投資現況
目前股票現值為1,507萬餘元,年化報酬率為20.10%,較大盤報酬率15.68%增加4.42個百分點,估計股利78萬餘元,殖利率約5.18%;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406萬餘元;獲利總計918萬餘元;可投資現金為114萬餘元。
資料更新時間:2024-04-29
光隆 |
賣出 | -6 | 4.99% | 1.61 | 4.35% | -0.18 | 4 | 6 | 66 | 24.94% | |
新洲 |
賣出 | -5 | 4.91% | 1.89 | 8.07% | -0.26 | 8 | 50 | 122 | 144.24% | |
好樂迪 |
賣出 | -7 | 4.87% | 2.75 | 1.18% | -0.17 | 1 | -0 | 18 | 9.23% | |
漢唐 |
賣出 | 2 | 4.64% | 6.27 | 6.97% | -0.11 | 5 | 48 | 105 | 101.23% | |
拓凱 |
賣出 | -2 | 3.92% | 2.23 | 3.90% | -0.10 | 2 | 7 | 59 | 19.56% | |
群翊 |
賣出 | 7 | 3.83% | 3.58 | 2.43% | -0.13 | 2 | 6 | 37 | 82.78% | |
華碩 |
賣出 | -7 | 1.90% | 1.32 | 8.44% | -0.53 | 5 | 22 | 127 | 19.47% | |
基士德-KY |
賣出 | -7 | 0.00% | 1.09 | 0.84% | -1.00 | 0 | -7 | 13 | -12.19% | |
隆大 |
買進 | 11 | 8.33% | 1.93 | 5.34% | 0.86 | 4 | 42 | 81 | 83.75% | |
元大期 |
買進 | 4 | 6.27% | 1.60 | 9.99% | 0.00 | 9 | 58 | 151 | 17.12% | |
智基 已除息 |
買進 | 3 | 6.08% | 3.91 | 11.49% | -0.05 | 12 | 28 | 173 | 11.43% | |
新麥 |
持有 | 1 | 6.51% | 2.72 | 5.10% | 0.12 | 4 | 24 | 77 | 16.91% | |
力泰 已除息 |
持有 | -1 | 5.70% | 1.99 | 1.58% | 0.04 | 1 | 7 | 24 | 38.90% | |
一零四 |
持有 | 3 | 5.51% | 4.55 | 5.26% | -0.09 | 5 | 7 | 79 | 16.23% | |
志超 |
持有 | 0 | 5.21% | 0.73 | 1.05% | 1.13 | 0 | -4 | 16 | -3.07% | |
中再保 |
持有 | 0 | 5.02% | 1.16 | 6.85% | -0.01 | 5 | 36 | 103 | 14.10% | |
數字 已除息 |
持有 | 7 | 4.85% | 5.50 | 6.62% | -0.05 | 5 | 12 | 100 | 15.49% | |
鉅邁 已除息 |
持有 | 7 | 4.71% | 2.92 | 0.48% | -0.11 | 0 | 1 | 7 | 49.92% | |
崑鼎 |
持有 | 12 | 4.31% | 3.50 | 2.04% | -0.09 | 1 | 14 | 31 | 16.08% | |
鈊象 |
持有 | 14 | 3.74% | 11.85 | 6.77% | -0.16 | 3 | 42 | 102 | 96.62% | |
FB台50 |
nan | 持有 | 0 | 0.00% | 0.00 | 1.23% | nan | 0 | 5 | 18 | 37.64% |
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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