A me F : No ka hoʻokaʻawale ʻana i kāu kōpili uila, ʻo nā ETF nā mea hana kūpono a maikaʻi loa. Loaʻa iā lākou ka hiki ke hana hou i ka hana o nā kuhikuhi a lākou e hahai ai. He mea hoʻokomo kālā kūpono. E ʻike i nā mea a pau e pili ana i nā ETF.
Pehea e hoʻokomo kālā ai i nā ETF?
oe e hiki hoʻokomo kālā ETF ma ka mākeke mua ma o ka mea kūʻai kālā i ʻāpono ʻia a i ʻole e hoʻokomo i nā ETF ma o ka mākeke lua. Eia naʻe, hiki ke hana ʻia ka hoʻopukapuka kālā ma ka mākeke e:
- he moʻokāki waihona kālā maʻamau a i ʻole;
- he hoʻolālā mālama kālā (PEA).
He aha ka ETF?
Ua wehewehe ʻia ka acronym ETF ma ka ʻōlelo Pelekania ʻo "Exchange Traded Funds" i kapa ʻia kekahi iā ia he Tracker. ʻO ia kahi waihona waihona hoʻololi kūʻai. Hoʻopili nā ETF i ka neʻe ʻana o kahi kuhikuhi waiwai, inā e piʻi a hāʻule paha, nā helu e like me:
- ka Cac 40;
- ka Euro Stock 50;
- ETF Nasdaq 100;
- Etc.
He aha ka ETF i kūkulu ʻia?
ʻO nā kālā kuhikuhi i kūkulu ʻia e pili ana i kahi ʻano Tracker. Hōʻike ʻia lākou e ka loaʻa ʻana o kekahi mau profiles koʻikoʻi. Hiki i kēia mau moʻolelo pilikia ke hopena i kahi palekana piha o kāu kapikala a neʻe i ka lawe ʻana i ka pilikia nui. Hiki iā lākou ke hoʻolilo iā ʻoe i nā waiwai nui a me nā poho ma muli o ka neʻe ʻana o ka mākeke kūʻai ma o ka leverage.
ETF: He aha kāu e ʻike ai
E hoʻokumu mākou iā mākou iho i ke ʻano o kā lākou hana ʻana ma ka mākeke e hoʻomaikaʻi i kekahi o nā ETF maʻamau o nā ʻike kūʻai kumukūʻai ʻEulopa e ʻike i kahi ETF. ʻO ka Euro Stoxx 50 stock index e hōʻuluʻulu i kēia mau hale:
- Sanofi;
- ʻO Siemens a me;
- Huina.
E pili ana i nā Amundi Euro Stoxx 50 ETF a i ʻole nā Lyxor EURO STOXX 50 (DR) UCITS ETF-DIST ETF, ua hui pū ʻia lākou i loko o ka Euro Stoxx 50 ETF hiki i kēia mau ETF ke hoʻoponopono hou i nā hana o ka papa kuhikuhi kumukūʻai Euro Stoxx 50.
ʻO kēia hiʻohiʻona o nā ETF e hiki ai i nā mea hoʻopukapuka kālā a me nā mea kālepa ke hoʻokomo i nā ʻoihana kuhikuhi i hoʻokahi kālepa. I nā huaʻōlelo ʻē aʻe, ʻaʻole pono ka mea hoʻopukapuka e kūʻai i nā ʻāpana Euro Stoxx pākahi. Hiki i nā ETF ke maʻalahi a maʻalahi. I kēia lā, hōʻike lākou i ka mea hana kālā maikaʻi loa no ka hoʻololi ʻana i kāu portfolios.
ETF: ʻokoʻa ma waena o nā Warrants a me nā Trackers
E hoʻomanaʻo, ʻo nā palapala hoʻopaʻa inoa nā mea ʻāpana o ka ʻohana o nā huahana derivative aʻo nā Trackers nā kālā kuhikuhi i ka subcategory o Undertakings for Collective Investment in Transferable Securities (UCITS).
ʻO nā huaʻōlelo ʻē aʻe, ʻo nā Tracker ETF he mau kālā hui pū ʻia me nā securities i loaʻa nā helu mākeke. ʻO ka mea maikaʻi loa e pili ana i nā ETF, ʻo ia ka hāʻawi ʻana i nā ʻāpana i loiloi ʻia ma muli o ka hana o nā waiwai helu.
ʻO ka palapala kauoha, ma kāna ʻaoʻao, e koho i kahi ʻaelike e hiki ai ke kūʻai a kūʻai aku i nā hana o kahi waiwai kumu e hana ʻia ma ke kumu kūʻai a i ka manawa a i ʻole ka lā i ʻike mua ʻia. ʻO kēia me ka manaʻo o kahi hoʻolālā hoʻopukapuka kālā i hoʻopaʻa ʻia ma mua.
