降低每月定期金額
調整每年投入誤差小於10萬以內(2016資產累計超過37萬)
拉高現金銀彈>30萬
指數急崩盤十年線(8000點)在大量買入
標的負報酬才加碼
日期
|
購入成本
|
庫存現值
|
累計現金股利
|
投資損益
|
累積報酬率
|
年化報酬率
|
2016/2/1
|
653,239
|
607,920
|
22,364
|
-22,955
|
-3.51%
|
-3.90%
|
2016/3/1
|
656,486
|
630,376
|
20,374
|
-5,737
|
-0.87%
|
-0.88%
|
2016/4/1
|
691,892
|
684,815
|
20,374
|
13,297
|
1.92%
|
1.76%
|
2016/5/1
|
707,558
|
692,466
|
20,084
|
4,992
|
0.71%
|
0.60%
|
2016/6/1
|
749,594
|
753,376
|
20,084
|
23,866
|
3.18%
|
2.51%
|
2016/7/1
|
785,228
|
809,392
|
20,084
|
44,248
|
5.64%
|
4.12%
|
2016/8/1
|
822,767
|
883,521
|
46,208
|
106,962
|
13.00%
|
8.66%
|
2016/9/1
|
849,627
|
859,754
|
65,772
|
75,899
|
8.93%
|
5.72%
|
2016/10/1
|
904,644
|
932,597
|
65,784
|
93,737
|
10.36%
|
6.24%
|
2016/11/1
|
944,704
|
960,574
|
65,784
|
81,654
|
8.64%
|
4.98%
|
2016/12/1
|
987,377
|
1,003,207
|
65,784
|
81,614
|
8.27%
|
4.55%
|
2017/1/1
|
1,033,236
|
1,053,465
|
65,784
|
86,013
|
8.32%
|
4.37%
|
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投資一定有風險,各種投資有賺有賠,進場前應詳閱公開說明書,僅供參考,盈虧自負。