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0056存17年,竟輸給0050逾200萬元! 專家分析指數化投資:年輕時別執著被動收入 Feat.理財館長|毛利小姐變有錢 EP177 episode artwork

EPISODE · Feb 17, 2025 · 25 MIN

0056存17年,竟輸給0050逾200萬元! 專家分析指數化投資:年輕時別執著被動收入 Feat.理財館長|毛利小姐變有錢 EP177

from 今周大耳朵 · host 今周刊Business Today

2024年台股0056(元大高股息)報酬率7.68%、遠落後0050(元大台灣50)的48.67%,引發市場對於指數化投資熱議,財經書系作者「理財館長」以0050和0056自2007年底至2024年底的17年回測數據,假設每月定期定額投資1萬元並將股息再投入,0056累積資產為540萬元,而0050則達到778萬元,兩者相差238萬元。從總報酬來看,投資人會損失不少機會成本。 - 主持人|靖璞、孝瑜 與談人|理財作家 理財館長 -- Hosting provided by SoundOn

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0056存17年,竟輸給0050逾200萬元! 專家分析指數化投資:年輕時別執著被動收入 Feat.理財館長|毛利小姐變有錢 EP177

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