- Dec 19 Sat 2015 09:36
2015-06-27~28台東->瑞穗->太魯閣
- Dec 17 Thu 2015 22:33
2015-06-24~26墾丁->蘭嶼->墾丁->台東
- Dec 05 Sat 2015 11:20
2015-06-21~23墾丁
- Dec 05 Sat 2015 07:44
2015/11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 | 77.28% | 2011 | -10.70% | -17.98% | ||
期權權益總額 | 6.42% | 2012 | 18.45% | 12.94% | ||
2013 | 35.06% | 15.14% | ||||
現金 | 16.30% | 2014 | 10.36% | 11.39% | ||
Total | 100% | 2015/1 | -0.04% | 0.59% | ||
2015/2 | 0.62% | 2.78% | ||||
2015/3 | 1.18% | -0.37% | ||||
2015/4 | 1.70% | 2.44% | ||||
2015/5 | -0.52% | -1.21% | ||||
2015/6 | -1.92% | -3.15% | ||||
2015/7 | 0.19% | -5.37% | ||||
2015/8 | 0.54% | -4.76% | ||||
2015/9 | 4.89% | 0.42% | ||||
2015/10 | 6.69% | 4.57% | ||||
2015/11 | 1.02% | -2.73% | ||||
*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% | |||
2015/11/30 | 1.827867667 | 13,170.98 | 14.98% | -7.07% | |||
年複合成長率 | 12.64% | 2.00% |
11月季報公布後,投資的公司中有四家財報都算很好,一家普普通通,所以本月投資組合仍能維持小幅上漲。
今年即降邁入最後一個月,看起來今年又可以打敗大盤了(去年以些微差距輸給大盤)。
- Nov 10 Tue 2015 10:20
財務自由的講堂&財務自由的世界