Thursday, June 2, 2022

投資日誌 - 2022-05-31

YTD -9.5%

Top 10 Holdings

Symbol

Description

Gain/Loss

% of Portfolio

TSM

TAIWAN SEMICONDUCTOR-SP ADR

-10%

14.3%

700

TENCENT HOLDINGS LTD

-22%

9.4%

9988

ALIBABA GROUP HOLDING LTD

-22%

9.4%

659

NWS HOLDINGS LTD

8%

7.9%

823

LINK REIT

5%

7.8%

1883

CITIC TELECOM INTERNATIONAL

0%

6.9%

2318

PING AN INSURANCE GROUP CO-H

-14%

5.0%

697

SHOUCHENG HOLDINGS LTD

-25%

4.5%

P40U

STARHILL GLOBAL REIT

-11%

4.4%

MDT

MEDTRONIC PLC

-5%

3.8%

 

Others

 

30.8%

 

Cash

 

-4%



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