C.A.P. Momentum

a systematic approach to wealth building

Evidence -Based Momentum Strategy for Modern Investors

© 2026 CapxMomentum. All rights reserved.

About

"C.A.P. Momentum, the missing engine of your financial architecture."A well-crafted financial plan without a dynamic execution strategy is like a luxury vehicle without an engine.It may provide a sense of comfort, safety, and prestige, but it lacks the fundamental power to move you toward your destination.With us, you've got the power!

© 2026 CapxMomentum. All rights reserved.

C.A.P. Momentum

"The Perfect Synergy"While Dual Momentum suggests the precise timing for market entries and exits, the CAP Model provides the diversification and risk management framework necessary for long-term stability.- Low Volatility: Designed for steady, long-term growth.
- Trend Following: We buy during the ascent and sell at the start of the decline.
- Data-Driven: No guesswork, only quantitative rules.
- Customizable: While the logic is fixed, the strategy can be tailored to individual needs.

© 2026 CapxMomentum. All rights reserved.

C.A.P.

" A disciplined framework for modern portfolio management"The C.A.P. Model is a tactical allocation strategy designed to manage your portfolio through 3 core pillars:C – Cash: Strategically holding cash when market conditions deteriorate.
A – Allocation: Systematically distributing capital into selected assets.
P – Pick: Focusing on high-quality, high-potential asset options.

Dual Momentum

"Embrace Momentum"We use a two-layer quantitative filter to capture bull markets and evade bear markets.Step 1: Relative Momentum Check
Is Asset A outperforming Asset B?
(e.g. U.S. Stocks vs. International Stocks)
Step 2: Absolute Momentum Check
Is the winning asset outperforming Cash/ Defensive assets?
Yes: Invest in the Winner
No: Hold Cash/ Defensive Assets

© 2026 CapxMomentum. All rights reserved.

CAP-01

"Hassle-free yet Uncompromised"CAP-01 is our Signature Model represents the optimal intersection of rigorous risk management and consistent growth potential.By removing human emotion and relying on the Systematic Certainty of the CAP Momentum framework, CAP-01 offers "Set and Forget" sophistication for modern portfolio management.Signal from CAP-01 provides the strategic intelligence you need to align any mutual fund plan or investment account with global market trends, offering a high degree of flexibility regardless of your choice of provider.

1/1/2008 - 28/2/2026INITIAL $APPROX. ACC. $MAX. DDWORST YEAR %WORST YEAR
CAP-01100,0001,030,000-18%-11%2022
SPY100,000660,000-48%-37%2008
SPYAGG(7/3)100,000460,000-36%-25%2008
ANN. RETURN (28/2/2026)1yr3yr5yr10yrSINCE 2008
CAP-0163%25%17%17%14%
SPY17%22%14%15%11%
SPYAGG(7/3)14%17%10%11%9%

Note:
- SPYAGG(7/3):
70% State Street SPDR S&P 500 ETF & 30% iShares Core US Aggregate Bond ETF
- Returns are total returns on a gross basis
- Results are based on the closing price of the last trading day of each month

CAP-01
"Hassle-free yet Uncompromised"

MONTHLY RETURN OF CAP-01
SINCE 2011
(Results are based on the closing price of the last trading day of each month)

MONTH123456789101112TOTAL
202611.63%6.26%----------18.62%
20255.32%0.64%2.13%-3.51%1.44%5.75%4.07%4.95%10.87%4.63%0.36%2.54%46.09%
20240.45%4.67%2.95%-4.66%1.48%-1.46%1.10%0.32%0.96%1.26%4.43%-8.41%2.35%
20235.22%-4.84%-1.44%0.78%2.68%3.44%3.97%-3.25%-2.94%-3.70%5.29%6.30%11.14%
2022-6.32%0.27%9.05%-4.02%2.73%-12.82%3.30%-0.57%-3.04%0.26%5.73%-3.97%-10.72%
2021-0.31%11.36%6.79%2.84%8.45%-2.01%0.01%2.39%-4.42%7.37%-2.09%3.63%38.16%
2020-0.45%-5.28%-2.89%2.44%4.35%2.41%7.45%4.81%-5.04%-2.03%13.46%9.00%29.91%
20191.09%-0.35%1.66%3.48%-7.41%2.80%1.95%1.57%0.04%2.99%2.39%3.47%14.01%
20185.60%-3.08%-4.46%-1.24%5.68%-1.39%2.45%4.71%1.18%-7.23%0.19%-2.99%-1.50%
20172.28%2.24%-1.17%0.56%2.52%-0.41%2.78%2.34%0.10%4.22%1.49%1.21%19.61%
2016-5.47%3.66%7.43%5.24%-5.86%2.18%6.54%-4.53%2.73%-2.51%5.95%0.59%15.68%
2015-3.05%1.33%-1.46%0.88%0.75%-1.65%2.87%-6.82%0.01%0.00%0.25%-2.05%-8.90%
2014-2.28%5.05%0.00%-0.69%2.29%3.17%-0.55%3.65%-5.22%3.25%3.55%-0.57%11.75%
20130.98%0.97%4.67%2.50%3.37%-1.17%5.90%-3.88%2.71%4.09%3.59%1.86%28.30%
20123.36%1.73%5.03%-1.37%-5.32%1.90%1.35%2.63%2.86%-1.74%0.07%3.71%14.67%
20111.20%4.49%1.88%1.80%-3.66%-1.83%-1.50%-0.02%-3.69%1.96%0.61%-3.25%-2.34%

