ETF - Ke alakaʻi piha i nā mea hahai

istockphoto-1303055097-612x612A 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 
  • ʻinikua ola maikaʻi; nā PER maikaʻi;
  • CTO; 
  • PEA; 
  • PEA-SME. 
  • Inikua ola;
  • CTO; 
  • PEA;
  • PEA-SME; 
  • PER.
[/su_table]

ʻO nā ʻano like ʻole o nā trackers ma ka mākeke

  • Makeke kuai ETF 
[su_table responsive=”ʻae”]
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)
[/su_table]
  • Nā ETF Geographic
[su_table responsive=”ʻae”]
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
[/su_table]
  • Māhele ETF
[su_table responsive=”ʻae”]
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  
[/su_table]  
  • Nā ETF waiwai
[su_table responsive=”ʻae”]
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)
[/su_table]

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
  1. %
[/su_table]
  • 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: 

  1. ʻO ka BlackRock;
  2. ʻO ETF Bitcoin ;
  3. Deutsche AM; 
  4. Lyxor ETF; 
  5. Amundi ETF; 
  6. iShares; 
  7. Xtrackers; 
  8. UBS; 
  9. Vanguard; 
  10. Alanui Mokuaina; 
  11. Invesco; 
  12. Laau Naauao; 
  13. 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. 

Hoʻoponopono ʻia e:

FCA, ANMF, DNB

Koina :  0,04%

Ka helu o nā Māhele:

+ 3000 & + 200 mau ETF

Kūʻai pōkole: oiaio

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
[/su_table]

ʻO ETF maikaʻi loa ma ka mākeke

  1. MSCI World (World): ka Lyxor MSCI World;
  2. SP500 (ʻAmelika Hui Pū ʻIa): Lyxor ETF SP 500;
  3. ETF ʻEulopa: Lyxor MSCI ʻEulopa;
  4. Asia ETF: Lyxor MSCI Asia Pacific ex Iapana;
  5. Makeke e puka mai ana: Amundi ETF MSCI Emerging Markets EUR;
  6. ʻO ka ʻOi Loaʻa Loaʻa Loaʻa i nā ETF: Vanguard FTSE All-World High Div Yld ETF;
  7. Waiwai ETF: Lyxor MSCI EMU Waiwai;
  8. Eco-responsible ESG ETF: Lyxor MSCI ETF World ESG Trend Leaders (World);
  9. Hiki ke hoʻololi hou i ka ETF: iShares Global Clean Energy;
  10. Hoʻokele waiwai ETF: iShares Developed Markets Property Yield;
  11. Kālā Kālā Kālā: Lyxor ETF Euro Cash;
  12. Bond ETF: Db x-trackers II Global Sov 1C (EUR hedge) (World);
  13. 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)
[/su_table]

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
Kiʻi o ka mea kākau
Kalepa a me ka mea kālai kālā
Aloha ʻoe, ʻo wau ʻo Mamisoa, hoʻoponopono SEO no ʻelima mau makahiki, loea i ke kālā, nā kālā crypto a me ka mākeke kūʻai. Makemake au e hoʻololi i nā kumuhana paʻakikī i ʻike a maikaʻi hoʻi no ka pūnaewele, i mea e hiki ai ke loaʻa kālā i nā poʻe āpau a alakaʻi i kaʻu poʻe heluhelu i kēia ao e ulu mau nei.