Portfolio value
HK$1,284,650 Across all investment accountsPersonal wealth overview
Good afternoon, Alex Morgan
A consolidated view of your fictional investments · As of 24 July 2026 · 4:00 PM HKT
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Today's movement
HK$8,462 +0.66% todayTotal return
HK$184,650 +16.79% since inceptionAvailable cash
HK$77,950 Ready to investPortfolio performance
Growth of 100 invested · Portfolio versus benchmark
Asset allocation
Diversified across five major sleeves
94%invested
- Global equitiesHK$667,000 52%
- Fixed incomeHK$308,400 24%
- AlternativesHK$154,200 12%
- Asia PacificHK$77,100 6%
- CashHK$77,950 6%
Viann's portfolio insight Your diversification remains healthy, with global equities driving most of this year's growth.
Balanced growth strategyTop holdings
Largest positions by current market value
| Investment | Units | Price | Market value | Allocation | Today | Total return |
|---|---|---|---|---|---|---|
VW VWRDVanguard FTSE All-World ETF | 2,420 | HK$128.40 | HK$310,728 | 24.2% | +0.82% | +21.40% |
AG AGGUiShares Global Aggregate Bond | 3,180 | HK$69.12 | HK$219,802 | 17.1% | +0.14% | +5.70% |
AA AAPLApple Inc. | 610 | HK$248.30 | HK$151,463 | 11.8% | +1.26% | +34.80% |
28 2800Tracker Fund of Hong Kong | 5,800 | HK$22.64 | HK$131,312 | 10.2% | -0.38% | +12.10% |
GL GLDMSPDR Gold MiniShares Trust | 1,780 | HK$61.80 | HK$110,004 | 8.6% | +0.47% | +18.60% |
NV NVDANVIDIA Corporation | 520 | HK$178.45 | HK$92,794 | 7.2% | +2.04% | +46.20% |
Showing the six largest of eighteen synthetic holdings
Goals & planning
Progress based on your current strategy
Risk profileBalanced growth
DiversificationExcellent · 91
Financial independenceTarget year 2042
29%HK$1,284,650 of HK$4,500,000
Home upgrade reserveTarget year 2029
66%HK$428,000 of HK$650,000
Recent activity
Latest portfolio events
- 22 Jul Dividend receivedVanguard FTSE All-World ETF+HK$3,840
- 18 Jul Monthly contributionCore portfolio+HK$25,000
- 09 Jul Portfolio rebalancedReduced equity drift by 1.8%Complete
- 28 Jun Bond coupon receivedGlobal aggregate allocation+HK$1,960
Demonstration portfolio
This dashboard uses entirely synthetic people, holdings, balances, returns and transactions. It is not connected to a bank account and does not constitute investment advice.