2022年6月30日持有的主要公司
| 持有公司 |
持股比例 |
合理估值 |
买点 |
卖点 |
当前市值 |
股价 |
年内涨幅 |
| 贵州茅台 |
26% |
30000 |
15000 |
35000 |
25689 |
新浪博客
| 2045 |
0.82% |
||||||
| 洋河股份 |
18 |
4200 |
2100 |
5000 |
2760 |
183.1 |
13.2% |
| 腾讯控股 |
15% |
72000 |
36000 |
80000 |
29084 |
354.4 |
-19.7% |
| 陕西煤业 |
11% |
1260 |
2600 |
2053 |
21.18 |
73.6% |
|
| 分众传媒 |
8% |
830 |
1980 |
972 |
6.73 |
-17.8% |
|
| 建设银行 |
4% |
14500 |
17500 |
15200 |
6.08 |
3.7% |
|
|
沪深300 |
4485 |
-9.2% |
|||||
| 2022.6.30 |
注：腾讯股价为港元，当前市值为人民币，今日汇率：0.8529 |
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| 年度 |
收益率 |
期末净值 |
期限/年 |
年化收益 |
HS300涨幅 |
HS300净值 |
HS300年化 |
| 2011 |
0 |
1 |
1 |
0 |
-25% |
0.75 |
-25% |
| 2012 |
13% |
1.13 |
2 |
6.3% |
7.5% |
0.806 |
-10.2% |
| 2013 |
5.3% |
1.19 |
3 |
6.0% |
-7.6% |
0.745 |
-9.3% |
| 2014 |
64.8% |
1.96 |
4 |
18.3% |
51.66% |
1.129 |
3.1% |
| 2015 |
19.4% |
2.34 |
5 |
18.5% |
5.58% |
1.192 |
3.5% |
| 2016 |
12.1% |
2.62 |
6 |
17.4% |
-11.28 |
1.058 |
1% |
| 2017 |
22.5% |
3.21 |
7 |
18.1% |
21.78% |
1.288 |
3.7% |
| 2018 |
-5% |
3.05 |
8 |
14.9% |
-25.3% |
0.96 |
-0.5% |
| 2019 |
43.1% |
4.36 |
9 |
17.7% |
36.07% |
1.306 |
3.0% |
| 2020 |
21.7% |
5.30 |
10 |
18.1% |
27.2% |
1.661 |
5.2% |
| 2021 |
0.6% |
5.34 |
11 |
16.4% |
-5.2% |
1.575 |
4.2% |
| 2022.6 |
10% |
5.87 |
11.5 |
16.6% |
-9.2 |
1.43 |
3.2% |