魔力斯的指數化投資及資產配置計畫 【每季操作分析 – 2020年第一季】

2020年3月,很幸運的在建倉期間便適逢股災,此時正是考驗投資紀律的最佳時刻,魔力斯按照既定計畫買入台股ETF 0050,而且因為0050股價有跌到70以下,所以除了每單月固定買入1張之外,又額外加碼2張,2020年3月份總共買入3張0050。此外,因為美股大跌,提早買入74股VTI(約1萬美元),最終本季交易紀錄共有以下6筆

  • [1] 2020-02-03 買入0050共1張 (股價:88.60)
  • [2] 2020-03-04 買入VTI共33股 (股價:149美元)
  • [3] 2020-03-12 買入0050共1張 (股價:82.20)
  • [4] 2020-03-13 買入0050共1張 (股價:76.30)
  • [5] 2020-03-17 買入VTI共41股 (股價:120.56美元)
  • [6] 2020-03-19 買入0050共1張 (股價:69.35)  

截至2020年3月31為止,魔力斯的交易記錄及總年化報酬率詳如下表:

3月份受疫情影響,台股大幅下挫,因此0050的股價從2019年底的97塊左右,最低跌到2020-03-19的68塊左右,最多跌了30趴以上。到3月底時0050股價雖已回升到76塊,但總結前2年的獲利仍可說是全數歸零。所幸魔力斯配置的00679B充分發揮防禦的效果,在股災期間大幅上漲,有幸得以在2020年3月底結算時,還能保有超過10%以上的年化報酬率,實屬不易,不過與2019年12月底結算時的20%相比,總報酬率畢竟還是大幅下滑了。

延伸閱讀:

魔力斯的指數化投資及資產配置計畫

【讀書心得】漫步華爾街的10條投資金律

什麼是指數化投資及ETF,指數化投資真的有比較好嗎?

為什麼絕大多數的人投資都賠錢?

為什麼要做資產配置,資產配置可以幫助我安然度過股災嗎?

低利率時代的高收益:債券凸性的奧秘

來談談財務自由的關鍵~被動收入~

股市近來受新冠肺炎影響大幅下跌,到底該停損殺出還是要加碼買入

在〈魔力斯的指數化投資及資產配置計畫 【每季操作分析 – 2020年第一季】〉中有 215 則留言

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