組合2025年2月結:
Asset Class:
Stock HK 62%
Stock US 11%
Stock World 10%
Gold/Bitcoin 1%
Cash/Treasury 17%
Currency:
HKD 71%
USD 18%
World 11%
Top 10 Holdings (56%):
珩灣科技
健倍苗苗
領展
艾德韋宣集團
Azeus Systems
EVS Broadcast Equipment
周大福創建
TransMedics Group
德林國際
雅各臣科研製藥
Time-weighted Return:
2025 (YTD): +10.6%
2024: +49.6%
2023: +10.4%
2022: -15.8%
2021: +32.5%
組合2025年1月結:
Asset Class:
Stock HK 67%
Stock US 12%
Stock World 9%
Gold/Bitcoin 1%
Cash/Treasury 11%
Currency:
HKD 70%
USD 20%
World 10%
Top 10 Holdings (64%):
珩灣科技
Activation Group
雅各臣科研製藥
領展
健倍苗苗
德林國際
Azeus Systems
EVS Broadcast Equipment
TransMedics Group
周大福創建
Time-weighted Return:
2025 (YTD): +8.6%
2024: +49.6%
2023: +10.4%
2022: -15.8%
2021: +32.5%