ʻO nā pilikia o nā ETF
- ʻO ka volatility Index - ʻO ka mea kaulana loa o nā mea a pau, ʻo ia ka pili ʻana i ka volatility o ka index e hahai ana. ʻO kēia no ka mea inā hāʻule ka papa kuhikuhi a ka ETF, e hāʻule kāu kōpili waiwai i ka like like me ka index. E hoʻomaopopo no ka mea hoʻopukapuka kālā i waiho i ke kālā me ka leverage, e make ka hāʻule.
- Pilikia kālā – He mea nui e ʻike i ka nui o nā ETF he liʻiliʻi ka wai no ka mea ʻaʻole lākou i laha a ʻike ʻia e nā mea a pau. ʻO ka hopena, ua haʻahaʻa ka noi no kēia mau ETF a ua kaupalena ʻia nā mea kūʻai aku.
Pehea e hana ai kahi ETF?
- Kūʻai a kūʻai aku i nā ETF: He maʻalahi kēia mau huahana kālā e kūʻai. ʻOiaʻiʻo, ʻo kā lākou liʻiliʻi ke kumu e maʻalahi ai ke kālepa ʻana o nā ETF me ka ʻole o ka mana nui i kāna kumukūʻai a me ka wikiwiki maikaʻi. Ma ka ʻaoʻao ʻē aʻe, ʻo ka liʻiliʻi liʻiliʻi liʻiliʻi e hōʻike i kahi pilikia nui no nā mea hoʻopukapuka. ʻO kaʻoiaʻiʻo, e koi ʻia nā mea hoʻopukapuka e ʻae i kahi kumukūʻai kūpono ʻole, inā ʻaʻole hele mai nā mea kūʻai aku a mea kūʻai aku paha. : E like me nā waihona, kūʻai pū ʻia nā ETF ma ke kumukūʻai kūʻai ma nā kumukūʻai like ʻole a puni ka lā. ʻO ka ʻokoʻa, ʻokoʻa nā makana ETF, ʻaʻole i paʻa e like me nā lāʻau. Hiki ke loli i kēlā me kēia manawa o ka lā e hoʻokō i nā manaʻo o nā mea hoʻopukapuka. No ka maʻalahi, inā ʻoi aku ka nui o nā mea kūʻai aku ma mua o ka poʻe kūʻai.
- Pehea e hana ai nā ETF ma ka mākeke: Hoʻokumu ʻia kāna hana ma ka mākeke ma muli o kona hiki ke hōʻike i ke kumukūʻai o kāna papa kuhikuhi mākeke, i manaʻo ʻia he mea nui ia. Hōʻike kēia e pili ana ka ETF i ka hoʻololi ʻana o ka papa kuhikuhi ma lalo nei. I nā huaʻōlelo ʻē aʻe, ʻokoʻa ka waiwai o ka ETF ma ka mākeke kūʻai e like me ka neʻe ʻana o kāna papa kuhikuhi waiwai. Ma ka waiho wale ʻana, piʻi ke kumukūʻai o ka Vanguard S&P 500 ETF i ka wā e piʻi ai ka S&P 500 lalo. Ma kēia ala o ka hoʻomau ʻana o nā ETF. Hiki i nā mea kālepa a me nā mea hoʻopukapuka kālā ke hoʻohana i hoʻokahi huahana e hoʻokomo kālā i ka nui o nā waiwai i ka hele hoʻokahi. No laila, he mea waiwai maoli nā ETF i hāʻawi ʻia e kekahi mau brokers pūnaewele.
