10年長期投資佈局請益 - 股票
By Mia
at 2018-04-07T09:29
at 2018-04-07T09:29
Table of Contents
根據大家的建議,重新審視了一下自己的配置,做了一點小修改
因為發現自己的配置太著重於內需產業(統一超、台灣大、中保、大成),所以決定將毛利率下降幅度大、股價上升幅度較低的中保更換成以外銷為主的台積電
雖然必須背負起與0050共進退的風險,但是理由跟選擇統一超這項標的一樣,股價趨勢明顯持續上升,且未來科技社會對於積體電路的需求只會越來越多,除非有突破性的科技取代矽晶圓,不然我想台積電會比中保穩健一點
除此之外,這樣自己的配置清單中內需與外銷都有兼顧到,我認為風險控管上還可以接受
至於金融股的選擇就比較難以抉擇了,兆豐和玉山也都是還不錯的標的,暫時先以第一金為主,日後再持續觀察其他金融股的發展,再來決定要怎麼做
最後的陣容:
1.0050 25%
2.統一超 10.7%
3.台灣大 17.8%
4.第一金 21.4%
5.台積電 10.8%
6.大成 14.3%
預計星期一根據以上的比例讓資金進場,然後每個月根據財報去修正投入比例,除非企業明顯連續營收下降,否則不會隨意更改標的,只會調整比例而已,但比例不會超過25%
在此先祝大家財源滾滾,投資順利
謝謝
--
因為發現自己的配置太著重於內需產業(統一超、台灣大、中保、大成),所以決定將毛利率下降幅度大、股價上升幅度較低的中保更換成以外銷為主的台積電
雖然必須背負起與0050共進退的風險,但是理由跟選擇統一超這項標的一樣,股價趨勢明顯持續上升,且未來科技社會對於積體電路的需求只會越來越多,除非有突破性的科技取代矽晶圓,不然我想台積電會比中保穩健一點
除此之外,這樣自己的配置清單中內需與外銷都有兼顧到,我認為風險控管上還可以接受
至於金融股的選擇就比較難以抉擇了,兆豐和玉山也都是還不錯的標的,暫時先以第一金為主,日後再持續觀察其他金融股的發展,再來決定要怎麼做
最後的陣容:
1.0050 25%
2.統一超 10.7%
3.台灣大 17.8%
4.第一金 21.4%
5.台積電 10.8%
6.大成 14.3%
預計星期一根據以上的比例讓資金進場,然後每個月根據財報去修正投入比例,除非企業明顯連續營收下降,否則不會隨意更改標的,只會調整比例而已,但比例不會超過25%
在此先祝大家財源滾滾,投資順利
謝謝
--
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