Ukutshala imali eSweden, eDenmark, eNorway, eSweden nase-Iceland
Kule nqaku, siza kujonga indlela abatyala-mali bamanye amazwe abangakwazi ngayo ukuvelisa amazwe angamaNordic kwiiposfoliyo zabo.
Kutheni Utyalole kwiNordic?
Ummandla weNordic uqukethe iDenmark, iFinland, iNorway, iSweden ne-Iceland, kodwa abaninzi abatyali-mali baphuma e-Iceland ngenxa yobukhulu bayo. Lawa mazwe abelana ngesicwangciso esiqhelekileyo sokudibanisa inzentlalo kunye neengxowa-mali ngendlela yentlawulo ephezulu, amanetha amaninzi oluntu, kunye noqoqosho loqoqosho lokukhuphisana. Kwixesha elidlulileyo, le nkqubo iye yaphumelela kakhulu ekuveliseni ukubuyiswa kwemali kunye nomgangatho ophezulu wobomi.
Izinzuzo zokutyalomali kwiNordic
- Ulungelelaniso oluphantsi : Ummandla weNordic uhlala ulungelelaniso oluphantsi kunye neemarike zokulingana kwe-United States, oko kuthetha ukuba linikela ngezinga eliphezulu leentlobo ezahlukeneyo .
- IiRhafu zoKhuseleko ngokukhawuleza : Umkhiqizo wesiqhelo wentlalo weNordic uhlala kwi-1.5% ukuya kuma-4.4 ekhulwini, ephakamileyo kakhulu kunama-1.3 e-United States, ngo-Julayi 2017.
- Iimpawu ezikhangayo: Ummandla weNordic unemivuzo ephantsi-mali kunye neeriti-value ratio ngaphandle kwe-S & P 500, engayi gulela kwixabiso elingcono kubatyalomali.
Imiba yokuTyala kwi-Nordic
- Ukubuyiswa kweeNkcitho eziNcinane: I-S & P 500 SPDR (SPY) iphakanyisiwe malunga neepesenti ezingama-120 xa kuthelekiswa ne-50 engama-% kwi-ETF ye-Global F Nordic (GXF) ukususela ngo-2010.
- Imirhumo ephezulu : Amazwe aseNordic abonakaliswe ngerhafu ephezulu kunye neminatha enkulu yentlalo, enokubandezela ukukhula njengabantu abadala.
- Iindleko ezinkulu kakhulu : ii-ETF ezininzi kunye neengxowa-mali eziphathekayo zinemilinganiselo ephezulu yeendleko kunabalingani babo basekhaya.
Iifomfa ezifutshane zelizwe
Swiden
ISweden uqoqosho olujoliswe ngaphandle lwangaphandle lugxininiswe kumatshini, iimoto, ukuveliswa kwamaphepha, amayeza kunye nezixhobo zemikhosi. Amaqela amaninzi asekuhlaleni amashishini afaka iJamani (iipesenti ezili-11), i- United Kingdom (7.7 ekhulwini), iDanmark (7.3 ekhulwini) kunye ne-United States (iipesenti ezingama-6.4). Ngomlinganiselo wokuthenga ngetyala kunye ne-41.4 yeepesenti-mboleko kwi-GDP, leli lizwe lihlala kwizinyathelo zemali ezizinzileyo kwaye lilungele ukumozuluka nasiphi na isiqhwithi semali.
Norowe
Uqoqosho lwaseNorway lugxininise imbali ngokuthunyelwa kunye nezinto eziphathekayo ezifana neoli engcolileyo, amandla ombane kunye neentlanzi. Ngokungafani neSweden, iNorway isoloko ixhomekeke kwiindawo zokugcina ioli zoMntla oMnxweme ukugcina amandla oqoqosho. Ili lizwe linomlinganiselo ogqityiweyo wentengo kunye ne-30.3 yeepesenti ye-debt-to-GDP ratio ebonisa ukuba ihlala isetyenziswe ngokwemali xa kuthelekiswa nakwamanye amazwe kwiYurophu.
