Friday, 7 March 2014

长期投资股票能赚钱吗?

如果你在1996年Dialog IPO的时候开始投资,1998年亚洲金融风暴股票不卖,2003年SARS风暴不卖,2008年信贷风暴也不卖,你如果继续持有到2010年,假设你只投资1000 unit, 到底你赚了多少钱?

Financial
Year
ParticularsNew Shares Issued
To A Shareholder
Cumulative Number
Of Shares Held By A Shareholder
Initial Cost Of Investment Of A
Shareholder
1996Initial Public Offer at RM2.75 per share
1,000RM2,750
2000Bonus issue: 4 for 58001,800
2000Bonus issue: 2 for 31,2003,000
2001Bonus issue: 2 for 51,2004,200
2002Bonus issue: 1 for 58405,040
2004Bonus issue: 1 for 51,0086,048
2004Share split of 1 into 10N/A60,480
2006Special share dividend:1 for 501,20961,689
2009Special share dividend:1 for 501,23362,922
2010Bonus issue: 2 for 525,19688,188



Current Investment
of a Shareholder

Total number of shares of RM0.10 each held88,188
Closing price on 31 December 20101.79
Market value of shares held157,731
Cumulative gross dividends received/receivable
(FY1996 to FY2010)
16,823
Total value as at 31 December 2010174,554
Total returns over 14 years(gross)6,347%
Compounded annual growth rate ("CAGR")  from 1996 to 201034.51%
  

你可以看到在十四年里面总共赚了> 6000%。假设你可以在这十四年里,无论发生什么金融风暴都原封不动长期投资,十四年前的RM2750会慢慢累积到RM174,554。
Fixed deposit 做不到,
Unit Trust 做不到,
但长期投资在基本面良好的股可以创造奇迹。
如果你在2008年以RM1.80申请Harta IPO, 到了2013年尾,你的portfolio总共翻了十二倍! 关键是寻找基本面良好的成长股!

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