[2020]U.S. stock investment settlement- 20200903

Today, on a whim, I calculated a little investment in US stocks;

The total investment is about 9433 US dollars, and the current account value is 10,416, and the current profit is about 10%.

Equity to debt ratio, from January 29 this year, was originally scheduled to be 6: 4

Stocks: VTI, TSM (buy this June) account for about 80%

Bonds: IEI accounts for about 20%

After experiencing the decline in March, selling part of the bond earnings to buy the falling VTI,

The initial investment is 180,000 (TWD), and another 100,000 TWD will be invested in June. Currently, the annualized rate of return is 25% calculated using XIRR.

The simple rate of return is calculated to be about 10.5%.