Iintlobo zee-ETF zeBond

by UMark Kennedy

I-ETFs eyahlukeneyo kwi-Portfolio yakho

Kukho iindlela ezininzi zokusebenzisa ii-ETF ezinxulumene nesicwangciso sakho sokutyalomali . Ukunyuka kwamaxabiso e-Hedge, umdlalo wezinga lomdla, ukudala imithombo yemali, ukutshala imali kwimimandla yangaphandle. Ngaloo nto engqondweni, nantsi iindidi ezili-14 ze-ETF ezidibeneyo ukufezekisa iinjongo zakho zotyalo-mali.

I-Bond ye-Bond ETFs

Iinkampani zikhupha iitaliti ngendlela yeebhondi zenkampani ekuphakanyisweni kwezimali, ezithengiswa kwiimarike eziziiprayimari nezesekondari. Kwezinye iimeko, khetha iibhondi zenkampani zifakwe kwi-index njenge-Wachovia High-Yield Bond index, eya kuba yinto ephantsi elandelwa yinkampani ye-ETF.

Kule meko, i-PHB, i-PowerShares High Yield Corporate Bond ETF, ilandelela i-Wachovia Corporate Corporate Bond Index. Iibhanki ze-ETF zentsebenziswano zihlala ziquka izibophelelo zenkampani ezifakwe kwi-index engezantsi, kodwa imali ibuye isebenzise iziphumo ezifana ne-swaps kunye neendlela zokukhetha ukudala imbuyekezo ngokuchanekileyo.

I-ETF ye-US Treasury Bond

Izibophezelo zeeNondyebo (ezaziwa ngokuba yi-T-Bonds okanye iibhondi zikaRhulumente) zikhutshwa kwaye zixhaswa nguRhulumente wase-US kwaye ziba nomngcipheko omncinci kunezibophelelo zenkampani. Zinexesha elingaphezu kweminyaka eyi-10, zenze iintlawulo zenzalo zonyaka, kwaye zihlawuliswa kwizinga lombuso. Baqale bathengwa ngeyunivesithi kwaye amanani angena kwi $ 1,000 ukuya kuma-5,000,000.

Umzekelo wenkxaso- mali ye-ETF yi-ITE-i-SPDR Lehman Ixesha eliPhezulu leNondyebo i-ETF ilandelela iLehman Brothers Intermediate US Treasury Index, eyenzelwe ukulandelelanisa ukusebenza kwecandelo le-1-10 lemarike ye-United States.

ETFs yeeMasipala

Izibophelelo zeMuni (okanye urhulumente wengingqi) zikhutshwe ukuphakamisa imali. Nangona kunjalo, urhulumente wengingqi ungumniki-mboleko. I-ETF yee-bonds ze-ETF zilandelela iimbosi ezibandakanya iimveliso zentsebenziswano karhulumente.

I-Muni Bond nee-ETs zivame ukuba nomngcipheko ophantsi kunye nokubuyela ngokuthelekiswa neengxowa-mali zebhanki.

Kwakhona, ii-ETF zinenzuzo yentela kwezinye iintlobo zotyalo-mali, kodwa xa kuziwa kwi-ETF ezinxulumene ne-ETF, inzuzo yerhafu ihluke ngokukodwa kwinto yokuba ii-ETF zibophelelwe ngerhafu.

Ukuba ungathanda ukubona ii-ETF ze-bonds zikamasipala, ungakhange ubone ngaphezu kweluhlu lwethu lwe- ETF ezibophelelweyo .

I-Inflation-Protected Bond (TIPS) ETFs

Uhlobo lwe-ETF olukhuselweyo lwexabiso lokunyuka kwamaxabiso luguquka kwixabiso njengoko izinga lokunyuka kwamaxabiso landa. Ukuba ukunyuka kwamaxabiso kuphuma, ixabiso le-TIPS liqinisekisiwe, lilungiswe kwisantya. Nangona kunjalo, njengoko amaxabiso awela, ixabiso le-TIPS alinalo. Urhulumente uqinisekisa ubungakanani buso.

Ingxowa efana ne-TIP, iShares Barclays TIPS Bond ETF, ithatha inkcazo ye-TIPS Bond, njenge-Barclays Capital US i-TIPS Index. I-TIPS izibophelelo ze-ETFs zivumela abatyali-mali ukuba bahlasele ngokunyuka kwamaxabiso kwaye bafumane ukufikelela kwiimarike ezikhuselweyo ze-inflation.

ETFs ebanzi

Ukuba abatyali-mali bafuna ukusebenzisa i-ETF ye-bonds kwipotifoliyo kodwa abanalo uluvo malunga nobude, isivuno, okanye amaxabiso, ngoko-ntanethi ebanzi i-ETF ifanelekile. Kukho iintlobo ze-ETF ezixhamlileyo ezilandelelanisa izibophelelwano zenkampani okanye urhulumente.

Umzekelo we-ETF ye-bond ebanzi yi-AGG - iShares Barclays Ahlanganiswe Bond ETF, elandelela i-Barclays Capital US ibhaliso olubanzi olubandakanya utyalo lwebakala lotyalo-mali.

