Portfolio Summary 2026-04-29

Name Symbol Cost (HKD) Total Gain/Loss (HKD) Total Gain/Loss (%) Realised Gain/Loss (HKD) Unrealised Gain/Loss (HKD) Value (HKD) Category
JPM Japan Equity A (acc) - USD (hedged) LU0927678507 13,238.82 2,375.18 17.94 0.00 2,375.18 15,614.00 Equity
Value Gold ETF 3081.HK 19,176.43 2,663.57 13.89 0.00 2,663.57 21,840.00 Gold
JPM Euroland Equity A (dist) - USD LU0117904457 13,238.82 1,336.28 10.09 0.00 1,336.28 14,575.10 Equity
Vanguard S&P 500 ETF VOO 39,389.15 2,210.07 5.61 0.00 2,210.07 41,599.21 Equity
State Street SPDR Portfolio S&P 500 ETF SPYM 9,948.37 344.38 3.46 0.00 344.38 10,292.75 Equity
JPM Europe Dynamic A (acc) - HKD (hedged) LU0987226023 4,268.09 137.17 3.21 0.00 137.17 4,405.26 Equity
JPM USD Money Market VNAV A (acc) - USD LU0945454980 13,063.67 316.93 2.43 22.80 294.13 13,357.79 Money Market Fund
JPM Global High Yield Bond A (acc) - USD LU0344579056 11,012.10 259.94 2.36 0.00 259.94 11,272.05 Fixed Income
JPMorgan Japan (Yen) - Class Digital (acc) - JPY HK0001035598 2,135.00 37.61 1.76 0.00 37.61 2,172.61 Equity
iShares MSCI World Screened UCITS ETF USD (Acc) SAWD.L 13,453.04 196.58 1.46 0.00 196.58 13,649.62 Equity
Global X Defence Tech UCITS ETF ARMR.L 7,491.93 -853.98 -11.40 0.00 -853.98 6,637.95 Equity
Select STOXX Europe Aerospace & Defense ETF EUAD 9,516.14 -1,440.95 -15.14 0.00 -1,440.95 8,075.20 Equity
Total 155,931.57 8,031.74 5.15 471.76 7,559.98 163,491.55








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



Value Gold ETF (3081.HK)



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



Vanguard S&P 500 ETF (VOO)



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



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)



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



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



Global X Defence Tech UCITS ETF (ARMR.L)



Select STOXX Europe Aerospace & Defense ETF (EUAD)