格雷厄姆高股息低估值战法:年化收益率（8.95%）
本策略精选A股市场中基本面健康、估值合理且具备一定股息收益的优质股票，每月初进行调仓，旨在长期获取稳健收益。
概要
核心指标
- 累计收益率: 261%
- 年化收益率: 8.95%
- 基准收益率: 15.57%
- 阿尔法: 0.11
- 夏普比率: 0.33
- 最大回撤: 58.36%
源码
查看AI策略代码
绩效
持仓详情
|
当日收盘价 | 当日市值 | 浮动收益/浮动收益率
|
|||||
|---|---|---|---|---|---|---|---|
| 2025-07-21 | 伟星股份(002003.SZ) | 10.799160954644 | 321544 | 54 | 10.86 | 3491967.84 | 19562.43/0.563% |
| 2025-07-21 | 粤高速Ａ(000429.SZ) | 13.985502690456 | 7062 | 132 | 12.78 | 90252.36 | -8513.26/-8.62% |
| 2025-07-21 | 金钼股份(601958.SH) | 11.203883495146 | 103 | 296 | 11.44 | 1178.32 | 24.32/2.107% |
| 2025-07-21 | 索菲亚(002572.SZ) | 16.131886204209 | 1283 | 538 | 14.25 | 18282.75 | -2414.46/-11.666% |
| 2025-07-21 | 凌霄泵业(002884.SZ) | 21.008695652174 | 460 | 858 | 16.22 | 7461.2 | -2202.8/-22.794% |
| 2025-07-18 | 伟星股份(002003.SZ) | 10.799160954644 | 321544 | 53 | 10.76 | 3459813.44 | -12591.97/-0.363% |
| 2025-07-18 | 粤高速Ａ(000429.SZ) | 13.985502690456 | 7062 | 131 | 12.77 | 90181.74 | -8583.88/-8.691% |
| 2025-07-18 | 金钼股份(601958.SH) | 11.203883495146 | 103 | 295 | 11.1 | 1143.3 | -10.7/-0.927% |
| 2025-07-18 | 索菲亚(002572.SZ) | 16.131886204209 | 1283 | 537 | 14.23 | 18257.09 | -2440.12/-11.79% |
| 2025-07-18 | 凌霄泵业(002884.SZ) | 21.008695652174 | 460 | 857 | 16.06 | 7387.6 | -2276.4/-23.555% |
交易详情
| 2025-07-14 | 粤高速Ａ(000429.SZ) | 买 | 262 | 13.48 | -4.24 | ¥0 | 0 |
| 2025-05-29 | 索菲亚(002572.SZ) | 买 | 84 | 14.16 | -9.56 | ¥0 | 0 |
| 2025-05-21 | 伟星股份(002003.SZ) | 买 | 8244 | 11.4 | -8.4 | ¥0 | 0 |
| 2025-05-19 | 凌霄泵业(002884.SZ) | 买 | 27 | 15.91 | -3.43 | ¥0 | 0 |
| 2025-05-06 | 藏格矿业(000408.SZ) | 卖 | -95799 | 36.29 | -3476545.71 | ¥4519.51 | 856399.9 |
| 2025-05-06 | 伟星股份(002003.SZ) | 买 | 313300 | 11.08 | 3471364 | ¥1041.41 | 0 |
| 2025-01-02 | 盐津铺子(002847.SZ) | 卖 | -1600 | 61.98 | -99168 | ¥128.92 | 19560.12 |
| 2025-01-02 | 粤高速Ａ(000429.SZ) | 买 | 6800 | 14.52 | 98736 | ¥29.62 | 0 |
| 2024-11-01 | 新国都(300130.SZ) | 卖 | -100 | 26.98 | -2698 | ¥7.7 | 1069 |
| 2024-11-01 | 鲁阳节能(002088.SZ) | 卖 | -106 | 11.83 | -1253.98 | ¥6.25 | -99.02 |
