arbitrage

友立30元被收購4/13日截止
矽成一112.48賣回5/3日截止
矽成被13.75收購時間未定
立生與敦南4.5:1 ~6/1日合併
訊利6/27 122.95賣回
友旺一7/30109.3賣回

Holding security on March

中聯資 5.47%
時報 1.40%
順發 2.29%
品佳二 8.35%
世平一 6.03%
信昌一 5.94%
弘裕一 6.33%
友旺一 5.97%
力信二 8.72%
全譜一 8.26%
錩泰一 10.13%
華興一 7.23%
邦拓一 3.78%
樂士一 3.77%
廣運一 9.78%
台泥特 3.87%
博達一 0.00%
現金 2.69%
本月報酬 2.55%
大盤報酬 -3.25%

another

Stary stary night paint your palette blue and gray
Look out on a summer's day with eyes that know the darkness in my soul
Shadows on the hills Sketch the trees and the daffodils
Catch the breeze and the winter chills In colors on the snowy linen land

Now I understand what you tried to say to me
And how you suffered for your sanity
And how you tried to set them free
They would not listen they did not know how
Perhaps they listen now

Stary stary night flaming flowers that brightly blaze
Swirling clouds in violet haze
Reflect in vincent's eyes of China blue
Colors changing blue morning field of amber grain
Weathered faces lined in pain are soothe
Beneath artist's loving hand

For they could not love you But still your love was true
And when no hope was left inside on that stary stary night
You took your life as lovers often do
But I could have told you Vincent
This world was never meant for one as beautiful as you


Stary stray night Portraits hung in empty halls
Frameless heads on nameless walls
With eyes that watch the world and can't forget
Like the strangers that you've met
The ragged men in ragged clothes
The silver thorn of a bloody rose
Like crushed and broken on the virgin snow


And now I think I know What you tried to say to me
And how you suffered for your sanity
And how you tried to set them free
They would not listen they're not listening still
perhaps they never will

Josh

When I am down and, oh my soul, so weary;

When troubles come and my heart burdened be;

Then, I am still and wait here in the silence,

Until you come and sit awhile with me.

You raise me up, so I can stand on mountains;

You raise me up, to walk on stormy seas;

I am strong, when I am on your shoulders;

You raise me up… To more than I can be.

Lights must be glorious

a dreamer is a person with no opportumities

夢想者是沒有機會的人

Bond 公司債審查

1.資金的用途--是否合理,有無按計畫執行
2.公司簡介--股東結構 ,主要產品,資本形成
3.營收概況--營業額變化原因,毛利變化原因,有無淡旺季
4.財報分析--存貨及應收款是否異常,短期負債是否過高,營運現金流量
5.上下游分析--同業間財務比率比較,銷貨公司是否正常

POINT 為什麼指數型基金是比較好的投資

當法人資金佔市場的比重越大時,法人的投資報酬將會越趨近於市場的投資報酬,而投資指數型基金所獲得的報酬就是等於市場報酬,但指數型基金的手續費比一般基金低,所以指數型基金的報酬將會比一般共同基金的平均報酬要高..
也就是說當市場越接近效率市場時,過於頻繁進出股市將會使手續費增加,使報酬率降低,這時最好的投資將是被動式的指數型投資.