Indlela yokubambisa kwiNkokeli yezoqoqosho kwilizwe

Ukusebenzisa ii-ETF zamazwe ngamazwe kunye nokuthengisa okufutshane kukuNcedisa

Uqoqosho lwamazwe ngamazwe luhamba kwimigudu eyi-bullish okanye ye-bearish engakwazi ukuchitha iminyaka emininzi okanye kwamashumi eminyaka (njengoko kunjalo neJapan). Nangona abaninzi abatyali-mali bezizwe ngamazwe baqhelanise nokuthenga iimali zentengiso ekwabelana ngamazwe ngamazwe ("ETFs") ukuxhaswa kwamathuba okukhula, ingcamango yokubheja kwilizwe okanye ukuhlala kwexesha elifutshane okanye kwexesha elide lingabonakala lingaphandle, okanye ngakumbi, kakubi.

Kule nqaku, siza kujonga ukuba abatyala-mali behlabathi bangabheja njani ekunciphiseni kwezomnotho kwelizwe usebenzisa i-ETF yamazwe ngamazwe kunye nomsebenzi owaziwa ngokuthi ukuthengisa okufutshane.

Ukutshala imali nge-ETFs zamazwe ngamazwe

Indlela elula kakhulu yokuba umtyalo-mali oqhelekileyo ukuba afumaneke kwiimarike zamanye amazwe usebenzisa i-exchange-marketed funds ("ETFs"). Ngokubamba idiksi ehlukeneyo yeempahla ezikhuselekileyo ezithengiswa nge-US exchange, ezi zibizwa ngokuthi " ii-ETF zelizwe " zibonelela ngokukhawuleza kwintsebenziswano yelizwe lonke ngokusebenzisa ama-equity equity-equity equity, kunye nexabiso elincinci lexabiso elimalunga nokunye .

Abatyalomali bamazwe ngamazwe bakholelwa ukuba uqoqosho lwelizwe luya kukhula luya kufuna ukucinga ngokuthenga ezi zi-ETF njengendlela yokuzixhasa ngokukhula kwezoqoqosho. Xa uqoqosho lukhula, iinkampani ezisebenza kwimida yazo zihlala zibona ingeniso ephezulu kunye nenzuzo ngexesha. Kodwa, isigqibo sithatha kuxhomekeke kuqikelelo olukhoyo lwala maxabiso, olusele libala ngokukhula kwaye lube lukhulu.

Indlela yokufumana inzuzo ekuhlahleni

Ukuthengisa okufutshane kukubandakanya ukuboleka kwaye ngokukhawuleza kuthengisa ubulungisa kunye nesivumelwano esendaweni ukuyihlawulela kwikamva.

Ngokomzekelo, umthengisi obambe isitoreji se-AAPL egameni labathengi balo unokuboleka eso sithuthi kumthengisi omfutshane oya kuzuza aze athengise ngemali. Ukuba isitophelo se-AAPL sinciphisa ixabiso, umthengisi omfutshane unokuwuhlawulela ngokuncinci kunokuba athengise kwaye avelise inzuzo.

Ingcamango yokuthengiswa okufutshane ingasetyenziswa kwi-ETF yelizwe, kuba ihweba njenganoma yimuphi umlinganiso wase-US.

Abatyalomali bamazwe ngamazwe bakholelwa ukuba uqoqosho lwelizwe lusemngciphekweni lungancishiswa ukuthengisa i-ETF yelizwe ngokuboleka kwaye ngokukhawuleza kuthengisa i-ETF ngenzuzo, ukubheja kwinto yokuba baya kukwazi ukuhlawulela ukulingana nokubuyisela imali mboleko ngexabiso eliphantsi ixesha elidlulele.

Iingozi ezibalulekileyo zokuqwalasela

Ukuthengisa okufutshane kufaka inqanaba elikhulu lokubeka ingozi ngokumalunga nokutyalo-mali lwendala elide kuba luquka ukuboleka - okanye umda . Ngokomzekelo, cinga ukuba umtyalomali-mfutshane-uthengisa i-ETF yelizwe kwaye ayiphutha ngokuncipha kwayo. Ukuba i-ETF iyaxabisa ngokuxabisa ngama-50% ngaphezu konyaka, umtyalomali usenyanzelekile ukuwuhlawulela kwaye athathe ilahleko ye-50% kwisithuba.

Iyona nto inokungalungi ibangelwa kukuba ukuthengiswa okufutshane kubandakanya ukulahleka okungenamkhawulo kunye nokuzuza kwe-100% kuphela, ekubeni ixabiso lentengo linokuwela kuphela i-100% kodwa lingavuka ngokungapheliyo. Ezi zintlukwano zichasene ngqo nokutyalo-mali kwexesha elide kwaye zibonisa abatyala-mali ukuba babe nomyinge onobungozi obunobungozi ukusuka ekuqaleni. Kodwa kunjalo, abatyala-mali abaninzi baqwalasela le mingcipheko ekufuneka ithathe.

Ezinye iindlela zokuThengisa okufutshane

Abatyalomali bamazwe ngamazwe bafuna ukuqwalasela ezinye iindlela zokuthengisa ngokufutshane ngaphambi kokuthatha umngcipheko.

Eyona ndlela eqhelekileyo iyayithenga ukukhetha okukhethiweyo , okunika abatyalo-mali ithuba lokuthengisa ngexabiso elithile okanye phambi komhla othile. Ngokuthenga ukhetho olukhethiweyo, abatyali-mali banokuzuza ngokunciphisa ngokunyuka kwexabiso eliqinisekileyo lokuthengisa elinokuba liphezulu kunexabiso lemarike.

Ukuphazamiseka kokusebenzisa iindlela kukuba ekugqibeleni zonke iziphelo ziphela, kanti isikhundla esifutshane sinokushiywa ngokusemthethweni. Ngamanye amagama, faka iinqunto zifuna abatyalo-mali ukuba bazame kwaye " ixesha lokuthengisa " kunokuba balinde nje ukuba bahlawule. Ukurhweba kukuba kubandakanyeka kakhulu imali-mali-mali, iphrofayili yokufumana ingozi, kwaye inokubaluleka okukhulu.

Ngaphantsi

Uninzi lwabatyalomali bamazwe ngamazwe baqhelaniswe nokutyalomali kwi-ETFs yamazwe ngamazwe ukuzuza ekukhuleni koqoqosho lwelizwe, kodwa abatshali-mali abambalwa baqhelana neendlela zokubheja ekunciphiseni kwelizwe.

Ukuthengisa okufutshane kunye nokubeka iindlela ezinokubanika iindlela ezimbini zokubeka iintlobo zeebhasti ezikhokelo, nangona zibandakanya umngcipheko omkhulu kunokuba utyalo-mali olude.