Inkcazo yeNkqubo yoKwakha ye-ETF
Ukuba uya kuthengisa ii-ETF, kufuneka uqonde ukuba zenziwe njani. Kuya kukunika ingqiqo engcono apho i-Exchange Traded Fund ikulungele isicwangciso sakho sokutyalomali . Ukuqonda inkqubo yokwakha ye-ETF kuya kunceda ngophando lwakho kwaye kukuncede wenze isigqibo sokuba uza kujonga kwi-ETF yakho elandelayo. Kodwa kuqala ...
Yintoni uMboneleli we-ETF?
I-ETF yabanikezeli beenkonzo, baphuhlise kwaye kwiimeko ezininzi balawula i-fund exchange exchange fund.
Kukho amaxesha, nangona kunjalo, xa umboneleli we-ETF uza kusebenzisa izakhono zamanye amaziko ezezimali kunye kunye naye kunye nokulawula i-fund entsha. Olu hlobo lwentsebenziswano lunokunceda ukuvelisa umkhiqizo othengiselwano olungcono.
I-ETF iyenziwe njani?
Isinyathelo sokuqala kwinkqubo yokudala yinkonzo ye-ETF ukugqiba ukuba yeyiphi na icandelo, impahla okanye imarike ekulandeleni ize yenze i-fund ngenjongo yokukhupha i-asethi okanye i- index .
Emva kokuba le ngcamango igqityiwe, umboneleli we-ETF kufuneka afake i-SEC (i-Securities Exchange Commission) ukuba inikwe i-fund entsha. Iinkalo ezinokuchaphazela inkqubo yokuvunywa yindlela yokusetyenziswa kweziphumo (njengexesha elizayo okanye ukhetho) ukuba kukho ukubuyiswa okuphezulu kunye nokulawulwa kwengxowa-mali.
Emva kokuba inkqubo yokuvunywa iphelile, umboneleli we-ETF wakha i-fund entsha usebenzisa izixhobo ezifana ne-stocks, ukhetho , i-future, okanye ezinye iimpahla ngendlela efanelekileyo yokufezekisa injongo.
Kukho iintlobo ezahlukeneyo zotyalo-mali eziya kwi-ETF .
Kwezinye iimeko, umboneleli we-ETF angasebenza kunye nomnye inxaxheba ojongene nokufumana iifayili kwingxowa-mali kwaye ubambe kwi-trust. Okanye umboneleli we-ETF unokujongana nalo xanduva ngaphakathi kwindlu.
Uhlobo lwe-ETF lolunye luqwalasela kwinkqubo yoyilo.
Ngaba i- ETF iya kulawulwa ngokufanelekileyo ? Ngaba iya kuba yi- ETF ? Ingaba ibuyiselo iya kuhlaselwa ? Kwaye ke, iikhrayitheriya ezifana neerhafu, inzala kunye nokunyanzeliswa kwezinto ziyaqulunqwa kwakhona.
Ekugqibeleni, ukuba ivunyiwe, i-ETF entsha iya kufumana isimboli (enegama lekhosi) kunye nosuku lokuqalisa. Kwakhona, ezinye iinqunto ziya kwenziwa ngathi i-ETF entsha iya kubambisa. Ukusuka apho yimeko nje yokubethela intsimbi yokuvula kwaye uvale.
Yintoni Ndiyayifuna kwi-ETF?
Ndicinga ukuba kubalulekile ukuqonda naluphina utyalo-mali kwipotfoliyo yakho kunye nendlela asebenza ngayo. Ngoko ukujonga ngaphantsi kwe-hood yiphina i-ETF yinto efanelekileyo. Ndiyathanda ukuhlala ndijonge kwii-holdings ngokwam. Kuhlala kuluhlu ukubona oko ku-ETF yakho.
Nangona kunjalo, ezinye i-ETFs ngokukodwa ezo zizisebenzisa kakhulu iziphumo, zinokuba nzima ukuhlola. Ngakoo matyala, uphando malunga ne-ETF yangempela (ukusebenza, iinjongo, ukubuya kwangaphambili, njl.) Kunokubaluleke ngaphezu kokuhlalutya okwakhiwe ngokwawo. Kodwa ngaphambi kokuba wenze nayiphi na yorhwebo, i-ETF okanye enye, uphando luyintloko.
Yaye ukuba unayo nayiphi na imibuzo okanye uxhalaba malunga nayiphi na ingxowa onokuyiqwalasela, qiniseka ukuba udibanise neengcali zemali ezifana nomthengisi okanye umcebisi. Akukho nzala-mali ayikho ingozi, ETF okanye ngenye indlela.
Ngoko qiniseka ukuba uyaqonda nayiphi na umngcipheko ohambelana nayo nayiphi na imali. Kodwa xa wenjenjalo, ke inhlanhla kunye nabo bonke oomsebenzi wakho.