🚩SMART PORTFOLIO

The portfolio is designed by SmartDragon based on investors' profit expectations & risk appetite, including 3 portfolios:

• Contrarian portfolio - Expected return from 8-10%, dividend yield >7%.

• Balanced portfolio - Expected return 10-15%, dividend yield >5%.

• Growth portfolio - Expected return from 22-25%.

To access Smart Portfolio, there are 2 ways:

Method 1: Click the "Smart portfolio" icon on the screen.

Method 2: Click the icon > Click "Smart Portfolio".

Smart Portfolio

Components of portfolio

Each portfolio has 5 stocks and is evaluated and updated by Rong Viet experts every month to match the situation and trends of the market.

Diversification analysis

Diversification analysis includes 3 charts:

1. Stock allocation chart - Shows the distribution of stocks in a portfolio based on market capitalization.

2. Sector allocation chart - Shows the distribution of the proportion of industry groups in the portfolio.

3. Capitalization allocation chart - Shows the distribution of capitalization groups in the portfolio, including 4 capitalization groups:

• Large-caps - Enterprises with market capitalization ≥ 10,000 billion VND.

• Mid-caps - Enterprises with market capitalization ≥ 5,000 billion VND and < 10,000 billion VND.

• Small-caps - Enterprises with market capitalization ≥ 300 billion VND and < 5,000 billion VND.

• Micro-caps - Enterprises with market capitalization < 300 billion VND.

Hiệu quả đầu tư danh mục

To evaluate the portfolio investment efficiency, SmartDragon compares the return rate of the portfolio with 2 reference indexes including VN30 and VN Index according to the timelines:

• 1 W - 1 Week

• 1M - 1 Month

• 3M - 3 Months

• 1 Y - 1 Year

• YTD - Year to Date

Smart Score Allocation - Risk

The chart shows the Smart Score and Risk distribution, where:

• The vertical axis is the stock's beta (the stock's volatility risk).

• The horizontal axis is the stock's Smart Score.

• The size of the circle represents the capitalization of the business.

News related to stocks in the portfolio

Portfolio analysis

In the Portfolio Analysis, shows:

• P/E (of the portfolio) - Evaluates the correlation between the market price of all stocks in the portfolio (Price) and the earnings of all businesses in the portfolio (EPS).

• Beta (of the portfolio) - Measures the volatility of the portfolio with the overall volatility of the stock market.

• Expected Return (of the portfolio) - The expected rate of return from the portfolio.

• Sharpe Raito - Measures how much return is earned per unit of risk when investing in a portfolio.

• Alpha - Evaluates the portfolio's investment performance, showing the residual return after offsetting the portfolio's risk.