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股票投资参考资料
📈历年投资绩效
- 统计期间27年（1996年至2022年），27年的平均年化报酬（IRR）21.59％，过去27年只有5年是负报酬
- 同期间标普500的平均年化报酬是7.02％，台股加权指数的平均年化报酬为6.87％
- 27年期间共收获8檔10倍股，经历17次股票分割
- 长年投资于美国企业苹果（AAPL）、威士（V）、微软（MSFT）、字母（GOOGL）、Meta（META）、万士达（MA）、亚马逊（AMZN）、阿里巴巴（BABA）等绩优股核心持股部位皆享有数倍报酬
- 成功挖掘并投资新崛起的新创公司如电商Shopify（SHOP）、金融科技的Block（SQ）与贝宝（PYPL）等持股时间不到5年，累积报酬率都是500％起跳
- 数字不计入历年现金股利所得，已经扣除各式交易佣金、交易手续费、汇款手续费、税款、ADR保管费
- 由1995年底投入1元算起至2022年底，27年后资产成长196倍！
- 以下则为完整的逐年投资报酬率数字列表
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| 年份 |
年度回报 |
累计平均年化报酬（IRR） |
| |
我的组合 |
标普500 |
台股加权 |
我的组合 |
标普500 |
台股加权 |
| 1996 |
30.27% |
20.26% |
34.00% |
30.27% |
20.26% |
34.00% |
| 1997 |
35.19% |
31.01% |
18.10% |
30.71% |
25.52% |
19.18% |
| 1998 |
22.72% |
26.67% |
-21.60% |
29.29% |
25.90% |
7.30% |
| 1999 |
12.64% |
19.53% |
31.60% |
24.91% |
24.28% |
27.30% |
| 2000 |
40.20% |
-10.14% |
-43.9% |
27.83% |
16.47% |
6.00% |
| 2001 |
30.54% |
-13.04% |
17.10% |
28.28% |
10.94% |
16.58% |
| 2002 |
-12.20% |
-23.27% |
-19.80% |
21.51% |
5.23% |
5.91% |
| 2003 |
51.48% |
26.38% |
32.30% |
24.91% |
7.66% |
8.28% |
| 2004 |
23.68% |
8.99% |
4.20% |
24.77% |
7.81% |
7.27% |
| 2005 |
-3.59% |
3.00% |
6.70% |
21.59% |
7.32% |
7.70% |
| 2006 |
33.34% |
13.62% |
19.50% |
22.62% |
7.88% |
8.37% |
| 2007 |
52.39% |
3.53% |
8.70% |
24.86% |
7.51% |
7.95% |
| 2008 |
-21.79% |
-38.49% |
-46% |
20.45% |
2.99% |
1.96% |
| 2009 |
128.61% |
23.45% |
78.30% |
26.09% |
4.33% |
7.11% |
| 2010 |
-32.27% |
12.78% |
9.60% |
20.97% |
4.87% |
4.67% |
| 2011 |
14.75% |
0.00% |
-21.20% |
20.57% |
4.56% |
3.02% |
| 2012 |
33.73% |
13.41% |
8.90% |
21.31% |
5.06% |
4.81% |
| 2013 |
24.96% |
29.60% |
11.80% |
21.51% |
6.29% |
5.43% |
| 2014 |
50.65% |
11.39% |
8.10% |
22.89% |
6.56% |
6.39% |
| 2015 |
2.53% |
-0.73% |
-10.40% |
21.78% |
6.18% |
5.64% |
| 2016 |
4.62% |
9.54% |
11.00% |
20.91% |
6.24% |
6.40% |
| 2017 |
55.08% |
19.42% |
15.00% |
22.28% |
6.90% |
6.72% |
| 2018 |
7.20% |
-6.24% |
-8.60% |
21.58% |
6.29% |
6.17% |
| 2019 |
73.43% |
28.88% |
23.20% |
23.40% |
7.15% |
6.95% |
| 2020 |
83.33% |
16.53% |
22.23% |
25.37% |
7.51% |
7.71% |
| 2021 |
15.68% |
26.89% |
23.66% |
24.98% |
8.20% |
8.09% |
| 2022 |
-40.50% |
-19.44% |
-22.40% |
21.59% |
7.02% |
6.87% |
| 年化报酬 |
21.59% |
7.02% |
6.87% |
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