Imbali ye-ETF

Njani kwaye ii-ETF ziza nini?

Kwakubusuku obumnyama, bushushu ngo-1989. Ewe, ngokwenene kwakungekho mnyama. Enyanisweni, kwakusuku lokushisa ilanga xa i- ETF yokuqala ibonisa eCanada njengeNgxowa-mali ye-Participation Fund yaseToronto (iTIP 35). Ukuqhubela phambili ukuya ku-1993 xa i-Exchange Traded Fund yabonakala e-United States njenge-Standard & Poor's 500 Receives Receipts ( SPDRs ). I-Asia ilandele ngo-1999 kunye ne-ETF yokuqala, i-Hong Kong Tracker Fund.

Kwaye ekugqibeleni kodwa ubuncinci (akugqitywanga koko) yiYurophu yaseYurophu yase-Euro STOXX 50 yemarike ye-ETF yaqala ngo-2001.

Zingaphi ii-ETF?

Ngo-2002 kukho ii-246 ze- ETF zangaphandle kunye nakwamanye amazwe kwihlabathi. IYurophu yahola le ngxoxo kunye ne-106, kodwa i-United States yayingasemva kwama-102. I-Asia (kuquka iJapan) kunye neCanada landela i-ET ne-14 ye-ETF ngokulandelanayo. Ngoko ke ulwahlulo oluhle lwamazwe ngamazwe kunye nokukhetha kwe-ETF.

Kwaye ukubeka oko kwinqanaba, ekupheleni kuka-2008, bekukho i-747 eyatshintshiselwa imali yezorhwebo. Oku kunyuka ukusuka ku-629 ngo-2007 kwaye nangemva kwerekhodi yeenombolo ze-ETF ezivaliweyo (46). Ii-ET4 ze-164 zaqaliswa ngo-2008 kuphela. Kwaye ukuba sibona iinombolo zanamhlanje, sinemali phakathi kwe-1500 no-2000 imali kunye ne-$ 2 trillion kwiimpahla. Ngoko ishishini lokuthengisa ibhiziniselwano lithe lakhula ngokubanzi ekuthandweni nasekunikweni kwangoku.

Zonke ii-ETF zivela phi?

Ekupheleni kuka-2008, kwakukho i-$ 534 yezigidi kwiimpahla ze-ETF.

Kwaye ngelixa le nombolo iphantsi kwe-12% ukususela ngo-2007, isisa imali ehloniphekileyo. Kodwa into eningayiqondiyo kukuba abathathu abakhulu be-ETF baxhomekeke kwi-86% yezinto eziphathekayo zeengxowa-mali. I-Barclays Global Investors, i-SSgA, ne-The Vanguard Group idibanisa ukubamba i-ETFs enkulu.

Nangona kunjalo, kukho ezinye iinkampani ze-ETF eziphezulu kunye nezizayo ezinjengeShares neRevenueShares. Kukho nezinye iinkampani ezivala phantsi isebe labo le-ETF njengeNorthern Trust okwenziwe ngo-2008.

Yintoni ezayo kwi-ETF?

Ixesha elizayo lithini imali yokuthengiselana ngemali? ETF ezingaphezulu. Njengokuqala kuka-2009, uBarlaylay uqalise ii-ETF ezimbini ukulandelelanisa i-Index of Volatility (VIX) kunye neShares iqalise ii- ETF ezidibeneyo . IngenisoShares inee-ETF ezi-6 ezintsha kwi-mix kunye ne-State Street isesigxina nge-ETF ye-mortgage kunye ne-ETF ye-Nondyebo.

Ngoko nantoni na ukungabi nalutho kwimozulu yezemali, i-market ye-ETF isakhula. Ukuba awuzange ufake ii-ETFs esele kwisicwangciso sakho sokutyalomali , ngoku mhlawumbi kubekho ixesha elihle lokuqalisa.

Yaye ngoxa imali yokuthengiswa kwemali ingabonakala iphothifoliyo yakho, qiniseka ukuba wenze uphando olunzulu ngaphambi kokwenza nayiphi na imisebenzi. Hlola imbali ye-ETF, uqonde ingozi, jonga i-fund kwizenzo uze ubone indlela esabela ngayo kwiimeko ezahlukeneyo zemarike. Kwakhona, jonga kwizinto ezikhoyo kwingxowa-mali ye-ETF ezininzi zinokuthi ziqulethe iziphumo ezifana nexesha elizayo kunye neenketho. Yaye ukuba unemibuzo okanye uxhalaba, qiniseka ukuba udibanise nochwepheshe bezezimali, njengomthengisi okanye umcebisi.

Nangona kunjalo, omnye wenza isigqibo sakho, ke inhlanhla yakho yonke imisebenzi yakho, ngakumbi ngoku ukuba uyayazi imbali.