Portfolio Summary 2026-02-28

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 5,243.57 27.34 0.00 5,243.57 24,420.00 Gold
JPM Japan Equity A (acc) - USD (hedged) LU0927678507 13,238.82 3,079.43 23.26 0.00 3,079.43 16,318.25 Equity
JPM Euroland Equity A (dist) - USD LU0117904457 13,238.82 1,997.71 15.09 0.00 1,997.71 15,236.54 Equity
JPMorgan Japan (Yen) - Class Digital (acc) - JPY HK0001035598 2,135.00 203.98 9.55 0.00 203.98 2,338.98 Equity
JPM Europe Dynamic A (acc) - HKD (hedged) LU0987226023 4,268.09 319.90 7.50 0.00 319.90 4,587.99 Equity
JPM USD Money Market VNAV A (acc) - USD LU0945454980 13,040.86 245.85 1.89 22.80 223.05 13,263.91 Money Market Fund
JPM Global High Yield Bond A (acc) - USD LU0344579056 11,012.10 174.60 1.59 0.00 174.60 11,186.70 Fixed Income
Vanguard S&P 500 ETF VOO 39,389.15 556.43 1.41 0.00 556.43 39,945.58 Equity
Select STOXX Europe Aerospace & Defense ETF EUAD 9,516.14 -32.54 -0.34 0.00 -32.54 9,483.60 Equity
iShares MSCI World Screened UCITS ETF USD (Acc) SAWD.L 13,453.04 -75.52 -0.56 0.00 -75.52 13,377.52 Equity
State Street SPDR Portfolio S&P 500 ETF SPYM 9,948.37 -62.57 -0.63 0.00 -62.57 9,885.80 Equity
Global X Defence Tech UCITS ETF ARMR.L 7,491.93 -51.29 -0.68 0.00 -51.29 7,440.64 Equity
Total 156,262.66 12,497.46 8.00 471.76 12,025.70 167,485.51








Value Gold ETF (3081.HK)



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



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



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



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



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



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



Vanguard S&P 500 ETF (VOO)



Select STOXX Europe Aerospace & Defense ETF (EUAD)



iShares MSCI World Screened UCITS ETF USD (Acc) (SAWD.L)



State Street SPDR Portfolio S&P 500 ETF (SPYM)



Global X Defence Tech UCITS ETF (ARMR.L)