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總計股票不動產富邦r1國泰r1新光r1富邦r2國泰r2王道圓滿
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代號VTTPE:00692TPE:01001TTPE:01002TTPE:01003TTPE:01004TTPE:01007TTPE:01009TUSDTWD
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投資區域全球股市臺灣股市台灣不動產台灣不動產台灣不動產台灣不動產台灣不動產台灣不動產美元
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年化報酬率8.24%8.79%8.25%11.14%6.43%2.13%1.04%9.44%13.79%15.75%14.17%-1.37%-1.37%
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報酬率18.55%20.06%18.25%29.42%11.13%4.94%2.38%25.60%13.04%14.81%6.25%-4.66%-4.66%
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淨損益267,307251,591191,68759,90417,2231,4457236,7673,0764,1321,080-1,507-1,507
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單價73.5720.2715.3515.5216.6013.3316.029.1830.86
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數量54713,0002,0002,0002,0002,0002,0002,0001,000
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占分類比率100.00%82.50%17.50%100.00%17.85%18.05%19.30%15.50%18.63%10.67%100.00%100.00%
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占總資產比率100.00%88.13%72.70%15.42%10.07%1.80%1.82%1.94%1.56%1.88%1.07%1.81%1.81%
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投資成本-1,441,079-1,253,932-1,050,326-203,606-154,777-29,255-30,317-26,433-23,584-27,908-17,280-32,370-32,370
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2019/3/171,708,3861,505,5231,242,013263,510172,00030,70031,04033,20026,66032,04018,36030,86330,863
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2015/10/1-217,130-184,760-184,7600-32,370-32,370
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2016/4/1-267,790-267,790-182,208-85,58200
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2016/10/1-225,520-164,977-138,925-26,052-60,543-16,020-16,800-27,7230
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2017/4/1-218,458-188,648-136,530-52,118-29,810-14,770-15,0400
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2017/10/1-225,627-203,310-137,320-65,990-22,317796725612-11,290-13,1600
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2018/4/1-115,989-116,342-131,76015,4183531651880
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2018/10/1-170,565-128,105-138,82310,718-42,460739798678-12,459-14,936-17,2800
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2019/4/10000
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2019/10/10000
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2020/4/10000
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2020/10/10000
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