魔力斯的指數化投資及資產配置計畫【每季操作分析 – 2020年第二季】

作者
本季結算至2020年6月30日，上一季因遭逢股災而大幅下挫的0050股價如今已經又漲回了2020年初股災前的水準，魔力斯按照既定計畫，本季的操作除了每單月固定買入1張元大台灣50(0050)之外，並無其他操作。
最終本季交易紀錄只有以下1筆：
[1] 2020-05-22 定期定股買入0050共1張 (股價：83.10)
截至2020年6月30日為止，魔力斯的交易記錄及總報酬率詳如下表：
本季台灣疫情趨緩，台股也隨之趨漲，因此0050的股價從2020-03-31的76.15一路漲到了2020-06-30的89.90。

觀察元大台灣50(0050)的樂活五線譜，現在位於趨勢線上方一點點，是一個蠻中性的觀望位置。從過去的表現看來 0050 有很長的一段時間就是順著趨勢線震盪，因此現階段就是依照既定策略定期定股買入0050。股票部位的操作就只有於2020-05-22定期定股買入1張0050 (股價：83.10) ，除此之外，並無任何其他的操作。

美股部分，VTI的股價也從2020-03-30的130.78一路漲到了2020-06-30的156.53。美股部分因為魔力斯早已超前部署，提早完成了今年的目標。因此本季保持買入並長期持有策略，並無任何操作。

債券部位的00679B則基本屬於盤整格局，股價變動不大，依然維持在50塊上下。

2020年第二季總結（結算至2020-06-30）：

  • 年化報酬率為：21.48%，與上一季2020年3月底結算時的10.82%相比，報酬率有了大幅的成長
  • 總報酬獲利為：297,328 ，總報酬率為：16.79%
  • 同期(2018-04-27~2020-06-30)台股的年化報酬率為：9.07%，故截至目前為止，魔力斯的總體投資績效仍領先於台股大盤。

延伸閱讀：

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】

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年第二季】〉中有 131 則留言

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