Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024

Инвестиции

Ensimbi za ETF mu katale ka Russia: olukalala lw’ebisinga obulungi eri omusigansimbi wa Russia ebiriwo mu 2022. Obungi bwa ETF butera okutabula. Kizibu nnyo eri abatandisi okulonda eky’okulonda ekibasaanira, nga tebategedde bikozesebwa ki ebisinziira ku nsimbi ezisuubulirwa mu kuwaanyisiganya ssente era ne zikola ekifo eky’okusiga ensimbi. Wansi osobola okusangamu ennyonyola ku nsimbi za ETF ezisinga obulungi mwe zikola amagoba bamusigansimbi b’e Russia okuteeka ssente. Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024

Ensimbi za ETF: kye ki

ETFs ziyitibwa exchange traded funds, nga mu kino emigabo gikuŋŋaanyizibwa okusinziira ku indices/sectors/commodities zonna. Okuteeka ssente mu ETFs y’engeri ennyangu ey’okufuna akatale k’emigabo mu nsi yonna. Tekyetaagisa kumanya kwa njawulo okuteeka ssente mu nsimbi zino.

Nga bagula emigabo mu ETF, bamusigansimbi basobola okuteeka ssente mu migabo gyonna egiri mu muwendo omulundi gumu. Bwe kityo,
enjawulo yeeyongera era obulabe bukendeera.

Singa ensawo eggalwa oba eby’obugagga ne bitundibwa, omusigansimbi ajja kufuna ekitundu ekigerageranye ku muwendo gwabyo mu kiseera ensawo we zitundibwa.
Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024

Ebyafaayo by’okubeerawo

ETF zasooka kulabika ku katale mu 1989. Mu Amerika, zaatandika okufunibwa mu 1993 gwokka, ate mu mawanga ga Bulaaya kyali kisoboka okugula emigabo mu nsimbi ng’ezo mu 1999 gwokka. Mu myezi egyasembayo egya 2015, ETFs zaali zikwata ku bintu eby’enjawulo ebisukka mu 1,800 mu bitundu by’akatale/ebifo eby’enjawulo/enkola z’okusuubula. Olw’omutindo guno, abaddukanya ensawo z’okusiga ensimbi basobodde okukekkereza ssente, kubanga ssente z’emirimu zakendeezebwako mu ngeri ey’amagoba. We bwatuukira mu December wa 2019, eby’obugagga bya Amerika ebiddukanyizibwa byatuuka ku buwumbi bwa ddoola buna n’obukadde 400. N’okutuusa kati, ETFs zikyali za ttutumu.

Ensimbi za ETF: embeera y’akatale ka Russia

Mu myaka 20 egiyise, akatale k’okusiga ensimbi mu Russia kakyuse mangu. Singa mu 1999 ensimbi z’okusiga ensimbi zokka ze zaali zikkirizibwa okugifuna, olwo nga 2001 anaatera okuggwaako waaliwo okugabanya mu nsawo ez’ekika kya mutual ne joint-stock. Mu kusooka,
mutual funds (mutual funds) zokka ze zaasimbira emirandira mu katale, era emyaka 7 gyokka egiyise ETF funds zatandika okufuna obuganzi obw’amaanyi. https://ebiwandiiko.opexflow.com/okusiga ensimbi/fondy-etf.htm

Lwaki waliwo ETF ntono nnyo ku MOEKS – ssente ki eziri ku Moscow Exchange?

Waliwo ETF ntono nnyo ku MOEX. Abakugu balowooza nti kino kiva ku buzibu obumu. Nga ateeka ssente mu nsawo esuubulirwa mu kuwaanyisiganya ssente, omusigansimbi tasobola kusinga katale, kubanga okuteeka ssente mu muwendo (index investing) kutegekeddwa okutuuka ku makulu ga wakati.

Olukalala lwonna luli ku https://www.moex.com/msn/etf

Ebitundu ebikulu ebya ETFs bikiikirira ebifo ebiddiŋŋana ensengeka y’emiwendo egy’enjawulo egy’emigabo (ebikulembera/eby’ekitundu). Naye osobola n’okusanga ssente endala nga zeesigamiziddwa ku nsengeka enzibu ez’ebintu ebiva mu nsimbi. Ssente ng’ezo tezifunibwa bamusigansimbi ab’obwannannyini. Okusuubula ETF ng’eyo erimu akabi ak’amaanyi. Mu kiseera kye kimu, amagoba mu musango nga yinvesita asobodde obutabalirira bubi na bbeeyi gajja kuba waggulu emirundi egiwerako. [ekipande id = “ekigattibwako_12042″ align=”aligncenter” obugazi=”800″]
Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024 MICEX ETF [/ekiwandiiko].

