ʻOi aku ka maikaʻi o nā mea hoʻokele kālā no ka hana ʻana i nā hoʻopukapuka pūnaewele. ʻO kēia nā mea hana hou e hoʻohui i ka hana, palekana a me nā kumukūʻai haʻahaʻa. ʻO kā lākou helu he mea keakea i ka hana ʻana i ka koho maikaʻi loa. E ʻike i ka ETF maikaʻi loa ma ka ʻāina, nā paʻa, ka hoʻokaʻawale a pehea e hoʻokomo ai i loko.
ʻO ka ETF maikaʻi loa - He aha ka ETF?
ʻO lākou nā mea hana kālā maikaʻi. Ua kapa ʻia lākou:
- Nā mea hahai;
- waihona kālā a i ʻole;
- kālā kūʻai kūʻai.
ʻO nā trackers nā ala ʻoi aku ka maikaʻi o ka hoʻopukapuka kālā, nā kālā hoʻopukapuka e kōkua iā ʻoe e kau i kāu kālā ma ka mākeke kūʻai i ka maka o ka maka ma nā ʻāpana o nā hui ʻokoʻa. ʻAʻole pau kēia i nā ʻāpana ʻoihana, ʻoiaʻiʻo, ʻē aʻe ETF hana ʻia me nā palapala hoʻopaʻa aupuni.
ʻO ETF maikaʻi loa: ʻO nā ETF maikaʻi loa ma ka mākeke
- ʻO ka MSCI World ETF maikaʻi loa (World): Lyxor MSCI World
- SP500 ETF maikaʻi loa (US): Lyxor S&P 500
- ʻO ka ETF ʻEulopa maikaʻi loa: Lyxor MSCI ʻEulopa
- ʻO ka maikaʻi loa o Asia ETF: Lyxor MSCI Asia Pacific ex Iapana
- ʻOi aku ka maikaʻi loa o ka mākeke kūʻai ʻo ETF: Amundi ETF MSCI Emerging Markets EUR
- ʻO nā ETF ʻOi loa: Vanguard FTSE All-World High Div Yld ETF
- ʻO ka waiwai maikaʻi loa ETF: Lyxor MSCI EMU Waiwai
- ʻO ka Eco-Responsible ESG ETF maikaʻi loa: Lyxor MSCI World ESG Trend Leaders (World)
- ʻOi aku ka maikaʻi o ka Renewable Energy ETF: iShares Global Clean Energy
- ʻO ka waiwai kūʻai maikaʻi loa ETF: iShares Developed Markets Property Yield
- ʻO ka mākeke kālā maikaʻi loa ETF: Lyxor ETF Euro Cash
- ʻO ETF Bond maikaʻi loa: Db x-trackers II Global Sov 1C (EUR hedge) (World)
- ʻO ETF hana maikaʻi loa: ʻO Amundi ETF Govt Bond ka helu haʻahaʻa loa o ka EuroMTS
ʻO ETF maikaʻi loa: Nā kumu maikaʻi e hoʻokomo i kāu kālā i loko
- 1. He kūpono no nā hoʻolālā hoʻopukapuka kālā āpau a me nā envelopes ʻauhau
- 2. He mea hana kālā me nā uku haʻahaʻa
- 3. Hoʻokomo kālā wikiwiki a maikaʻi
- 4. He hōʻoiaʻiʻo o ka ʻokoʻa
- 5. Huli i kahi kiko'ī loa
- 6. E hoʻolilo i kāu kālā ma kahi haʻahaʻa haʻahaʻa
ʻO nā mea kālepa ʻē aʻe no ka hoʻopukapuka kālā ʻana i ka Best PEA ETF
Nā mea kūʻai aku | Pono ka waihona liʻiliʻi | Pōmaikaʻi a Hāʻawi paha |
Bourse Direct | 1 Euro | ʻO ia ka broker me nā uku haʻahaʻa ma ka mākeke |
ʻO Yomoni | 1000 euros, ma lalo o ka hoʻokele hoʻokele | *** |
ʻO BforBank | 1000 euros, ma lalo o ka hoʻokele manuahi | Ua hoʻihoʻi ʻia ka 2000 euros o nā uku kālepa hoʻoili! |
ʻO Fortuneo |
|
Hāʻawi ʻo ia iā ʻoe i nā kauoha! |
ʻO Boursorama Banque | 300 euro ma lalo o ka hoʻokele manuahi | *** |
Bourse Direct : ka mea hoolaha PEA maikai loa
Bourse Direct : nā pono a me nā pōʻino o ka mea hoʻolaha hoʻolālā mālama kālā i ka hana |
|
---|---|
ka Pono | ʻO nā mea kūponoʻole |
|
|
ʻO Yomoni: ma lalo o ka hoʻokele, hoʻokele 100% maikaʻi loa ETF
Yomoni: nā pono a me nā pōʻino o ka mea hoʻolaha hoʻolālā mālama kālā i ka hana |
|