Note: Returns are total returns on a gross basis. The 'Total' column denotes the annual gross return. For 2026, the return is calculated from the period of January 1 to February 28.

© 2026 CapxMomentum. All rights reserved.

MPF REFERENCE

"MPF should work as hard as any other investment in our portfolio"Our system streamlines the investment process by utilizing ETF-driven signals (such as SPY and EWH) to guide your MPF portfolio composition, ensuring your holdings remain precisely aligned with global market trends.To meet a wide range of investment objectives, we offer 3 core reference models.Aggressive (MPF-A): Optimized for maximum long-term growth.Moderately Aggressive (MPF-MA): A growth-focused strategy for long term capital growth.Balanced (MPF-B): Designed for capital growth with a measured approach to risk.If you have unique requirements, we would be delighted to collaborate with you on a fully customized solution.

1/1/2008 - 28/2/2026INITIAL $APPROX. ACC. $MAX. DDWORST YEAR %WORST YEAR
MPF-A100,000630,000-19%-16%2008
MPF-MA100,000470,000-15%-13%2008
MPF-B100,000370,000-12%-11%2008
SPYAGG(7/3)100,000460,000-36%-25%2008
ANN. RETURN (28/2/2026)1yr3yr5yr10yrSINCE 2008
MPF-A32%18%11%12%11%
MPF-MA29%16%10%10%9%
MPF-B24%13%8%9%7%
SPYAGG(7/3)14%17%10%11%9%

Note:
- SPYAGG(7/3):
70% State Street SPDR S&P 500 ETF & 30% iShares Core US Aggregate Bond ETF
- Returns are total returns on a gross basis
- Results are based on the closing price of the last trading day of each month

MPF-A
"Optimized for maximum long-term growth"

MONTHLY RETURN OF MPF-A
SINCE 2011
(Results are based on the closing price of the last trading day of each month)

MONTH123456789101112TOTAL
20261.47%3.55%----------5.08%
20252.69%-1.27%-0.45%0.06%8.11%7.10%4.23%2.22%1.84%-0.05%0.19%0.08%27.14%
20241.59%5.22%3.27%-4.03%5.06%3.53%1.21%2.34%2.10%-4.23%-2.41%-2.51%11.03%
20234.95%-7.57%0.83%1.60%0.46%6.48%3.27%-1.63%-4.74%0.45%0.45%4.57%8.54%
2022-5.27%0.01%0.03%0.04%0.06%0.08%0.12%-3.04%0.22%0.26%0.31%-5.76%-12.45%
20211.70%4.99%1.03%2.60%0.66%2.25%2.44%2.98%-4.66%7.02%-0.80%4.63%27.24%
2020-0.04%-7.92%-0.53%1.72%0.67%1.78%5.89%6.98%-3.44%-2.49%10.65%4.52%17.71%
20190.91%4.57%1.35%1.03%-6.38%1.10%1.51%2.78%1.95%0.21%3.62%2.90%16.24%
20185.64%-3.83%-2.74%0.14%0.15%-5.37%3.70%3.19%0.59%-6.91%0.19%0.19%-5.67%
20171.79%3.93%0.13%2.92%3.28%0.75%3.63%1.69%0.00%-0.04%3.06%1.21%24.63%
2016-4.98%0.89%0.87%0.26%-0.15%1.14%3.65%0.62%4.66%-2.00%-1.85%2.03%4.88%
2015-2.96%-0.89%-1.57%8.48%-0.46%-3.48%-1.46%-6.10%0.01%0.07%-0.39%-1.72%-10.57%
2014-3.52%4.55%0.83%0.82%2.32%0.92%5.36%-0.73%-6.91%2.36%2.75%-0.26%8.15%
20134.48%-0.84%3.80%1.92%2.36%-1.33%5.17%-3.00%3.17%1.67%1.89%2.59%23.81%
20124.64%7.96%-4.38%0.60%-6.01%-0.02%1.36%0.00%7.12%1.65%3.30%2.32%19.12%
20112.33%3.47%0.01%2.90%-1.12%-3.52%1.69%1.52%0.77%0.13%-0.33%1.04%9.04%

Note: Returns are total returns on a gross basis. The 'Total' column denotes the annual gross return. For 2026, the return is calculated from the period of January 1 to February 28.

