過去七年中，僅有一年低於基準指數1.03%，其餘六年都超過至少5%以上，六年累計報酬為176.66%(年複合報酬率15.65%)，皆大幅優於同期的基準指數52.87%(年複合報酬率6.25%)。
目前分類：每月股票投資組合紀錄 (58)
- Dec 30 Sat 2017 17:32
2017年度投資回顧
- Jan 04 Wed 2017 16:31
2016年度投資回顧
過去六年中，僅有一年低於基準指數1.03%，其餘五年都超過至少5%以上，六年累計報酬為123.9%(年複合報酬率14.22%)，皆大幅優於同期的基準指數27.9%(年複合報酬率4.19%)。
- Jan 02 Mon 2017 21:32
2016/12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 | 94.18% | 2011 | -10.70% | -17.98% | ||
| 期權權益總額 | 4.25% | 2012 | 18.45% | 12.94% | ||
| 2013 | 35.06% | 15.14% | ||||
| 現金 | 1.57% | 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% | ||||
| 2016/12 | -0.22% | 0.14% | ||||
| *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% | |||
| 2016/12/30 | 2.239046015 | 15,256.22 | 22.48% | 15.59% | |||
| 年複合成長率 | 14.22% | 4.19% | |||||
今年終於結束了!!!
最後一個月再度輸給大盤，今年12個月有8個月輸給大盤@@
- 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。
- Nov 05 Sat 2016 11:38
2016/10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 | 92.36% | 2011 | -10.70% | -17.98% | ||
| 期權權益總額 | 5.21% | 2012 | 18.45% | 12.94% | ||
| 2013 | 35.06% | 15.14% | ||||
| 現金 | 2.43% | 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% | ||||
| 2016/9 | -0.88% | 1.41% | ||||
| 2016/10 | 0.63% | 1.35% | ||||
| *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% | |||
| 2016/10/30 | 2.12360512 | 15,314.95 | 16.16% | 16.03% | |||
| 年複合成長率 | 13.22% | 4.25% | |||||
大盤依舊持續創新高~~~雖然個人的績效也是跟著走高但還是輸給大盤阿!!!
- Oct 05 Wed 2016 14:40
2016/9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 | 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。
- 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 |
||||||
| 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 04 Thu 2016 10:38
2016/7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 | 86.89% | 2011 | -10.70% | -17.98% | ||
| 期權權益總額 | 3.81% | 2012 | 18.45% | 12.94% | ||
| 2013 | 35.06% | 15.14% | ||||
| 現金 | 9.30% | 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% | ||||
| *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% | |||
| 2016/7/29 | 2.039567598 | 14,622.84 | 11.57% | 10.79% | |||
| 年複合成長率 | 12.46% | 3.45% | |||||
這個月大盤的漲幅相當可怕啊!!!還原權息的漲幅高達5.43%，也使得大盤年度大盤來到10.79%，又是豐收的一年。
雖然6~7月兩個月大盤大漲超過8%，本人部位僅一半4%，因為避險單吃掉不少T*T，不過整體來看其實還是值得的，因為前四個月的兩度下跌避險部位還是帶來不錯的利潤，即使兩個月大漲，使得今年度獲利幾乎歸零。但整體部位的獲利還是微幅超過大盤，重要的是能把安心的持有部位。
- Jul 01 Fri 2016 17:32
2016/6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 | 92.10% | 2011 | -10.70% | -17.98% | ||
| 期權權益總額 | 4.18% | 2012 | 18.45% | 12.94% | ||
| 2013 | 35.06% | 15.14% | ||||
| 現金 | 3.72% | 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% | ||||
| *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% | |||
| 2016/6/30 | 1.963788898 | 13,869.89 | 7.42% | 5.09% | |||
| 年複合成長率 | 11.75% | 2.54% | |||||
這個月的脫歐事件如果那幾天沒看盤好像就是沒發生過一樣，迅速地又漲回去了。
在外資大戶權力看多的情況下，要下跌應該不容易，就算跌也跌不多。
- Jun 02 Thu 2016 17:49
2016/5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 | 88.59% | 2011 | -10.70% | -17.98% | ||
