組合2026年1月結:
Asset Class:
Stock HK 68%
Stock US 8%
Stock World 15%
Commodities 2%
Cash/Treasury 8%
Currency:
HKD 73%
USD 12%
World 15%
Top 10 Holdings (63%):
珩灣科技
哈爾濱電氣
健倍苗苗
威勝控股
羚邦集團
TransMedics Group
周大福創建
重慶機電
Shelly Group AD
Tesla
Time-weighted Return:
2026: +9.4% (YTD)
2025: +45.2%
2024: +49.6%
2023: +10.4%
2022: -15.8%
2021: +32.5%