ʻO ka hōʻuluʻulu o ka hoʻohālikelike ma waena o nā ETF a me nā kālā ikaika (UCITS maʻamau)
[su_table responsive=”ʻae”]Nā hoʻonohonoho | Nā ETF | Nā kālā ikaika a i ʻole UCITS maʻamau |
---|---|---|
ʻO ka pahuhopu o ka luna waihona kālā | Hoʻopili hou i ka hana makeke waiwai | E lanakila i ka mākeke kālā |
ʻO ka māhele hoʻokele | ʻO Passive | ʻeleu |
ʻO nā kumukūʻai hoʻokele i ka makahiki alemanaka (ma ka awelika) | 0,25% | 2% |
Ka Olelo Hoolaha | En hoomau | I kēlā me kēia lā a i kēlā me kēia pule (waiwai waiwai waiwai) |
ʻO ka envelop kālā |
|
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ʻO nā ʻano like ʻole o nā trackers ma ka mākeke
- Makeke kuai ETF
helu | Ia? Aie? De na couverture | Nā Alahele |
1 | Ke Kūʻai Kūʻai ʻEulopa | Amundi Euro Stoxx 50 ETF CFD (C50) |
2 | ke kuai waiwai o Geremania | iShares kumu DAX ETF CFD (EXS1) |
3 | ke kuai waiwai o Amerika | SPDR S&P 500 ETF CFD (SPY) |
4 | ke kuai waiwai o Rusia | VanEck Vectors Russia ETF CFD (RSX) |
5 | ke kuai waiwai Pake | iShares Kina Large-Cap ETF CFD (FXI) |
- Nā ETF Geographic
helu | ka ʻāpana ʻāina euro | Nā Alahele |
1 | ʻO ka Eurozone | Euro Stoxx 50 ETF |
2 | Palani | ETF CAC 40 |
3 | ʻAmelika Hui Pū ʻIa | S&P 500 ETF |
4 | Iapana | ETF Topix |
5 | Hoʻohui ʻia ma kahi o 1 mau ʻāpana o nā ʻoihana a puni ka honua | MSCI World ETF |
- Māhele ETF
helu | ʻĀpana | Nā Alahele |
1 | ka wai | ʻO Lyxor MSCI Water ETF |
2 | ola kino | ʻO Lyxor MSCI World Health ETF |
3 | cannabis | HMLSF a me ka North American Medical Marijuana Index |
4 | robotics a me AI | ka Lyxor Robotics ETF a me ka AI UCITS ETF |
- Nā ETF waiwai
helu | Mea maka | Nā Alahele |
1 | gula kino | ʻO Sprott Physical Gold ETF CFD (PHYS), ka Lyxor CRB ETF a i ʻole WisdomTree Physical Gold, physical ETF |
2 | lua gula | ʻO VanEck Vectors Gold Mines ETF CFD (GDX), Gold ETF |
3 | kala | iShares Silver Trust ETF CFD (SLV) |
4 | Lāhi | Global X Lithium & Battery Tech ETF CFD (LIT) |
5 | Aila a me Gas | ʻO VanEck Vectors Oil Services ETF CFD (OIH) a me Vanguard Energy ETF CFD (VDE) |
ʻO nā mea hoʻopuka ETF alakaʻi
- ʻO nā ETF ma ʻAmelika Hui Pū ʻIa
He 90% ka māhele mākeke o ʻAmelika Hui Pū ʻIa o nā ETF ma ka mākeke kūʻai. Ma hope o ka nānā ʻana, ʻelima mau emitters nui e hoʻoikaika i kēia māhele ma ka honua holoʻokoʻa, ua hui ʻia kēia mau emitters ma ka papa aʻe:
[su_table responsive=”ʻae”]helu. | Nā ETF | Manaʻo paʻa | Kaʻana like paʻa |
1 | iShares | lālā o BlackRock | 40% |
2 | Vanguard | Hui Vanguard | 25% |
3 | SPDR | Huina alanui Moku'āina | 18% |
4 | PowerShares, | lālā o Invesco | 4% |
5 | 'O Charles Schwab | mea hoʻolaha pūnaewele |
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- ʻO nā ETF ma ʻEulopa
Aia kekahi mau mea hoʻopuka alakaʻi ma ʻEulopa e hoʻoikaika i ka mākeke ETF ma ʻEulopa, me nā alakaʻi penei:
- ʻO ka BlackRock;
- ʻO ETF Bitcoin ;
- Deutsche AM;
- Lyxor ETF;
- Amundi ETF;
- iShares;
- Xtrackers;
- UBS;
- Vanguard;
- Alanui Mokuaina;
- Invesco;
- Laau Naauao;
- BNP Paribas.
Pono ʻoe e ʻike ma Farani ma ka mākeke kumukūʻai ETF, ʻo nā ʻoihana hoʻokele kālā ʻo Lyxor a me BlackRock ka mea nui loa. Ke hoʻomau nei kēia mau ʻoihana hoʻokele iā lākou iho ma ʻEulopa me ka hoʻokūkū ikaika ma waena o lākou.
I ka hōʻea ʻana ma kahi o kanakolu makahiki i hala aku nei, ua lanakila nā ETF a i ʻole Trackers i ka naʻau o ka mākeke. Nui ka waiwai ma ka mākeke kālā, ua lilo nā ETF i mea hoʻopukapuka e pono ʻole e nalo. Ma ke kūʻai ʻana i nā ETF ma ka mākeke kūʻai, pōmaikaʻi ʻoe mai nā waiwai he nui me nā uku haʻahaʻa. Akā, he aha ka ETF ma ke kumukūʻai kūʻai a he aha ke ʻano o ka ETF ma ka mākeke kūʻai a he aha ka manaʻo o ka ETF ma ka mākeke? A ma luna o nā mea a pau, he aha nā ETF maikaʻi loa e hoʻokomo ai? Aia nā pane ma kēia ʻatikala.
He aha ke kumukūʻai kūʻai ETF?
- No ka hoʻomaka ʻana i kā mākou loiloi he mea pono e hoʻomaka ma ka hāʻawi ʻana i kahi wehewehe o ka ETF ma ka mākeke kūʻai. ʻO kahi Exchange Traded Fund kahi waihona kuhikuhi i helu ʻia ma kahi hoʻololi waiwai. ʻO kāna pahuhopu ka hana hou ʻana i ka hana o kahi index me ka ʻole e hoʻāʻo e ʻoi aku ma mua o ia.
