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'20 = RM478.04, annualised return : 3.77%
Jan to Dec'19 = RM492.73, annualised return : 4.53%
Jan to Dec'18 = RM355.43, annualised return : 4.77%
Jan to Dec'17 = RM256.38, annualised return : 4.50%
Jan to Dec'16 = RM95.73, annualised return : 4.94%

第三组合 - My Sis Portfolio
Jan to Dec'20 = RM164.09, annualised return : 3.08%
Jan to Dec'19 = RM142.59, annualised return : 3.49%
Jan to Dec'18 = RM68.33, annualised return : 2.24%
Jan to Dec'17 = RM80.27, annualised return : 2.19%
Jan to Dec'16 = RM147.38, annualised return : 3.50%

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

(更新于2021年1月9日)

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