---|---|
Nā pono | ʻO nā mea kūponoʻole |
|
|
BforBank: lawelawe ʻoihana a me ka ikaika
BforBank: nā pono a me nā pōʻino o ka mea hoʻolaha hoʻolālā mālama kālā i ka hana |
|
---|---|
Nā pono | ʻO nā mea kūponoʻole |
|
|
Fortuneo: ʻoi aku ka maikaʻi o ka hoʻokele
Fortuneo: nā pono a me nā pōʻino o ka mea hoʻolaha hoʻolālā mālama kālā i ka hana |
|
---|---|
Nā pono | ʻO nā mea kūponoʻole |
|
|
Boursorama: hoʻopilikino i ke kumu kūʻai
Boursorama: nā pono a me nā pōʻino o ka mea hoʻolaha hoʻolālā mālama kālā i ka hana |
|
---|---|
ia e pōmaikaʻi ai | keakea |
|
|
ʻO ETF maikaʻi loa: Hoʻohālikelike kikoʻī o ka PEA ETF maikaʻi loa
ʻO nā mea kālepa PEA maikaʻi loa: hoʻohālikelike no ka waiho ʻana i ke kālā ma ETF & Trackers |
|||||
---|---|---|---|---|---|
Bourse Direct | ʻO Yomoni | ʻO Fortuneo | ʻO BforBank | ʻO Boursorama Banque | |
> Envelope | |||||
PEA | oui | oui | oui | oui | oui |
PEA-SME | oui | ai ' | oui | oui | oui |
Opio AEP | oui | ai ' | oui | oui | oui |
ETF kūpono | Ma kahi o 650 | *** | Ma kahi o 200 | Ma kahi o 160 | *** |
> Hooponopono o ka PEA | |||||
Hooponopono Kuokoa | oui | ai ' | oui | oui | oui |
Hoʻoponopono hoʻokele | oui | oui | oui | oui | oui |
> Uku kalakala | |||||
Kauoha o €300 | 0,99 Euro | *** | 1,95 Euro | 2,50 Euro | 1,99 Euro |
Kauoha o €500 | 1,90 Euro | *** | 3,90 Euro | 2,50 Euro | 1,99 Euro |
Kauoha o €1000 | 2,90 Euro | *** | 3,90 Euro | 5,00 Euro | 6,00 Euro |
Kauoha o €2000 | 2,90 Euro | *** | 3,90 Euro | 5,00 Euro | 12,00 Euro |
Kauoha o €5000 | 4,50 Euro | *** | 10,00 Euro | 6,50 Euro | 30,00 Euro |
ʻO ka ETF maikaʻi loa: He aha nā ETF maikaʻi loa no kahi PEA?
helu | ʻO ETF maikaʻi loa | Mākeke |
1 | Amundi MSCI World UCITS ETF C EUR (CW8) | ʻO ka honua ETF maikaʻi loa |
2 | Amundi PEA S&P 500 UCITS ETF | ʻoi loa ka S&P 500 index ETF |
3 | Lyxor CAC 40 (DR) UCITS ETF – Dist | ʻoi loa ka CAC 40 index ETF |
4 | ʻO Lyxor PEA Immobilier ʻEulopa (FTSE EPRA/NAREIT) UCITS | waiwai kūʻai maikaʻi loa ETF |
5 | Amundi PEA MSCI EUROPE UCITS ETF – EUR | maikaʻi loa ʻo ETF ʻEulopa |
6 | SPDR MSCI Europe Small Cap UCITS ETF (SMC) | ka pāpale liʻiliʻi maikaʻi loa ETF ʻEulopa |
ʻO ka ETF maikaʻi loa no kahi hoʻolālā mālama kālā a i ʻole hoʻolālā mālama kālā ʻōpio | ||||
---|---|---|---|---|
helu | ʻIke kālā | ʻEmetteur | ʻIke ʻia e ka ETF | Kūʻai kūʻai |
1 | Amundi MSCI Honua UCITS ETF C EUR |
Amundi | *** | ʻAno 535,21 € |
2 | Amundi PEA S&P 500 UCITS ETF |
Amundi | *** | Ma kahi o 28 euro |
3 | Lyxor CAC 40 (DR) UCITS ETF – Dist |
Lyxor | *** | Ma kahi o € 77,58 |
4 | Lyxor PEA Waiwai Paa Europa (FTSE EPRA/NAREIT) UCITS |
Lyxor | *** | Ma kahi o € 12,66 |
5 | Amundi PEA MSCI EUROPA UCITS ETF – EUR |
Amundi | *** | Ma kahi o 23 euro |
6 | SPDR MSCI ʻEulopa Kapa Li'ili'i UCITS ETF |
SPDR | *** | Ma kahi o € 341,95 |
ʻO ka ETF maikaʻi loa: He aha nā ʻāpana like ʻole o ka tracker i hiki ke loaʻa i kahi hoʻolālā mālama mālama?