- Hiki i kahi ETF ke uhi i nā ʻāpana waiwai. ʻAʻole ia e paʻa ʻia e kahi hui kikoʻī e like me nā securi kūʻai lehulehu. Ma kahi ʻē aʻe, hiki i kahi ETF ke hōʻuluʻulu i nā waiwai e pili ana i nā ʻāpana like ʻole a i ʻole nā helu.
- ʻO ka ETF ka mea waiwai kālā kūpono no nā hoʻolālā diversification portfolio ma ka mākeke kūʻai. He mea nui kēia manaʻo o ka diversification i ʻole e kaupalena i kāu mau loaʻa. Hoʻopuka ʻia nā ETF e nā hui hoʻokele kūikawā a i ʻae ʻia.
ʻO nā ʻano like ʻole o nā ETF ma ka mākeke kūʻai
Nui nā ʻano o nā ETF i hiki ke hoʻokomo ʻia i ka ʻāpana kālā ma ka mākeke kūʻai. Hoʻohana nui ʻia kēia e nā mea hoʻopukapuka e makemake ana e hoʻololi i kā lākou kōpili. Kū like kēia mea kani i ke ʻano o ka hanauna hou. Inā makemakeʻoe e hoʻokomo i nā ETF, eia nāʻano likeʻole o nā ETF ma ka mākeke kūʻai:
- Nā ETF ma ka ʻāina ʻāina: Hiki iā ʻoe ke hoʻolilo i nā ETF ma muli o ka ʻāina āu e noho nei. Hiki i kēia mau ETF ke komo i ka māhele like ʻole āu i ʻike ʻole ai. No ka laʻana, hiki iā ʻoe ke komo i kahi ETF Palani, kahi ETF ʻEulopa, kahi ETF ʻAmelika ʻĀkau, etc.
- Nā ETF o ka honua: ʻAʻole like me nā ETF ma ka ʻāpana ʻāina, ua hui pū kēia ETF i kekahi mau waiwai i hoʻolaha ʻia ma kahi wahi nui ma kekahi mau ʻāina. Ma waena o nā mea hope, ʻike mākou i ka iShares Korea MSCI EAFE ETF.
- Nā ETF ma ka ʻāpana a ʻoihana paha: ʻO nā ETF Sector, e like me ka inoa e hōʻike nei, e hahai i nā hoʻomohala ma kahi ʻāpana kikoʻī. Hiki iā ʻoe ke loaʻa nā Healthcare ETF e like me iShares S&P 500 (sp500) Health Care Sect ETF EUR H Dis a i ʻole iShares Healthcare Innov ETF USD Acc. Aia kekahi mau ETF ʻē aʻe e ka ʻāpana me nā ETF ʻenehana a i ʻole nā ʻenehana ETF a i ʻole nā mea ʻē aʻe.
- Nā huahana ETF: Inā makemake ʻoe i ka mākeke kūʻai ma ka mākeke kūʻai, a laila kūʻai i nā ETF waiwai. Loaʻa iā ʻoe ke koho ma waena o ke gula, kālā, ʻaila, kinoea a me nā huahana mahiʻai.
- Mākeke kālā ETF: Hoʻohana nui ʻia nā ETF kālā ma ka honua mākeke. Hiki i kēia mau EFT ke hahai i kahi kālā kikoʻī a i ʻole kahi pūʻulu kālā holoʻokoʻa.
- Hoʻohana ʻia ka ETF: ʻO kēia nā ʻāpana o nā ETF hiki iā ʻoe ke kūʻai me ka leverage mai kāu mea kūʻai aku. ʻAʻole hāʻawi nā Brokers i ka leverage like, ʻokoʻa paha ia ma muli o kāu ʻano hoʻopukapuka a i kāu waiwai.
- Equity ETF: Mālama kēia ʻano ETF i ka waiwai o nā waiwai he nui mai nā ʻoihana like ʻole. Hiki iā mākou ke hoʻohālike i ka MSCI World ETF e hahai ana i ka ulu ʻana o ka MSCI World index.
TOP 5 ʻO nā ETF maikaʻi loa e hoʻokomo i loko
- iShares NASDAQ 100 : ʻO kēia ka mea maikaʻi loa o nā ETF āpau ma ka mākeke kūʻai. I nā makahiki 5, ua hoʻokō ʻo ia i kahi hana maoli ma ka hoʻonui ʻana i kāna kumukūʻai ʻāpana i kahi kiʻekiʻe loa. Hoʻopili ia i ka index Nasdaq 100 i hana ʻia e nā hui ulu kiʻekiʻe ma United States. He haʻahaʻa loa nā pilikia o ka ʻike ʻana i kēia hāʻule ETF.
