- Dec 29 Thu 2016 08:30
不敗教主存股心法進階版：每年多存300張股票
- Dec 15 Thu 2016 10:04
證券分析：第六增訂版(下)
- Dec 04 Sun 2016 14:42
2016/11投資紀錄
| 項目 | 比例 | 期間 | 報酬率 | 發行量加權股價報酬指數報酬率 | ||
| 股票 | 93.39% | 2011 | -10.70% | -17.98% | ||
| 期權權益總額 | 4.50% | 2012 | 18.45% | 12.94% | ||
| 2013 | 35.06% | 15.14% | ||||
| 現金 | 2.11% | 2014 | 10.36% | 11.39% | ||
| Total | 100% | 2015 | 15.00% | -6.87% | ||
| 2016/1 | -0.39% | -2.31% | ||||
| 2016/2 | 3.44% | 3.27% | ||||
| 2016/3 | 2.44% | 3.97% | ||||
| 2016/4 | -0.06% | -4.20% | ||||
| 2016/5 | 1.59% | 1.89% | ||||
| 2016/6 | 0.24% | 2.65% | ||||
| 2016/7 | 3.86% | 5.43% | ||||
| 2016/8 | 4.39% | 1.89% | ||||
| 2016/9 | -0.88% | 1.41% | ||||
| 2016/10 | 0.63% | 1.35% | ||||
| 2016/11 | 5.67% | -0.52% | ||||
| *個股未實現獲利之計算，持有成本為計算除權息後的成本 | ||||||
| *報酬率之計算，包含已實現&未實現獲利及期貨&選擇權操作損益 | ||||||
| 日期 | 單位淨值 | 發行量加權股價報酬指數 | 淨值報酬率 | 發行量加權股價報酬指數年報酬率 | |||
| 2010/12/31 | 1.00823111 | 11,928.56 | |||||
| 2011/12/30 | 0.9003508 | 9,783.94 | -10.70% | -17.98% | |||
| 2012/12/28 | 1.066485533 | 11,050.13 | 18.45% | 12.94% | |||
| 2013/12/31 | 1.440417648 | 12,723.25 | 35.06% | 15.14% | |||
| 2014/12/31 | 1.589667712 | 14,172.40 | 10.36% | 11.39% | |||
| 2015/12/31 | 1.828102658 | 13,198.59 | 15.00% | -6.87% | |||
| 2016/11/30 | 2.243956163 | 15,235.13 | 22.75% | 15.43% | |||
| 年複合成長率 | 14.26% | 4.16% | |||||
第三季季報終於在本月全出爐了!運氣不錯的第一&第二大持股的季報都不算太差，所以這個月的報酬率還算不錯
也順利的把跟大盤的差距拉開了一些，沒意外今年又可以打敗大盤。
- Dec 01 Thu 2016 17:50
公司的品格2：從本地個案看懂台灣公司治理，拆解上市櫃公司地雷
- Dec 01 Thu 2016 10:33
證券分析：第六增訂版(上)
心得分享 (4)
{{ article.title }}