組合2025年4月結:
Asset Class:
Stock HK 65%
Stock US 10%
Stock World 9%
Gold/Bitcoin 1%
Cash/Treasury 15%
Currency:
HKD 73%
USD 16%
World 11%
Top 10 Holdings (57%):
珩灣科技
領展
健倍苗苗
TransMedics Group
Azeus Systems
周大福創建
艾德韋宣集團
雅各臣科研製藥
京能清潔能源
哈爾濱電氣
-3.76%: MoM Performance
-7.14%: FV Change Before Trading
+3.02%: Trading
+0.27%: Interest/Dividends
-0.19%: Fees
-0.01%: Taxes
+0.28%: FX
Time-weighted Return:
2025 (YTD): +18.6%
2024: +49.6%
2023: +10.4%
2022: -15.8%
2021: +32.5%