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%
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