魔力斯的指數化投資及資產配置計畫【每季操作分析 – 2020年第四季】

作者

本季結算至2020年12月31日，延續上一季 的上漲行情，0050股價在2020-07-27收盤價首度破百漲到了歷史新高之後，就一直維持高點震盪，直到2020年12月31日收盤價為每股122.25塊，魔力斯按照『進階再平衡』投資策略執行。最終本季交易紀錄只有以下2筆：

[01] 2020-10-08 賣出0050共1張 (股價：106.20)

[02] 2020-10-08 買入00679B共2張 (股價：46.77)

截至2020年12月31日為止，本季魔力斯的交易記錄及總報酬率詳如下表：

本季台股維持盤整向上格局，並且屢創新高，最終2020年台股大盤指數收在14732.53點的歷史新高，因此0050的股價從2020-09-30的103.00又一路漲到了2020-12-31的122.25再創歷史新高。

觀察元大台灣50(0050)的樂活五線譜，現在位於極度樂觀線上方，是一個絕對昂貴的價格位置。因此現階段就是依照『進階再平衡』投資策略賣出0050同時買入00679B，藉以降低股票部位的比重。股票部位佔比約為50%。

美股部分，VTI的股價也從2020-09-30的169.04一路漲到了2020-12-31的194.64。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。因此本季並無任何操作。

債券部位的00679B則因為台幣對美元大幅升值，從上季的49塊上下，大幅下跌到45塊，大約跌了10趴。

2020年第四季總結（結算至2020-12-31）：

  • 年化報酬率為：23.18%，與上一季2020年9月底結算時的25.10%相比，報酬率只有小幅的下降
  • 總報酬獲利為：564,117 ，總報酬率為：30.13%
  • 同期(2018-04-27~2020-12-31)台股的年化報酬率為：18.38%，故截至目前為止，魔力斯的總體投資績效仍暫時領先於台股大盤。

在〈魔力斯的指數化投資及資產配置計畫【每季操作分析 – 2020年第四季】〉中有 404 則留言

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