"hairchen"強大,想請教,你現在如何去計算獲利,又如何換算成年化報酬率?
因為目前強腦績效中,投資分成三個部分:配息債券、自制股基配息、單純股基獲利。
「單純股基獲利」這個部分比較簡單,但前面兩個部分怎麼計算,就困擾我很久,因為比較類似滾動報酬,比較無法以年化報酬率的方式來計算。這三個部分的整體報酬,又要如何評價呢?
Investment success doesn't come from "buying good things",
but rather from "buying things well"
(投資成功不是因為買到好東西,而是因為「買得好」。)
~by Howard Marks, The Most Important Thing: Uncommon Sense for the Thoughtful Investor
"aaaa662826"感謝強大,
又提供新的投資策略!!
那請教,
自製季配息之後,
自然配置比重,
會不會也應該跟著滾動式調整,
目前似乎沒有改變??
Investment success doesn't come from "buying good things",
but rather from "buying things well"
(投資成功不是因為買到好東西,而是因為「買得好」。)
~by Howard Marks, The Most Important Thing: Uncommon Sense for the Thoughtful Investor