Portfolio Summary 2025-12-30

Name Symbol Cost (HKD) Total Gain/Loss (HKD) Total Gain/Loss (%) Realised Gain/Loss (HKD) Unrealised Gain/Loss (HKD) Value (HKD) Category
Value Gold ETF 3081.HK 19,176.43 1,803.57 9.41 0.00 1,803.57 20,980.00 Gold
JPM Euroland Equity A (dist) - USD LU0117904457 13,238.82 811.93 6.13 0.00 811.93 14,050.76 Equity
JPM Japan Equity A (acc) - USD (hedged) LU0927678507 13,238.82 736.47 5.56 0.00 736.47 13,975.30 Equity
JPM Europe Dynamic A (acc) - HKD (hedged) LU0987226023 2,135.00 62.36 2.92 0.00 62.36 2,197.36 Equity
Vanguard S&P 500 ETF VOO 39,389.15 402.29 1.02 0.00 402.29 39,791.44 Equity
JPM USD Money Market VNAV A (acc) - USD LU0945454980 11,040.86 98.62 0.89 22.80 75.82 11,116.69 Money Market Fund
JPM Global High Yield Bond A (acc) - USD LU0344579056 9,012.10 42.72 0.47 0.00 42.72 9,054.82 Fixed Income
JPM America Equity A (acc) - HKD LU0863150172 2,135.00 0.75 0.03 0.00 0.75 2,135.75 Equity
JPMorgan Japan (Yen) - Class Digital (acc) - JPY HK0001035598 2,135.00 -104.44 -4.89 0.00 -104.44 2,030.56 Equity
COSP Nikkei 225 Index ETF 3153.HK 9,743.73 -509.73 -5.23 0.00 -509.73 9,234.00 Equity
Total 121,596.91 4,161.20 3.42 431.13 3,730.07 124,566.66








Value Gold ETF (3081.HK)



JPM Euroland Equity A (dist) - USD (LU0117904457)



JPM Japan Equity A (acc) - USD (hedged) (LU0927678507)



JPM Europe Dynamic A (acc) - HKD (hedged) (LU0987226023)



Vanguard S&P 500 ETF (VOO)



JPM USD Money Market VNAV A (acc) - USD (LU0945454980)



JPM Global High Yield Bond A (acc) - USD (LU0344579056)



JPM America Equity A (acc) - HKD (LU0863150172)



JPMorgan Japan (Yen) - Class Digital (acc) - JPY (HK0001035598)



COSP Nikkei 225 Index ETF (3153.HK)