組合2026年4月結:
Asset Class:
Stock HK 68%
Stock US 6%
Stock World 18%
Commodities 2%
Cash/Treasury 6%
Currency:
HKD 69%
USD 12%
World 19%
Top 10 Holdings (66%):
珩灣科技
重慶機電
健倍苗苗
羚邦集團
哈爾濱電氣
TransMedics Group
Shelly Group AD
周大福創建
雅各臣科研製藥
津上
Time-weighted Return:
2026: +14.0% (YTD)
2025: +45.2%
2024: +49.6%
2023: +10.4%
2022: -15.8%
2021: +32.5%
組合2026年3月結:
Asset Class:
Stock HK 68%
Stock US 8%
Stock World 16%
Commodities 2%
Cash/Treasury 6%
Currency:
HKD 72%
USD 10%
World 18%
Top 10 Holdings (64%):
珩灣科技
健倍苗苗
羚邦集團
哈爾濱電氣
重慶機電
TransMedics Group
周大福創建
Shelly Group AD
雅各臣科研製藥
Tesla
Time-weighted Return:
2026: +7.8% (YTD)
2025: +45.2%
2024: +49.6%
2023: +10.4%
2022: -15.8%
2021: +32.5%
組合2026年2月結:
Asset Class:
Stock HK 71%
Stock US 7%
Stock World 15%
Commodities 2%
Cash/Treasury 5%
Currency:
HKD 74%
USD 9%
World 17%
Top 10 Holdings (65%):
珩灣科技
哈爾濱電氣
重慶機電
健倍苗苗
TransMedics Group
羚邦集團
威勝控股
周大福創建
Shelly Group AD
Tesla
Time-weighted Return:
2026: +23.5% (YTD)
2025: +45.2%
2024: +49.6%
2023: +10.4%
2022: -15.8%
2021: +32.5%
組合2026年1月結:
Asset Class:
Stock HK 68%
Stock US 8%
Stock World 15%
Commodities 2%
Cash/Treasury 8%
Currency:
HKD 73%
USD 12%
World 15%
Top 10 Holdings (63%):
珩灣科技
哈爾濱電氣
健倍苗苗
威勝控股
羚邦集團
TransMedics Group
周大福創建
重慶機電
Shelly Group AD
Tesla
Time-weighted Return:
2026: +9.4% (YTD)
2025: +45.2%
2024: +49.6%
2023: +10.4%
2022: -15.8%
2021: +32.5%
組合2025年12月結:
Asset Class:
Stock HK 71%
Stock US 9%
Stock World 15%
Commodities 1%
Cash/Treasury 4%
Currency:
HKD 70%
USD 15%
World 15%
Top 10 Holdings (64%):
珩灣科技
周大福創建
健倍苗苗
哈爾濱電氣
TransMedics Group
威勝控股
Shelly Group AD
Applovin
Smargroup Corporation
羚邦集團
Time-weighted Return:
2025: +45.2%
2024: +49.6%
2023: +10.4%
2022: -15.8%
2021: +32.5%
組合2025年11月結:
Asset Class:
Stock HK 68%
Stock US 9%
Stock World 14%
Commodities 2%
Cash/Treasury 7%
Currency:
HKD 71%
USD 15%
World 14%
Top 10 Holdings (61%):
珩灣科技
周大福創建
TransMedics Group
健倍苗苗
哈爾濱電氣
羚邦集團
威勝控股
雅各臣科研製藥
Shelly Group AD
Smartgroup
Time-weighted Return:
2025 (YTD): +44.0%
2024: +49.6%
2023: +10.4%
2022: -15.8%
2021: +32.5%
組合2025年10月結:
Asset Class:
Stock HK 63%
Stock US 9%
Stock World 15%
Commodities 2%
Cash/Treasury 12%
Currency:
HKD 71%
USD 14%
World 15%
Top 10 Holdings (59%):
珩灣科技
周大福創建
健倍苗苗
TransMedics Group
哈爾濱電氣
雅各臣科研製藥
Azeus Systems
Shelly Group AD
京能清潔能源
Smartgroup
Time-weighted Return:
2025 (YTD): +48.1%
2024: +49.6%
2023: +10.4%
2022: -15.8%
2021: +32.5%