| 期權權益總額 | 4.61% | 2012 | 18.45% | 12.94% | ||
| 2013 | 35.06% | 15.14% | ||||
| 現金 | 6.80% | 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% | ||||
| *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% | |||
| 2016/5/31 | 1.959128273 | 13,512.13 | 7.17% | 2.38% | |||
| 年複合成長率 | 11.71% | 2.10% | |||||
這個月又是非常戲劇化的一個月，打了一個大V，月中來回震盪一千餘點，有做選擇權買方的應該又是豐收的ㄧ個月(當然要做對方向)
- Apr 30 Sat 2016 08:53
2016/4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 | 76.48% | 2011 | -10.70% | -17.98% | ||
| 期權權益總額 | 4.84% | 2012 | 18.45% | 12.94% | ||
| 2013 | 35.06% | 15.14% | ||||
| 現金 | 18.68% | 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% | ||||
| *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% | |||
| 2016/4/29 | 1.928446021 | 13,261.65 | 5.49% | 0.48% | |||
| 年複合成長率 | 11.41% | 1.78% | |||||
這個月大盤又微幅回檔，把上個月的上漲幅度幾乎跌回去了，使得今年的漲幅又回到接近0。
- Apr 02 Sat 2016 08:30
2016/3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 | 74.18% | 2011 | -10.70% | -17.98% | ||
| 期權權益總額 | 4.64% | 2012 | 18.45% | 12.94% | ||
| 2013 | 35.06% | 15.14% | ||||
| 現金 | 21.18% | 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% | ||||
| *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% | |||
| 2016/3/31 | 1.929604455 | 13,842.48 | 5.55% | 4.88% | |||
| 年複合成長率 | 11.43% | 2.51% | |||||
最後一個交易日反而沒有出現大幅拉抬的情況，僅小幅拉抬12點，可能這個月的漲幅也已經夠大了。
這個月報酬率比基準指數報酬率少了1.5%，使年度報酬率的差距也掉到不到1%。
- Feb 28 Sun 2016 23:32
2016/2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 | 67.99% | 2011 | -10.70% | -17.98% | ||
| 期權權益總額 | 4.63% | 2012 | 18.45% | 12.94% | ||
| 2013 | 35.06% | 15.14% | ||||
| 現金 | 27.38% | 2014 | 10.36% | 11.39% | ||
| Total | 100% | 2015 | 15.00% | -6.87% | ||
| 2016/1 | -0.39% | -2.31% | ||||
| 2016/2 | 3.44% | 3.27% | ||||
| *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% | |||
| 2016/12/31 | 1.883726919 | 13,314.30 | 3.04% | 0.88% | |||
| 年複合成長率 | 10.98% | 1.85% | |||||
這個月大盤先走低後迅速拉高，年度報酬已轉正。
- Jan 30 Sat 2016 22:10
2016/1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 | 74.66% | 2011 | -10.70% | -17.98% | ||
| 期權權益總額 | 4.75% | 2012 | 18.45% | 12.94% | ||
| 2013 | 35.06% | 15.14% | ||||
| 現金 | 20.59% | 2014 | 10.36% | 11.39% | ||
| Total | 100% | 2015 | 15.00% | -6.87% | ||
| 2016/1 | -0.39% | -2.31% | ||||
| *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% | |||
| 2016/12/31 | 1.821025297 | 12,893.32 | -0.39% | -2.31% | |||
| 年複合成長率 | 10.36% | 1.30% | |||||
今年第一個月就是高潮迭起的一個月，從去年收盤8300點附近一路下殺到7600附近後在最後幾天迅速又拉回到8100附近
雖然最後幾天的大拉抬也讓我帳面價值回升不少，但是跟大盤差距只剩2%，月中最高有差到快10%。
- Jan 02 Sat 2016 10:22
2015年度投資回顧
今年終於是開始投資記錄的第五個年度，成績單如下。
| 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% | |||
| 年複合成長率 | 12.64% | 2.04% | |||||
五年中，僅有一年低於基準指數1.03%，其餘四年都超過至少5%以上，五年累計報酬為81.32%(年複合報酬率12.64%)，也大幅優於同期的基準指數11.42%(年複合報酬率2.04%)。雖然過去五年的報酬率還不錯，但還是希望未來能繼續保持下去......隨著資金的增長，報酬率就算保持在相同的水準，獲利還是會明顯的慢慢放大，這就是滾雪球阿......
