Account Activation
Cyber Security AwarenessAI-Portfolio Investing
The latest intelligent wealth management platform, “AI-Portfolio”, is now online for you to embark on a journey to artificial intelligence investing-pioneering AI wealth management, the future of rational investing.
The latest intelligent wealth management platform, “AI-Portfolio”, is now online for you to embark on a journey to artificial intelligence investing-pioneering AI wealth management, the future of rational investing.
AI-Portfolio Investing is the latest intelligent wealth management platform launched by EBSI Direct.
Diversified investment at low cost
Invest flexibly on Smart Portfolios to mitigate risk
Professional data analysis
Get useful market information with smart data analytics
Periodic automated reminder to rebalance portfolios
Rebalance the investment to adhere to the optimal strategy
Key Facts
Strategy: Model, Thematic, Mini
Style: Trading
Market: Hong Kong
Currency: HKD
Number of Securities: 5
Execution: Cash equities
Disclaimer: The information, including the chart and figures are provided by Quantifeed, based on the past performance of their portfolios, for informational or reference purposes only and are not intended to imply, predict or guarantee the performance of any portfolio, and are subject to change without notice. Everbright Securities Digital Finance (HK) Limited does not take responsibility for the calculation of assumed target returns, no representation or warranty is given as to the adequacy or reasonableness of the methodologies or assumptions used in calculating assumed target returns, and no reliance should be placed on any assumed target return. Investment involves risks. Investors should note that past performance is not indicative of future results.
Key Facts
Strategy: Thematic
Style: Investing
Market: Hong Kong
Currency: HKD
Number of Securities: 10
Execution: Cash equities
Disclaimer: The information, including the chart and figures are provided by Quantifeed, based on the past performance of their portfolios, for informational or reference purposes only and are not intended to imply, predict or guarantee the performance of any portfolio, and are subject to change without notice. Everbright Securities Digital Finance (HK) Limited does not take responsibility for the calculation of assumed target returns, no representation or warranty is given as to the adequacy or reasonableness of the methodologies or assumptions used in calculating assumed target returns, and no reliance should be placed on any assumed target return. Investment involves risks. Investors should note that past performance is not indicative of future results.
Key Facts
Strategy: Thematic
Style: Investing
Market: Hong Kong
Currency: HKD
Number of Securities: 8
Execution: Cash equities
Disclaimer: The information, including the chart and figures are provided by Quantifeed, based on the past performance of their portfolios, for informational or reference purposes only and are not intended to imply, predict or guarantee the performance of any portfolio, and are subject to change without notice. Everbright Securities Digital Finance (HK) Limited does not take responsibility for the calculation of assumed target returns, no representation or warranty is given as to the adequacy or reasonableness of the methodologies or assumptions used in calculating assumed target returns, and no reliance should be placed on any assumed target return. Investment involves risks. Investors should note that past performance is not indicative of future results.
Key Facts
Strategy: Model
Style: Trading
Market: Hong Kong
Currency: HKD
Number of Securities: 8
Execution: Cash equities
Disclaimer: The information, including the chart and figures are provided by Quantifeed, based on the past performance of their portfolios, for informational or reference purposes only and are not intended to imply, predict or guarantee the performance of any portfolio, and are subject to change without notice. Everbright Securities Digital Finance (HK) Limited does not take responsibility for the calculation of assumed target returns, no representation or warranty is given as to the adequacy or reasonableness of the methodologies or assumptions used in calculating assumed target returns, and no reliance should be placed on any assumed target return. Investment involves risks. Investors should note that past performance is not indicative of future results.
Key Facts
Strategy: Thematic, Macro
Style: Investing
Market: Hong Kong
Currency: HKD
Number of Securities: 16
Execution: Cash equities
Disclaimer: The information, including the chart and figures are provided by Quantifeed, based on the past performance of their portfolios, for informational or reference purposes only and are not intended to imply, predict or guarantee the performance of any portfolio, and are subject to change without notice. Everbright Securities Digital Finance (HK) Limited does not take responsibility for the calculation of assumed target returns, no representation or warranty is given as to the adequacy or reasonableness of the methodologies or assumptions used in calculating assumed target returns, and no reliance should be placed on any assumed target return. Investment involves risks. Investors should note that past performance is not indicative of future results.
Key Facts
Strategy: Model, Income
Style: Investing
Market: Hong Kong
Currency: HKD
Number of Securities: 20
Execution: Cash equities
Disclaimer: The information, including the chart and figures are provided by Quantifeed, based on the past performance of their portfolios, for informational or reference purposes only and are not intended to imply, predict or guarantee the performance of any portfolio, and are subject to change without notice. Everbright Securities Digital Finance (HK) Limited does not take responsibility for the calculation of assumed target returns, no representation or warranty is given as to the adequacy or reasonableness of the methodologies or assumptions used in calculating assumed target returns, and no reliance should be placed on any assumed target return. Investment involves risks. Investors should note that past performance is not indicative of future results.
