The Tailored Solution to ‘Made-to-Measure’ Product Catalogues for the Masses at VPBankS

VPBankS’s journey to becoming one of the top 10 margin providers in the market can be attributed to its strong financial backing. However, its ascent to the top 20 market leaders is a testament to the company’s modern trading technology and professional brokerage team. The key to unlocking the asset management division’s true potential lies in the diversity of its ePortfolio offerings.

To meet the diverse investment tastes and capital allocation needs of its clients, VPBankS continuously expands its basket of ePortfolios. This endeavor is fueled by the company’s team of experts who tirelessly research, strategize, and construct these unique investment portfolios.

Each ePortfolio launched by the company embodies the collective knowledge and decades of experience of three specialized teams: market analysts, investment strategists, and portfolio risk managers. The investment strategy and risk management aspects are of particular focus, with experts tailoring flexible strategies that align with individual client goals and establishing risk management tools and processes to cater to diverse investor risk appetites.

VPBankS’s ePortfolio offerings. Source: VPBankS.

Within less than a year of officially launching its ePortfolio product, VPBankS has introduced seven distinct portfolios, each with its own recommended holding period, expected rate of return, risk tolerance, and stock-picking criteria. For instance, the “Competitive Advantage” portfolio is built around a growth and value investment strategy, focusing on companies with a competitive edge, stable operations, high profit margins, and robust financial health. This portfolio suits medium to long-term investors with a moderate risk appetite and a holding period of over one year.

The strategy is reflected in the portfolio’s composition, which includes stocks of leading companies such as PVT (marine transportation), DGW (electronics wholesaling), FPT (technology), VCB (banking), and CTR (telecommunications construction). Over a one-year period, this portfolio outperformed the market, generating returns of over 50%, far surpassing the market’s 20.3% increase, rewarding investors who chose this strategy.

For investors seeking a more conservative approach with a lower risk tolerance, the “Stable Dividend” portfolio is a prudent choice. This strategy targets companies with stable business operations and a consistent track record of high dividend payouts. VPBankS’s experts constructed this portfolio to include stocks of companies like BMP, DPM, VCS, SCS, and GMD.

This portfolio also delivered impressive results, with returns of nearly 30% over the past year, outpacing the VN-Index and many other investment avenues.

In addition to these portfolios, VPBankS’s ePortfolio product suite includes other strategies that cater to different investment approaches and market narratives, such as Value Investing, Trend Following, Market Upgrade, and Life Portfolio.

The transparency and clarity in philosophy, strategy, and portfolio construction empower VPBankS’s ePortfolio clients to understand their investment journey and destination. Even for novice investors (F0) with no prior stock market experience, this transparency, coupled with scientific and professional guidance, serves as a compass toward their financial prosperity and, ultimately, financial freedom.

With VPBankS’s ePortfolio product, individual investors can now access investment tools and strategies that were once exclusive to large investment funds and professional institutions. Furthermore, to enhance investment performance, VPBankS’s experts periodically review and rebalance these portfolios. Weekly and monthly updates on portfolio performance and rebalancing are available at: https://www.vpbanks.com.vn/eportfolio

VPBankS is committed to being the one-stop destination for all its clients’ financial investment needs, and each product and service is meticulously crafted to meet this ambitious goal, especially in the context of surging market demand and scale.