Finlend
Uqoqosho lwaseFinland ngokukodwa lujoliswe kwinkonzo-malunga neepesenti ezingama-30 ze-GDP yazo ezivela kwimisebenzi yokuvelisa nokucoca.
Ngamaxabiso angama-57 ekhulwini -mali-a-GDP , uqoqosho lugqibelele ngokukodwa kwerhafu ngaphandle kwe-Standard & Poor's T & C Assessment apho ine-AA +. Kwakhona kuphela ilizwe laseNordic elijoyine i-Eurozone kwaye ngoku isebenzisa imali ye-euro.
Dominikha
Uqoqosho lwaseDenmark lujolise kuzo zombini iinkonzo kunye nokuvelisa kunye nokuveliswa kweoli kunye nemveliso yegesi kuLwandle oluMntla. Ngenye yezona zilinganiso ezingalingani phantsi kwehlabathi, uqoqosho lwelizwe lusebenza ngoluhlu lweebambisene kunye neziseko ngaphandle kweenkampani eziqhelekileyo. Ili lizwe linomlinganiselo ogqityiweyo wentengo nge-44.5% eline-debt-to-GDP isilinganiso esinikela ngokunyaniseka kwezemali.
Indlela yokuTyala imali kwiNgingqi
Indlela elula yokutshala imali kumazwe aseNordic yinkxaso -mali yokuthengiselana kwengingqi ("ETFs"), imali kunye kunye / okanye iRiphabliki ye-American Depositary ("ADRs").
I- X X ye-Global FTSE Nordic Region (GXF) iphethe ipolfoliyo eyahlukeneyo ehlanganiswe neenkampani ezi-30 ezinkulu ezithengiswa esidlangalaleni eSweden, Norway, Finland naseDenmark. Icandelo lezemali linokugqithiswa okukhulu kunamaphesenti angama-32 ephothifoliyo, ngelixa ama-industrials, ukunakekelwa kwempilo, kunye ne-teknoloji yolwazi banamathuba amathathu aphezulu. Ngomlinganiselo weendleko ze-0.51 wepesenti, le ngxowa yindleko kuneendleko ezininzi zasekhaya, kodwa ngezinye ii-ETF zengingqi.
I- Fidelity® Nordic Fund (i-FNORX) yinkxaso-mboleko egcina impahla kwiSweden, eNorway, eFinland naseDenmark. Injongo yeengxowa-mali ifikelela kuma-35 ekhulwini yeempahla kwiiyo naziphi na i-shishini ezenza iikhompyutheni ezingaphezulu kwe-20 zoqoqosho lwengingqi, ngelixa zisebenzisa uhlalutyo oluphambili kunye neemeko zoqoqosho ukukhetha utyalo-mali oluthile. Ngomlinganiselo weendleko ze-0.98 wepesenti, i-fund ixabiso elincinci kunezinye iimali ezixhasayo kodwa zingaphaya kwe-Global X ETF.
Abatyalomali bamazwe ngamazwe banokufuna ukuqwalasela i-ADR ukutyalomali kula mazwe. Indlela elula yokufumana la mathuba ngowokujonga i-prospectus ye-Nordic ETF okanye iimali ezihlangeneyo ukufumana iinkampani ezinkulu okanye ezithembekileyo. I-drawback yokuqala kukuba abatyali-mali kufuneka baqhube ngokwabo ngokweenkampani nganye, bakhe iphothifoliyo zabo ngezikhundla zabo, kwaye baqinisekise ukuba kulungelelanise ixesha.
Ngaphantsi
Amazwe aseNordic aphuhlise idumela eliqinileyo kwiminyaka ngokulinganisela kwabo phakathi kwentlalo kunye nobudlobongela. Naphezu kweerhafu zabo eziphezulu kunye neenethweka zentlalo, la mazwe aye ahlala ekhuphisana kwihlabathi jikelele kwaye anikezela ngokutsha iingeniso kubatyalomali. Abatyalomali bamazwe ngamazwe bafuna ukujonga ngokuthe kratya kwiphondo njengethuba lokudibanisa iphothifoliyo yabo ibe yindawo ehlala ihlale iqinile kwezoqoqosho.