Sebenzisa ii-ETF ze-Oyili ukwenzela ukubeka ingozi kwi-Oil Risk nokunyusa i-Oil Exposure
Kutheni Uthenga i-ETF yamafutha?
Ayikho imfihlo yokuba amaxabiso eoli ayibone irekhodi eliphezulu kwaye sele sele ehla kumazinga "aqhelekileyo" amanqanaba.
Nangona kunjalo, banokunyuka kwakhona? Mhlawumbi mhlawumbi. Kulula nje ukuba bahla. Kodwa ukuba unenkampu yexabiso lokutyebisa ioli kwiseli eliphantsi, ngoko unokuyisebenzisa ngokunzulu ngombono wakho wokuthenga ngokuthenga kunye ne-ETF yeoli .
Esikhundleni sokuthenga ezimbalwa izikhethi zeoli, i-oil future, okanye i- index ye- oyile njenge-OSX (i-Index yeeNkonzo zeeyile), kunokuthi kube lula ukuthenga i-ETF yeoli (i- USO (iUnited States Oil Fund). Ngokuthenga i-ETF yeoli, ufumana ukuxhomekeka kwintsebenzo epheleleyo. Awunakufuneka ulandele inkitha yeemfihlo okanye ixesha elizayo kwaye uhlasele amaxabiso. Kunoko, uthenge i-fund equkethe impahla yeoli ngaphandle kokujongana nokuthengwa komntu ngamnye. Omnye umthengi, intengo enye, ukubonakala kwangoko kwishishini leoli. Ungathethi ngemali oyigcina kwii-komishoni kunye neenzuzo zentlawulo zentlawulo kwakhona.
Kutheni Kuthengisa i-ETF yeoli?
Mhlawumbi awuqinisekanga ukuba amaxabiso eoli ephantsi.
Ukhohlise. Ngenxa yezizathu ezichaseneyo nomtyalomali uza kuthenga kunye ne-ETF, unokufuna ukuthengisa i-ETF yeoli . Hlalani nikhumbula ingozi kunye neengcamango zokunciphisa nayiphina impahla ngaphandle kwendlela yokulwa.
Nangona kunjalo, zikho ezinye izizathu zokufutshane i-ETF yeoli, nayo. Kungangoko kunokwenzeka ukuba uninzi lwezinto ezikhuselekileyo kwishishini leoli.
Ukuthengisa i-ETF yeoli kunokuba yindlela ekhuselekileyo yokukhusela umngcipheko othile. Njengamaxabiso eoli awela, unokulahlekelwa inzuzo kwixabiso leoli kwi-portfoliyo yakho, kodwa isikhundla esifutshane se-ETF sinokukunceda ukukhupha. Naliphi na ixesha ophantsi kokungcola, usebenzisa ukuthengiswa okufutshane kwe-ETF yindlela efanelekileyo yokukhusela utyalo-mali. Ngaloo nto, ukuba enye ixabiso lempahla yeoli, ukuthengwa kwe-ETF kuya kuqondakala ngokufanelekileyo ukuwenza umgca ophezulu.
Enye indlela eya kwioli efutshane kunye ne-ETF yeoli kunye nokuthenga i-ETF yeoli. I-ETF ezinqamle zenzelwe ukwandisa kwixabiso njengenkunkuma yokunciphisa imali. Unceda abatyali-zimali abafuna izikhundla ezimfutshane kodwa banemimiselo yemida okanye bathengise imingcele kwi-akhawunti yabo yomrhwebi.
Kutheni ucinga ngee-ETF ezichaziweyo?
Emva kokuhlalutya ngokucokisekileyo, unquma ukuba awunayo imbono malunga nesikhokelo soshishino lweoli, kodwa ucinga ukuba imarike ayizinzile. Ubona ubuninzi bexesha elizayo kwixesha elizayo. Enye indlela yokusebenzisa eli qhinga kukuqwalasela iindlela ze-ETF zeoli. Ukuthenga ukhetho oluxhomekeke kwi-ETF yeoli eluhlu lweemveliso ezifana ne- OIH (IiNkonzo zeeOyile zeHOLDRs), kunokukunceda ufumane ukunyuka kokubambisana nokuhamba. Isikhundla esichaseneyo (ukuthengisa i-straddle) sinokubamba ukungabi nentshukumo kwimboni yeoli kunye nokuxhamla iphothifoliyo yakho.
Izinketho zingasetyenziselwa nje "njenge-time-hedge" kwiindawo ezithile zeoli kwiipotifoliyo yakho. Qhubeka ukhumbule ukuba ukuthengiswa kwe-ETF isicwangciso esiphambili soshishino kwaye kufuneka ukuba kuqwalaselwe kuphela abo baneengcali ukuqonda ukuguqulwa kweemarike ezivela kwiimveliso.
Fumana i-Indu icwebile i-ETF kufuphi nawe
Ngaphambi kokuba ubize umthengisi wakho ukuba athengise i-ETF yeoli, kubaluleke kakhulu ukuqhuba uphando olunzulu kunye nohlalutyo. Indawo enokuqala ukuqala kukujonga ezinye ze-ETF zeoli kunye nokujonga indlela abazenza ngayo. Ukuba unomdla wokutshala imali kwioli ngokufaka iifowuni yefowuni kwipotfoliyo yakho ukuze ufumane ukutshatyalaliswa okanye uhlasele umngcipheko othile, ngoko unokufuna ukubheka ezinye ze-ETF ezinqwenelekayo zeoli ngaphambi kokuba uqalise. Nalu uluhlu lwezinye ze-ETFs ezithandwa kakhulu kwi-ETFs kunye no- ETN ukuhlalutya (kunye namanye ama-ETF amandla).