組合2024年11月結:
Asset Class:
Stock HK 65%
Stock US 10%
Stock World 8%
Gold/Bitcoin 1%
Cash/Treasury 16%
Currency:
HKD 71%
USD 21%
World 8%
Top 10 Holdings (66%):
珩灣科技
領展
Activation Group
德林國際
Azeus Systems
TransMedics Group
EVS Broadcast Equipment
Shift4 Payments
新創建
Synektik
Time-weighted Return:
2024: +58.0% (YTD)
2023: +10.4%
2022: -15.8%
2021: +32.5%
組合2024年10月結:
Asset Class:
Stock HK 66%
Stock US 9%
Stock World 7%
Gold/Bitcoin 1%
Cash/Treasury 17%
Currency:
HKD 74%
USD 19%
World 7%
Top 10 Holdings (67%):
珩灣科技
領展
Activation Group
迪生創建
德林國際
太古地產
Azeus Systems
EVS Broadcast Equipment
TransMedics Group
Applovin Corporation
Time-weighted Return:
2024: +64.5% (YTD)
2023: +10.4%
2022: -15.8%
2021: +32.5%
組合2024年9月結:
Asset Class:
Stock HK 62%
Stock US 11%
Stock World 6%
Gold/Bitcoin 1%
Cash/Treasury 20%
Currency:
HKD 71%
USD 23%
World 6%
Top 10 Holdings (66%):
珩灣科技
領展
Activation Group
太古地產
德林國際
迪生創建
TransMedics Group
ZIGExN
Applovin
Shift4 Payments
Time-weighted Return:
2024: +41.5% (YTD)
2023: +10.4%
2022: -15.8%
2021: +32.5%