Introduction 

AI-Portfolio Investing is the latest intelligent wealth management platform launched by EBSHK Direct.

 

Benefits 

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

 

Learn more

Current Baskets

Top Eight Price Momentum HK

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. SHK Online (Securities) 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.

China Consumer Hong Kong

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. SHK Online (Securities) 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.

Dividend Winners Hong Kong

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. SHK Online (Securities) 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.

Risk Control Hong Kong

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. SHK Online (Securities) 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.

Mini Dividend Winners Hong Kong

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. SHK Online (Securities) 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.

Mini Price Momentum HK

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. SHK Online (Securities) 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.

Dynamic Asset Allocation Balanced

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. SHK Online (Securities) 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.

Dynamic Asset Allocation Income

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. SHK Online (Securities) 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.

Dynamic Asset Allocation Growth

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. SHK Online (Securities) 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.

Dynamic Asset Allocation Aggressive

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. SHK Online (Securities) 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.

Dynamic Asset Allocation Stable Growth

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. SHK Online (Securities) 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.

Smart Banks Hong Kong

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. SHK Online (Securities) 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.

Top Eight Health Care Hong Kong

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. SHK Online (Securities) 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.

 

Open Account

About Basket 

  • What constitutes a Basket?
    Investing in a basket of securities instead of one security provides diversification. It can reduce the impact of events such as profit warnings and bankruptcies affecting a single company. But broader events or themes that impact groups of stocks, sectors, or even entire markets will drive the performance of your investment.
  •  
  • What types of portfolios can I choose?
    We categorize the Baskets by securities, investment horizon and strategy type. Baskets are of either of these two investment horizons: “trading” (i.e. tactical) or “investment” (i.e. long term). We classify Baskets by their investment objectives. A Basket can fall into one or more of the following strategy types: Asset Allocation, Income, Event, Macro, Model, Thematic and Mini.
  •  
  • What is regular rebalancing?
    We will review our Baskets at regular intervals, according to the rules of the Baskets, to ensure they remain up-to-date and continue to reflect the underlying idea. We might make changes to the security selection or weights depending on the rules that govern the Basket. For example, we may include a newly listed stock or remove a security that is no longer liquid enough.

Fee charge 

Because we are devoted to minimizing investment-related costs and expenses, the monthly account service fee is the only fee charged by EBSHK Direct for AI-Portfolio Investing service (except third-party charges) and is charged monthly at 0.0825% of the average monthly account balance*.

*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).