Hoperation Fund
2026 Investment Overview
This page provides a summary of the monthly returns of the Hoperation Fund’s investment portfolio in 2026, together with screenshots from its investment account. Each screenshot shows the opening and closing balance for the month, as well as cash inflows from contributor capital and fundraising activities and funds withdrawn for charitable donations.
2026 Overview
As of May 30, 2026, the YTD return of the Hoperation Fund Investment Portfolio was 22.5%. Since its inception in June 2023, the portfolio has delivered a cumulative return of 149%, significantly outperforming major benchmarks such as the SPY (S&P 500 Index ETF) and QQQ (Nasdaq-100 Index ETF), which returned 87.6% and 116.4%, respectively. Over the past three years, the compound annualized growth rate (CAGR) of the Hoperation Fund Investment Portfolio achieves 35.5%.
2026.1
In January, our investment portfolio achieved a 5.77% return, increasing the Hoperation Fund's balance to $29051.09.
We allocated 35% of capital to our new 2026 portfolio. The portfolio includes EWY, EWZ, EWW, CQQQ, SHLD, and GLDM with equal weights.
2026.2
In February, the investment portfolio returned -3.97%. As a result, the Hoperation Fund's balance is $27898.16.
We accidentally liquidated the entire 2026 Portfolio but repurchased the positions the following day.
2026.3
In March, the investment portfolio returned -8.18%. As a result, the Hoperation Fund’s balance was $25,617.43.
We liquidated previously held short-term positions in international ETFs because we believe the Iran-Israel War could have a strong negative impact on these ETFs.
For risk control, we initiated an algorithmic trading position in QID as a hedge and maintained a cash position of approximately 15.6%.
2026.4
In April, the investment portfolio generated a strong monthly return of 19.30%, bringing the Hoperation Fund’s balance to $30,560.87.
We liquidated the hedge position in QID, purchased QLD, and initiated positions in TSM, ASML, MU, and SOXX. Additionally, we slightly increased our positions in GOOGL, LLY, and NVDA.
2026.5
In May, the investment portfolio received an inflow of $475, generated through our AsiaFest fundraising activity. During the month, the portfolio delivered a strong return of 10.10%, bringing the Hoperation Fund’s balance to $34,169.33.
Only minor adjustments were made to the portfolio. We liquidated our position in QLD and partially reduced our holdings in SOXX before later increasing the position. In addition, we initiated a new position in a company that we believe is currently undervalued by the market.