- Nā ETF a me nā Trackers;
- ʻO nā ETF nui-Cap;
- Nā pāpale liʻiliʻi ETF;
- ETF ʻEulopa, ʻAmelika, ʻAsia a me nā ʻāina e kū mai ana;
- Equity, Gold and Energy ETFs.
ʻO ka ETF maikaʻi loa: nā kumu maikaʻi e hoʻokomo i kāu kālā i ka PEA ETF maikaʻi loa i kahi PEA?
- He mea maikaʻi ka ʻauhau o nā PEA;
- ʻAʻole koi i nā uku hoʻokele hou.
ʻO ka ETF maikaʻi loa: Pehea ka nui o kāu e hana ai me nā kālā index?
He mea nui e ʻike e pili ana kāu mau hoʻihoʻi ʻana i kāu hoʻopukapuka ʻana i nā ETF maikaʻi loa i kēia mau ʻāpana:
- ka hana o kāu kālā;
- ʻO nā uku hana i uku ʻia i kēlā me kēia makahiki;
- ʻO nā uku e pili ana i kāu mea kūʻai aku.
No ka hāʻawi ʻana iā ʻoe i ka pololei o ka loaʻa ʻana o kahi Tracker, e hoʻokumu mākou iā mākou iho ma ka hana ʻana o nā kālā kuhikuhi ʻelua, ʻo Lyxor S&P 500 a me Lyxor MSCI Europe, i mea e hoʻoholo ai i ka waiwai o ka hoʻopukapuka me ka ʻole o nā uku kālepa. E ʻae kēia iā ʻoe e ʻike i ka nui o ke kālā i hana ʻia i kekahi mau makahiki i hala.
ʻO ETF maikaʻi loa: He aha nā uku e ʻike ai?
- Koina wehe - Ke hoʻohana ʻoe i kahi mea hoʻolaha pūnaewele e kōkua iā ʻoe e hoʻolilo i kāu kālā i ka ETF maikaʻi loa. Ma mua o ka hoʻomaka ʻana o ka mea hoʻolimalima i kāna mau hana, pono ʻoe e uku i ka uku hana a ka mea hoʻolimalima. ʻO nā uku i ʻōlelo ʻia he uku komo. Akā e hoʻomaopopo ʻoe aia nā brokers pūnaewele ʻaʻole koi i nā uku komo. No ka ʻike ʻike, ka paepae Vantage ʻaʻole koi i nā uku komo, no laila ua ʻōlelo ʻia e hoʻokomo i ka ETF maikaʻi loa. E ʻoluʻolu, pono e hana ʻia kāu waihona kālā mua ma mua o hoʻokahi pule ma hope o ka hana ʻana i ka moʻokāki. Pēlā nō, ʻaʻole ʻoi aku ka uku komo ma mua o 10 euros.
- Nā uku mālama moʻokāki - Ua kapa ʻia kēia mau uku he uku mālama a ua manaʻo ʻia no nā uku i kau ʻia i kēlā me kēia makahiki e hōʻoiaʻiʻo i ka hoʻokele ʻana o kāu mau hoʻopukapuka. E hoʻomanaʻo ua hoʻopaʻa ʻia kēia mau uku ma 0,4%.