- Jan 01 Fri 2016 09:35
2015/12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 | 65.25% | 2011 | -10.70% | -17.98% | ||
| 期權權益總額 | 5.07% | 2012 | 18.45% | 12.94% | ||
| 2013 | 35.06% | 15.14% | ||||
| 現金 | 29.68% | 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% | ||||
| 2015/12 | 0.01% | 0.21% | ||||
| *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 | 1.00823111 | 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% | |||
| 年複合成長率 | 12.64% | 2.04% | |||||
2015年的最後一個月，月終報酬率最高有衝到18%以上，但最後還是跟著大盤意起跌下了。
持股比例下降的原因是因為有新的資金投入，部位仍然再慢慢建立中，並不是因為賣出手中股票所導致的，最後一天大盤在奮力作帳的情況下，最後一盤拉抬接近40點(快0.5%)，使得本月報酬率小輸給大盤，因為我的持股都是冷門價值股，比較不屬於作帳的標的，因此沒受到作帳拉抬的好處，但這拉抬在明年度一開盤後又會恢復原狀，其實沒什麼太大的意義。
- 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)。
- Oct 31 Sat 2015 09:28
2015/10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 | 81.33% | 2011 | -10.70% | -17.98% | ||
| 期權權益總額 | 5.73% | 2012 | 18.45% | 12.94% | ||
| 2013 | 35.06% | 15.14% | ||||
| 現金 | 12.94% | 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% | ||||
| 2015/9 | 6.69% | 4.57% | ||||
| *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% | |||
| 2015/10/30 | 1.809468101 | 13,540.60 | 13.83% | -4.46% | |||
| 年複合成長率 | 12.41% | 2.57% | |||||
年複合成長率增加到12%以上了
，今年就剩兩個月，希望能好好維持下去。
這個月只有在月初有買進動作，主要是把9月賣掉的5434崇越電的資金再投入，維持按表操課應有的持股比率。
- Oct 01 Thu 2015 14:44
2015/9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 | 66.27% | 2011 | -10.70% | -17.98% | ||
| 期權權益總額 | 4.99% | 2012 | 18.45% | 12.94% | ||
| 2013 | 35.06% | 15.14% | ||||
| 現金 | 28.74% | 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% | ||||
| *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% | |||
| 2015/9/30 | 1.696023318 | 12,948.92 | 6.69% | -8.63% | |||
| 年複合成長率 | 10.96% | 1.66% | |||||
上個月趁大跌之際，進場撿了些便宜。
所以這個月的表現還不錯......也趁大盤大漲之際調節了一些股票。
- Sep 02 Wed 2015 14:23
2015/8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 | 81.62% | 2011 | -10.70% | -17.98% | ||
| 期權權益總額 | 6.54% | 2012 | 18.45% | 12.94% | ||
| 2013 | 35.06% | 15.14% | ||||
| 現金 | 11.84% | 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% | ||||
| *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% | |||
| 2015/8/31 | 1.616895358 | 12,894.35 | 1.71% | -9.02% | |||
| 年複合成長率 | 9.91% | 1.57% | |||||
這個月的走是可以說是非常精彩阿lol~
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