- Oct 17 Fri 2014 11:05
2014-08/21~22新加坡走透透Day1~2
- Oct 09 Thu 2014 10:27
2014/9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 | 47.71% | 2011 | -10.70% | -17.98% | ||
| 期權權益總額 | 5.87% | 2012 | 18.45% | 12.94% | ||
| 2013 | 35.06% | 15.14% | ||||
| 現金 | 46.42% | 2014/1 | 3.19% | -1.73% | ||
| Total | 100% | 2014/2 | 4.06% | 2.09% | ||
| 2014/3 | 3.18% | 2.43% | ||||
| 2014/4 | -1.23% | -0.65% | ||||
| 2014/5 | 2.06% | 3.25% | ||||
| 2014/6 | 0.69% | 3.79% | ||||
| 2014/7 | -0.44% | 0.91% | ||||
| 2014/8 | 1.02% | 2.21% | ||||
| Sep-14 | -2.14% | -4.90% | ||||
| *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 | 1.0082311 | 11,928.56 | |||||
| 2011/12/30 | 0.9003508 | 9,783.94 | -10.70% | -17.98% | |||
| 2012/12/28 | 1.0664855 | 11,050.13 | 18.45% | 12.94% | |||
| 2013/12/31 | 1.4404176 | 12,723.25 | 35.06% | 15.14% | |||
| 2014/9/30 | 1.5944188 | 13,652.82 | 10.69% | 7.31% | |||
| 年複合成長率 | 12.14% | 3.43% | |||||
這個月終於出現等待已久的稍微大幅度的回檔，不過在8900~9000之間明顯有隻黑手在撐著
不過那隻黑手撐得了多久就不得而知了......想跟外資法人的明手對抗，這隻黑手通常都是先勝後敗
- Sep 09 Tue 2014 14:27
2014/8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 | 52.58% | 2011 | -10.70% | -17.98% | |||
| 期權權益總額 | 5.41% | 2012 | 18.45% | 12.94% | |||
| 2013 | 35.06% | 15.14% | |||||
| 現金 | 42.01% | 2014/1 | 3.19% | -1.73% | |||
| Total | 100% | 2014/2 | 4.06% | 2.09% | |||
| 2014/3 | 3.18% | 2.43% | |||||
| 2014/4 | -1.23% | -0.65% | |||||
| 2014/5 | 2.06% | 3.25% | |||||
| 2014/6 | 0.69% | 3.79% | |||||
| 2014/7 | -0.44% | 0.91% | |||||
| 2014/8 | 1.02% | 2.21% | |||||
| *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 | 1.0082311 | 11,928.56 | |||||
| 2011/12/30 | 0.9003508 | 9,783.94 | -10.70% | -17.98% | |||
| 2012/12/28 | 1.0664855 | 11,050.13 | 18.45% | 12.94% | |||
| 2013/12/31 | 1.4404176 | 12,723.25 | 35.06% | 15.14% | |||
| 2014/8/29 | 1.6293522 | 14,355.86 | 13.12% | 12.83% | |||
| 年複合成長率 | 12.75% | 4.74% | |||||
哈哈哈.....沒想到回台灣後比在澳洲還忙!除了還沒回台灣就已經買了的一大堆書外，還要跟許久不見的朋友見見
還有上表年複合成長率之前公式拉錯導致報酬率增加很多XD，在這個月發現之後就把它更正了
- Aug 01 Fri 2014 18:00
2014/7投資記錄
| 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 | 50.75% | 2011 | -10.70% | -17.98% | ||
| 期權權益總額 | 4.23% | 2012 | 18.45% | 12.94% | ||
| 2013 | 35.06% | 15.14% | ||||
| 現金 | 45.02% | 2014/1 | 3.19% | -1.73% | ||
| Total | 100.00% | 2014/2 | 4.06% | 2.09% | ||
| 2014/3 | 3.18% | 2.43% | ||||
| 2014/4 | -1.23% | -0.65% | ||||
| 2014/5 | 2.06% | 3.25% | ||||
| 2014/6 | 0.69% | 3.79% | ||||
| 2014/7 | -0.44% | 0.91% | ||||
| *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% | |||
| 2014/7/31 | 1.612950415 | 14,045.85 | 11.98% | 10.40% | |||
| 年複合成長率 | 16.96% | 5.60% | |||||
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