that offers professionally curated and managed stock portfolios.
UTrade WealthBasket simplifies the investing journey by giving investors access to expertly managed portfolios instead of requiring them to research, select, and monitor individual stocks on their own. 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 Peter Louise Garnace, Equity Research Analyst at Unicapital Securities, Inc.
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 that allow 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.
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.
“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.
By removing much of the complexity traditionally associated with investing, UTrade WealthBasket empowers more Filipinos to take control of their financial future with clarity, confidence, and the support of a research-driven investment strategy. To learn more about UTrade WealthBasket, visit utradeph.com/wealth-basket.
