# SMART PORTFOLIO

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

* <mark style="color:green;">**Contrarian portfolio**</mark> - Expected return from 8-10%, dividend yield >7%.&#x20;
* <mark style="color:green;">**Balanced portfolio**</mark> - Expected return 10-15%, dividend yield >5%.&#x20;
* <mark style="color:green;">**Growth portfolio**</mark> - 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 <img src="https://922959023-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGagDZmQWo5LSdfmj78UE%2Fuploads%2Ftsl4eQ1oC88LjMalGErm%2Fimage.png?alt=media&#x26;token=2e2934ec-d669-4f44-97a1-ff35af0d74d9" alt="" data-size="line"> > Click "**Smart Portfolio**".

<img src="https://922959023-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGagDZmQWo5LSdfmj78UE%2Fuploads%2FwWSYVLcfugsBT1gyy19R%2Ffile.drawing.svg?alt=media&#x26;token=67ef3e03-e522-4815-b44b-72ae5bcccaa2" alt="Smart Portfolio" class="gitbook-drawing">

<img src="https://922959023-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGagDZmQWo5LSdfmj78UE%2Fuploads%2FOe00VEl1r2equabu2Z3A%2Ffile.drawing.svg?alt=media&#x26;token=95d67965-c263-457b-ace3-3ad4b6e35da0" alt="Components of portfolio" class="gitbook-drawing">

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.

<img src="https://922959023-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGagDZmQWo5LSdfmj78UE%2Fuploads%2FYLU9NGGkELnL5nEmcxWM%2Ffile.drawing.svg?alt=media&#x26;token=07ed9c35-4a92-406f-885c-ae2acf9faed6" alt="Diversification analysis" class="gitbook-drawing">

**Diversification analysis includes 3 charts:**

1. **Stock allocation chart** - Shows the distribution of stocks in a portfolio based on market capitalization.&#x20;
2. **Sector allocation chart** - Shows the distribution of the proportion of industry groups in the portfolio.&#x20;
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.&#x20;
* **Mid-caps** - Enterprises with market capitalization ≥ 5,000 billion VND and < 10,000 billion VND.&#x20;
* **Small-caps** - Enterprises with market capitalization ≥ 300 billion VND and < 5,000 billion VND.&#x20;
* **Micro-caps** - Enterprises with market capitalization < 300 billion VND.

<img src="https://922959023-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGagDZmQWo5LSdfmj78UE%2Fuploads%2FoPMSPgPv8kL58BUYwBer%2Ffile.drawing.svg?alt=media&#x26;token=fe641aee-f30f-47a5-b536-f671b6299bb3" alt="Hiệu quả đầu tư danh mục" class="gitbook-drawing">

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

<img src="https://922959023-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGagDZmQWo5LSdfmj78UE%2Fuploads%2FZ0KT2Krng4BX3aM4er2n%2Ffile.drawing.svg?alt=media&#x26;token=f36bd6ac-6178-4da1-b95e-03c5342fd116" alt="Smart Score Allocation - Risk" class="gitbook-drawing">

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

* **The vertical axis** is the stock's beta (the stock's volatility risk).&#x20;
* **The horizontal axis** is the stock's Smart Score.&#x20;
* **The size of the circle** represents the capitalization of the business.

<img src="https://922959023-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGagDZmQWo5LSdfmj78UE%2Fuploads%2FFrO3Gq3kN2wawQOOdDVa%2Ffile.drawing.svg?alt=media&#x26;token=01262b67-0ca6-4d21-968f-bbb199531a74" alt="News related to stocks in the portfolio" class="gitbook-drawing">

![Portfolio analysis](https://922959023-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGagDZmQWo5LSdfmj78UE%2Fuploads%2F1oZFCE5KFEnmX6gMzKz1%2Fimage.png?alt=media\&token=d88ed166-93d7-4620-8d09-9c8adbaf46c3)

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).&#x20;
* **Beta (of the portfolio)** - Measures the volatility of the portfolio with the overall volatility of the stock market.&#x20;
* **Expected Return (of the portfolio)** - The expected rate of return from the portfolio.&#x20;
* **Sharpe Raito** - Measures how much return is earned per unit of risk when investing in a portfolio.&#x20;
* **Alpha** - Evaluates the portfolio's investment performance, showing the residual return after offsetting the portfolio's risk.