組合2024年12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 (64%):
珩灣科技
領展
Activation Group
雅各臣科研製藥
周大福創建
Azeus Systems
EVS Broadcast Equipment
德林國際
TransMedics Group
Shift4 Payments
Time-weighted Return:
2024: +49.6%
2023: +10.4%
2022: -15.8%
2021: +32.5%