Ensimbi za ETF: engeri gye zikolamu

Okusinziira ku nteekateeka eragiddwa, ensawo eno efuna eby’obugagga bingi mu kifo kyayo. Oluvannyuma lw’ekyo, ETF etandika okufulumya emigabo gyayo. Osobola okuzigula n’okuzitunda ku katale k’emigabo. Mu nsawo emu wasobola okubaawo sitooka ezisoba mu 100 mu bitundu eby’enjawulo eby’emirimu / niches. Emigabo gya kkampuni mu buli nsawo giragibwa mu muwendo omuwendo gwe gubaliriddwa. Omuwendo guno gukozesebwa okwekenneenya okusobola okwekenneenya ebitundu ki eby’ebyenfuna/amakampuni ebikula mu muwendo. Eno y’ensonga lwaki okukula kw’ebbeeyi y’emigabo tekukwatagana na kukula kwa muwendo.
Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024

Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia okutuuka mu 2022

Ensimbi za ETF ziludde nga zifuna ettutumu mu katale k’okusiga ensimbi, olw’okuba abantu basobola okuteeka ssente mu migatte nga tezisaasaanya ssente nnyingi okusobola okukola amagoba mu bbanga eggwanvu.
Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024

Sberbank S&P 500 Omuwendo gwa SBSP

Omuwendo gwa S&P 500 Index gwe muwendo gwa sitoowa ogulimu kkampuni za Amerika 500 ezisinga obunene mu kibbo. Ekitundu ku magoba g’afuna nnannyini migabo kiddamu okuteekebwamu nga bwe kifuuka ekifunibwa. Ensengeka y’ekifo ky’ensimbi mu nsawo yeekenneenyezebwa ng’omugabi akyusa ensengeka y’omuwendo n’ebipimo byagwo eby’okubalirira, oba bwe kiba kyetaagisa. Bamusigansimbi basobola okugula emigabo mu ddoola/rubles. Omuwendo gw’omugabo gumu gutandikira ku 1,000 rubles. Kinajjukirwa nti okugula ETF za ruble kitwalibwa ng’ekisinga okuvaamu amagoba. Akakiiko akasinga obunene buli mwaka tekasussa bitundu 1.04%. Omusigansimbi yeetaaga okusasula ssente ku:

  • enzirukanya y’emirimu – 0.8%;
  • ekifo eky’okuterekamu ebintu – 0.15%;
  • ensaasaanya endala – 0.05%.

Ebbaluwa! Ebintu 2 ebisembayo eby’omuwendo tebiriimu VAT, kale omuwendo gwonna guli 1.04%.

Mu mbeera nga yinvesita alina emigabo okumala emyaka egisukka mu 3, asonyiyibwa emisolo (obukadde busatu buli mwaka).
Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024

VTB Moscow Omuwendo gw’ensimbi VTBX

VTB “Moscow Exchange Index” VTBX ye nsawo ya nsimbi esuubulirwa mu kuwaanyisiganya ssente esuubula ku Moscow Exchange (Moscow Exchange) era n’eteeka ssente mu migabo gya kkampuni okuva mu Moscow Exchange Index. VTB Moscow Exchange Index VTBX eteeka ssente mu migabo egya bulijjo/egisinga okwettanirwa, wamu ne
lisiiti z’okutereka emigabo eziri mu Moscow Exchange Index. Amagoba agabadde gafunye gaddamu okuteekebwamu ssente. Okugula yuniti za nsawo kisobozesa bamusigansimbi okuteeka ssente mu kifo kya sitoowa eky’enjawulo ku ssente entono. Omuwendo gwonna n’akakiiko ka VTB Moscow Exchange Index VTBX tebisukka 0.69% buli mwaka. Bw’oba ​​ogula ebintu ng’oyita mu kusaba, teweetaaga kusasula kakadde ka brokerage.
Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024

FXIT

FXIT etwalibwa ng’emu ku nsimbi ezisinga okuba ez’ebbeeyi, nga muno mulimu emigabo gya kkampuni za IT ezisinga obunene. Bamusigansimbi basobola okwetaba ennyo mu kukula kw’emigabo gya kkampuni za tekinologiya ow’omulembe ezisinga okwettanirwa: Apple/Microsoft/Intel/ Visa/IBM/Cisco/Oracle, n’ebirala Ekifo kya FXIT kirimu abagaba emigabo abasoba mu 80, ekikakasa enjawulo mu by’obugagga era kikendeeza ku bulabe. Ebisale by’okuddukanya ensimbi bitono.

