| 現金股利 | ||||
| 股利淨額 | 股利總額 | 可扣抵稅額 | 二代健保 | 匯費 |
| 16,090 | 17,905 | 1,805 | 0 | 10 |
| 7,500 | 8,129 | 629 | 0 | 0 |
| 17,865 | 20,133 | 1,873 | 385 | 10 |
| 9,190 | 10,231 | 1,031 | 0 | 10 |
| 169,442 | 190,822 | 17,725 | 3,645 | 10 |
| 7,858 | 8,674 | 806 | 0 | 10 |
| 5,990 | 6,614 | 614 | 0 | 10 |
| 11,990 | 13,044 | 1,262 | 0 | 10 |
| 93,582 | 104,352 | 10,092 | 2,408 | 10 |
| 339,507 | 379,904 | 35,837 | 6,438 | 80 |
| 股票股利 | ||||
| 2,250 | 20.95 | 47,138 | ||
現金股利金額首度突破三十萬值得紀念，總額如果沒有可扣抵減半的話應該就突破四十萬了!同樣值得紀念
去年的二代賤健保股利總額超過五千就要扣繳，反推回去很多股票買個八萬十萬或三五張就要扣繳了!(這不是搶劫什麼才叫搶劫!)
| 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 | 92.30% | 2011 | -10.70% | -17.98% | ||
| 期權權益總額 | 4.09% | 2012 | 18.45% | 12.94% | ||
| 2013 | 35.06% | 15.14% | ||||
| 現金 | 3.61% | 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% | ||||
| *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% | |||
| 2016/8/31 | 2.110374725 | 15,110.44 | 15.44% | 14.49% | |||
| 年複合成長率 | 13.10% | 4.02% | |||||
這個月大盤持續攻高，但我這個月卻吃鱉了T*T
我原本是接近滿持股的，不過因為不得已的因素需要減持1/6的股票變現。
\
心得分享 (4)
{{ article.title }}