投資現況
目前股票現值為1,495萬餘元,年化報酬率為19.94%,較大盤報酬率15.43%增加4.50個百分點,估計股利78萬餘元,殖利率約5.23%;借券4萬餘元,股利245萬餘元,資本損益262萬餘元,未實現損益393萬餘元;獲利總計905萬餘元;可投資現金為114萬餘元。
資料更新時間:2024-04-27
光隆 |
賣出 | -6 | 4.97% | 1.62 | 4.40% | -0.18 | 4 | 7 | 66 | 25.83% | |
新洲 |
賣出 | -5 | 4.92% | 1.89 | 8.13% | -0.26 | 8 | 50 | 122 | 145.58% | |
好樂迪 |
賣出 | -7 | 4.92% | 2.73 | 1.18% | -0.17 | 1 | -0 | 18 | 9.06% | |
漢唐 |
賣出 | 2 | 4.61% | 6.31 | 7.07% | -0.11 | 5 | 48 | 106 | 103.31% | |
拓凱 |
賣出 | -2 | 3.96% | 2.20 | 3.90% | -0.10 | 2 | 7 | 58 | 18.15% | |
群翊 |
賣出 | 7 | 3.88% | 3.53 | 2.42% | -0.13 | 2 | 6 | 36 | 76.79% | |
華碩 |
賣出 | -7 | 1.93% | 1.30 | 8.37% | -0.53 | 5 | 20 | 125 | 18.56% | |
基士德-KY |
賣出 | -7 | 0.00% | 1.10 | 0.86% | -1.00 | 0 | -6 | 13 | -11.70% | |
隆大 |
買進 | 11 | 8.97% | 1.79 | 4.99% | 0.86 | 4 | 37 | 75 | 74.41% | |
元大期 |
買進 | 4 | 6.25% | 1.60 | 10.11% | 0.00 | 9 | 59 | 151 | 17.24% | |
智基 已除息 |
買進 | 3 | 6.11% | 3.89 | 11.54% | -0.05 | 12 | 27 | 173 | 11.36% | |
新麥 |
持有 | 1 | 6.53% | 2.71 | 5.13% | 0.12 | 4 | 24 | 77 | 16.84% | |
力泰 已除息 |
持有 | -1 | 5.72% | 1.99 | 1.59% | 0.04 | 1 | 7 | 24 | 38.81% | |
一零四 |
持有 | 3 | 5.51% | 4.55 | 5.30% | -0.09 | 5 | 7 | 79 | 16.33% | |
志超 |
持有 | 0 | 5.25% | 0.73 | 1.06% | 1.13 | 0 | -4 | 16 | -3.40% | |
中再保 |
持有 | 0 | 5.13% | 1.14 | 6.77% | -0.01 | 5 | 34 | 101 | 13.67% | |
數字 已除息 |
持有 | 7 | 4.86% | 5.49 | 6.66% | -0.05 | 5 | 12 | 100 | 15.31% | |
鉅邁 已除息 |
持有 | 7 | 4.70% | 2.93 | 0.48% | -0.11 | 0 | 1 | 7 | 52.09% | |
崑鼎 |
持有 | 12 | 4.33% | 3.48 | 2.05% | -0.09 | 1 | 14 | 31 | 16.02% | |
鈊象 |
持有 | 14 | 3.77% | 11.73 | 6.76% | -0.16 | 3 | 41 | 101 | 95.13% | |
FB台50 |
nan | 持有 | 0 | 0.00% | 0.00 | 1.22% | nan | 0 | 5 | 18 | 35.91% |
二信股票 |
nan | 持有 | 0 | 0.00% | 0.00 | 0.01% | nan | 0 | -0 | 0 | 3.87% |
歷年投資績效
單位:新臺幣萬元
投資 | 獲利 | 差異 | 累積投資 | 累積獲利 | 累積差異 | 淨股利 | 借券 | 資本損益 | |
---|---|---|---|---|---|---|---|---|---|
1 | -0 | 0 | -0 | -0 | 0 | -0 | 0 | 0 | 0 |
2 | 0 | 0 | 0 | -0 | 0 | -0 | 0 | 0 | 0 |
3 | 0 | 0 | 0 | -0 | 0 | -0 | 0 | 0 | 0 |
4 | -75 | 3 | -72 | -75 | 3 | -72 | 3 | 0 | 1 |
5 | -104 | 9 | -95 | -179 | 12 | -167 | 7 | 0 | 2 |
6 | -101 | 22 | -80 | -280 | 34 | -247 | 13 | 0 | 8 |
7 | -60 | 36 | -24 | -340 | 70 | -270 | 24 | 1 | 11 |
8 | -61 | 31 | -31 | -401 | 100 | -301 | 29 | 1 | 1 |
9 | -90 | 64 | -26 | -491 | 164 | -327 | 45 | 1 | 18 |
10 | -74 | 96 | 21 | -566 | 259 | -306 | 66 | 0 | 29 |
11 | -41 | 220 | 179 | -607 | 479 | -128 | 60 | 1 | 159 |
12 | 18 | 33 | 51 | -589 | 513 | -77 | 0 | 0 | 33 |
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