Ebbaluwa! Ensimbi eziteekebwa mu sitoowa zitera “okugwa”. Omutendera gwa wakati ogw’omwaka ogw’enyingiza mu biseera ebiwanvu gujja kukolebwamu okulinnya / okukka.

Amagoba agafunibwa gaddamu okuteekebwamu ssente. Singa abakozesa batunda emigabo gya ssente nga bakozesa empeereza ya
broker wa Russia , omusigansimbi ssekinnoomu ajja kusasulwa omusolo ku nfuna ye (13% ku njawulo wakati w’omuwendo gw’okugula n’omuwendo gw’okutunda). Okutuusa ng’emigabo gitundiddwa, omusolo tegujja kuggyibwako. Bw’oba ​​oyagala okwewala okusasula omusolo mu kiseera ky’okutunda, osobola okugula emigabo gya FXIT ku IIA
( individual investment account). Mu mbeera eno, okuggyibwako omusolo kuweebwa.
Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024

FinEx FXUS

FinEx FXUS y’emu ku ETF ezisinga obulungi ebweru. Ekifo kino kirimu kkampuni za Amerika ezisoba mu 85%: Amazon/Apple/Coca-Cola/Facebook/Johnson&Johnson/Microsoft/VISA. Solactive AG ye index enkulu eri ensawo eno. Bamusigansimbi basobola okutunda omugabo ekiseera kyonna ne baggyayo ssente eziteekeddwamu wamu n’enyingiza. Omusingi gw’okuyingira guli wansi. Waliwo okukendeeza ku musolo:

  • Ebisalibwako mu IIS;
  • omuganyulo ogw’ekiseera ekiwanvu ogw’ekiseera ekiwanvu.

Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024 Okusobola okufuna emirimu gy’okutunda, olina okwewandiisa mu pulogulaamu y’essimu. Oluvannyuma lw’ekyo, baggulawo akawunti ya brokerage ne bakyusa ssente ezeetaagisa okugula emigabo. Okuyita mu foomu y’okunoonya, basanga ebibanja nga bakozesa ticker FXUS. Nga alonze eky’okulonda ekituufu okuva ku lukalala, omusigansimbi awaayo ekiragiro ky’okugula.

Ebbaluwa! Oluvannyuma lw’okumaliriza okutunda, ssente zijja kuggyibwa ku akawunti, era omugabo gujja kuteekebwa eri omusigansimbi omupya.

VTB – Obuyinza bw’ensimbi

VTB – Liquidity – ensawo egendereddwamu okuteeka ssente mu bbanga ettono n’okuddukanya liquidity. Bamusigansimbi basobola okuteeka ssente okumala ebbanga erisukka mu ssaawa 24. Okukunganya amagoba buli lunaku. VTB eyolekedde obulabe obw’okukka – Liquidity ntono. Eby’obugagga bya nsawo eno biteekebwa mu bikozesebwa mu katale k’ensimbi. Ssente z’okuddukanya emirimu buli mwaka tezisukka bitundu 0.49%. Omusigansimbi asasula:

  • empeera ya kkampuni eddukanya emirimu – 0.21%;
  • ekifo eky’okuterekamu ebintu – 0.18%;
  • ensaasaanya endala – 0.1%.

Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024 Amaanyi ga VTB ETF – Liquidity mulimu:

  • intraday liquidity (okubeerawo kw’obusobozi bw’okugula / okutunda ensawo nga erina spread esinga obutono);
  • amagoba agayinza okuvaamu agageraageranyizibwa ku ssente eziterekebwa mu biseera eby’ebitongole bya bbanka ebisinga obunene;
  • akabi akatono ak’okugwa wansi.

Kisanyusa okumanya! Amagoba agava mu nsawo buli mwezi gali +0.28%.