MPF-MA
"A growth-focused strategy for long term capital growth"

MONTHLY RETURN OF MPF-MA
SINCE 2011
(Results are based on the closing price of the last trading day of each month)

MONTH123456789101112TOTAL
20264.32%2.08%----------6.49%
20251.91%-0.73%-0.19%0.18%5.20%4.85%3.59%2.17%2.42%0.76%1.21%-0.40%22.85%
20241.01%2.99%2.48%-2.54%4.79%0.19%0.95%2.04%1.84%-3.12%0.38%-2.47%8.55%
20235.40%-5.94%0.69%1.26%0.45%4.20%2.33%-0.94%-3.01%0.45%0.45%3.19%8.29%
2022-3.51%0.01%0.03%0.04%0.06%0.08%0.12%-3.30%0.22%0.26%0.31%-3.72%-9.14%
20210.80%4.25%2.20%3.49%1.45%0.31%0.83%1.92%-3.41%4.68%-0.53%3.09%20.50%
2020-1.97%-4.75%-0.31%1.15%0.45%1.40%3.52%4.38%-3.54%-2.30%10.73%4.25%12.74%
20190.67%3.01%1.61%2.05%-6.54%0.80%1.07%1.30%1.09%0.88%2.40%3.35%11.93%
20185.30%-3.77%-2.18%0.14%0.15%-3.53%2.52%2.32%0.19%-4.55%0.19%0.19%-3.42%
20171.21%2.63%1.07%2.28%2.65%0.71%3.10%1.22%0.67%0.76%3.36%1.44%23.22%
2016-6.43%0.60%0.59%0.30%0.47%0.88%2.62%0.45%3.11%-1.91%-1.23%-0.98%-1.85%
2015-0.14%-0.53%-0.92%5.55%0.12%-2.99%-0.22%-4.06%0.01%0.05%-0.26%-1.24%-4.83%
2014-4.74%3.16%0.50%0.78%3.11%1.30%3.13%0.83%-5.07%1.92%2.05%-0.12%6.61%
20132.99%-0.13%2.07%2.32%0.90%-0.89%3.45%-2.00%2.11%2.66%2.25%1.78%18.81%
20126.17%6.75%-1.85%0.18%-7.10%-0.01%0.91%0.00%5.59%0.49%2.39%1.85%15.59%
20112.03%1.41%0.01%2.69%-0.33%-2.49%0.46%1.01%0.51%0.08%-0.22%1.15%6.39%

Note: Returns are total returns on a gross basis. The 'Total' column denotes the annual gross return. For 2026, the return is calculated from the period of January 1 to February 28.

MPF-B
"Designed for capital growth with a measured approach to risk"

MONTHLY RETURN OF MPF-B
SINCE 2011
(Results are based on the closing price of the last trading day of each month)

MONTH123456789101112TOTAL
20264.13%1.54%----------5.73%
20251.52%-0.46%-0.05%0.23%3.91%3.73%2.84%1.85%2.30%0.87%1.28%-0.46%18.91%
2024-0.88%2.19%2.01%-1.80%4.02%-0.32%0.83%1.73%1.57%-2.83%0.85%-1.99%5.25%
20235.13%-5.09%0.61%1.06%0.44%3.19%1.85%-0.59%-2.15%0.45%0.45%2.50%7.73%
2022-2.63%0.01%0.03%0.04%0.06%0.08%0.12%-3.47%0.22%0.26%0.31%-2.70%-7.51%
20210.39%3.17%2.03%3.06%1.34%-0.06%0.61%1.42%-2.63%3.51%-0.40%2.32%15.59%
2020-1.94%-3.41%-0.20%0.87%0.34%1.11%2.76%4.47%-2.98%-1.98%8.95%3.51%11.38%
20190.55%2.28%1.69%1.84%-5.16%0.65%0.85%0.86%0.80%0.87%1.82%2.89%10.15%
20184.18%-3.11%-1.70%0.14%0.15%-2.61%1.93%1.81%0.12%-3.37%0.19%0.19%-2.32%
20170.92%1.99%1.04%1.94%2.22%0.59%2.55%1.10%0.58%0.78%2.83%1.25%19.27%
2016-5.60%0.45%0.45%0.27%0.49%1.01%3.13%0.32%2.34%-1.71%-0.91%-1.31%-1.34%
20150.69%-0.39%-0.49%4.30%0.20%-2.41%0.02%-3.05%0.01%0.04%-0.19%-0.98%-2.41%
2014-3.90%2.40%0.37%0.64%2.92%1.14%2.19%1.14%-4.02%1.53%1.59%-0.08%5.80%
20132.24%0.01%1.44%2.16%-0.11%-0.66%2.59%-1.50%1.59%2.52%1.89%1.26%14.16%
20125.52%5.42%-1.22%0.23%-5.92%-0.01%0.68%0.00%4.45%0.21%1.88%1.42%12.84%
20111.64%0.84%0.01%2.21%-0.07%-2.19%0.18%0.76%0.39%0.06%-0.17%0.97%4.67%

Note: Returns are total returns on a gross basis. The 'Total' column denotes the annual gross return. For 2026, the return is calculated from the period of January 1 to February 28.

