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Saturday, January 2, 2010

埋單計數 2010

今年結一結,全年回報 36.84%, 差過恆指 52.02% 好多好多。最差依然係上年 bought over 嘅股票,尤其宏利長期插水,拖累成個組合。新錢買股票反而幾好,升咗 80% 左右,可惜杯水車薪,救唔到幾多。

反而基金有唔錯嘅表現,88% 嘅升幅,差不多 recover 晒上年跌落嚟嘅。宏利個 aggressive fund 好差,只係升咗 32% 左右,反觀大中華基金嘅 61.73%, 上年蝕嘅全部賺返晒有凸。

今年反思問題: 係咁月供 ETF 算數?

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