投資組合請益 - 投資
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By Blanche
at 2012-12-16T18:19
at 2012-12-16T18:19
Table of Contents
目前手上有5檔標的在定期定額
1. 富蘭克林公司債 4.84%
2. 富蘭克林潛力組合 5%
3. 貝萊德黃金 -1.67%
4. 富蘭克林全球債(澳幣) 12.27%
5. 施羅德能源 -16%
先前黃金10%沒有出場,又回到負值= =
能源本來-10%了,結果又放著...
定期定額的部份不知道有沒有需要調整的地方
另有一筆閒置資金(台幣),可放較長期,預計7~10年以上,最大容忍損失程度30%
希望能每個月領一些配息當零花
配息率
1. 聯博美國收益AT美元 4.8% 複合債
2. PIMCO多收益M息 2.8% 複合債
3. 聯博全高收澳幣避險 9.1% 高收益債
4. 摩根新興債美元月派息 6.5% 新興債
5. 摩根JF亞太入息基金 5.8% 平衡型(股+高收益債)
股債比:1:9
全球債5成/高收益債2成/新興債1成/平衡型基金2成
投資幣別 美金:澳幣 8:2
其中聯博美收跟pimco我先前分別獲利8%就贖回了...
對這兩隻印象還蠻好的,不過我看美收的線圖很高了
但是放長期感覺也還好
目前在想標的有沒有更好而需要替換的
如有推薦的標的,我再去查看看
麻煩大家了!!!謝謝
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All Comments
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By Steve
at 2012-12-21T14:30
at 2012-12-21T14:30
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By Ursula
at 2012-12-24T14:01
at 2012-12-24T14:01
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By Jacob
at 2012-12-26T10:15
at 2012-12-26T10:15
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By Dinah
at 2012-12-31T05:33
at 2012-12-31T05:33
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By Kristin
at 2012-12-31T20:57
at 2012-12-31T20:57
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By Kristin
at 2013-01-03T08:44
at 2013-01-03T08:44
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