低調的好基金 - 投資
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By Rae
at 2008-02-08T15:40
at 2008-02-08T15:40
Table of Contents
1. 標的:美國運通新興市場低存續債券美元配息
2. 單筆:10萬/每月
3. 進場時間:配息前後
平均淨值:14
目前淨值:13.97
4. 目前損益:-0.2 %
預計停利點: 不停利,以配息為主
預計停損點: 不停損,加碼拉低成本
5. 投資年期:5-10年
6. 進場理由:
(1)PR2風險低,淨值穩定,波動小
(2)配息後容易填息,不容易配了息,賠了本金
(3)去年淨值成長約5%配息7.3%,每單位配0.084元,配息固定
(4)相較其他高收益債風險小,是我往後空頭配置的核心基金
7. 補充:
由於之前投資過駿利美國高收益債,受傷慘重,深知高收益債與股市
相關性高,所以才重新檢討風險小又配息佳的債券,這次採單筆10萬
不定期投入,看一年後績效如何!
版上好像很少討論美運的基金,我用先鋒開戶下單,打折又無保管費
歡迎大家來研究一下這檔基金吧! 請大家給我一點建議吧!^^
--
2. 單筆:10萬/每月
3. 進場時間:配息前後
平均淨值:14
目前淨值:13.97
4. 目前損益:-0.2 %
預計停利點: 不停利,以配息為主
預計停損點: 不停損,加碼拉低成本
5. 投資年期:5-10年
6. 進場理由:
(1)PR2風險低,淨值穩定,波動小
(2)配息後容易填息,不容易配了息,賠了本金
(3)去年淨值成長約5%配息7.3%,每單位配0.084元,配息固定
(4)相較其他高收益債風險小,是我往後空頭配置的核心基金
7. 補充:
由於之前投資過駿利美國高收益債,受傷慘重,深知高收益債與股市
相關性高,所以才重新檢討風險小又配息佳的債券,這次採單筆10萬
不定期投入,看一年後績效如何!
版上好像很少討論美運的基金,我用先鋒開戶下單,打折又無保管費
歡迎大家來研究一下這檔基金吧! 請大家給我一點建議吧!^^
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All Comments
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By Una
at 2008-02-10T12:59
at 2008-02-10T12:59
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at 2008-02-15T08:25
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at 2008-02-17T11:45
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at 2008-02-23T02:59
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at 2008-02-27T06:29
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at 2008-03-02T22:34
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