Portfolio Summary 2026-06-26

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 2,941.67 22.22 0.00 2,941.67 16,180.50 Equity
JPM Euroland Equity A (dist) - USD LU0117904457 13,238.82 2,039.90 15.41 0.00 2,039.90 15,278.72 Equity
Vanguard S&P 500 ETF VOO 39,389.15 3,600.83 9.14 0.00 3,600.83 42,989.97 Equity
JPM Europe Dynamic A (acc) - HKD (hedged) LU0987226023 4,268.09 388.00 9.09 0.00 388.00 4,656.09 Equity
State Street SPDR Portfolio S&P 500 ETF SPYM 9,948.37 690.23 6.94 0.00 690.23 10,638.60 Equity
JPMorgan Japan (Yen) - Class Digital (acc) - JPY HK0001035598 2,135.00 86.59 4.06 0.00 86.59 2,221.59 Equity
iShares MSCI World Screened UCITS ETF USD (Acc) SAWD.L 39,877.43 1,410.96 3.54 0.00 1,410.96 41,288.40 Equity
JPM USD Money Market VNAV A (acc) - USD LU0945454980 13,063.67 397.48 3.04 22.80 374.67 13,438.34 Money Market Fund
JPM Global High Yield Bond A (acc) - USD LU0344579056 11,012.10 318.44 2.89 0.00 318.44 11,330.54 Fixed Income
iShares MSCI World Small Cap UCITS ETF USD (Acc) WSML.L 9,806.36 204.21 2.08 0.00 204.21 10,010.57 Equity
Honeywell International Inc. HON 5,422.55 16.25 0.30 0.00 16.25 5,438.79 Equity
Value Gold ETF 3081.HK 19,176.43 -346.43 -1.81 0.00 -346.43 18,830.00 Gold
Select STOXX Europe Aerospace & Defense ETF EUAD 9,516.14 -1,089.36 -11.45 0.00 -1,089.36 8,426.79 Equity
Total 190,937.28 9,791.62 5.13 -844.34 10,635.96 200,728.90








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



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



Vanguard S&P 500 ETF (VOO)



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



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



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



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



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



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



iShares MSCI World Small Cap UCITS ETF USD (Acc) (WSML.L)



Honeywell International Inc. (HON)



Value Gold ETF (3081.HK)



Select STOXX Europe Aerospace & Defense ETF (EUAD)