Why does VPBankS add professional investment support tools 'tailored' for individuals?

Báo Tổ quốcBáo Tổ quốc05/08/2024

The Vietnamese stock market is constantly developing, requiring a variety of investment support products to meet demand. Statistics in the first half of 2024 show that the market welcomed more than 750,000 new securities trading accounts, meaning that on average, hundreds of thousands of accounts were added each month. Most of them came from domestic individuals. This is also the group of investors who have disbursed more than 2 billion USD in net stock purchases since the beginning of the year. This is a signal that the stock market is on the rise and the need to allocate a portion of capital to this investment channel is increasing. But in reality, many new investors lack experience in the market, do not have enough resources (time, knowledge, information, etc.) or a foundation to seek profits in the market. Difficulties in preserving capital and maintaining "achievements" are the reasons why a number of investors leave the market or reduce their scale. This reality raises the need for professional investment support products. Professionalism is mentioned because to solve the problem of asset growth for the majority, supporting products need to be able to replicate, apply to a large enough part, and accumulate over the long term. Professionalism helps investors feel more secure when "choosing a face to entrust" their capital. This need will be met more easily in the position of organizations and professional investors as this is the target segment of fund management companies in the market. As for individuals who want to access the stock investment channel in a simple and professional way but still have to optimize capital flow, grow assets according to the trend of "accumulating small amounts to make a big amount", is there any comprehensive solution for the above needs? Listening to the needs and realizing the goal of "cultivating prosperity" for customers, VPBank Securities (VPBankS) has built a sample portfolio asset product (ePortfolio) and has been widely accepted by customers. The value of assets under management (AuM) has continuously increased over time. In the spirit of building a highly "tailored" product to meet diverse needs, the number of sample portfolios is continuously expanded and updated by VPBankS experts according to the developments of the general market. Investors have more options to suit their investment strategy and taste. Most recently, Life Portfolio was designed by VPBankS based on growth and value strategies, with the stock selection criteria of two investment geniuses, Warrant Buffett and Philip Fisher. VPBankS's ePortfolio sample portfolio "basket" adds diversity to the previously launched portfolios with outstanding performance such as Competitive Advantage, Trend Investing, Growth Finance, Stable Dividend.
Vì sao VPBankS thêm công cụ hỗ trợ đầu tư chuyên nghiệp ‘may đo’ cho cá nhân? - Ảnh 1.

Verified by historical data, Life Portfolio has performance more than 3 times higher than VN-Index

In terms of strategy, the investment portfolio named Life Portfolio focuses on businesses with potential for future growth, stable operations with a comprehensive ecosystem and little volatility due to economic cycles, high profitability and healthy financial health. The stocks selected in the portfolio include GAS, VPB, FPT, VCB, PNJ, REE, HPG, SSI, MWG. The goal of the portfolio is to realize profits by selling a part of the investment portfolio based on price differences and receiving dividends. It can be seen that the businesses in the portfolio all have a history of paying regular dividends, such as VPBank is a rare bank that commits to paying cash dividends for 5 years from 2023, FPT always pays dividends in cash and shares...
Vì sao VPBankS thêm công cụ hỗ trợ đầu tư chuyên nghiệp ‘may đo’ cho cá nhân? - Ảnh 2.

Outstanding performance of Life Portfolio. Photo: VPBankS.

In VPBankS' previous sample portfolios, investors have enjoyed "sweet fruit" with desirable performance levels, such as 36.39% (since launch with the Stable Dividend portfolio), 47.69% with the Value Investment portfolio. Although it was just launched at the end of May, the profit rate of the Life Portfolio portfolio has reached a rate of more than 5%. Verified by historical data, the Life Portfolio portfolio has a performance of up to three digits (224% from August 2017 to May 2024), which is more than 3 times the performance of the general market (VN-Index), nearly 3 times the profit if investors buy gold. Considering the past year, the portfolio's profit is 36%, more than twice the increase of the VN-Index and gold price. The Life Portfolio is suitable for medium and long-term investment strategies with high expected returns, at least 15%/year. Not only does it have the advantage of profitability, investors can also easily access this product with a minimum investment of only 10 million VND. In addition, VPBankS is currently implementing many incentive programs for investors using sample portfolio products such as Easy Investment - Unlimited Free, giving Loyalty points to customers. For more information, investors can refer to the website: https://www.vpbanks.com.vn/_files/ugd/a7acac_859848b1fe68497583a80b2403038824.pdf Source: https://nhipsongkinhte.toquoc.vn/vi-sao-vpbanks-them-cong-cu-ho-tro-dau-tu-chuyen-nghiep-may-do-cho-ca-nhan-20240805161011997.htm

Comment (0)

No data
No data

Same tag

Same category

Same author

No videos available