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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. 所有數值以現行 USD/TWD 匯率換算為新台幣。
▸ Data source: —
Exhibit 1
Total assets and return summary
Portfolio Value
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USD —TWD —
Cash Holdings
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USD —TWD —
Total Assets
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Portfolio + Cash
Total P&L
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Return —
Exchange Rate
1 USD = —
TWD · 現行匯率
Allocation
Active —
Passive —
Bond —
Portfolio YTD
—
Since —
S&P 500 YTD
—
Since —
Portfolio Beta
—
vs 大盤波動係數（1Y）
Portfolio Alpha
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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. Beta / Alpha from portfolio_risk.json.
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. 滑鼠移到線上（手機：按住左右拖曳）可讀取任一日的數值與相對大盤差距。
Asset History資產歷史走勢（總資產 TWD）
Holdings Breakdown持倉佔比（股票部位，不含 Passive / Bond）
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Total
Source: Daily asset snapshots; S&P 500 index, normalized to portfolio cost basis. Note: Benchmark line assumes identical timing of capital deployment. Holdings beyond the top 7 are folded into "Other".
Exhibit 3
Position map: where the money sits, and what each position is doing
左：持倉熱力圖，方塊大小 = 市值（TWD）、顏色 = 所選指標；右：風險 / 報酬散布，泡泡大小 = 市值。點任一持股可直接跳到明細表。
Holdings Heatmap持倉熱力圖 · 大小 = 市值
Risk vs ReturnX = 年化波動率 · Y = 未實現報酬 % · 大小 = 市值
Source: stock_data_current.json（市值、損益、RSI、MA、52 週高低）；Beta / Alpha 模式取自 portfolio_risk.json（1Y，僅涵蓋有計算的持股）。 Note: 熱力圖色階以 ±50%（損益）、±20%（近月）、30–70（RSI）、0–100%（52W 位置）為飽和點；泡泡圖虛線為中位數分界。
Exhibit 4
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)席勒本益比
手動輸入—
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輸入 CAPE 數值後顯示評估
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520283550+
< 20 低估 (Undervalued)
20–28 接近均值 (Neutral)
28–35 偏高 (Elevated)
> 35 顯著高估 (Overvalued)
vs 現代均值 26.5×—
隱含長期年化報酬—
資料時間—
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 5
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. 點擊任一列可跳至持股明細。
Top Performers▲ by P&L %
Best 5Bottom Performers▼ by P&L %
Worst 5Source: Portfolio holdings; unrealized P&L as a percentage of cost basis.
Exhibit 6
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)各持股未實現損益
Investment Type Allocation含現金
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Total
Source: Portfolio holdings; P&L and market value converted to TWD at prevailing FX. Note: Allocation includes cash; P&L excludes it.
Exhibit 7
The ten largest positions account for the bulk of portfolio value
Top 10 Holdings by Value市值前十大（含現金）
Source: Portfolio holdings, ranked by market value in TWD (cash included where held).
Exhibit 8
Position-level detail: cost, price, return, and technical indicators
點擊欄位標題排序；點擊任一列展開 MA5 / MA20、近月報酬、成交量與 52 週區間。
Portfolio Holdings
| Symbol | Qty | Avg Cost | Price | Mkt Value | Weight | 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. Weight = share of total assets (incl. cash). Click any column header to sort.
Exhibit 9
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 RatingTop 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. 藍色區帶為 p20–p80 歷史常態區間，黑色指針為目前 forward P/E。