Key Facts
Strategy: Model, Asset Allocation
Style: Investing
Market: Hong Kong
Currency: HKD
Number of Securities: 2
Execution: Cash equities
Disclaimer: The information, including the chart and figures are provided by Quantifeed, based on the past performance of their portfolios, for informational or reference purposes only and are not intended to imply, predict or guarantee the performance of any portfolio, and are subject to change without notice. Everbright Securities Digital Finance (HK) Limited does not take responsibility for the calculation of assumed target returns, no representation or warranty is given as to the adequacy or reasonableness of the methodologies or assumptions used in calculating assumed target returns, and no reliance should be placed on any assumed target return. Investment involves risks. Investors should note that past performance is not indicative of future results.
Key Facts
Strategy: Model, Mini, Income
Style: Investing
Market: Hong Kong
Currency: HKD
Number of Securities: 5
Execution: Cash equities
Disclaimer: The information, including the chart and figures are provided by Quantifeed, based on the past performance of their portfolios, for informational or reference purposes only and are not intended to imply, predict or guarantee the performance of any portfolio, and are subject to change without notice. Everbright Securities Digital Finance (HK) Limited does not take responsibility for the calculation of assumed target returns, no representation or warranty is given as to the adequacy or reasonableness of the methodologies or assumptions used in calculating assumed target returns, and no reliance should be placed on any assumed target return. Investment involves risks. Investors should note that past performance is not indicative of future results.
Key Facts
Strategy: Model, Mini
Style: Trading
Market: Hong Kong
Currency: HKD
Number of Securities: 5
Execution: Cash equities
Disclaimer: The information, including the chart and figures are provided by Quantifeed, based on the past performance of their portfolios, for informational or reference purposes only and are not intended to imply, predict or guarantee the performance of any portfolio, and are subject to change without notice. Everbright Securities Digital Finance (HK) Limited does not take responsibility for the calculation of assumed target returns, no representation or warranty is given as to the adequacy or reasonableness of the methodologies or assumptions used in calculating assumed target returns, and no reliance should be placed on any assumed target return. Investment involves risks. Investors should note that past performance is not indicative of future results.
Key Facts
Strategy: Asset Allocation
Style: Investing
Market: Hong Kong
Currency: HKD
Number of Securities: 6
Execution: Cash equities
Disclaimer: The information, including the chart and figures are provided by Quantifeed, based on the past performance of their portfolios, for informational or reference purposes only and are not intended to imply, predict or guarantee the performance of any portfolio, and are subject to change without notice. Everbright Securities Digital Finance (HK) Limited does not take responsibility for the calculation of assumed target returns, no representation or warranty is given as to the adequacy or reasonableness of the methodologies or assumptions used in calculating assumed target returns, and no reliance should be placed on any assumed target return. Investment involves risks. Investors should note that past performance is not indicative of future results.
Key Facts
Strategy: Asset Allocation
Style: Investing
Market: Hong Kong
Currency: HKD
Number of Securities: 6
Execution: Cash equities
Disclaimer: The information, including the chart and figures are provided by Quantifeed, based on the past performance of their portfolios, for informational or reference purposes only and are not intended to imply, predict or guarantee the performance of any portfolio, and are subject to change without notice. Everbright Securities Digital Finance (HK) Limited does not take responsibility for the calculation of assumed target returns, no representation or warranty is given as to the adequacy or reasonableness of the methodologies or assumptions used in calculating assumed target returns, and no reliance should be placed on any assumed target return. Investment involves risks. Investors should note that past performance is not indicative of future results.
Key Facts
Strategy: Asset Allocation
Style: Investing
Market: Hong Kong
Currency: HKD
Number of Securities: 6
Execution: Cash equities
Disclaimer: The information, including the chart and figures are provided by Quantifeed, based on the past performance of their portfolios, for informational or reference purposes only and are not intended to imply, predict or guarantee the performance of any portfolio, and are subject to change without notice. Everbright Securities Digital Finance (HK) Limited does not take responsibility for the calculation of assumed target returns, no representation or warranty is given as to the adequacy or reasonableness of the methodologies or assumptions used in calculating assumed target returns, and no reliance should be placed on any assumed target return. Investment involves risks. Investors should note that past performance is not indicative of future results.