- Uku hana - I kēlā me kēia manawa āu e hana ai i kahi kālepa, lawe ka mea hoʻolimalima i kahi kālā mai iā ʻoe i kapa ʻia he uku kālepa. ʻO kēia ke kumu i kapa ai kekahi poʻe i kēia mau uku brokerage fees. Ma muli o ke kālepa ʻana o nā kālā kuhikuhi e like me nā lāʻau, i ke kūʻai ʻana a me ke kūʻai ʻana o ka ETF maikaʻi loa e hoʻokaʻawale ka mea kūʻai pūnaewele iā ʻoe. No laila i kēlā me kēia manawa āu e lawe ai i kahi kauoha e uku ʻia ʻoe.
- Uku hoololi – No nā mea hoʻopukapuka kālā i loaʻa kahi hoʻolālā mālama kālā i ka hana a hoʻolālā e hoʻoneʻe i kā lākou waiwai i kahi ʻoihana ʻē aʻe, e uku lākou i nā uku no kēia hana. E hoʻomaopopo he 150 euro ka piʻi.
- Uku haʻalele - ʻO kēia ka nui o ka mea kūʻai ETF ke hoʻolālā ʻoe e unuhi i ke kālā mai kāu moʻokāki. Akā aia nā mea hoʻolaha pūnaewele ʻaʻole e uku i nā uku no kēia mau hana, no ka ʻike ʻike wale nō. Vantage . ʻO ke kumu i kaulana ai kēia broker i nā mea a pau.
Uku hooponopono makahiki
ʻO kēia ʻāpana o nā uku ke kau ʻia e ka mea hoʻolimalima āu e koho ai no ka hoʻokele pono ʻana i kāu ʻeke uila. Ua māhele ʻia kēia ʻano uku i:
- Uku kākoʻo ETF;
- uku hooponopono a me;
- uku kauoha.
ʻO ETF maikaʻi loa: Nā pilikia e ʻike ma mua o ka hoʻokomo ʻana i nā ETF
- Pilikia o ke poho – Ma kēia ʻano pilikia, ʻike ka mea hoʻopukapuka a mea kālepa paha i ka piʻi ʻana o ka ʻāpana o kāna kālā i ka uahi. I nā huaʻōlelo ʻē aʻe, hiki iā ʻoe ke lilo i ʻāpana o kāu kapikala a i ʻole kāu kapikala āpau inā ʻaʻole hiki iā ʻoe ke hoʻōki koke i ka mākeke. Hoʻololi pinepine ʻia kēia pohō o ke kapikala ma muli o ka hoʻololi ʻana o ka index. No laila pono ʻoe e noʻonoʻo a hahai pono i nā hoʻomohala mākeke a me nā ʻano hoʻololi kuhikuhi.
- Nā pilikia o ka hoʻololi ʻana i nā ʻāina ʻē - ʻOi aku ka hopena o kēia ʻano pilikia i nā kālā i helu ʻia i loko o hoʻokahi a ʻoi aku paha nā kālā haole. ʻOiaʻiʻo, ke hoʻohui mākou i ka hoʻololi ʻana i nā volatilities e kū mai ana ma waena o kāu kālā quotation (ke kālā haole) a me ka euro. ʻO kēia mau kumukūʻai i hui pū ʻia e hōʻemi nui i kāu loaʻa kālā (capital gains).
- Nā Pilikia Waiwai – Pili kēia ʻano pilikia i nā ETF i ʻike ʻole ʻia e nā mea a pau. ʻOiaʻiʻo, i ka wā ʻoi aku ka liʻiliʻi o ka ETF maikaʻi loa ma ka mākeke, ua kaupalena ʻia nā mea kūʻai aku a me nā mea kūʻai aku, ke kū nei ke kālā i kahi pilikia wai. ʻOi aku ka paʻakikī o nā hoʻololi kūlana. ʻO kēia ʻano pilikia kekahi i ka hoʻokuʻu ʻia ʻana o ke kālepa ʻana a ʻaʻole e ulu hou ka waihona kālā.
- Nā pilikia o ka hana hou ʻana - He mea nui e ʻike i ka hana ʻana o kahi waihona index i hoʻopaʻa ʻia e ka benchmark index e hahai ai. Eia naʻe, ʻaʻole hōʻike mau kēia hana i nā waiwai like no ka tracker a me ka benchmark index. No laila hiki iā mākou ke nānā i nā ʻokoʻa o ka waiwai, i luna a i lalo. I nā huaʻōlelo ʻē aʻe, pili pinepine nā waiwai o ka index and index fund performances. No laila, inā he kiʻekiʻe ka hewa o ka hahai ʻana, e nalowale ana kāu waiwai.
