關於債券型基金~~是否該贖回? - 基金

By Ursula
at 2007-10-11T00:08
at 2007-10-11T00:08
Table of Contents
各位先進~~
小弟本人風險喜好度為中性偏積極,
手上持有三檔單筆各為100K之美元計價債券型基金(均有配息),分別為:
聯博全球高收益債券基金BT股,
富蘭克林坦伯頓全球-全球債券B,(標的為成熟國家公債及貨幣),
富蘭克林坦伯頓新興國固定收益A,
當初敲進(大概半年了吧)目的是因為想說比較穩又有配息,
目前三檔扣掉手續費等管理費用再加上配息利潤約為1%,
雖然沒有虧損但成績實在難看,因此有轉換戰場的念頭~~~
想轉進加碼股票型基金或是其他績效較好之標的~~~
另外,上週剛申購了(全為單筆)幾檔股票型基金,
國內共五檔約170k,海外共三檔約200k主要以新興市場等波動較大地區為主.
若是此刻將債券贖回加碼其它標的不知時機是否適當?
或是各位對於資產配置有更好的點子???
想請各位前輩提供寶貴意見~~~~感激不盡~~~!!!
--
小弟本人風險喜好度為中性偏積極,
手上持有三檔單筆各為100K之美元計價債券型基金(均有配息),分別為:
聯博全球高收益債券基金BT股,
富蘭克林坦伯頓全球-全球債券B,(標的為成熟國家公債及貨幣),
富蘭克林坦伯頓新興國固定收益A,
當初敲進(大概半年了吧)目的是因為想說比較穩又有配息,
目前三檔扣掉手續費等管理費用再加上配息利潤約為1%,
雖然沒有虧損但成績實在難看,因此有轉換戰場的念頭~~~
想轉進加碼股票型基金或是其他績效較好之標的~~~
另外,上週剛申購了(全為單筆)幾檔股票型基金,
國內共五檔約170k,海外共三檔約200k主要以新興市場等波動較大地區為主.
若是此刻將債券贖回加碼其它標的不知時機是否適當?
或是各位對於資產配置有更好的點子???
想請各位前輩提供寶貴意見~~~~感激不盡~~~!!!
--
Tags:
基金
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