目前分類：每月股票投資組合紀錄 (58)
- Jan 03 Fri 2014 07:08
2013投資回顧
)- Jan 02 Thu 2014 05:50
2013/12投資紀錄
| 標的 | 比例 | 12/31收盤價 | 未實現持有(損)益率 | 期間 | 報酬率 | 發行量加權股價報酬指數報酬率 |
| 6189 | 19.99% | 32.90 | 78.60% | 2011 | -10.70% | -17.98% |
| 1773 | 14.17% | 49.55 | 27.66% | 2012 | 18.45% | 12.94% |
| 6023 | 11.11% | 34.55 | 6.03% | 2013/1 | 3.13% | 1.92% |
| 2376 | 11.58% | 36.00 | 40.55% | 2013/2 | 5.33% | 0.61% |
| 6128 | 7.87% | 31.45 | 3.16% | 2013/3 | 2.81% | 0.26% |
| 6203 | 7.89% | 36.80 | 6.98% | 2013/4 | -1.45% | 2.21% |
| 現金 | 27.39% | 2013/5 | 2.85% | 2.00% | ||
| 100.00% | 2013/6 | 0.22% | -2.23% | |||
| 2013/7 | 3.00% | 2.47% | ||||
| 2013/8 | 3.11% | -0.28% | ||||
| 2013/9 | 2.27% | 2.00% | ||||
| 2013/10 | 5.70% | 3.40% | ||||
| 2013/11 | 1.66% | -0.51% | ||||
| 2013/12 | 2.01% | 2.44% | ||||
| 2013 | 35.06% | 15.14% | ||||
| *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&未實現獲利及選擇選操作損益 | ||||||
12月加權指數不斷突破新高XD~真是強勢
- Nov 29 Fri 2013 13:50
2013/11投資紀錄
| 標的 | 比例 | 11/29收盤價 | 未實現持有(損)益率 | 期間 | 報酬率 | 發行量加權股價報酬指數報酬率 |
| 6189 | 20.59% | 31.35 | 69.18% | 2011 | -10.70% | -17.98% |
| 1773 | 14.45% | 49.50 | 27.53% | 2012 | 18.45% | 12.94% |
| 6023 | 8.38% | 32.80 | 1.36% | 2013/1 | 3.13% | 1.92% |
| 2376 | 16.18% | 36.95 | 43.67% | 2013/2 | 5.33% | 0.61% |
| 6128 | 1.10% | 30.15 | -1.29% | 2013/3 | 2.81% | 0.26% |
| 6203 | 3.66% | 33.45 | 0.36% | 2013/4 | -1.45% | 2.21% |
| 現金 | 35.66% | 2013/5 | 2.85% | 2.00% | ||
| 100.00% | 2013/6 | 0.22% | -2.23% | |||
| 2013/7 | 3.00% | 2.47% | ||||
| 2013/8 | 3.11% | -0.28% | ||||
| 2013/9 | 2.27% | 2.00% | ||||
| 2013/10 | 5.70% | 3.40% | ||||
| 2013/11 | 1.66% | -0.51% | ||||
| 2013/1~11 | 32.40% | 12.4% | ||||
| *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&未實現獲利及選擇選操作損益 | ||||||
11月在期貨結算前確實如上個月底預期走低，但結算後開始大幅上漲orz
- Nov 01 Fri 2013 11:52
2013/10投資紀錄
| 標的 | 比例 | 10/31收盤價 | 未實現持有(損)益率 | 期間 | 報酬率 | 發行量加權股價報酬指數報酬率 |
| 6189 | 21.67% | 30.75 | 65.33% | 2011 | -10.70% | -17.98% |
| 1773 | 15.19% | 51.20 | 31.91% | 2012 | 18.45% | 12.94% |
| 6023 | 8.51% | 32.80 | 1.36% | 2013/1 | 3.13% | 1.92% |
| 2376 | 23.11% | 32.80 | 26.30% | 2013/2 | 5.33% | 0.61% |
