2023年股息成绩单
今年投资组合收取的股息总共RM6,673.33,低于去年设定的RM7,000目标,主要原因是Gadang、LCTitan、Tek Seng和OCK在今年没有派发任何股息,而从GKent、Favco、Matrix以及Homeriz获得的股息则低于去年。
虽然整体上来说,有8档股项的股息多过去年、5档持平,但是股息收入反而足足减少了23.46%,毕竟去年LCTitan的股息比重就占了29.28%之高。这也导致今年组合年均周息率从去年之4.39%跌至3.07%,表现比起银行定存还要差!
展望2024年,我冀望可以争取最低RM7,000的股息目标,因为我不断在增持股票,不能够接受股息收入反而在下降。我需要做的就是改善投资组合的表现,不能贡献盈利的就必须减码或套现,能贡献更多增长动力或派发更高股息的有必要考虑加持和建仓来优化投资效率。
如果我把钱放在银行定存都能得到4%的利息,那为什么我还要冒着亏损的风险来投资股票呢?明年就是我进入马股的第8年了,但至今投资回报依然难言满意,虽然说未变现累积亏损已经从去年底的-30%大幅度减至目前的-20%左右,但我希望我能做得更好,不管是在资本增长还是股息收入。
当然,早期埋下的坑实在太难填补,Hevea、Gadang、Tek Seng和LCTitan四档股项的投资比例高达42.38%,却贡献了超过20%的未变现累积亏损,而这也拉长了我的投资组合回酬率所需的时限。对股票或企业有信心是好事,可是人的耐心毕竟是有限的。就像今年我对GKent忍无可忍,终于下定决心全部卖掉来止损,至少还可以拿得回部分资金。
接下来的投资策略和目标,我必须更加地谨慎操作和冷静看待来突破目前遇到的瓶颈。因为相比起其他的投资理财工具,我最熟悉也最青睐的还是股票了。
https://investalone.blogspot.com/2023/12/2023-dividend-result.html
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