ypfinance @ypfinance: "$SPX500 $DJ30 $NSDQ100 $SPY 2024年各股票市場年初至今的月報統計表現。(括弧內數據為上個月結算的績效) 1...."

Taiwan

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$SPX500 $DJ30 $NSDQ100 $SPY 2024年各股票市場年初至今的月報統計表現。(括弧內數據為上個月結算的績效) 1. 全球資產組合: - 全球經典組合: +13.87% - 全球穩健組合: +14.17% - Three Funds Portfolio: +16.45% - 英股經典組合: +13.11% - 全天候組合: +12.49% - 永久投資組合: +14.10% - 耶魯操盤手David Swensen: +13.07% - Rick Ferri Core Four Portfolio: +15.20% - 一檔高效股債組合: +13.18% - 一檔穩健股債組合: +10.69% 2. 台灣市場表現 - 台灣加權報酬指數: +26.89% ( +26.10%) - 市值型ETF: - 0050: +38.41% (+38.03%) - 006208: +38.95% (+38.82%) - 高股息專區: - 0056: +14.48% (+12.45%) - 00713: +17.48% (+15.36%) - 00878: +14.8% (+9.65%) - 00919: +21.13% (+18.5%) - 00929: +11.93% (+7.31%) - 00939: -1.47% (-4.26%) - 00940: 2.17% (+0.56%) - 3. 指數化全球市場 - VT: +15.3% (+12.7%) - VTI: +18.2% (+15.7%) - VXUS: +10.3% (+8.0%) - VWO: +9.3% (+8.3%) - VWRA: +14.8% (+12.9%) - IMID: +14.5% (+10.8%) - FWRA: +15.2% (+11.2%) - VAGU: +2.8% (+1.3%) - AGGU: +3.3% (-0.5%) - AOA: +13.2% (+10.8%) 4. MSCI市場 (YP指投網收錄19國) - 前三名: 台灣、印度、丹麥(印度、台灣、丹麥) - 台灣重回第一名 - 倒數三名: 南韓、泰國、印尼(泰國、印尼、紐西蘭) - 南韓的排名後退得很嚴重 - 台灣報酬: +25.41% (+21.14%) - 投資全球: +15.54% (+11.16%)，位於第7名 5. 債券表現 (YP指投網收錄12項) - 前兩名排名與上個月一樣，第三名由BND勝出SHY - HYG: +6.29% (+4.67%) - TIP: +3.3% (+2.48%) - BND: +3.24% - 此月的債券走勢，連續三月上漲 6. 美股產業 - 科技版排名跌落至第7名 - 前三名為: 金融、公用事業、通訊服務 (通訊服務、金融以及公用事業) - 金融: +22.59% (+17.23%) - 公用事業: +22.44% (+16.82%) - 通訊服務: +20.82% (+18.7%) -- I'm YP and I'm a financial blogger who advocates index investment to everyone who is interested in investing. My goal is to construct a simple portfolio for a long term financial plan to help people FIRE without timing the market and choosing equities. You are welcome to join me and to help me to show investors that passive indexed investments are effective and useful. Thank you! $VTI $TLT $IEF $VWO $VEA $VT.US Translate

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