© 2026 CapxMomentum. All rights reserved.

Solution

"Systematize Your Portfolio Management"Whether you are an Established Wealth Builder seeking to preserve and grow significant capital, or a Rising Potential Individual building the foundation of your financial future, the core principles of our model remain the same.Our solution provides clear, actionable Monthly Signal to guide your Personal Accounts, even MPF allocations, ensuring you remain aligned with market strength starting from HKD200 per month^.Ready to transition to this evidence-based approach?Contact us today to book a free 30-minute introductory consultation.^ MPF Portfolio Signals from $200/mo; Other Portfolios from $500/mo

© 2026 CapxMomentum. All rights reserved.

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C.A.P. 動能策略

系統化構建財富

為現代投資者打造的實證動能策略

© 2026 CapxMomentum. All rights reserved.

關於我們

「 C.A.P. 動能策略是您財富架構中缺失的引擎 。」一個規劃完善但缺乏動態執行策略的理財方案,猶如一輛沒有引擎的豪華名車。它或許能提供舒適、安全與尊榮感,卻缺乏帶您到目的地所需的根本動力。選擇我們,掌握可靠的動力!

© 2026 CapxMomentum. All rights reserved.

C.A.P. 動能策略

「 完美協同效應 」雙重動能 (Dual Momentum) 提供了精確的入場與出場時機,而 CAP 模型 則提供了長期穩定所需的多元化佈局與風險管理框架。- 低波動性: 專為穩健的長期增長而設計
- 趨勢追蹤: 在上升趨勢中買入,並在跌勢開始初期離場
- 數據驅動: 拒絕主觀猜測,完全基於量化規則執行
- 高度靈活性: 在嚴謹邏輯的前提下,策略可根據個人需求進行定制化調整

© 2026 CapxMomentum. All rights reserved.

C.A.P.

「 現代投資組合管理的紀律化框架 」C.A.P. 模型是一套戰術性資產配置策略,旨在透過3大核心支柱管理您的投資組合:C – Cash (現金防禦): 當投資市場環境惡化時,策略性地持有現金以規避風險
A – Allocation (系統配置): 根據系統化規則,將資金分配至選定的資產類別
P – Pick (精選標的): 專注於具備高品質與高增長潛力的資產選項

Dual Momentum (雙重動能)

「 擁抱動能 」我們採用雙層量化篩選機制,旨在捕捉牛市升幅並規避熊市風險。第 1 步: 相對動能檢測
資產 A 的表現是否優於資產 B?
(例如:美股與國際股市之比較)
第 2 步: 絕對動能檢測
該領先資產的表現是否優於現金或防禦性資產?
是: 買入領先資產
否: 持有現金或防禦性資產

© 2026 CapxMomentum. All rights reserved.

CAP-01

「 自在無憂卻不妥協 」CAP-01 是我們的旗艦模型,代表著嚴謹風險管理與持續增長潛力的最佳交匯點。透過排除情緒干擾並依據 CAP 動能策略框架的系統化確認,CAP-01 為現代投資組合管理提供了自在無憂的解決方案。來自 CAP-01 的訊號提供您所需的策略情報,享有極高的靈活性,讓您現有的任何基金計劃或投資賬戶都能與全球市場趨勢保持一致, 給你一份無拘束的自信

1/1/2008 - 28/2/2026初始價值 $大約累計價值 $最大跌幅最差周年回報最差表現年份
CAP-01100,0001,030,000-18%-11%2022
SPY (S&P500)100,000660,000-48%-37%2008
2800HK (HSI)100,000140,000-67%-46%2008
年化回報 (28/2/2026)1年3年5年10年自 2008
CAP-0163%25%17%17%14%
SPY (S&P500)17%22%14%15%11%
2800HK (HSI)39%12%3%7%2%

備註:
- SPYAGG(7/3):
70% State Street SPDR S&P 500 ETF & 30% iShares Core US Aggregate Bond ETF
- 回報率為毛利率,按總回報基準計算
- 以每月最後一個交易日資產收市價格計算

CAP-01
「 自在無憂卻不妥協 」

CAP-01 自2011年的每月回報
(以每月最後一個交易日資產收市價格計算)