| 4706 | 1.31% | 17.60 | 9.00% | 2013/3 | 2.81% | 0.26% |
| 現金 | 30.21% | 2013/4 | -1.45% | 2.21% | ||
| 100.00% | 2013/5 | 2.85% | 2.00% | |||
| 2013/6 | 0.22% | -2.23% | ||||
| 2013/7 | 3.00% | 2.47% | ||||
| 2013/8 | 3.11% | -0.28% | ||||
| 2013/9 | 2.27% | 2.00% | ||||
| 2013/10 | 5.70% | 3.40% | ||||
| 2013/1~10 | 30.24% | 12.98% | ||||
| *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&未實現獲利及選擇選操作損益 | ||||||
沒想到今年單月績效最好的一個月是出現在澳洲不能好好看盤的這個月
- Oct 01 Tue 2013 09:46
2013/9投資紀錄
| 標的 | 比例 | 9/30收盤價 | 未實現持有(損)益 | 期間 | 報酬率 | 發行量加權股價報酬指數報酬率 |
| 6189 | 22.89% | 29.20 | 56.37% | 2011 | -10.70% | -17.98% |
| 1773 | 14.58% | 46.50 | 19.80% | 2012 | 18.45% | 12.94% |
| 6023 | 9.12% | 33.25 | 2.75% | 2013/1 | 3.13% | 1.92% |
| 2376 | 21.41% | 28.75 | 10.70% | 2013/2 | 5.33% | 0.61% |
| 4706 | 0.62% | 15.90 | -1.07% | 2013/3 | 2.81% | 0.26% |
| 現金 | 31.37% | 2013/4 | -1.45% | 2.21% | ||
| 100.00% | 2013/5 | 2.85% | 2.00% | |||
| 2013/6 | 0.22% | -2.23% | ||||
| 2013/7 | 3.00% | 2.47% | ||||
| 2013/8 | 3.11% | -0.28% | ||||
| 2013/9 | 2.27% | 2.00% | ||||
| 2013/1~9 | 23.22% | 9.26% | ||||
| *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&未實現獲利及選擇選操作損益 | ||||||
終於在九月底來到澳洲開始體驗不一樣的生活了XD
- Sep 01 Sun 2013 22:06
2013/8投資紀錄
| 標的 | 比例 | 7/31收盤價 | 未實現持有(損)益 | 期間 | 報酬率 | 發行量加權股價報酬指數報酬率 |
| 6189 | 26.37% | 29.45 | 53.93% | 2011 | -10.70% | -17.98% |
| 1773 | 14.56% | 46.75 | 20.44% | 2012 | 18.45% | 12.94% |
| 6023 | 5.05% | 32.40 | 0.79% | 2013/1 | 3.13% | 1.92% |
| 2376 | 19.97% | 27.00 | 3.96% | 2013/2 | 5.33% | 0.61% |
| 現金 | 34.05% | 2013/3 | 2.81% | 0.26% | ||
| 100.00% | 2013/4 | -1.45% | 2.21% | |||
| 2013/5 | 2.85% | 2.00% | ||||
| 2013/6 | 0.22% | -2.23% | ||||
| 2013/7 | 3.00% | 2.47% | ||||
| 2013/8 | 3.11% | -0.28% | ||||
| 2013/1~8 | 20.49% | 7.12% | ||||
| *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&未實現獲利及選擇選操作損益 | ||||||
這個月報酬率有3.11%，今年度累積被酬也超過20%了
可見挑到價值被市場低估的股票，再買進持有等市場還它價格一個公道的投資策略也是可行的
- Aug 04 Sun 2013 14:11
2013/7投資紀錄
| 標的 | 比例 | 7/31收盤價 | 未實現持有(損)益 | 期間 | 報酬率 | 發行量加權股價報酬指數報酬率 |
| 6189 | 24.86% | 26.75 | 39.82% | 2011 | -10.70% | -17.98% |
| 1773 | 14.39% | 44.50 | 14.65% | 2012 | 18.45% | 12.94% |
