- Sep 12 Mon 2016 11:20
股海聖經
- Sep 06 Tue 2016 20:15
綠角的基金8堂課 獲利贏過經理人
- Sep 03 Sat 2016 12:32
2016/8月投資紀錄
| 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 | 90.74% | 2011 | -10.70% | -17.98% | ||
| 期權權益總額 | 3.83% | 2012 | 18.45% | 12.94% | ||
| 2013 | 35.06% | 15.14% | ||||
| 現金 | 5.43% | 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% | ||||
| *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 |
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| 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 | 2.129114482 | 14,899.62 | 16.47% | 12.89% | |||
| 年複合成長率 | 13.27% | 3.78% | |||||
大盤又是震盪的一個月，上中下洗，不過還原權息的報酬持續上升，大盤的報酬率已經來到12.89%了。
- Aug 29 Mon 2016 09:27
窮查理的普通常識：巴菲特50年智慧合夥人 查理．蒙格的人生哲學(修訂版)
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