123456789101112總計
202611.63%6.26%----------18.62%
20255.32%0.64%2.13%-3.51%1.44%5.75%4.07%4.95%10.87%4.63%0.36%2.54%46.09%
20240.45%4.67%2.95%-4.66%1.48%-1.46%1.10%0.32%0.96%1.26%4.43%-8.41%2.35%
20235.22%-4.84%-1.44%0.78%2.68%3.44%3.97%-3.25%-2.94%-3.70%5.29%6.30%11.14%
2022-6.32%0.27%9.05%-4.02%2.73%-12.82%3.30%-0.57%-3.04%0.26%5.73%-3.97%-10.72%
2021-0.31%11.36%6.79%2.84%8.45%-2.01%0.01%2.39%-4.42%7.37%-2.09%3.63%38.16%
2020-0.45%-5.28%-2.89%2.44%4.35%2.41%7.45%4.81%-5.04%-2.03%13.46%9.00%29.91%
20191.09%-0.35%1.66%3.48%-7.41%2.80%1.95%1.57%0.04%2.99%2.39%3.47%14.01%
20185.60%-3.08%-4.46%-1.24%5.68%-1.39%2.45%4.71%1.18%-7.23%0.19%-2.99%-1.50%
20172.28%2.24%-1.17%0.56%2.52%-0.41%2.78%2.34%0.10%4.22%1.49%1.21%19.61%
2016-5.47%3.66%7.43%5.24%-5.86%2.18%6.54%-4.53%2.73%-2.51%5.95%0.59%15.68%
2015-3.05%1.33%-1.46%0.88%0.75%-1.65%2.87%-6.82%0.01%0.00%0.25%-2.05%-8.90%
2014-2.28%5.05%0.00%-0.69%2.29%3.17%-0.55%3.65%-5.22%3.25%3.55%-0.57%11.75%
20130.98%0.97%4.67%2.50%3.37%-1.17%5.90%-3.88%2.71%4.09%3.59%1.86%28.30%
20123.36%1.73%5.03%-1.37%-5.32%1.90%1.35%2.63%2.86%-1.74%0.07%3.71%14.67%
20111.20%4.49%1.88%1.80%-3.66%-1.83%-1.50%-0.02%-3.69%1.96%0.61%-3.25%-2.34%

備註: 回報率為毛利率,按總回報基準計算;「總計」欄位代表年度總回報;2026 年之總計回報率計算期為 1 月 1 日至 2 月 28 日。

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強積金參考訊號

「 讓我們的強積金與任何其他資產一樣努力增長」我們的系統利用 ETF (如 SPY 與 EWH)作基礎,驅動訊號來引導您的強積金投資組合配置,化繁為簡,並確保您的持倉與全球市場趨勢保持一致。為滿足不同投資目標,我們提供 3 種核心參考訊號模型進取型 (MPF-A): 專為追求最大化長線增長而設穩健進取型 (MPF-MA): 專注於長期資本增長的策略平衡型 (MPF-B): 旨在兼顧資本增長與風險平衡的穩健方案若您有特殊需求,我們樂於為您量身打造專屬的定制化方案

1/1/2008 - 28/2/2026初始價值 $大約累計價值 $最大跌幅最差周年回報最差表現年份
MPF-A100,000630,000-19%-16%2008
MPF-MA100,000470,000-15%-13%2008
MPF-B100,000370,000-12%-11%2008
SPYAGG(7/3)100,000460,000-36%-25%2008
年化回報 (28/2/2026)1年3年5年10年自 2008
MPF-A32%18%11%12%11%
MPF-MA29%16%10%10%9%
MPF-B24%13%8%9%7%
SPYAGG(7/3)14%17%10%11%9%

備註:
- SPYAGG(7/3):
70% State Street SPDR S&P 500 ETF & 30% iShares Core US Aggregate Bond ETF
- 回報率為毛利率,按總回報基準計算
- 以每月最後一個交易日資產收市價格計算

MPF-A
「 專為追求最大化長線增長而設 」

MPF-A 自2011年的每月回報
(以每月最後一個交易日資產收市價格計算)

123456789101112總計
20261.47%3.55%----------5.08%
20252.69%-1.27%-0.45%0.06%8.11%7.10%4.23%2.22%1.84%-0.05%0.19%0.08%27.14%
20241.59%5.22%3.27%-4.03%5.06%3.53%1.21%2.34%2.10%-4.23%-2.41%-2.51%11.03%
20234.95%-7.57%0.83%1.60%0.46%6.48%3.27%-1.63%-4.74%0.45%0.45%4.57%8.54%
2022-5.27%0.01%0.03%0.04%0.06%0.08%0.12%-3.04%0.22%0.26%0.31%-5.76%-12.45%
20211.70%4.99%1.03%2.60%0.66%2.25%2.44%2.98%-4.66%7.02%-0.80%4.63%27.24%
2020-0.04%-7.92%-0.53%1.72%0.67%1.78%5.89%6.98%-3.44%-2.49%10.65%4.52%17.71%
20190.91%4.57%1.35%1.03%-6.38%1.10%1.51%2.78%1.95%0.21%3.62%2.90%16.24%
20185.64%-3.83%-2.74%0.14%0.15%-5.37%3.70%3.19%0.59%-6.91%0.19%0.19%-5.67%
20171.79%3.93%0.13%2.92%3.28%0.75%3.63%1.69%0.00%-0.04%3.06%1.21%24.63%
2016-4.98%0.89%0.87%0.26%-0.15%1.14%3.65%0.62%4.66%-2.00%-1.85%2.03%4.88%
2015-2.96%-0.89%-1.57%8.48%-0.46%-3.48%-1.46%-6.10%0.01%0.07%-0.39%-1.72%-10.57%
2014-3.52%4.55%0.83%0.82%2.32%0.92%5.36%-0.73%-6.91%2.36%2.75%-0.26%8.15%
20134.48%-0.84%3.80%1.92%2.36%-1.33%5.17%-3.00%3.17%1.67%1.89%2.59%23.81%
20124.64%7.96%-4.38%0.60%-6.01%-0.02%1.36%0.00%7.12%1.65%3.30%2.32%19.12%
20112.33%3.47%0.01%2.90%-1.12%-3.52%1.69%1.52%0.77%0.13%-0.33%1.04%9.04%