- iShares Core S&P 500 USD Acc : I loko o 5 makahiki, ua loaʻa iā ia ma mua o 80% ma ka mākeke kūʻai. Aia ia i kēia lā ma waena o nā ETF maikaʻi loa a maikaʻi loa ma ka mākeke. Hoʻopili hou ia i ka waiwai o ka NYSE stock market benchmark index. ʻOiai nā ʻano like ʻole o kēia papa kuhikuhi, mālama ka iShares Core S&P 500 USD Acc ETF i kahi ʻano piʻi i luna o 5 mau makahiki.
- iShares Dow Jones Global Sustainability Screened : Ma keʻano laulā, ua loaʻa i kēia ETF ka ulu ikaika i nā makahiki 10 me ka piʻi ʻana o kona kumukūʻai ma kahi o +195%. Aia kona papa kuhikuhi i ka New York Stock Exchange, ka Dow Jones. ʻOiai he ETF pilikia ia, no ka mea, ua haku ʻia nā ʻāpana o nā ʻoihana nui o ka honua, he mea hoihoi ia.
- iShares Euro Stoxx Small Ucits ETF : E pili ana i ka hana o nā waihona i helu ʻia ma nā kumukūʻai kūʻai ma ka ʻāpana euro, aia kēia ETF i nā ʻano pono e lilo i waiwai maikaʻi. ʻOiai inā e hahai ana ia i nā kumukūʻai waena waena, ʻaʻole ia e pale iā ia mai ka hoʻonui ʻana i kona kumukūʻai ma +149% i nā makahiki 10.
- iShares Core Euro Stoxx 50 Ucits ETF EUR : Ma ka awelika, ua hahai ke kumukūʻai o kēia ETF i ka piʻi ʻana ma luna o 5 mau makahiki. ʻO kāna papa kuhikuhi kikoʻī ʻo ka Euro Stoxx 50. No laila ke hahai nei ia i ka waiwai o nā ʻāpana i helu ʻia ma ke kumukūʻai kūʻai me kahi capitalization nui ma ka ʻāpana euro. I ka makahiki 2025, ua hoʻonui ʻia kona kumukūʻai e 24% a ua mau ka manaʻo no ia mea.
ʻO nā ETF waiwai maikaʻi loa o
No ka hoʻomaka ʻana, ʻo 100% commodity ETFs he palena nui loa i ka hoʻohālikelike ʻia me nā ETF ʻē aʻe. ʻO ka hapa nui o nā ETF waiwai i loaʻa i nā ʻāpana o nā ʻoihana e hana ana i nā waiwai. He mea kūʻē paha kēia ma muli o ka ʻoi aku ka nui o nā mea maka ma nā huaʻōlelo helu.
E ʻimi i nā ETF waiwai maikaʻi loa e hiki ke hoʻolilo ʻia ma ka mākeke kūʻai ma lalo nei:
- Nā Māhele Gula SPDR: Mālama kēia EFT i ka waiwai o nā māhele SPDR Gold. Kūʻai ʻia ia ma kekahi mau hoʻololi, ʻo ka mea nui ʻo NYSE. ʻO kēia ETF ke nānā pono nei i ke gula a ʻo ia ke kālā kālepa nui loa ma kēia mākeke.
- iShares Waiwai Waiwai: ke ʻimi nei kēia ETF e hoʻohālikelike i ka hana kumukūʻai o ke kālā. ʻO ka ʻokoʻa o kēia ETF ʻaʻole ia e hoʻokele ʻia e nā koi like e pili ana i nā ETF ʻē aʻe. Akā naʻe, ʻaʻole i hoʻemi ʻia kāna hana.
- iShares Gold Producers UCITS ETF USD: ua hoʻokumu ʻia ma ka S&P CP Gold NTR benchmark index. I hoʻokahi makahiki i hala, ua hoʻonui ʻia kona kumukūʻai ma kahi o 21%. ʻAʻole like me nā ETF mua ʻelua, ʻaʻole ia i haku ʻia i nā waiwai. Hiki ke loaʻa nā kumukūʻai mai ka māhele metala makamae ma kēia ETF.
He aha nā ETF maikaʻi loa e koho ai i nā waihona a me nā palekana?
Inā ponoʻoe e hoʻokomo i nā ETF i nā waihona a me nā palekana, e koho i nā mea maikaʻi a maikaʻi loa ma ka mākeke kūʻai mai kahi mea kūʻai pono. Ma waena o ka laulā o nā ETF ma ka mākeke, ua koho mākou i kēia mau waihona a me nā ETF palekana:
- ʻO Lyxor MSCI World a me iShares Core MSCI World: ʻO kēia mau ETF mua ʻelua e wehe i ka puka i ka honua holoʻokoʻa. Eia kekahi, ʻae lākou iā ʻoe e hoʻolilo i nā waihona ʻoihana mai kekahi mau ʻāina a puni ka honua. Me ia ETF, aia ka manawa ma ka ʻaoʻao o ka mea hoʻopukapuka e loaʻa ka loaʻa kālā.
