策略概覽
系統化邏輯，精選策略
我們的方法論結合三種實證派投資學說，立基於「價值（Value）」與「動能（Momentum）」兩大核心因子，致力於在風險可控的前提下，協助投資人長期追求穩健且具紀律性的超額報酬。
| 策略 | 2026 年初至今截至 09/18截至 2026/09/18 | 2025全年 | 2024全年 | 2023全年 | 2022全年 | 2021全年 | 2020全年 | 2019全年 | 2018全年 | 2017全年 |
|---|---|---|---|---|---|---|---|---|---|---|
EDITOR'S SELECT | ||||||||||
| 核心 | +138.55% | — | — | — | — | — | — | — | — | — |
Quant | ||||||||||
Trending Value Q | ||||||||||
| 精選 15市值前 150 | +101.56% | +35.28% | +8.31% | +89.53% | −8.08% | +62.08% | +35.05% | +30.34% | +6.14% | +48.96% |
| 精選 30市值前 300 | +102.38% | +37.54% | +27.15% | +67.31% | +0.34% | +44.34% | +46.49% | +23.08% | +4.52% | +46.18% |
Trending GARP Q | ||||||||||
| 精選 15市值前 150 | +134.29% | +76.20% | +17.99% | +52.20% | +2.92% | +55.33% | +55.43% | +14.96% | +8.85% | +43.29% |
| 精選 30市值前 300 | +142.02% | +61.73% | +53.94% | +54.75% | +1.87% | +66.94% | +38.35% | +30.17% | +6.37% | +36.33% |
Trending Momentum Q | ||||||||||
| 精選 15市值前 150 | +151.00% | +93.72% | +22.18% | +94.59% | +4.82% | +142.69% | +70.42% | +21.02% | +2.06% | +80.67% |
| 精選 30市值前 300 | +154.17% | +74.90% | +57.43% | +76.82% | +5.14% | +133.14% | +77.02% | +17.34% | +8.88% | +67.17% |
| 台股 加權報酬指數 | +65.52% | +29.47% | +31.73% | +31.48% | −18.68% | +27.06% | +27.12% | +28.92% | −4.83% | +19.52% |
數據僅供參考，過往績效不代表未來表現。
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精選個股研究報告
EDITOR'S SELECT核心
Trending Value Q精選 15市值前 150
Trending Value Q精選 30市值前 300
