小孩教育基金-安聯成長基金 - 理財
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By Ina
at 2017-02-03T13:33
at 2017-02-03T13:33
Table of Contents
我用我的實際case分享一下
每個人都有自己的理財方式,相信自己
[理財座右銘]
愛因斯坦曾說過: 「複利的威力遠大於原子彈。」
我小孩從出生的每一筆約包錢,都放進聯博高收益債券,並且配權
2012/6/25,第一筆,到今天的報酬率33.29%
http://imgur.com/a/HQo9M
2013/2/21,第二筆,到今天的報酬率20.97%
雖然買在淨值4.72, 但是四年來平均也有5%/年
http://imgur.com/a/PVSpN
每個月可分配的單位數,隨時間而增加,幾年來有感受到複利的力量
雖然,會扣管理費和手續費,但是目前的狀況還是優於定存或者2%
(己慢慢要移到基富通省成本)
這是個人對小孩基金的處理方式,分享給各位
※ 引述《za319 (za)》之銘言:
: 今年小孩剛出生
: 想要把他的紅包錢每年存起來買基金
: 目前大概6萬塊
: 想要投資在安聯成長基金
: 大家覺得單筆一次買還是定期定額會比較好?
--
每個人都有自己的理財方式,相信自己
[理財座右銘]
愛因斯坦曾說過: 「複利的威力遠大於原子彈。」
我小孩從出生的每一筆約包錢,都放進聯博高收益債券,並且配權
2012/6/25,第一筆,到今天的報酬率33.29%
http://imgur.com/a/HQo9M
2013/2/21,第二筆,到今天的報酬率20.97%
雖然買在淨值4.72, 但是四年來平均也有5%/年
http://imgur.com/a/PVSpN
每個月可分配的單位數,隨時間而增加,幾年來有感受到複利的力量
雖然,會扣管理費和手續費,但是目前的狀況還是優於定存或者2%
(己慢慢要移到基富通省成本)
這是個人對小孩基金的處理方式,分享給各位
※ 引述《za319 (za)》之銘言:
: 今年小孩剛出生
: 想要把他的紅包錢每年存起來買基金
: 目前大概6萬塊
: 想要投資在安聯成長基金
: 大家覺得單筆一次買還是定期定額會比較好?
--
All Comments
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