組合2024年8月結:
Asset Class:
Stock HK 63%
Stock US 14%
Stock World 4%
Gold/Bitcoin <1%
Cash/Bond 19%
Currency:
HKD 72%
USD 24%
World 4%
Top 10 Holdings (68%):
珩灣科技
領展
Activation Group
太古地產
德林國際
中海油
Vertex Pharmaceuticals
TransMedics Group
Berkshire Hathaway
迪生創建
Time-weighted Return:
2024: +39.1% (YTD)
2023: +10.4%
2022: -15.8%
2021: +32.5%