| 6023 | 3.97% | 32.75 | 2.51% | 2013/1 | 3.13% | 1.92% |
| 2376 | 19.68% | 27.05 | 4.38% | 2013/2 | 5.33% | 0.61% |
| 3501 | 6.58% | 54.30 | 28.08% | 2013/3 | 2.81% | 0.26% |
| 現金 | 30.52% | 2013/4 | -1.45% | 2.21% | ||
| 100.00% | 2013/5 | 2.85% | 2.00% | |||
| 2013/6 | 0.22% | -2.23% | ||||
| 2013/7 | 3.00% | 2.47% | ||||
| 2013/1~7 | 16.86% | 7.42% | ||||
| *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&未實現獲利及選擇選操作損益 | ||||||
- Jun 29 Sat 2013 23:58
2013/6投資紀錄
| 標的 | 比例 | 6/28收盤價 | 未實現持有(損)益 | 期間 | 報酬率 | 發行量加權股價報酬指數報酬率 |
| 6189 | 28.20% | 28.85 | 35.58% | 2011 | -10.70% | -17.98% |
| 1773 | 14.28% | 42.00 | 8.21% | 2012 | 18.45% | 12.94% |
| 6023 | 4.00% | 31.40 | -1.71% | 2013/1 | 3.13% | 1.92% |
| 2376 | 21.42% | 28.00 | 0.48% | 2013/2 | 5.33% | 0.61% |
| 3501 | 15.50% | 52.10 | 12.28% | 2013/3 | 2.81% | 0.26% |
| 現金 | 16.60% | 2013/4 | -1.45% | 2.21% | ||
| 100.00% | 2013/5 | 2.85% | 2.00% | |||
| 2013/6 | 0.22% | -2.23% | ||||
| 2013/1~6 | 13.45% | 4.83% |
*個股未實現獲利之計算，持有成本為計算除權息後的成本
- Jun 03 Mon 2013 13:36
2013/5投資紀錄
| 標的 | 比例 | 5/31收盤價 | 未實現持有(損)益 | 期間 | 報酬率 | 發行量加權股價報酬指數報酬率 |
| 6189 | 29.82% | 28.60 | 34.41% | 2011 | -10.70% | -17.98% |
| 1773 | 8.04% | 44.35 | 15.26% | 2012 | 18.45% | 12.94% |
| 6023 | 6.17% | 34.05 | 2.19% | 2013/1 | 3.13% | 1.92% |
| 2605 | 12.13% | 26.75 | -1.97% | 2013/2 | 5.33% | 0.61% |
| 2376 | 19.72% | 29.00 | 4.36% | 2013/3 | 2.81% | 0.26% |
| 3501 | 10.98% | 48.45 | 5.96% | 2013/4 | -1.45% | 2.21% |
| 現金 | 13.14% | 2013/5 | 2.85% | 2.00% | ||
| 100.00% | 2013/1~5 | 13.20% | 7.22% |
*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&未實現獲利及期權操作損益
- May 01 Wed 2013 23:32
2013/4投資紀錄
| 標的 | 比例 | 4/30收盤價 | 未實現持有(損)益 | 期間 | 報酬率 | 發行量加權股價報酬指數報酬率 |
| 6189 | 30.17% | 27.10 | 26.97% | 2011 | -10.70% | -17.98% |
| 1773 | 18.58% | 44.50 | 11.11% | 2012 | 18.45% | 12.94% |
| 6023 | 5.98% | 32.25 | -3.22% | 2013/1 | 3.13% | 1.92% |
| 2605 | 8.95% | 27.55 | 1.20% | 2013/2 | 5.33% | 0.61% |
| 2376 | 13.04% | 28.10 | 1.82% | 2013/3 | 2.81% | 0.26% |
| 3501 | 6.30% | 45.30 | -0.47% | 2013/4 | -1.45% | 2.21% |
| 現金 | 16.98% | 2013/1~4 | 10.06% | 5.11% | ||
| 100.00% |
