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】

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2020-09-30103.00又一路漲到了2020-12-31122.25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2020-09-30169.04一路漲到了2020-12-31194.64。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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