Portfolio Tracker

Portfolio

Values as of June 2026 — month-end figures from your most recent statement, not today's live market prices (20 days ago).
Show: All Core + Parked Core Parked Exiting

All values shown in THB (offshore USD converted at each month's FX rate; latest 1 USD = 33.1 THB). The filter above affects every section on this page, including the value-over-time line. This page is display-only.

฿1,359,191
Total value · $41,063
20
Holdings shown

Allocation by category

Growth — 81.9% (฿1,112,639) Dividend — 16.6% (฿225,482) Broad Index — 1.3% (฿17,897) Cash/Bonds — 0.2% (฿3,173) Category
  • Growth 81.9% ฿1,112,639
  • Dividend 16.6% ฿225,482
  • Broad Index 1.3% ฿17,897
  • Cash/Bonds 0.2% ฿3,173

Allocation by sector

Semiconductors — 43.3% (฿588,794) Retail — 12.8% (฿174,409) Technology — 11.4% (฿154,771) ETF (JEPQ) — 6.7% (฿90,967) Pharmaceuticals — 5.4% (฿73,529) Aerospace & Defense — 5.1% (฿69,061) Financial Services — 5.1% (฿68,735) Other — 10.2% (฿138,925) Sector
  • Semiconductors 43.3% ฿588,794
  • Retail 12.8% ฿174,409
  • Technology 11.4% ฿154,771
  • ETF (JEPQ) 6.7% ฿90,967
  • Pharmaceuticals 5.4% ฿73,529
  • Aerospace & Defense 5.1% ฿69,061
  • Financial Services 5.1% ฿68,735
  • Other 10.2% ฿138,925

Sectors for US holdings come from Finnhub; Thai funds are mapped by hand. Run python fetch_sectors.py if any show "Unknown".

Total value over time

฿0 ฿734K ฿1.5M Mar 24 Aug 24 Feb 25 Jul 25 Jan 26 Jun 26 Mar 24 — ฿6,013 Apr 24 — ฿11,196 May 24 — ฿171,169 Jun 24 — ฿214,507 Jul 24 — ฿235,442 Aug 24 — ฿288,400 Sep 24 — ฿298,617 Oct 24 — ฿342,760 Nov 24 — ฿351,633 Dec 24 — ฿356,600 Jan 25 — ฿417,552 Feb 25 — ฿522,245 Mar 25 — ฿479,244 Apr 25 — ฿481,719 May 25 — ฿524,861 Jun 25 — ฿571,321 Jul 25 — ฿671,415 Aug 25 — ฿919,710 Sep 25 — ฿968,491 Oct 25 — ฿1,042,360 Nov 25 — ฿925,671 Dec 25 — ฿977,319 Jan 26 — ฿999,894 Feb 26 — ฿1,065,161 Mar 26 — ฿1,078,651 Apr 26 — ฿1,262,011 May 26 — ฿1,343,462 Jun 26 — ฿1,359,191

Top gainers

  • TSM Taiwan Semiconductor ▲ +78.0%
  • LLY Eli Lilly & Co. ▲ +71.3%
  • CRWD CrowdStrike Holdings, Inc. Class A ▲ +71.0%
  • ABBV ABBVIE INC. ▲ +57.2%
  • NVDA Nvidia Corp ▲ +48.9%

Top losers

  • TMDX TransMedics Group, Inc. Common ▼ -33.0%
  • MELI Mercado Libre, Inc ▼ -25.9%
  • REGN Regeneron Pharmaceuticals Inc ▼ -15.8%
  • SPCX Space Exploration Technologies ▼ -14.8%
  • MSFT Microsoft Corp ▼ -9.8%