*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&未實現獲利及選擇選操作損益
- Apr 01 Mon 2013 23:24
2013/3投資紀錄
| 標的 | 比例 | 3/29收盤價 | 未實現持有(損)益 | 期間 | 報酬率 | 發行量加權股價報酬指數報酬率 |
| 6189 | 35.40% | 27.30 | 27.91% | 2011 | -10.70% | -17.98% |
| 1773 | 21.83% | 44.90 | 12.11% | 2012 | 18.45% | 12.94% |
| 2433 | 5.66% | 34.90 | 11.40% | 2013/1 | 3.13% | 1.92% |
| 8099 | 3.48% | 16.10 | -2.12% | 2013/2 | 5.33% | 0.61% |
| 0050 | 11.91% | 55.10 | 3.36% | 2013/3 | 2.81% | 0.26% |
| 現金 | 21.73% | 2013/1~3 | 11.68% | 2.85% | ||
| 100.00% |
*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&未實現獲利及選擇選操作損益
- Feb 28 Thu 2013 10:29
2013/2投資記錄
| 標的 | 比例 | 2/27收盤價 | 未實現持有(損)益 | 期間 | 報酬率 | 發行量加權股價報酬指數報酬率 |
| 6189 | 34.86% | 26.15 | 22.52% | 2011 | -10.70% | -17.98% |
| 1773 | 21.99% | 44 | 9.86% | 2012 | 18.45% | 12.94% |
| 6203 | 1.84% | 33.1 | -0.14% | 2013/01 | 3.13% | 1.92% |
| 8008 | 18.08% | 32.55 | 28.65% | 2013/02 | 5.33% | 0.61% |
| 0050 | 12.26% | 55.2 | 3.54% | |||
| 現金 | 10.97% | |||||
| 100.00% |
*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&未實現獲利及選擇權操作損益
- Feb 02 Sat 2013 15:06
2013/1投資記錄
| 標的 | 比例 | 1/31收盤價 | 未實現持有(損)益 | 期間 | 報酬率 |
| 6189 | 35.75% | 24.45 | 14.56% | 2011 | -10.70% |
| 1773 | 18.08% | 42.4 | 7.66% | 2012 | 18.45% |
| 6203 | 2.02% | 33.2 | 0.16% | 2013/01 | 3.13% |
| 8008 | 17.45% | 28.65 | 13.24% | ||
| 0050 | 6.65% | 54.6 | 4.10% | ||
| 現金 | 20.04% | ||||
| 100.00% |
*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選操作損益
- Dec 28 Fri 2012 23:09
2012/12投資記錄
| 標的 | 比例 | 12/28收盤價 | 未實現持有(損)益 | 期間 | 報酬率 |
| 6189 | 31.86% | 24.15 | 15.46% | 2011 | -10.70% |
| 1773 | 15.46% | 41 | 5.11% | 2012/1 | 5.22% |
| 6203 | 4.14% | 32.95 | 0.78% | 2012/2 | 5.25% |
| 8008 | 10.97% | 24.95 | -1.13% | 2012/3 | 3.64% |
| 0050 | 6.76% | 53.8 | 2.58% | 2012/4 | -1.65% |
| 現金 | 30.81% | 2012/5 | -0.30% | ||
| 2012/6 | 0.69% | ||||
| 2012/7 | 0.80% | ||||
| 2012/8 | 4.30% | ||||
| 2012/9 | 0.13% | ||||
| 2012/10 | -1.24% | ||||
| 2012/11 | -0.12% | ||||
| 2012/12 | 0.68% | ||||
| 2012 | 18.45% |
| *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選操作損益 | ||||||
這個月有比較積極在調整持股，在40元附近把未來很有疑慮的6115給出清了!
