股票型基金分級投資與定期定額投資報酬之研究

A Study on Comparing Rates of Return between Scale Plan and Dollar-Cost Averaging of Stock Mutual Funds

陳啟剛(Chi-Gang Chen)

指導教授 ： 趙慕芬

淡江大學/管理學院/企業管理學系碩士在職專班/碩士(2006年)

https://doi.org/10.6846/TKU.2006.01104

摘要

本篇摘要未授權

關鍵字

共同基金 ； 機械式投資法 ； 定期定額投資 ； 分級投資 ； 報酬率

並列摘要

This abstract would not be displayed due to no authorization.

並列關鍵字

Mutnal Fund ； Mechanical Investment Strategy ； Dollar-Cost Averaging ； Scale Plan ； Rates of Return

參考文獻

7. Constantindides, G. M., 1979, June, “A Note on the Suboptimality of Dollar-Cost Averaging as an Investment Policy,” Journal of Financial and Quantitative Analysis,Vol.14, No.2, pp.443-450.

10.Malkiel, B. G., 1975, A Random Walk Down Wall Street, New York, Norton.

12.Pye, G., 1971, March, “Minimax Policies for Selling an Asset and Dollar Averaging,” Management Science,Vol.17, No.7, pp.379-393.

13.Rozeff, M. S., 1994, Spring, ”Lump-Sum Investing Versus Dollar-Cost Averaging,” The Journal of Portfolio Management, pp.45-50.

15.Leggio, K. B. and Lien, D., 2001, December, “Does loss aversion explain dollar-cost averaging?” Financial Services Review, Vol.10, pp.117-127.