長期投資還是有效的!!
註:現值是以101/7/2收盤價15.5元計算
| 月存金 | 現值 | 損益 | |||||||
| 113,060 | 127,705 | 14,645 |
|||||||
| 日期 | 獎勵金 | 每月 存入金額 |
月存金 累計 |
結餘 現金 |
持有 股數 |
買入 股數 |
買入 金額 |
單價 | |
| 2011.03.20 | - |
8,000 | - | - | |||||
| 2011.04.20 | - |
16,000 | - | - | |||||
| 2011.05.20 | - |
24,000 | 3,181 | 1,086 | 1,086 | 20,819 | 19.17 | ||
| 2011.06.20 | - |
32,000 | 6,112 | 1,333 | 247 | 5,069 | 20.52 | ||
| 2011.07.20 | - |
40,000 | 8,535 | 1,610 | 277 | 5,577 | 20.13 | ||
| 2011.08.16 | 8,000 |
48,000 | 15,214 | 2,069 | 459 | 9,321 | 20.31 | ||
| 2011.09.09 | - |
51,060 | 6,600 | 3,013 | 944 | 11,674 | 12.37 | ||
| 2011.09.20 | - |
59,060 | 9,703 | 3,337 | 324 | 4,897 | 15.11 | ||
| 2011.10.21 | - |
67,060 | 1,232 | 4,460 | 1,123 | 16,471 | 14.67 | ||
| 2011.11.20 | - |
75,060 | 1,323 | 5,036 | 576 | 7,909 | 13.73 | ||
| 2011.12.21 | - |
83,060 | 3,575 | 5,481 | 445 | 5,748 | 12.92 | ||
| 2012.01.21 | - |
91,060 | 4,727 | 6,017 | 536 | 6,848 | 12.78 | ||
| 2012.02.20 | 8,000 |
99,060 | 17,031 | 6,263 | 246 | 3,696 | 15.02 | ||
| 2012.03.20 | - |
102,060 | 11,655 | 6,789 | 526 | 8,376 | 15.92 | ||
| 2012.04.20 | - |
105,060 | 702 | 7,682 | 893 | 13,953 | 15.62 | ||
| 2012.05.23 | - |
113,060 | 112 | 8,239 | 557 | 8,590 | 15.42 | ||
| 2012.06.20 | - |
121,060 | 6,356 | 8,356 | 117 | 1,756 | 15.01 |
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