1. 單筆/定期定額:定期定額每月6萬
2. 投資組合標的/配置金額:
10% 6000 Franklin Templeton-全球債券基金(美元)
10% 6000 Franklin Templeton-新興國家固定收益基金
10% 6000 聯博-全球高收益債券基金A2(美元)
15% 9000 Franklin Templeton-拉丁美洲基金
15% 9000 景順大中華基金A
10% 6000 柏瑞印度股票基金A
5 % 3000 施羅德(環)美國小型公司A1累積USD
15% 9000 貝萊德世界礦業基金A2(美元)
10% 6000 天達環球能源基金C
3. 股債比:約30%:70%(但是債有20%是高收益與新興債)
4. 組合理由:理專推薦(我只懂怎麼用勞力賺錢 Orz...)
5. 進場時間:
目前損益: %
6. 預計停利點: %
預計停損點:- %
7. 投資目的:
單純作為存退休金帳戶使用,預計30-35年後贖回,
中途除非遇到意外事故,否則不贖回,持續定期定額。
8. 補充:
銀行理專說這樣長期穩定下來應該會有穩定的8%(當然,也有告知不保證。)
麻煩各位大大幫我檢視了...
原則上除非必要,否則我不會很想轉來轉去。
感恩~~
--
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