How we Made 80% in 2 years with the Dividend Harvest Portfolio | The Dividend Investor Podcast

CEO of DragonFi Securities, breaks down exactly how the Dividend Harvest Portfolio gained 80% in just 2 years, starting from only ₱100,000. With over 20 years of market experience across the US and Philippine stock markets, he shares his stock-picking framework, his biggest wins (AREIT, Manila Water, PX/OGP), his most painful loss (Globe), and why dividend investing is the strategy built for the PSE's current reality. Whether you're a beginner or a seasoned investor, this episode is packed with lessons you can actually use. Recorded on March 2, 2026 Subscribe for more episodes of the Dividend Investor Podcast. 0:00 – Introduction & the 80% portfolio milestone 1:47 – Why Sir Jon started DragonFi Securities 5:18 – How Sir Jon got into investing (dotcom era) 6:10 – The shift from old money to knowledge-based wealth 8:09 – Why equities have the highest risk-adjusted returns 9:46 – Why the Dividend Harvest Portfolio was created 12:10 – Starting the portfolio from ₱100K 13:32 – Reading inflection points in the market cycle 15:14 – Addressing the skeptics: is 80% realistic going forward? 21:45 – The dividend stock-picking strategy explained 29:26 – BRIC nations, China's lost decades, and emerging market traps 35:32 – Best trades: AREIT, Manila Water, PX to OGP 43:19 – Biggest loss: the Globe & PLDT mistake 48:13 – Why retail investors have an edge over institutions 56:32 – Rapid fire: one stock for 10 years, when to sell everything, and advice for his kids