Izizathu zokuthengisa i-ETF

Njani kwaye Kutheni ufumane ii-ETF ezifutshane

Xa imarike ilwa, abatshali-mali abaninzi babhekisa isicwangciso sabo sokutshala imali kwaye babiza abadayisi babo ngezinto ezintathu kuphela engqondweni, "Thengisa, thengisa, uthengise!" Nangona kunjalo, njengawo nawuphi na utyalo-mali olusisiseko, ngaphambi kokuba uqale ukufutshane nokuthengisa, makenze ukuba ukwenza oko ngenxa yezizathu ezifanelekileyo.

  • 01 Ukuhlaselwa kweengozi yePotefolio Portfolio

    Ukuba unayo iphothifoliyo eninzi kwaye ufuna ukungena kwiintlobo ezithile okanye ukukhusela phantsi kwakho, ukuthengisa i- ETF yemarike ibe yindlela yokuhamba. Ngokuthengisa i-ETF yemarike ubeka ingozi ekuhlaseleni kwezinto zakho ezahlukeneyo. Ukuba iimarike ziyaqhubeka zizabalazela, uya kufumana kwisithuba sakho esifutshane se-ETF ukukunceda ukucima ezinye iilahleko ezikhuselekileyo.

  • 02 Ukuhlaselwa kweNkcazo yeNxweme

    Ukuba iphothifoliyo yakho inamacandelo ahlukeneyo okanye ihloselwe kakhulu kumashishini athile okanye impahla, ukuthengisa i- ETF yeshishini okanye i- ETF yezinto eziphathekayo ingaba isicwangciso esilungileyo. Esikhundleni sokuphelisa i-ETF yemarike, imboni okanye i-ETF yezinto eziphathekayo iya kukunika umgca ophezulu. Umzekelo, ukuba uninzi lwezinto zexabiso leoli, ukuthengisa i- OIH okanye i- USO kunokunceda ukuhlawulelwa ilahleko ngenzuzo kwi- ETF ye-oil short.

  • 03 Ukufaka ingozi kumazwe angaphandle

    IUnited States ayiyona yodwa ilizwe elinokubandezeleka kwezoqoqosho. Ukuba iphothifoliyo yakho ifumaneka kwingozi yengingqi (imfazwe, indlala, ezopolitiko, njl.) Ngokukhawulelana ne- ETF yelizwe inokunika ukhuselo olufunekayo kwiimeko ezizilungelelaniso. Umzekelo ogqityileyo ungasifutshane ne-ETF entsha yeColombia ukuba unotyalo-mali olunxulumene naloo mmandla.

    Unokuqwalasela ezinye iindlela zokungena kweengcipheko zangaphandle ngokuthengisa ii-ETF okanye ii -ETF.

  • 04 Uhlaselo lwezakhiwo

    Ingaba uthengisa i-ETF, i-Index, okanye ukhetho lwezobulungisa , unako ukuhlawula iindawo ezithatha ixesha elide kunye nokuthengiswa kwe-ETF. Umzekelo, ukuba udelele i-OSX (i-Index yeeNkonzo zeeyile) ukhetho lweefowuni, ngoko kuthengiswa kwe-OIH (i-ETF yamafutha elandelela i-OSX) inokuthi ikhuphe ingozi ethile. Ngokuxhomekeke kukwabiwa kwezinto ezikhethiweyo kwipotfoliyo yakho, ukhuseleko lunokufumaneka ngokubambisana ngemali yokuthengiselana ngemali.

  • 05 Ukufumana ukucacisa phantsi

    Ukufutshane naluphi na utyalo-mali lucwangciso oluphambili ngenxa yobume bengozi. Nangona kunjalo, kwimozulu yezoqoqosho yanamhlanje kufuneka iqwalaselwe. Ukuba emva kokuhlalutya ngokucokisekileyo, umtyalomali unqwenela ukuhlaselwa kwintengiso ethile, kwicandelo, okanye kwicandelo elithile, ukukhawulelana ne-ETF inokuba isicwangciso soshishino sokuphumelela. Ngokuthengisa i-ETF ukufeza le njongo, umthengisi omfutshane akazukuzuza kuphela ukufunyanwa kwakhe phantsi, kodwa uyavuna iintlawulo ze-ETF .

  • 06 Ukuvala indawo

    Nangona le sizathu esicacileyo sokuthengisa i-ETF, kusadingeka sichazwe. Ukuba uziva ufuna ukuvala ezinye iingeniso okanye uchithe isikhundla esikude se-ETF, uthengise i-ETF ukuvala loo ndawo isebenzayo ngokunjalo. Ngenxa yesakhiwo se-ETF, kukho iingeniso zerhafu xa uthengisa ii-ETF, ngoko qiniseka ukuba uyaziqonda ngaphambi kokuba wenze uhwebo lwangokugqibela.

    Kukho amacala amabini kuwo wonke urhwebo. Kwaye ngelixa "itheng-side" sisihloko esithandwa kakhulu, kukho abo bathengisa ii-ETF, nabo. Nangona kunesizathu esihle kunye nohlalutyo oluqinileyo, ukuthengisa i-ETF kunokukunceda ujikeleze iphothifoliyo yakho kunye necebo. Esinye isikhali kwi-arsenal yakho.

  • Zisoloko ziqhuba iingozi

    Njengoko naliphi na utyalo-mali, i-stock yenkampani, i-ETF, i-Index okanye enye into, nceda qinisekisa ukuba uphando ngokucokisekileyo kwi-ETF yakho okanye nayiphi na impahla yezimali phambi kokuba wenze nayiphi na intengiso (okanye iifutshane). Ukuqhuba ngokunyamekela kwakho, jonga indlela iimali ezahlukileyo ezazisabela ngayo kwiimeko ezahlukeneyo zemarike, jonga phantsi kwe-hood uze ubone ukuba yeyiphi na ye-ETF oyiqwalaselayo. Yaye ukuba unemibuzo okanye ixhalaba, qiniseka ukuba udibana nomthengisi, umcebisi wezezimali okanye omnye uchwepheshe wezezimali. Ngexesha ii-ETF zineenzuzo ezininzi, zininzi ezingonakalisayo ngokunjalo (njengoko kunjalo nayiphi na imali-mali). Ngoko kubaluleke kakhulu ukuqonda isithuthi sotyalo-mali phambi kokuba uthengise.