台股回測資產配置-MONEY DJ"自組理財"功能

台股回測資產配置-MONEY DJ"自組理財"功能


美股有個回測網站可以計算ETF的 投資組合報酬
https://www.portfoliovisualizer.com/
也想找找台股類似的網站，不過不好找，MONEY DJ有出"自組理財"功能

加入會員不用錢就可以用，隨便試算股債80%:20%的0050與00696B
https://www.moneydj.com/RoboAdvisor/
結果見圖
有配置20%債券，最差情況時會比沒配置好一點 ，最佳一年績效也會比沒配置好一點點。


C:\Users\kasimuHOME\Desktop\facebook-Willinvestment\photos_and_videos\dongtaishibaoxiangpian_XaTyBohDcA\83968972_125106288990071_3188068504863506432_o_125106282323405.png

圖1


C:\Users\kasimuHOME\Desktop\facebook-Willinvestment\photos_and_videos\dongtaishibaoxiangpian_XaTyBohDcA\83843892_125106338990066_3535126979349053440_n_125106335656733.png

圖2


C:\Users\kasimuHOME\Desktop\facebook-Willinvestment\photos_and_videos\dongtaishibaoxiangpian_XaTyBohDcA\84170856_125106405656726_5375085952433651712_o_125106398990060.png

圖3

C:\Users\kasimuHOME\Desktop\facebook-Willinvestment\photos_and_videos\dongtaishibaoxiangpian_XaTyBohDcA\83971190_125106432323390_3986855249947131904_n_125106428990057.png

圖4

C:\Users\kasimuHOME\Desktop\facebook-Willinvestment\photos_and_videos\dongtaishibaoxiangpian_XaTyBohDcA\82866823_125106482323385_4605857743511748608_n_125106478990052.png

圖5


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