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Today, a small study is about the difference between ETF monthly contribution and ETF buy in 52 week low.


The following table summarizes the monthly beginning transaction costs of the Tracker Fund in year 2020 (Jan to Dec) and the average monthly cost.

月份 Months 買入成本價 Cost HKD$
2020年1月 HK$28.50
2020年2月 HK$26.40
2020年3月 HK$26.35
2020年4月 HK$23.55
2020年5月 HK$24.00
2020年6月 HK$23.80
2020年7月 HK$25.24
2020年8月 HK$25.26
2020年9月 HK$25.90
2020年10月 HK$24.72
2020年11月 HK$24.36
2020年12月 HK$26.60
2020年平均買入成本價 HK$25.39

以31/3/2021年盈富基金收市價$28.66計算, 增長12.88%, 股息率:2.95%。

Base on 31/3/2021 Tracker Fund closing price $28.66, it grows 12.88% with dividend rate 2.95%.

如果一位投資者平時只儲蓄現金, 等19/3/2020 出現52週新低(HKD$21.35)才出手買入盈富基金單位:

If an investor saves cash and wait for 52 week lowest to buy Tracker Fund on 19/3/2020 (HK$21.35):

以31/3/2021年盈富基金收市價$28.66計算, 增長34.24%, 股息率:3.51%。

Base on 31/3/2021 Tracker Fund closing price $28.66, it grows 34.24% with dividend rate 3.51%.

單從以上數據來看, 以52週新低價買指數基金, 日後增值回報較佳及股息率較高。

Solely based on the above data, buy in 52 week lowest can emjoy better growth rate as well as dividend yield in the future.


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