持有10年以上的主力
水星熊收到這封讀者來信後,好奇去查了一下記錄,目前是2024年1月,所以直接看主力組合中從2014年1月前買且保留到今天的公司股份。
原來只有LPI和Uchitech兩家符合問題的要求,而且還談不上是來信中的“不管股息率多少,都不離不棄”。因為股息法從來就不等同於“盲目存股一輩子”,自己在持有的期間,也有因某段時間認為其股價被高估而賣出一部分套利,後來在回調時才再收集回來。
剛好兩家公司都持有了12年左右,趁機算算看從初始買入開始的回酬(計算中已納入期間的紅股和capital repayment等調整)
LPI:
買入價RM7.68
資本利得: RM4.72
累積股息: RM7.00
12年總回酬153%或年複利率 8%+
Uchitech:
買入價: RM0.89
資本利得: RM 2.82
累積股息: RM 1.83
12年總回酬520%或年複利率 16%+
以前曾說過,即便是水星熊那著重股息的組合,其實把時間拉長來看,一般而言資本利得的回酬還是比股息來得高的,因為必需兼顧“成長”這個因素,才能確保未來有股息加薪的可能,也才能達到自己年回酬12%的目標,咖灰機就是一個很典型的個案,LPI在這方面倒是一個股息多過資本利得的個案,也因而可以看出其年複利回酬率并沒有達到個人的要求,但它還是一支防禦性很高的公司,所以目前還是被保留了下來。
向來奉承“長期收息”的水星熊主力組合裡竟然只有兩家公司的持有期在10年以上,而且期間還有賣出過股份,乍看下水星熊是一隻“始亂終棄”熊,可能回應不到讀者對“長期投資”的期待,但是,當你越來越優秀,你就開始理解,其實很多時候,一件事沒分絕對的好壞對錯,一個人只是處在不同頻率、不同立場、不同階段時做了不同選擇,有個好心態,走的路會更廣闊。
不論是投資還是人生,不要活在別人的定義裡,做自己生活裡的主角,做你自己,愛你的人自然會愛你。
http://mercurychong.blogspot.com/2024/01/10.html
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