Iifom ze-ETF zexesha elifutshane

Kwimeko yomeli-mali onenjongo ezifutshane, i-ETF yexeshana elifutshane njenge-BSV, i-Vanguard eXeshana-Bond Bond ye-ETF, ingaba yindlela yokuhamba. I-USY inamabhondi kunye nexesha elingaphantsi kweenyanga ezi-6, kodwa abanye banokuba neminyaka eyi-1-3 njengaleyo kwi-iShares Barclays ye-1-3 yeBhanki yeBhanki ye-ETF (CSJ)

I-Term Bond Bond ETFs

I-ETF ezidibeneyo ze-ETF zifanelekile kubatyalomali abanamacebo atyalileyo kodwa abafuni ukuhlala ixesha elide. Umzekelo, i-IEF, i-iShares Barclays 7-10 ye-ETF ye-Nondyebo, iqulethe iibhondi ezinexesha elide ukususela kwiminyaka emi-7 ukuya kwe-10. Nangona i-IEI, i-iShares Barclays 3-7 I-ETF ye-Nondyebo, iqulethe iibhondi ezinama-3 ukuya kwe-7 ubudala.

I-ET-b yeBan-Term Bond

Olunye uhlobo lwe-ETFs oludibeneyo yizo ezibandakanya izibophelelo kunye nexesha elide. Ngokomzekelo, i-Vanguard Long-Term Bond ETF (BLV) iqulethe iibhondi kunye neminyaka eyi-15 ukuya kwe-30.

Ii-ETFs zeBhanki zamazwe ngamazwe

I- ETF yezibophelelo zamazwe ngamazwe ingaba yindlela yakho yokufumana ukufikelela kwiimarike ezikhulayo, umngcipheko wangaphandle , okanye ukwenza umdlalo kumazinga angamazwe ngamazwe. Njengemali ye-ETF yezibophelelo, ezi mali zixhaswa nguRhulumente, kodwa kulo mzekelo urhulumente wamanye amazwe.

Umvuzo wobungozi ungahlukahluka ngokubhekiselele kummandla, kwaye iimpembelelo zerhafu zingahluka. Nangona kunjalo, kukho iintlobo ezahlukeneyo ze-ETF ezinxulumene namazwe ngamazwe afana neemarike ezikhulayo , i-TIPS, kunye ne-treasury. Ukuba ufuna ukuhlolisisa le ntlobo yeengxowa-mali, ungaboni kwakhona ukuba uluhlu lwethu lwe-ETF lwamazwe ngamazwe .

Ii-Bond ETonds

Abanye abatyali-mali banokuba nemingcipheko kwiimali zabo zokurhweba okanye iimingcele ezibathintelayo kwii- ETF ezifutshane. Faka i-ETF yekhonkco ehambelanayo, indlela yokufumana mfutshane ngaphandle kokuthengisa. I-ETF ezihambelanayo zakhiwa ukulandelelanisa ukusebenza kwempembelelo ye-index okanye i-asethi.

Imizekelo emibini yi-ProShares UltraShort Lehman ye-ETF (i-PST) kunye ne-ProShares UltraShort Lehman ye-20+ yoNyaka ka-20+ (ETT), kodwa ungabona uluhlu olupheleleyo apha ...

Uludwe lwe-ETFs ye-Inverse Bond

ETFs Bond Leveraged

Ngokuchanekileyo, ii-ETF zokudibanisa ezimbini ze-ETF nazo zibophelelene ne-ETF. I-ETF ezichitshiweyo zenzelwe ukulandelelanisa ukubuyela ngokuphindaphindiweyo kwi-index. Nangona kunjalo, ulwahlulo olubalulekileyo kukuba iinjongo kukuphucula ukubuyela kwimihla ngemihla, kungekhona ukubuyela kwonyaka. Yilinye leengongoma eziphambili ze-ETF ezinqatshelwe. Ukuba ufuna ukuzibona, khangela.

Uluhlu lwee-ETFs ezingenanto ezixhasiweyo

Convertible Bond ETF

I-ETF yokubophelela kwi-ETF iqukethe ibhondi yenkampani enokuhlawulelwa kwizabelo eziqhelekileyo zesitokhwe somniki-matyala. Umzekelo ngu-SPDR Barclays Capital Convertible Bond ETF (CWB)

I-ETF ye-Mortgage-Backed Bond

I-ETF yezibophelelo zenkxaso-mboleko inika i-portfolio exposure to securities backed securities. Nangona kunjalo, ipahla ezikhoyo kwi-fund akuzona ezo zengxowankulu eziphantsi kweengozi, eziphantsi kwemali. Ulwahlulo olubaluleke kakhulu, olugcina umgca wengozi ukukhangela.

Eyokuqala eyaqaliswa ngo-Ephreli ka-2009-MBB, iShonds ye-Bh Fixed-Rate Bond Fund.

IiJunk Bond ETFs

Izibopho ze-ETF ezinjenge-HYG - iShares iBoxx ye-High Yield Corporate Bond ETF, ithambekele ekubeni nexabiso elingaphantsi kwemali-mboleko, isivuno esiphezulu, kwaye ke ingozi enkulu. Ngoko ukuba lolu hlobo lotyalo-mali lubhenela kuwe, i-ETF ye-Junk bond inokuba yinto efanelekileyo kwiphothifoliyo yakho. Yaye ukuba ubone ebusweni, khangela uludwe lwe-ETFs ye-Junk bond .