這段話我看了好久才看懂
預期報酬率較低的股票應該也不是只有小漲而已
這裡有個兩全其美的辦法
預期報酬率較低跟較高各買一半
不過不保證賺錢，如果是我
我就只看預期報酬率有沒有15%而已^_^
不管它的漲跌勢如何
畢竟這我們無法掌握

[ 本帖最後由 chuan_heng1019 於 2015-1-27 19:25 編輯 ]

賣掉UUGRY 338股＠31，因股價貴了
成本 29.36元，買在8/18 2014，
只賺了5.5% (=31/29.36-1)

目前買了44支
投入績效總共賺了37%，4,204,087元台幣，
= 淨賺/投入金額 ＝(總現值－本金)/(本金－現金)
= ((498,208ET+100,798嘉信)總現值x31.3匯率-14,544,801本金)/(14,544,801本金-(18,653ET+80,591嘉信)現金x31.3匯率)

Mike您好

昨(1/29)日跟進賣掉UUGRY$31.4515
當初跟隨Mike在去年8月買$29.357
雖微賺
心情也輕鬆

預期報酬率是可以用IRR算的

同學報的名牌都是名牌中的扛霸子：


http://seekingalpha.com/article/2881276-aflac-beats-earnings-time-to-buy-that-quacking-duck
Summary

• Aflac continues to surprise the market with exceptional earnings performance.
• Aflac is undervalued and is showing technical signs of near-term price increases.
• Alfac has a very promising long-term outlook given its current position and growth.
• Don't worry about the Yen weakening Aflac, it actually beneficial for investments.

OverviewAfter the bell on Tuesday, February 3, Aflac (NYSE:AFL) reported earnings per share for the fiscal quarter ending December 2014 of $1.57 beating the average estimate of $1.30. The earnings release marked the continued trend of Aflac's ability to consistently outperform estimates:


另參：http://insurancenewsnet.com/oarticle/2015/02/03/aflac-incorporated-announces-fourth-quarter-results-declares-first-quarter-cash-a-589835.html#.VNJO5J2UcdY

不管台股大漲，巴班同學喝咖啡，看文章：


http://seekingalpha.com/article/3088746-why-aflac-is-a-solid-dividend-investment


關於AFL淺顯易懂的文章


AFL的獲利以日本為主，並靠持賣股票回庫維持EPS


AFL在日本提供健保之外的保險，2014年的成長主力是「癌症險」，


隨著日本人口老化，醫療支出也隨著增加。


AFL在日本的優勢是可以在日本郵政的據點販售產品，


文中提到日本郵局的數量是人數最多之銀行的2倍，



就AFL官網資料，其癌症險將在日本的2萬多個據點銷售


"Through this alliance, Japan Post Holdings intends to expand the number of post offices that offer Aflac's cancer products, gradually increasing from 1,000 postal outlets to 20,000 outlets. Also, subject to regulatory approval, Japan Post Insurance (Kampo) will enter into an agency contract with Aflac Japan to begin distributing Aflac Japan's cancer insurance products at all of Kampo's 79 directly managed sales offices. Upon consultations with Japan Post group, Aflac Japan will consider developing an exclusive cancer product for both Japan Post and Kampo." (http://www.aflac.com/aboutaflac/pressroom/pressreleasestory.aspx?rid=34)


AFL 去年花了1.88B作股票回購，今年預計仍將花1.5B回購，大量的股票回購，在獲利成長平平下


仍維持住AFL EPS (以我們來講是ROE)，目前PE 10，作者認為AFL價值仍被低估。


http://www.aflac.co.jp/    AFLAC Japan 吉祥物是鴨子