- iShares Oil & Gas Exploration & Production UCITS ETF USD (Acc): Ke manaʻo nei kēia ETF e hoʻopili i ka waiwai a me ka hana ʻana o nā waihona S&P Commo Producers Oil & Gas. Hoʻopili kēia index i ka hana o ka ʻāpana ikehu. I loko o nā mahina 4 i hala iho nei, ua piʻi aʻe ke kumukūʻai o ka iShares Oil & Gas Explr&Prod ETF. Inā makemake ʻoe e hoʻokomo i kahi ETF maikaʻi no kēia makahiki, e noʻonoʻo i kēia.
- Lyxor Stoxx Europe 600 Healthcare Ucits ETF ACC: lawe ʻo ia i ka hoʻohana ʻana o nā waihona i ka ʻoihana olakino. Hoʻokomo ʻia kēia mau waihona i ka STOXX EU 600 Healthcare NR EUR index. I loko o 3 mau makahiki, hiki i kēia ETF ke hoʻokō i ka piʻi ʻana ma kahi o 54% ma ka mākeke kūʻai. Inā ʻoe e ʻimi nei i kahi ETF olakino maikaʻi, e hele i kēia.
E hoʻomaopopo ʻo PS hiki ke kūʻai ʻia nā ETF ma PEA inā kūpono ka hana.
ʻO nā ETF Kūʻai Kūʻai maikaʻi loa
E like me ka mea i ʻike ʻia, ma ke ʻano maʻamau, ʻike nā ETF i ka hana o kahi index.
Inā hoʻolālā ʻoe e hoʻomaka i kēia ʻāpana, manaʻo mākou i nā ETF index ma lalo nei:
- iShares Core S&P 500: E like me ka mea i hōʻike ʻia, ʻike ʻia kēia ETF i ka benchmark S&P 500, ʻo ia ka US nui-cap stocks. Hāʻawi piha ʻo ia i ka hoʻomaikaʻi ʻana i kāna kuhikuhi a me kāna mau mea hoʻopukapuka me kāna mau hopena maikaʻi. I loko o 3 mau makahiki, ua hoʻomau ʻia ke kumukūʻai o ka mea hope a hoʻopaʻa i ka piʻi o + 75%. Ma ke alo o kēia ETF, ʻike mākou i ka hana Apple Inc, a laila hele mai ʻo Microsoft Corp.
- Lyxor CAC 40 (DR) Ucits ETF: Inā noho ʻoe ma Farani a makemake ʻoe e hoʻokomo i kahi ETF mai kou ʻāina, nou kēia. ʻO ka Lyxor CAC 40 ETF ka ETF o ka CAC 40 index i ka makahiki i hala, ua hoʻonui ʻia kona kumukūʻai e +31.61% ma hope o ka emi ʻana o ka makahiki 2020. Wahi a nā kuhi, hiki ke mālama ʻia ke ʻano piʻi no kēia makahiki. E hoʻolilo i kēia manawa no ka loaʻa ʻana o ka loaʻa kālā hou aʻe ma ka mākeke kūʻai.
- Lyxor DAX 40 (DR) Ucits ETF: Inā hoʻopio ʻia ʻoe e ke akamai o nā ʻoihana Kelemania, a laila ʻaʻole e hōʻoluʻolu ʻoe i ke kūʻai ʻana i kahi DAX index ETF. Ua loaʻa i ka ETF i nīnau ʻia ka ulu ʻana o +40% i kāna kumukūʻai kumukūʻai ma luna o 3 mau makahiki. Ma hope o ka papa kuhikuhi nui o ka mākeke kūʻai Kelemania, loaʻa kēia ETF i nā manawa āpau e lilo i waiwai waiwai
He aha ka ETF?
Ke noʻonoʻo nei ʻoe he aha ka ETF? E like me kā mākou i ʻōlelo ai ma ka hoʻomaka ʻana o kēia ʻatikala, ʻo ka ETF kahi waihona kuhikuhi e ʻimi nei e hoʻohuli i ka kūleʻa o kahi kuhikuhi. He mea hana ia no nā mea hoʻopukapuka e wehe iā lākou i kahi mākeke nui a ʻoi aku ka wai.
Mai huikau i nā ETF kūʻai kūʻai me nā ETF kuʻuna. ʻAʻole liʻiliʻi ka liʻiliʻi o nā mea hope a ʻoi aku ka liʻiliʻi o ka waiwai i hoʻohālikelike ʻia i ka mua.
Pehea e mālama ai i nā ETF ma ka Stock Exchange?
No ka mālama ʻana i kāu mau ETF ma ka mākeke kūʻai, ʻo ke ala maikaʻi loa ka hoʻohana ʻana i nā wallets e like me nā waiwai ʻē aʻe. Mālama kēia iā ʻoe mai ka nalowale ʻana o kāu mau hoʻopukapuka kālā a kōkua iā ʻoe e nānā pono i ka holomua o kāu ETF.
