
其實,看excel更清楚。
富蘭克林坦伯頓成長(Franklin Templeton Growth Fund)
日期 總成本 購價/平均成本 單位數 投資金額 手續費 管理費
US$9,440 US$17.6452 535.023 $308,000 $5,238 $1,502
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93/1/6 US$177.35 US$21.07 8.417 $6,000 $111 $51
93/2/6 US$179.87 US$21.37 8.417 $6,000 $111 $50
93/3/8 US$179.35 US$21.79 8.231 $6,000 $111 $49
93/4/6 US$181.77 US$21.59 8.419 $6,000 $111 $48
93/5/6 US$210.66 US$21.24 9.918 $7,000 $127 $55
93/6/7 US$208.84 US$21.61 9.664 $7,000 $127 $54
93/7/6 US$207.19 US$21.40 9.682 $7,000 $127 $53
93/8/6 US$204.75 US$20.74 9.872 $7,000 $127 $51
93/9/6 US$206.03 US$21.39 9.632 $7,000 $127 $50
93/10/6 US$206.34 US$21.87 9.435 $7,000 $127 $49
93/10/21 8.420
93/11/8 US$212.53 US$21.85 9.727 $7,000 $122 $48
93/12/6 US$218.78 US$22.84 9.579 $7,000 $122 $47
93/12/9 5.626
94/1/6 US$218.64 US$22.29 9.809 $7,000 $122 $46
94/2/14 US$221.32 US$22.93 9.652 $7,000 $122 $43
94/3/7 US$227.12 US$23.59 9.628 $7,000 $122 $43
94/4/6 US$221.73 US$23.03 9.628 $7,000 $122 $42
94/5/6 US$224.72 US$22.83 9.843 $7,000 $117 $41
94/6/6 US$543.95 US$22.77 23.889 $17,000 $327 $96
94/7/6 US$530.76 US$22.85 23.228 $17,000 $327 $94
94/8/8 US$219.10 US$23.72 9.237 $7,000 $117 $36
94/9/6 US$215.80 US$24.31 8.877 $7,000 $117 $35
94/10/6 US$210.58 US$24.02 8.767 $7,000 $117 $34
94/10/20 20.938
94/11/7 US$207.48 US$22.45 9.242 $7,000 $117 $33
94/12/6 US$209.22 US$23.10 9.057 $7,000 $117 $32
94/12/15 10.712
95/1/6 US$186.15 US$23.82 7.815 $6,000 $96 $26
95/2/6 US$186.80 US$23.47 7.959 $6,000 $96 $25
95/3/6 US$184.78 US$23.79 7.767 $6,000 $96 $24
95/4/6 US$185.30 US$24.55 7.548 $6,000 $96 $23
95/5/8 US$190.48 US$25.54 7.458 $6,000 $96 $22
95/6/6 US$186.90 US$24.16 7.736 $6,000 $96 $21
95/7/6 US$184.62 US$24.35 7.582 $6,000 $96 $20
95/8/7 US$182.82 US$24.49 7.465 $6,000 $96 $19
95/9/6 US$152.17 US$25.19 6.041 $5,000 $75 $15
95/10/11 US$150.35 US$25.95 5.794 $5,000 $75 $14
95/10/20 42.840
95/11/6 US$151.40 US$24.75 6.117 $5,000 $75 $13
95/12/6 US$154.84 US$25.48 6.077 $5,000 $75 $13
95/12/15 3.378
96/1/8 US$152.92 US$25.55 5.985 $5,000 $75 $12
96/2/6 US$151.91 US$26.16 5.807 $5,000 $75 $11
96/3/6 US$151.69 US$25.19 6.022 $5,000 $75 $10
96/4/9 US$151.08 US$26.23 5.760 $5,000 $75 $9
96/5/7 US$180.31 US$27.44 6.571 $6,000 $96 $10
96/6/6 US$181.59 US$27.43 6.620 $6,000 $96 $9
96/7/6 US$182.66 US$27.93 6.540 $6,000 $96 $8
96/8/6 US$182.23 US$26.22 6.950 $6,000 $96 $7
96/9/6 US$181.41 US$26.17 6.932 $6,000 $96 $6
96/10/8 US$184.28 US$27.24 6.765 $6,000 $96 $5
96/10/19 32.711
96/12/14 9.237
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淨值以2/6 US 21.15計算,目前損益為:34,000
AES wrote:
定時定額似乎是個傻瓜..該基金往下走,其實應該停扣,直到震盪反彈時在恢復扣款...(恕刪)
是啊,怎麼知道那個往下走,是真的往下走,還是在震盪?

你也知道要『傻瓜』,我的做法是,既然傻瓜了,就每個月傻傻的扣,神經一點的就像我,自己搞個excel做
每週統計,大條一點的就等一個月的銀行月報表,然後等到需要用錢時,就把基金贖回吧。
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,可是現在下來只有10多%了,
























































