- Nā pilikia o ka hui kūʻē - Ke koho nei ʻoe i ka hoʻopiʻi synthetic, hoʻohana kēia ʻano o ka hoʻopiʻi ʻana i kahi mea hoʻoponopono kālā nāna e mālama i ka ʻaelike hana. ʻO kēia kaʻina hana e hoʻohālikelike iā ʻoe i ka pilikia o ka counterparty, i ka hiki ʻole i ka mea waena ke hoʻohanohano i ka ʻaelike a i ʻole ka loaʻa ʻana o kahi pilikia e like me ka panakalupa. No ke kōkua ʻana iā ʻoe, hiki i kekahi lālā o ka hui ke noi i ke komo ʻana o ka hale hoʻomaʻemaʻe e hoʻopaʻa a hoʻoholo i ke kūlana.
ʻO ETF maikaʻi loa: ʻO kā mākou mau ʻōlelo aʻoaʻo 3 ma mua o ka hoʻokomo ʻana i loko
- E nānā i kāu mau pahuhopu: ʻO kēia ka hana mua e hana ai ma mua o ka noʻonoʻo ʻana e pili ana i ke kālele ʻana i ka ETF maikaʻi loa. No ka hoʻokō ʻana i kēia, pono ʻoe e ʻike i ka mea e hoʻoikaika ai iā ʻoe e hoʻokomo i ka ETF maikaʻi loa. He aha kāu e manaʻo ai i ka wā e hoʻokomo ai i ka ETF maikaʻi loa? A laila e hoʻomau ʻoe e koho i ka envelop ʻauhau maikaʻi loa i kūpono i kāu mau pahuhopu. ʻAʻole pono ʻoe e kau i ka uku ʻauhau ma ka puʻuwai o kou manaʻo.
- E makaʻala i ka holo ʻana i ka pilikia o ka lilo ʻana o kāu kālā: ʻAʻole ʻike ʻia ka hana o kahi hoʻopukapuka i hala, ʻaʻole i hōʻoia ʻia kāna hana e hiki mai ana. Pēlā nō, ke neʻe mau nei nā mākeke kūʻai i luna a i lalo. No laila pono ʻoe e ʻike i ka pilikia āu e makemake ai e lawe a loiloi inā hiki iā ʻoe ke loaʻa. No laila, pono ʻoe e manaʻo i ka poho hapa a i ʻole piha o kāu hoʻopukapuka inā lawe ʻoe i nā pilikia. No ka pale ʻana i nā lilo o ke kālā, ʻoi aku ka maikaʻi e hoʻokaʻawale i kahi mālama mālama i loko o kahi waihona mālama. Pono kēia mālama mālama ʻana ma kahi o 3 a 6 mau mahina o kāu uku. ʻO ka hopena, e emi ana nā hopena.
- Loaʻa ka manaʻo kūpono: Hoʻokomo pinepine ka volatility market stock i kekahi mau mea hoʻopukapuka a me nā mea kālepa e hana i nā hana kiʻekiʻe. No laila, paipai mākou iā ʻoe e hoʻomalu i kāu mau hoʻoholo a me kou mau manaʻo i ʻole e hoʻohana nui i ka leverage a me ka repetitively. E hoʻopakele kēia iā ʻoe mai nā pīhoihoi maikaʻi ʻole.
Ka hopena: Pono ʻoe e hoʻokomo i kahi ETF maikaʻi aʻe?
Hoʻomaopopo mākou i nā makahiki i hala iho nei, ua hoʻomau ʻia ke koi no nā waiwai e manaʻo nei e hoʻohuli i ka hana, ʻoi aku ka nui o nā kālā index. ʻOiaʻiʻo, ʻo nā kālā kuhikuhi a i ʻole Trackers i kapa ʻia ʻo ETF e hoʻihoʻi i ka hoʻihoʻi ʻia no nā mea kālepa a me nā mea hoʻopukapuka me ka ʻole o ka pilikia a me ka hōʻoia ʻana i ka hoʻololi maikaʻi ʻana o kā lākou kōpili uila.
No ka hoʻokomo ʻana i ka ETF maikaʻi loa ma ka mākeke kālā, ʻo ia wale nō ka mea hoʻolaha kūpono a kaulana Vantage . No laila mai kānalua e hoʻohana Vantage e hoʻokomo i ka ETF maikaʻi loa.
E nīnau: ʻO nā ETF Pākē maikaʻi loa