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】

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2020-03-3176.15一路漲到了2020-06-3089.90

觀察元大台灣50(0050)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2020-03-30130.78一路漲到了2020-06-30156.53。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 55 則留言

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