組合2025年4月結

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%