Indlela ii-ETs ezifana ne-Index
Isalathisi sokulingana kukuqokelelwa kwamasheya enomxholo oqhelekileyo omela imboni. Ngokomzekelo, i-Index Index (i-OSX) kukuhlanganiswa kwezabelo kwiinkampani ezahlukeneyo zeoli. Iqoqo lezabelo liyaziwa njengebhaksi.
Ukuthenga izabelo kwi-OSX, kuya kufuneka uthenge amanani angamawaka ambalwa malunga nezinto ezi-15 ezahlukeneyo. Ngamanye amaxesha wenza i-OSX ngexabiso elithile. Amasheya afana nokuhamba. Kwakhona, iikhomishini kubo bonke abathengayo bayongeza.
Ezi zinto zikhokelela ekudalweni kwe-ETF . I- Exchange Exchange Trade Fund i-investment-Based investment (okanye ngamanye amaxesha ezinye izinto eziphantsi) Umzekelo, i-OIH yi- ETF yeoli elandela i-Index yeoli ye-OSX. I-potifoliyo encinane yezolimo zoshishino. Ngoko ke, ukuba i-OSX iphakanyisiwe, ngokuqhelekileyo yinto ye-OIH, kwaye ngokufanayo.
Qhubeka ukhumbule ukuba ngelixa i-ETF ifana nesalathisi sayo esisezantsi, injongo yaso ayikugqithisa isalathisi, kodwa kunokuba ulandele inkcazo. Injongo ye-ETF kukuvelisa ukubuyisela okufanayo kwi-investment (ROI) njengalathiso lwayo oluhambelanayo. Nangona kunjalo, kukho ukungafani kulo mgaqo njengokuba kunjalo ne- ETF ezixhasayo kunye ne- ETF eziphambili .
Njani ii-ETF zifana ne-Equity
Iindaba ezilungileyo malunga ne-ETF kukuba akudingeki uthenge ibhaskiti yamalungelo ukufumana izabelo ze-ETF. Njengobulungisa, ubeka intengo enye kwi-investment enye.
Ukuba ufuna ukuthenga i-OIH kwii-88,75 zama-dollar, ngoko uthenge i-OIH kwi-88 88.75 ye-$ (xa kuthengiswa khona, ngokuqinisekileyo). Awunayo ukuthenga izabelo zeesitokisi ezili-15 kunye nethemba lokuba usondele kwixabiso elifunayo.
Ukuzama ukubetha intengo ekujoliswe kuyo xa kuthengwa isalathisi kunokukhohlisa.
Njani ii-ETF ezingafani neeNkcazo okanye amaLungelo
Xa uthengisa okanye uthengisa isitokisi, usekela ukuthengiselana kwakho kwintsebenzo eqikelelweyo yenkampani enye. Xa uthengisa okanye uthengisa i-ETF , usekela ukuthengiselana kwakho ngokusebenza kwangaphambili kweenkampani ezininzi. Ngamanye amaxesha, oko kunokuba nzima.
Xa uthengisa okanye uthengisa isalathisi, uthengisa izabelo kwiinkampani ngamnye. Nge-ETF, uthenga amasheya kwipotifoliyo yale nkampani. Ngoko ke, ukuba unengcamango malunga nenkampani ethile kwisikotshsi somnxeba, unokwenza utshintsho ngokuthengisa okanye ukuthenga izabelo zobulungisa ngabanye (nangona, oku akuqhelekanga). Nge-ETF, awukwazi ukulungelelanisa ama- equity equities kwi-portfolio.
Njani ii-ETF zifana neeNkcazo kunye neZiko
Njengama-indexes kunye namashishini, ii-ETF zithengiswa ngokutshintshana nakwiiyure zokuthengisa. Ezinye zee-ETFs uluhlu lweziphumo kunye nezivumelwano zexesha elizayo. Zingathengiswa zifutshane okanye zibekwe.
Njani ii-ETF zifana ne-ETF
Kubonakala ngathi ii-ETF zona zilungileyo zezo zombini ihlabathi. Nangona kunjalo, ngelixa kukho ezininzi iingenelo, kukho ukungonakali. Kodwa ngokubanzi, kuquka ii-ETF kwi-portfoliyo yakho inokukunceda unobungozi bomgca, kunye nokudala amathuba okutyalo-mali.
Kungenzeka ukuba kubekho ixesha lokuba uqale nge-ETFs .