: 噓 willism : 21/4/21到22/4/20,報酬率? 04/24 22:30
: → willism : 要用後照鏡,好歹專業一點 04/24 22:32
好啊,我們來看一下
番外篇
1.ALL IN 0050
2.一半00631L,一半現金
3.一半00631L,一半現金K<20買進,K>80賣出
4.加權報酬指數
時間訂在2021/4/20買進,2022/4/20賣出
1.0050,139.25買進,132.65賣出,股息3.55
報酬率(132.65-139.25+3.55)/139.25=-2.2%
2.00631L,126.15買進,128賣出,全年定存利率1%
報酬率(128-126.15)/126.15=1.47%
合計(1.47%/2+1%/2)=1.24%
3.00631L,126.15買進,128賣出,全年定存利率1%
8/19,K<20買進116 ,8/30,K>80賣出131.8
10/4,K<20買進118.15 ,10/20,K>80賣出125.5
報酬率(131.8-116)/116=13.62%,(125.5-118.15)/118.15=6.22%
合計1.24%/2+((1+13.62%)(1+6.22%)-1)/2=10.96%
4.加權報酬指數
111/04/20 34,097.96
110/04/20 33,500.84
報酬率(34,097.96-33,500.84)/33,500.84=1.78%
簡單比較:3>4>2>1