Key Facts
Strategy: Model, Thematic
Style: Investing
Market: Hong Kong
Currency: HKD
Number of Securities: 6
Execution: Cash equities
Disclaimer: The information, including the chart and figures are provided by Quantifeed, based on the past performance of their portfolios, for informational or reference purposes only and are not intended to imply, predict or guarantee the performance of any portfolio, and are subject to change without notice. Everbright Securities Digital Finance (HK) Limited does not take responsibility for the calculation of assumed target returns, no representation or warranty is given as to the adequacy or reasonableness of the methodologies or assumptions used in calculating assumed target returns, and no reliance should be placed on any assumed target return. Investment involves risks. Investors should note that past performance is not indicative of future results.
Key Facts
Strategy: Asset Allocation
Style: Investing
Market: Hong Kong
Currency: HKD
Number of Securities: 6
Execution: Cash equities
Disclaimer: The information, including the chart and figures are provided by Quantifeed, based on the past performance of their portfolios, for informational or reference purposes only and are not intended to imply, predict or guarantee the performance of any portfolio, and are subject to change without notice. Everbright Securities Digital Finance (HK) Limited does not take responsibility for the calculation of assumed target returns, no representation or warranty is given as to the adequacy or reasonableness of the methodologies or assumptions used in calculating assumed target returns, and no reliance should be placed on any assumed target return. Investment involves risks. Investors should note that past performance is not indicative of future results.
Key Facts
Strategy: Model, Thematic
Style: Investing
Market: Hong Kong
Currency: HKD
Number of Securities: 10
Execution: Cash equities
Disclaimer: The information, including the chart and figures are provided by Quantifeed, based on the past performance of their portfolios, for informational or reference purposes only and are not intended to imply, predict or guarantee the performance of any portfolio, and are subject to change without notice. Everbright Securities Digital Finance (HK) Limited does not take responsibility for the calculation of assumed target returns, no representation or warranty is given as to the adequacy or reasonableness of the methodologies or assumptions used in calculating assumed target returns, and no reliance should be placed on any assumed target return. Investment involves risks. Investors should note that past performance is not indicative of future results.
| Basket | 2017/08/14-2018/08/13 | 2018/08/14-2019/08/13 | 2019/08/14-2020/08/13 |
| China-Consumer-HK | 23.6% | 0.3% | 31.3% |
| DAA-Aggressive | 6.6% | 2.4% | 9.2% |
| DAA-Balanced | 3.3% | 5.4% | 7.2% |
| DAA-Growth | 5.0% | 3.9% | 8.3% |
| DAA-Income | 1.7% | 6.9% | 8.3% |
| DAA-Stable-Growth | 4.2% | 4.6% | 7.8% |
| Dividend-Winners-HK | 13.2% | -5.1% | 22.7% |
| Mini-Dividend-Winners-HK | 3.6% | 20.8% | -7.4% |
| Top-Eight-Price-Momentum-HK | -16.3% | -5.3% | 86.9% |
| Mini-Price-Momentum-HK | -4.7% | 5.8% | 84.3% |
| RC-HSI-HK | 6.4% | -3.6% | 3.1% |
| Smart-Banks-HK | 8.9% | -11.4% | -2.7% |
| Top-Eight-Health-Care-HK | 62.0% | -20.3% | 29.4% |
| Top-Ten-Greater-Bay-Large-Cap-HK | 11.0% | -3.0% | 1.5% |
| Mini-Greater-Bay-Momentum-HK | 23.8% | -2.6% | -18.9% |
*Data updated on August 13, 2020
Disclaimer: The information, including the chart and figures are provided by Quantifeed, based on the past performance of their portfolios, for informational or reference purposes only and are not intended to imply, predict or guarantee the performance of any portfolio, and are subject to change without notice. Everbright Securities Digital Finance (HK) Limited does not take any responsibility for the calculation of assumed target returns, no representation or warranty is given as to the adequacy or reasonableness of the methodologies or assumptions used in calculating assumed target returns, and no reliance should be placed on any assumed target return. Investment involves risks. Investors should note that past performance is not indicative of future results.
Because we are devoted to minimizing investment-related costs and expenses, the monthly account service fee is the only fee charged by EBSI Direct for AI-Portfolio Investing service (except third-party charges) and is charged monthly based on the average monthly total market value of the assets (excluding cash) in the account at an annual rate of 0.99% (i.e. monthly rate 0.0825%).*
*Clients still need to pay non-brokerage commission fee items chargeable at the time of buy or sell transactions (e.g. interests, fees for nominee services and all statutory or third-party transaction charges, which include transaction levies, stamp duty, trading fees and settlement fees where applicable).