備註: 回報率為毛利率,按總回報基準計算;「總計」欄位代表年度總回報;2026 年之總計回報率計算期為 1 月 1 日至 2 月 28 日。

MPF-MA
「 專注於長期資本增長的策略 」

MPF-MA 自2011年的每月回報
(以每月最後一個交易日資產收市價格計算)

123456789101112總計
20264.32%2.08%----------6.49%
20251.91%-0.73%-0.19%0.18%5.20%4.85%3.59%2.17%2.42%0.76%1.21%-0.40%22.85%
20241.01%2.99%2.48%-2.54%4.79%0.19%0.95%2.04%1.84%-3.12%0.38%-2.47%8.55%
20235.40%-5.94%0.69%1.26%0.45%4.20%2.33%-0.94%-3.01%0.45%0.45%3.19%8.29%
2022-3.51%0.01%0.03%0.04%0.06%0.08%0.12%-3.30%0.22%0.26%0.31%-3.72%-9.14%
20210.80%4.25%2.20%3.49%1.45%0.31%0.83%1.92%-3.41%4.68%-0.53%3.09%20.50%
2020-1.97%-4.75%-0.31%1.15%0.45%1.40%3.52%4.38%-3.54%-2.30%10.73%4.25%12.74%
20190.67%3.01%1.61%2.05%-6.54%0.80%1.07%1.30%1.09%0.88%2.40%3.35%11.93%
20185.30%-3.77%-2.18%0.14%0.15%-3.53%2.52%2.32%0.19%-4.55%0.19%0.19%-3.42%
20171.21%2.63%1.07%2.28%2.65%0.71%3.10%1.22%0.67%0.76%3.36%1.44%23.22%
2016-6.43%0.60%0.59%0.30%0.47%0.88%2.62%0.45%3.11%-1.91%-1.23%-0.98%-1.85%
2015-0.14%-0.53%-0.92%5.55%0.12%-2.99%-0.22%-4.06%0.01%0.05%-0.26%-1.24%-4.83%
2014-4.74%3.16%0.50%0.78%3.11%1.30%3.13%0.83%-5.07%1.92%2.05%-0.12%6.61%
20132.99%-0.13%2.07%2.32%0.90%-0.89%3.45%-2.00%2.11%2.66%2.25%1.78%18.81%
20126.17%6.75%-1.85%0.18%-7.10%-0.01%0.91%0.00%5.59%0.49%2.39%1.85%15.59%
20112.03%1.41%0.01%2.69%-0.33%-2.49%0.46%1.01%0.51%0.08%-0.22%1.15%6.39%

備註: 回報率為毛利率,按總回報基準計算;「總計」欄位代表年度總回報;2026 年之總計回報率計算期為 1 月 1 日至 2 月 28 日。

MPF-B
「 旨在兼顧資本增長與風險平衡的穩健方案 」

MPF-B 自2011年的每月回報
(以每月最後一個交易日資產收市價格計算)