Eia kekahi, ʻo nā ETF he ʻano kōpili i loaʻa i kekahi mau waiwai a i ʻole nā mea mālama kālā. Eia naʻe, ʻaʻole hewa ka loaʻa ʻana o kahi ʻeke kālā ʻē aʻe e mālama pono ai.
He aha nā ETF pilikia?
E like me nā hoʻopukapuka kālā, lawe nā ETF i nā pilikia, akā he aha lākou?
- ʻO ka ʻokoʻa o ka index: ʻO ka hoʻololi ʻana i ke kumukūʻai o ka helu kuhikuhi i ʻike ʻia e ka ETF ʻo ia ka pilikia nui loa i kēia hoʻopukapuka. ʻO ke kumu kūʻai o kahi index he mea liʻiliʻi loa a ʻaʻole kōkua ka fluctuations makeke i ka hoʻopaʻa ʻana. Eia kekahi, hiki ke hoʻololi i nā hana i hui pū ʻia i kēlā me kēia manawa.
- Kumukūʻai kālā: E like me ka nānā ʻana o kekahi mau ETF i ke kumukūʻai o nā kālā ʻē aʻe, hiki i nā loli kālā ke hoʻopili i kāu hoʻopukapuka. ʻAʻole wale ka index e volatile, akā ma luna o kēlā, hiki i ke kumukūʻai ke lilo i mea ʻino.
- Ke kuhi hewa a i ʻole ka hewa o ka hahai ʻana: I kekahi mau hihia, ʻaʻole hiki i nā waihona āpau i kahi ETF ke hahai i ka index. Eia kekahi laʻana, ma kahi o ka piʻiʻana o 6%, e piʻi wale ke kumukūʻai i 2%. Hiki ke ʻokoʻa nui ma waena o ke kumukūʻai o ka index a me ka ETF i kēia manawa.
Eia kekahi, ʻo nā pilikia nui loa i kahi hoʻopukapuka ETF ma ka mākeke kūʻai. Eia naʻe, ma waho aʻe o kēia mau pilikia, loaʻa i nā ETF nā mea maikaʻi e hoʻohiwahiwa ai iā lākou.
No ke aha e hoʻokomo ai i nā ETF?
- He maʻalahi lākou e hoʻohana;
- He nani ko lakou uku;
- Loaʻa iā lākou ka waiwai maikaʻi loa;
- E hōʻoia i ka hoʻololi ʻana o kāu kōpili;
- Aia lākou ma nā ʻano like ʻole a ulu;
- ʻO kēia nā mea hana kālā maikaʻi loa a me ka hoʻolālā no ka hoʻokomo ʻana i ka mākeke kūʻai;
hana ETF
[su_table responsive=”ʻae”]Papa ETF | ʻO nā kumukūʻai liquidation ʻokoʻa | ||
ʻO ka hapahā hope o 2018 | ʻO ka hapahā hope o 2019 | ʻEkolu hapahā o 2020 | |
AMUNDI INDEX MSCI WORLD UCITS ETF | 224,3100 Euro | 296,6500 Euro | 296,2000 Euro |
Lyxor MSCI World UCITS ETF Dist | WLD | 162,2265 Euro | 207,6238 Euro | 195,95 Euro |
Lyxor PEA ETF World (MSCI World) UCITS ETF – Capi. | 14,4801 Euro | 18,8081 Euro | 17,9255 Euro |
Lyxor CAC 40 (DR) UCITS ETF – Dist | 46,3010 Euro | 58,4838 Euro | 48,5884 Euro |
ʻO ETF maikaʻi loa ma ka mākeke
- MSCI World (World): ka Lyxor MSCI World;
- SP500 (ʻAmelika Hui Pū ʻIa): Lyxor ETF SP 500;
- ETF ʻEulopa: Lyxor MSCI ʻEulopa;
- Asia ETF: Lyxor MSCI Asia Pacific ex Iapana;
- Makeke e puka mai ana: Amundi ETF MSCI Emerging Markets EUR;
- ʻO ka ʻOi Loaʻa Loaʻa Loaʻa i nā ETF: Vanguard FTSE All-World High Div Yld ETF;
- Waiwai ETF: Lyxor MSCI EMU Waiwai;
- Eco-responsible ESG ETF: Lyxor MSCI ETF World ESG Trend Leaders (World);
- Hiki ke hoʻololi hou i ka ETF: iShares Global Clean Energy;
- Hoʻokele waiwai ETF: iShares Developed Markets Property Yield;
- Kālā Kālā Kālā: Lyxor ETF Euro Cash;
- Bond ETF: Db x-trackers II Global Sov 1C (EUR hedge) (World);
- Hoʻokō ʻo ETF: ʻO Amundi ETF Govt Bond ka helu haʻahaʻa loa o ka EuroMTS.
