組合2026年4月結:
Asset Class:
Stock HK 68%
Stock US 6%
Stock World 18%
Commodities 2%
Cash/Treasury 6%
Currency:
HKD 69%
USD 12%
World 19%
Top 10 Holdings (66%):
珩灣科技
重慶機電
健倍苗苗
羚邦集團
哈爾濱電氣
TransMedics Group
Shelly Group AD
周大福創建
雅各臣科研製藥
津上
Time-weighted Return:
2026: +14.0% (YTD)
2025: +45.2%
2024: +49.6%
2023: +10.4%
2022: -15.8%
2021: +32.5%
組合2026年3月結:
Asset Class:
Stock HK 68%
Stock US 8%
Stock World 16%
Commodities 2%
Cash/Treasury 6%
Currency:
HKD 72%
USD 10%
World 18%
Top 10 Holdings (64%):
珩灣科技
健倍苗苗
羚邦集團
哈爾濱電氣
重慶機電
TransMedics Group
周大福創建
Shelly Group AD
雅各臣科研製藥
Tesla
Time-weighted Return:
2026: +7.8% (YTD)
2025: +45.2%
2024: +49.6%
2023: +10.4%
2022: -15.8%
2021: +32.5%
組合2026年2月結:
Asset Class:
Stock HK 71%
Stock US 7%
Stock World 15%
Commodities 2%
Cash/Treasury 5%
Currency:
HKD 74%
USD 9%
World 17%
Top 10 Holdings (65%):
珩灣科技
哈爾濱電氣
重慶機電
健倍苗苗
TransMedics Group
羚邦集團
威勝控股
周大福創建
Shelly Group AD
Tesla
Time-weighted Return:
2026: +23.5% (YTD)
2025: +45.2%
2024: +49.6%
2023: +10.4%
2022: -15.8%
2021: +32.5%