[組合] 是否需要調整組合
1. 單筆/定期定額:台幣計價為定期定額, 美金計價為單筆
2. 投資組合標的/配置金額:
有價證券名稱 參考單位價格 參考單位價格日期 單位數 現值 報酬率
JPM環球天然資源美元 19.91 2011年6月8日 95.739 USD 1,906.16 -4.692%
景順歐洲大陸企業基金 158.28 2011年6月9日 2.12 TWD 9,626.00 -3.74%
景順亞洲富強基金A 12.7 2011年6月9日 81.63 TWD 29,742.00 -0.86%
霸菱東歐基金 124.52 2011年6月9日 2.739 TWD 9,785.00 -2.15%
貝萊德世界礦業基金 80.33 2011年6月9日 16.38 TWD 37,750.00 -5.625%
貝萊德世界礦業基金 80.33 2011年6月9日 23.21 USD 1,864.45 -6.7775%
天達環球動力資源基金 12.9 2011年6月9日 25.786 TWD 9,543.00 -4.57%
3. 股債比:
4. 組合理由: 主要是以原物料/能源基金為主, 另外配一些歐洲亞洲的定期定額
5. 進場時間:
目前損益: < 0 %
6. 預計停利點:10~15 %
預計停損點:-10~-15 %
7. 投資目的: 能狗穩定的存錢, 5年以後的購屋基金
8. 補充: 目前的投資組合報酬率都是偏負的. 但是有些才扣1~2次,
是不是應該繼續扣下去呢?
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