ʻO ka PEA ETF maikaʻi loa i ukali ʻia e nā kālā maikaʻi loa
[su_table responsive=”ʻae”]No. | Mnemo | Nā ETF |
1 | CG1 | ETFS Amundi DAX |
2 | ʻO CS1 | Amundi ETF MSCI Sepania |
3 | CF1 | Amundi ETF MSCI Palani |
4 | C40 | Amundi CAC 40 |
5 | PEAP | Lyxor PEA PME (DR) |
6 | PALAT | Amundi ETF PEA MSCI Em |
7 | ETZ | BNP Paribas Easy STOXX ʻEulopa 600 |
8 | EPAB | ʻO Lyxor Net Zero 2050 S&P Eurozone Climate |
9 | C50 | Amundi Euro Stoxx 50 |
10 | MMS | Lyxor MSCI EMU Kapa Li'ili'i |
11 | EUDV | SPDR S&P Euro Dividend Aristocrats |
12 | KA PAAKAI | ʻO Lyxor STOXX Europe E koho i ka mahele 30 |
13 | PUST | Lyxor PEA NASDAQ-100 |
14 | CU2 | Amundi MSCI USA |
15 | ESE | BNP Paribas Easy S&P 500 |
16 | RS2K | Amundi Russell 2000 |
17 | EWLD | Lyxor PEA World (MSCI World) |
18 | PAEEM | Amundi ETF PEA MSCI Emerging Markets |
19 | PAASI | Amundi ETF PEA MSCI e puka mai ana ma Asia |
20 | PASI | Lyxor PEA Kina (MSCI Kina) |
21 | PKRW | Lyxor PEA Korea (MSCI Korea) |
22 | PRUS | Lyxor PEA Rusia |
23 | POO | Lyxor STOXX ʻEulopa 600 Meaʻai a Mea inu |
24 | TRV | Lyxor STOXX ʻEulopa 600 huakaʻi a me nā leʻaleʻa |
25 | MIB | Lyxor FTSE MIB (DR) |
26 | Kīwī | Lyxor STOXX ʻEulopa 600 Telecom |
27 | PRIO | Lyxor PEA Brasil (IBOVESPA) |
28 | AWAT | Wai Lyxor PEA (Wai Honua) |
29 | aila | ʻO Lyxor STOXX ʻEulopa 600 Aila & Gas |
30 | BNKE | Nā Panakō Lyxor Euro STOXX (DR) |
31 | INS | Lyxor STOXX Europe 600 Inikua |
32 | LAUT | Lyxor STOXX ʻEulopa 600 Nā Kaʻa a me nā ʻāpana |
33 | Bre | ʻO Lyxor STOXX ʻEulopa 600 mau kumuwaiwai kumu |
34 | Chm | ʻO Lyxor STOXX ʻEulopa 600 Mea Kimia |
35 | LDS | Lyxor STOXX ʻEulopa 600 Mālama Ola |
36 | NWT | ʻO Lyxor STOXX ʻEulopa 600 ʻenehana |
37 | PMEH | ʻO Lyxor PEA Immobilier ʻEulopa |
38 | HOOLAHA | Lyxor PEA Euro Palapala Aupuni |
39 | PINR | Lyxor PEA India (MSCI India) |
40 | PJPN | Lyxor PEA Iapana (TOPIX) |
Ka hopena - ʻO kēia ka manawa kūpono e hoʻokomo i nā ETF ma ka mākeke?
ʻO ka manawa kūpono e hoʻokomo i nā ETF e pili ana i kāu hoʻolālā waiwai a me kāu loiloi o ka mākeke. ʻAʻole hiki iā mākou ke hāʻawi i ka manawa kūpono e hoʻopukapuka ai, no ka mea, aia kēlā me kēia mākeke a me kēlā me kēia ETF i kona ʻano ponoʻī. I mea e ʻike ai i ka manawa kūpono e hoʻokomo ai i nā ETF, pono ʻoe e hele i kahi loiloi mākeke. ʻOiai, i ka wā e hoʻomaka ai e hoʻolilo, e noʻonoʻo e hana pū me nā brokers kūpono. Hiki iā ʻoe ke hana i ka hapa nui o kāu ETF me nā makana maikaʻi loa ma ka mākeke. Ma muli o nā ʻano like ʻole o nā wahi hana no nā ETF e like me:
- ʻO ke keleawe ETF
- Wai ETF
- BTC ETF no Bitcoin no ka cryptocurrency
- ʻO ke alahao ETF
- ʻO ka hydrogen ETF
- ETF Airways
- ʻO ka ETF waiwai
- ʻO Vanguard ETF
- Metaverse ETF
- ʻO ka Spy ETF
- ETF nani
- Semiconductor a me ka ʻike akamai ETF
- ʻO ka ETF hiki ke hoʻololi
- BlackRock ETF