123456789101112總計
20264.13%1.54%----------5.73%
20251.52%-0.46%-0.05%0.23%3.91%3.73%2.84%1.85%2.30%0.87%1.28%-0.46%18.91%
2024-0.88%2.19%2.01%-1.80%4.02%-0.32%0.83%1.73%1.57%-2.83%0.85%-1.99%5.25%
20235.13%-5.09%0.61%1.06%0.44%3.19%1.85%-0.59%-2.15%0.45%0.45%2.50%7.73%
2022-2.63%0.01%0.03%0.04%0.06%0.08%0.12%-3.47%0.22%0.26%0.31%-2.70%-7.51%
20210.39%3.17%2.03%3.06%1.34%-0.06%0.61%1.42%-2.63%3.51%-0.40%2.32%15.59%
2020-1.94%-3.41%-0.20%0.87%0.34%1.11%2.76%4.47%-2.98%-1.98%8.95%3.51%11.38%
20190.55%2.28%1.69%1.84%-5.16%0.65%0.85%0.86%0.80%0.87%1.82%2.89%10.15%
20184.18%-3.11%-1.70%0.14%0.15%-2.61%1.93%1.81%0.12%-3.37%0.19%0.19%-2.32%
20170.92%1.99%1.04%1.94%2.22%0.59%2.55%1.10%0.58%0.78%2.83%1.25%19.27%
2016-5.60%0.45%0.45%0.27%0.49%1.01%3.13%0.32%2.34%-1.71%-0.91%-1.31%-1.34%
20150.69%-0.39%-0.49%4.30%0.20%-2.41%0.02%-3.05%0.01%0.04%-0.19%-0.98%-2.41%
2014-3.90%2.40%0.37%0.64%2.92%1.14%2.19%1.14%-4.02%1.53%1.59%-0.08%5.80%
20132.24%0.01%1.44%2.16%-0.11%-0.66%2.59%-1.50%1.59%2.52%1.89%1.26%14.16%
20125.52%5.42%-1.22%0.23%-5.92%-0.01%0.68%0.00%4.45%0.21%1.88%1.42%12.84%
20111.64%0.84%0.01%2.21%-0.07%-2.19%0.18%0.76%0.39%0.06%-0.17%0.97%4.67%

備註: 回報率為毛利率,按總回報基準計算;「總計」欄位代表年度總回報;2026 年之總計回報率計算期為 1 月 1 日至 2 月 28 日。

© 2026 CapxMomentum. All rights reserved.

方案

「 把您的投資組合管理系統化 」無論您是尋求資產保值與增長的高資產值人士,還是正在努力構建未來基石的新進潛力人才,我們模型的核心原則始終如一。我們的方案提供清晰、便捷可行的每月訊號,指引您的個人賬戶以至強積金(MPF)配置,確保您從每月港幣 200 元起^,即可緊貼環球市場趨勢。準備好投向這個以實證為基礎的理財方案了嗎?請立即聯絡我們,預約一次 30 分鐘的免費諮詢^ 強積金組合訊號收費每月 $200 起,其他組合每月 $500 起

© 2026 CapxMomentum. All rights reserved.

聯絡我們

我們深知在金融市場中導航,既需要精準的掌握時機,也需要貼心的個人化服務。我們的團隊都已準備好為您提供所需的專業見解。請留下您的訊息,我們將儘快聯絡您。

閣下提供的個人資料將只會用於處理閣下的查詢

© 2026 CapxMomentum. All rights reserved.

感謝您的垂詢

訊息已成功發送!
感謝您對我們系統化組合管理服務的關注。我們非常期待能協助您利用數據驅動的精準策略,在市場中穩步前行。我們將盡快與您聯絡,提供您所需的專業見解。

© 2026 CapxMomentum. All rights reserved.

Disclaimer & Important Notice

IMPORTANT: Investment Involves RiskThis website is prepared by Cap Momentum Alpha for general informational purposes only and does not constitute legal, tax, investment, or other professional advice.No Offer: Nothing on this website shall be construed as an offer, solicitation, or recommendation of any investment product or service.Investment Risk: Investment involves risk. The price of securities or investment products may move up or down and may become valueless. Past performance is not indicative of future results. Before making any investment decision, you should consider your financial situation and risk tolerance, and consult independent professional advisors.Accuracy of Information: While we strive to ensure accuracy, Cap Momentum Alpha makes no representation or warranty regarding the completeness or timeliness of the information. We accept no liability for any loss arising from the use of this website.

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重要提示:投資涉及風險本網站所載的資料由 Cap Momentum Alpha 編製,僅供一般參考之用,不構成任何法律、稅務、投資或其他專業建議。非要約行為:本網站內容不構成任何投資產品或服務的要約、招攬或建議。投資風險:投資涉及風險。證券或投資產品的價格可升亦可跌,甚至變成毫無價值。過往表現並非未來表現的指標。在作出任何投資決定前,投資者應考慮自身的財務狀況及風險承受能力,並諮詢獨立專業顧問。資料準確性:雖然我們盡力確保資料準確,但 Cap Momentum Alpha 並不保證資料的完整性或及時性。對於因使用本網站資料而導致的任何損失,本公司概不負責。

CAP-01
"Hassle-free yet Uncompromised"

MONTHLY RETURN OF CAP-01
SINCE 2011
(Results are based on the closing price of the last trading day of each month)