對它的疑慮在2012投資心得中再來說明
- Dec 04 Tue 2012 15:29
2012/11投資記錄
| 標的 | 比例 | 11/30收盤價 | 未實現持有(損)益 | 期間 | 報酬率 |
| 6189 | 32.94% | 23.55 | 12.59% | 2011 | -10.70% |
| 6115 | 18.46% | 39.60 | 6.16% | 2012/1 | 5.22% |
| 1773 | 13.29% | 39.90 | 3.01% | 2012/2 | 5.25% |
| 6203 | 2.20% | 33.00 | -0.44% | 2012/3 | 3.64% |
| 8008 | 3.20% | 24.00 | -2.28% | 2012/4 | -1.65% |
| 0050 | 7.13% | 53.55 | 2.10% | 2012/5 | -0.30% |
| 現金 | 22.79% | 2012/6 | 0.69% | ||
| 100.00% | 2012/7 | 0.80% | |||
| 2012/8 | 4.30% | ||||
| 2012/9 | 0.13% | ||||
| 2012/10 | -1.24% | ||||
| 2012/11 | -0.12% | ||||
| 2012/1~11 | 17.66% |
| *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選操作損益 |
||||||
- Nov 02 Fri 2012 23:35
2012/10投資記錄
| 標的 | 比例 | 10/31收盤價 | 未實現持有(損)益 | 期間 | 報酬率 |
| 6189 | 33.28% | 23.35 | 11.64% | 2011 | -10.70% |
| 9925 | 2.24% | 33.05 | 71.05% | 2012/1 | 5.22% |
| 6115 | 18.77% | 39.50 | 5.90% | 2012/2 | 5.25% |
| 6201 | 3.65% | 26.90 | 1.35% | 2012/3 | 3.64% |
| 2301 | 12.62% | 37.20 | -0.14% | 2012/4 | -1.65% |
| 6202 | 1.96% | 28.90 | -2.99% | 2012/5 | -0.30% |
| 1773 | 7.90% | 38.80 | 1.16% | 2012/6 | 0.69% |
| 6203 | 2.15% | 31.65 | -4.52% | 2012/7 | 0.80% |
| 8008 | 1.66% | 24.50 | -1.55% | 2012/8 | 4.30% |
| 現金 | 15.77% | 2012/9 | 0.13% | ||
| 100.00% | 2012/10 | -1.24% | |||
| 2012/1~10 | 17.79% |
| *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選操作損益 |
||||||
- Sep 29 Sat 2012 00:44
2012/9投資記錄
| 標的 | 比例 | 9/28收盤價 | 未實現持有(損)益 | 期間 | 報酬率 |
| 6189 | 33.08% | 23.50 | 12.36% | 2011 | -10.70% |
| 9925 | 11.48% | 34.25 | 73.25% | 2012/1 | 5.22% |
| 6115 | 16.57% | 41.20 | 11.45% | 2012/2 | 5.25% |
| 6201 | 3.59% | 26.80 | 0.97% | 2012/3 | 3.64% |
| 2301 | 12.69% | 37.85 | 1.60% | 2012/4 | -1.65% |
| 現金 | 22.59% | 2012/5 | -0.30% | ||
| 100.00% | 2012/6 | 0.69% | |||
| 2012/7 | 0.80% | ||||
| 2012/8 | 4.30% | ||||
| 2012/9 | 0.13% | ||||
| 2012/1~9 | 19.27% | ||||
| *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選操作損益 | ||||||
相較於大盤9月上漲3.88%，我的投資組合這個月可以說是相當慘澹orz只上漲了0.13%
主要原因係最大持股6189較上個月下跌不少，抵銷了其他股票的上漲
- Sep 01 Sat 2012 09:48
2012/8投資記錄
| 標的 | 比例 | 未實現獲利 | 期間 | 報酬率 | ||
| 6115 | 18.93% | 7.77% | 2011 | -10.70% | ||
| 6189 | 35.59% | 14.76% | 2012/1 | 5.22% | ||
| 6201 | 10.99% | 2.54% | 2012/2 | 5.25% | ||
| 9925 | 14.71% | 53.88% | 2012/3 | 3.64% | ||
| 現金 | 19.78% | 2012/4 | -1.65% | |||
| 100.00% | 2012/5 | -0.30% | ||||
| 2012/6 | 0.69% | |||||
| 2012/7 | 0.80% | |||||
| 2012/8 | 4.30% | |||||
| 2012/1~8 | 19.12% | |||||
| *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選操作損益 | ||||||
本月主要獲利來自6189的貢獻，101H1EPS1.25符合個人預期，持續往填息之路邁進，相信你不會讓我失望的
9925在創新高之後拉回有點可惜，不過已填息完畢，且101H1EPS達1.41超出個人預期
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