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    Please use this identifier to cite or link to this item: http://tkuir.lib.tku.edu.tw:8080/dspace/handle/987654321/87203

    Title: 臺灣加權股價指數基金定期式投資策略之研究
    Other Titles: A study of dollar-cost averaging investment strategies for Taiwan stock exchange capitalization weighted stock index (taiex) fund
    Authors: 古璦華;Ku, Ai-Hua
    Contributors: 淡江大學財務金融學系碩士在職專班
    顧廣平;Ku, Kuang-ping
    Keywords: 指數股票型基金;定期式投資策略;Exchange Traded Fund;Dollar-Cost Averaging Investment Strategies
    Date: 2012
    Issue Date: 2013-04-13 10:51:03 (UTC+8)
    Abstract: 本研究旨在比較分析定期不定額與定期定額兩種投資策略,何者為指數型基金定期式之較佳投資策略。
    This study aimed to analyze on a value averaging strategy and dollar cost averaging strategy investment strategy, which is the optimum one for index fund.
    In this study, analyzing Polaris Taiwan Weighted Stock Index Fund and the Chunghwa Post deposit rate as the object of study. Select the period from December 2004 to December 2011 NAV information and the Chunghwa Post one-month deposit interest rate data to be analyzed. The strategic investment holding period is respectively three months, six months, one year, two years, three years and five years. The statistics were for the funds, fixed deposit, as well as the portfolio of (fund + deposit).
    The results showed that the investment fund strategy average return on value averaging strategy is more than the dollar cost averaging strategy investment fund. But the absolute amount in the fund of actual investment on value averaging strategy is less than atdollar cost averaging strategy. Therefore, if the opportunity cost of funds (save the remaining funds to the deposit) is in the basis of the same investment cost comparison, the value averaging strategy (the average return of fund + deposit) portfolio does not necessarily greater than the average return of at dollar cost averaging strategy (the Fund + deposit) portfolio.
    Appears in Collections:[財務金融學系暨研究所] 學位論文

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