MONTH123456789101112TOTAL
202611.63%6.26%----------18.62%
20255.32%0.64%2.13%-3.51%1.44%5.75%4.07%4.95%10.87%4.63%0.36%2.54%46.09%
20240.45%4.67%2.95%-4.66%1.48%-1.46%1.10%0.32%0.96%1.26%4.43%-8.41%2.35%
20235.22%-4.84%-1.44%0.78%2.68%3.44%3.97%-3.25%-2.94%-3.70%5.29%6.30%11.14%
2022-6.32%0.27%9.05%-4.02%2.73%-12.82%3.30%-0.57%-3.04%0.26%5.73%-3.97%-10.72%
2021-0.31%11.36%6.79%2.84%8.45%-2.01%0.01%2.39%-4.42%7.37%-2.09%3.63%38.16%
2020-0.45%-5.28%-2.89%2.44%4.35%2.41%7.45%4.81%-5.04%-2.03%13.46%9.00%29.91%
20191.09%-0.35%1.66%3.48%-7.41%2.80%1.95%1.57%0.04%2.99%2.39%3.47%14.01%
20185.60%-3.08%-4.46%-1.24%5.68%-1.39%2.45%4.71%1.18%-7.23%0.19%-2.99%-1.50%
20172.28%2.24%-1.17%0.56%2.52%-0.41%2.78%2.34%0.10%4.22%1.49%1.21%19.61%
2016-5.47%3.66%7.43%5.24%-5.86%2.18%6.54%-4.53%2.73%-2.51%5.95%0.59%15.68%
2015-3.05%1.33%-1.46%0.88%0.75%-1.65%2.87%-6.82%0.01%0.00%0.25%-2.05%-8.90%
2014-2.28%5.05%0.00%-0.69%2.29%3.17%-0.55%3.65%-5.22%3.25%3.55%-0.57%11.75%
20130.98%0.97%4.67%2.50%3.37%-1.17%5.90%-3.88%2.71%4.09%3.59%1.86%28.30%
20123.36%1.73%5.03%-1.37%-5.32%1.90%1.35%2.63%2.86%-1.74%0.07%3.71%14.67%
20111.20%4.49%1.88%1.80%-3.66%-1.83%-1.50%-0.02%-3.69%1.96%0.61%-3.25%-2.34%

Note: Returns are total returns on a gross basis. The 'Total' column denotes the annual gross return. For 2026, the return is calculated from the period of January 1 to February 28.

CAP-01
"Hassle-free yet Uncompromised"

MONTHLY RETURN OF CAP-01
SINCE 2011
(Results are based on the closing price of the last trading day of each month)

MONTH123456789101112TOTAL
2006[11.63%]{green}[6.26%]{green}----------[18.62%]{green}
2005[5.32%]{green}[0.64%]{green}[2.13%]{green}[-3.51%]{red}[1.44%]{green}[5.75%]{green}[4.07%]{green}[4.95%]{green}[10.87%]{green}[4.63%]{green}[0.36%]{green}[2.54%]{green}[46.09%]{green}

Note: Returns are total returns on a gross basis. The 'Total' column denotes the annual gross return. For 2026, the return is calculated from the period of January 1 to February 28.

123456789101112總計
20264.13%1.54%----------5.73%
20251.52%-0.46%-0.05%0.23%3.91%3.73%2.84%1.85%2.30%0.87%1.28%-0.46%18.91%
2024-0.88%2.19%2.01%-1.80%4.02%-0.32%0.83%1.73%1.57%-2.83%0.85%-1.99%5.25%
20235.13%-5.09%0.61%1.06%0.44%3.19%1.85%-0.59%-2.15%0.45%0.45%2.50%7.73%
2022-2.63%0.01%0.03%0.04%0.06%0.08%0.12%-3.47%0.22%0.26%0.31%-2.70%-7.51%
20210.39%3.17%2.03%3.06%1.34%-0.06%0.61%1.42%-2.63%3.51%-0.40%2.32%15.59%
2020-1.94%-3.41%-0.20%0.87%0.34%1.11%2.76%4.47%-2.98%-1.98%8.95%3.51%11.38%
20190.55%2.28%1.69%1.84%-5.16%0.65%0.85%0.86%0.80%0.87%1.82%2.89%10.15%
20184.18%-3.11%-1.70%0.14%0.15%-2.61%1.93%1.81%0.12%-3.37%0.19%0.19%-2.32%
20170.92%1.99%1.04%1.94%2.22%0.59%2.55%1.10%0.58%0.78%2.83%1.25%19.27%
2016-5.60%0.45%0.45%0.27%0.49%1.01%3.13%0.32%2.34%-1.71%-0.91%-1.31%-1.34%
20150.69%-0.39%-0.49%4.30%0.20%-2.41%0.02%-3.05%0.01%0.04%-0.19%-0.98%-2.41%
2014-3.90%2.40%0.37%0.64%2.92%1.14%2.19%1.14%-4.02%1.53%1.59%-0.08%5.80%
20132.24%0.01%1.44%2.16%-0.11%-0.66%2.59%-1.50%1.59%2.52%1.89%1.26%14.16%
20125.52%5.42%-1.22%0.23%-5.92%-0.01%0.68%0.00%4.45%0.21%1.88%1.42%12.84%
20111.64%0.84%0.01%2.21%-0.07%-2.19%0.18%0.76%0.39%0.06%-0.17%0.97%4.67%
123456789101112總計
Data 1Data 2Data 3