月均股息记录

作为长期投资人,我最在意的是企业能够在可预见的未来拥有健康的自由现金流,并且派发合理股息予股东们。下列是以MS Excel的XIRR公式来计算最准确的年化股息率:

第一组合 - My Portfolio
Jan to Dec'23 = RM556.11,年化利率 = 3.07%
Jan to Dec'22 = RM726.59,年化利率 = 4.39%
Jan to Dec'21 = RM566.02,年化利率 = 3.65%
Jan to Dec'20 = RM478.04,年化利率 = 3.77%
Jan to Dec'19 = RM492.73,年化利率 = 4.53%
Jan to Dec'18 = RM355.43,年化利率 = 4.77%
Jan to Dec'17 = RM256.38,年化利率 = 4.50%
Jan to Dec'16 = RM95.73,年化利率 = 4.94%

第三组合 - My Sis Portfolio
Jan to Dec'23 = RM853.71,年化利率 = 15.28%
Jan to Dec'22 = RM259.39,年化利率 = 4.77%
Jan to Dec'21 = RM311.15,年化利率 = 5.45%
Jan to Dec'20 = RM164.09,年化利率 = 3.08%
Jan to Dec'19 = RM142.59,年化利率 = 3.49%
Jan to Dec'18 = RM68.33,年化利率 = 2.24%
Jan to Dec'17 = RM80.27,年化利率 = 2.19%
Jan to Dec'16 = RM147.38,年化利率 = 3.50%

第二组合 - My Mum Portfolio (closed)
Jan to Mar'19 = RM176.33,年化利率 = 4.70%
Jan to Dec'18 = RM171.00,年化利率 = 4.10%
Jan to Dec'17 = RM127.96,年化利率 = 4.14%
Jan to Dec'16 = RM130.65,年化利率 = 4.15%

更新于2024年1月6日,祝我姐生日快乐,身体安康

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