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Portfolio Performance Review
Portfolio fundamentals at a glance
A consolidated view of holdings, allocation, risk, and valuation across the portfolio, benchmarked against the S&P 500.
Exhibit 1
Total assets and return summary
Portfolio Value
—
USD — | TWD —
Cash Holdings
—
USD — | TWD —
Total Assets
—
Portfolio + Cash
Total P&L
—
Return —
Exchange Rate
1 USD = —
TWD
Allocation
Active —
Passive —
Bond —
Portfolio YTD
—
Since —
S&P 500 YTD
—
Since —
Portfolio Beta
—
vs 大盤波動係數
Portfolio Alpha
—
風險調整後超額報酬 (1Y)
Source: Portfolio holdings data; live FX rate. Note: All values converted to TWD at the prevailing USD/TWD rate; allocation excludes cash.
Exhibit 2
Asset trajectory versus the benchmark, with concentration by position
Total assets (TWD) tracked over time against an equivalent S&P 500 investment; right panel shows where capital is concentrated.
Asset History
資產歷史走勢（總資產 TWD）
Holdings Breakdown
持倉佔比
Source: Daily asset snapshots; S&P 500 index, normalized to portfolio cost basis. Note: Benchmark line assumes identical timing of capital deployment.
Exhibit 8
Market-wide valuation: the Shiller CAPE in context
The cyclically adjusted P/E ratio (CAPE) smooths 10 years of real earnings to filter business-cycle noise. Based on the post-2000 modern average (~26.5×), readings above 35 signal significant overvaluation; below 20 has historically signalled attractive entry points.
Shiller CAPE (Cyclically Adjusted P/E)
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Source: Robert Shiller / Multpl.com. 現代均值基準（2000–2024）：26.5×。 色彩規則：CAPE > 35 = 顯著高估（紅）；28–35 = 偏高（黃）；20–28 = 接近均值（藍）；< 20 = 低估（綠）。
Exhibit 4
Returns are driven by a handful of positions at each tail
The five strongest and five weakest holdings by unrealized return, indicating where gains and drags are concentrated.
Top Performers
▲ by P&L %
Bottom Performers
▼ by P&L %
Source: Portfolio holdings; unrealized P&L as a percentage of cost basis.
Exhibit 5
Profit contribution by position and the active / passive / bond / cash mix
Left: absolute P&L per holding (TWD). Right: how total assets are split across investment types.
Individual Stock P&L (TWD)
Investment Type Allocation
Source: Portfolio holdings; P&L and market value converted to TWD at prevailing FX. Note: Allocation includes cash; P&L excludes it.
Exhibit 6
The ten largest positions account for the bulk of portfolio value
Top 10 Holdings by Value
Source: Portfolio holdings, ranked by market value in TWD (cash included where held).
Exhibit 7
Position-level detail: cost, price, return, and technical indicators
Portfolio Holdings
| Symbol | Qty | Avg Cost | Price | Mkt Value | P&L | P&L % | RSI | Vol. | Type |
|---|
Source: Portfolio holdings. Note: RSI and volatility are 14-period / annualized technical indicators; RSI > 70 shaded as overbought, < 30 as oversold. Click any column header to sort.
Exhibit 3
Valuation discipline: forward multiples relative to each holding's own 5-year range
Where today's forward P/E sits within the historical band signals whether a position looks cheap or stretched versus its own norm.
PE Valuation Rating
Top 10 Active holdings — Forward PE vs 5-year history
Source: yfinance forward P/E and trailing 5-year history. Rating scale: 1 = inexpensive vs history … 5 = expensive vs history.