FXRU nga bwe kiri

FinEx Tradable Russian Corporate Bonds UCITS ETF (FXRU) etwalibwa ng’ensawo enoonyezebwa ng’essira liteekeddwa ku muwendo gwa Russian Corporate Eurobond Index EMRUS (Bloomberg Barclays). Ensimbi eziteekebwamu zikuumibwa mu ngeri eyesigika okuva ku kugwa kw’omuwendo gwa ruble. Okusasula amagoba tekuweebwa. Bamusigansimbi basobola okukozesa ssente ze bafuna. Okuddamu okuteeka ssente mu magoba kiyamba okwongera ku magoba agava mu nsimbi eziteekeddwamu. Ensawo ya ETF esuubulirwa ku Moscow Exchange mu ssente za rubles. Kyetaagisa okufaayo nga bukyali okuggulawo akawunti ya brokerage ekuwa olukusa okuyingira mu Moscow Exchange. Akawunti bw’emala okuggulwawo, funa ETF ng’okozesa ticker mu mobile app/PC terminal ya broker. Oluvannyuma lw’ekyo, osobola okwenyigira mu kutunda n’okugula. Ebirungi ebiri mu FXRU ET mulimu:

  • omutendera gw’akakiiko ogukkirizibwa, nga guno guli 0.5%;
  • okubeerawo kw’okuyingira mu ngeri ennyangu n’ekipimo ekitono eky’okuyingira;
  • erinnya lya bizinensi eritaliiko kamogo;
  • omusolo ogugenda okuweebwa nga okozesa AI ku nsimbi eziteekebwamu;
  • enteekateeka entangaavu ey’okukolagana;
  • okugatta obukuumi bw’okusiga ensimbi n’okusasula ssente.

Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024

Ebbaluwa! Eurobond ETFs zisobola okugulibwa ennyo bamusigansimbi olw’omusingi omutono ogw’okuyingira.

Schwab ETF ya Amerika Entono

Schwab US Small-Cap ETF etwalibwa ng’engeri ennyangu, ennungi, era ey’enjawulo ennyo ey’okuteeka ssente mu sitoowa za small-cap. Mu kifo ky’ensawo eno mulimu emigabo egisukka mu 1,700 egya kkampuni entonotono/ez’omu makkati. Tewerabira nti emigabo gya nsawo eno gisibiddwa ku byenfuna by’omunda mu Amerika. Schwab US Small-Cap ETF ya bbeeyi ntono, ekitwalibwa ng’enkizo ey’amaanyi. Amagoba agava mu magoba gali 1.2%, era omuwendo gw’ebisale tegusukka 0.04%.
Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024

FinEx: EKITUNDU KYA REIT mu Amerika ETF USD

FinEx US REIT UCITS ETF USD ye nsawo eyettanirwa ennyo egaba omutindo gwa waggulu ogw’enjawulo (okuteeka ssente tezijja kwesigama ku mbeera mu bitundu by’ebyenfuna ssekinnoomu) n’okusasula ssente. Bamusigansimbi balina omukisa okugula / okutunda amangu eby’obugagga, ate nga bakekkereza ku misolo. Ssente z’okulabirira ensawo ziri 0.6%. Amaanyi ga FinEx: US REIT UCITS ETF USD mulimu:

  • ssente ennyingi ezisobola okukozesebwa;
  • okukendeeza ku musolo;
  • enjawulo ey’amaanyi;
  • tewali nsaasaanya ya nzirukanya.

Ebbaluwa! Amagoba gaddamu okuteekebwa mu FinEx US REIT UCITS ETF USD. Olw’ensonga eno, omusigansimbi aggyawo obwetaavu bw’okussaayo ebbaluwa y’omusolo ku lulwe.

Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024

FXDE

FXDE ETF ye nsawo esobozesa bamusigansimbi okuteeka ssente mu sitoowa za Girimaani mu ngeri ey’amagoba n’ebyenfuna bya Bulaaya ebikulembedde. Mu kifo kino mulimu emigabo gya kkampuni ezisinga obunene: Siemens/SAP/Bayer/Daimler/Allianz/Adidas/Volkswagen/BMW n’endala.Omuwendo guno gukwata ebitundu 85% ku katale k’emigabo akasinga obunene mu Bulaaya. Ssente enkulu eya FXDE ye Euro. Singa wabaawo okukendeera kw’omuwendo gwa Ruble, omusigansimbi ajja kuganyulwa mu njawulo eriwo mu miwendo mu ngeri ey’otoma. Kkampuni ezisunsuddwamu ezikola ebintu ebikozesebwa mu bulamu obwa bulijjo ze zisinga omugabo mu FXDE. Amakolero g’amafuta tegaliiwo ddala.

Ebbaluwa! Amagoba agafunibwa ku migabo gya kkampuni gaddamu okuteekebwamu ssente.

Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024

FinEx Russian RTS Emigabo UCITS ETF

FinEx Russian RTS Equity UCITS ETF etwalibwa ng’ekifo ekisinga okwagala eggwanga, nga kino okusinga kirimu sitoowa za Russia. Bamusigansimbi basobola okuteeka ssente mu migabo gya kkampuni ezisinga obunene nga: Gazprom/Lukoil/Sberbank/VTB/Surgutneftegaz/NOVATEK/Magnit/Rosneft, n’ebirala FinEx Russian RTS Equity UCITS ETF etwalibwa okuba n’enkizo ennene: akasiimo akatono, amagoba amangi ag’amagoba era omusingi gw’okuyingira ogwa wansi. RTS Equity UCITS eteeka ssente mu migabo okuva mu muwendo gwa RTS, ng’eddiŋŋana ensengeka yaayo n’ensengeka yaayo. Kyokka, kirungi okujjukira nti quotes zibalirirwa mu ddoola so si mu rubles. Amagoba agafunibwa ku migabo gaddamu okuteekebwamu ssente.
Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024

FinEx FXRW ETF Ssente Hedge Sitooki z’ensi yonna

FXRW ETF etwalibwa ng’ensawo enoonyezebwa ey’okuyiiya ssente mu katale k’emiwendo gy’ebintu mu nsi yonna. Ekifo kya FXRW ETF kirimu sitoowa za Amerika/German/Japan/Chinese/Australia/Russia. Olw’enjawulo mu miwendo gya ruble / ddoola, ebitundu bibiri ku buli kikumi byongerwa ku magoba. Okuyita mu kugula omugabo gwa ETF 1, omusigansimbi afuna enjawulo mu nsi yonna. ETF esuubulirwa mu Russia ng’erina ekitundu ekinene eky’emigabo, nga kino mazima ddala kirungi. Bbeeyi y’emigabo etandikira ku doola 0.02. Mu FXRW, ETFs zitwalibwa nga ebitundu ebikulu okusinziira ku kika: Amakolero / IT / Ebyensimbi / FMCG / Ebyobulamu / Ebintu ebikozesebwa / Ebintu ebiwangaala. Ekifo kya FXRW ETF kirimu emigabo gya APPLE/MICROSOFT/ALIBABA/TENCENT/Facebook/Amazon/Toyota n’endala.Ekipimo ky’okuyingira kitono. Olupapula lumu olwa FXRW osobola okubigula ku 1 ruble yokka,
Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024

SPDR S&P 500 ekika kya ETF

Ensawo ya SPDR S&P 500 ETF eyatandikibwawo emabega mu 1993. Ye abaddukanya ebifo gye batera okugeraageranya ebivuddemu byabwe, kubanga SPDR S&P 500 ETF kika kya benchmark. Mu mbeera ng’omutindo guli waggulu w’omuwendo, omuntu asobola okukakasa nti omulimu mu mwaka gwakolebwa bulungi. Bwe kiba wansi, olwo omusigansimbi alina ky’alowoozaako. Akatale k’ensawo eno kali obuwumbi bwa ddoola 284. Omuwendo gw’amagoba mu myaka etaano egiyise gusukka ebitundu 70%. Ssente z’okuddukanya emirimu buli mwaka ziri 0.09%.
Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024

FXRL nga bwe kiri

Okukozesa okukoppa okw’omubiri okulongooseddwa ekintu ekikulu mu FXRL. Ku bifo ebiwerako okuva mu RTS, tewali kuwaayo/obwetaavu bumala. FXRL ky’ekola nabo ku kuwaanyisiganya kikosa omuwendo gwazo ku katale. Eno y’ensonga lwaki ekitonde kitereezebwa mu nkola: emigabo gy’abafulumya emigabo eminene gyongerwako, ate nga giggyawo emigabo egy’ensimbi entono. Mu kifo kya FXRL mulimu emigabo gya kkampuni ezisinga obunene: Sberbank/Gazprom/Lukoil/Yandex/Rosneft/NOVATEK/Polus/Magnit. Akakiiko ka nsawo – 0.9%. Ensawo tesasula magoba, wabula eddamu okuteeka ssente, ekivaako omuwendo gw’emigabo okweyongera.
Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024

Vanguard FTSE Yakulaakulanya Obutale ETF

Vanguard FTSE Developed Markets ETF ye nsawo erimu emirandira gya Bulaaya. Mu kifo kino mulimu emigabo egisoba mu 1000 egya kkampuni ezisinga obunene mu Bulaaya, Australia, America ne Japan. Omugerageranyo gw’ensaasaanya ya nsawo eno mu ngeri entono ennyo, enkizo ya maanyi ku nsaasaanya okusinga abasinga obungi ku bavuganya nayo. Ensimbi ezisaasaanyizibwa ku nsaasaanya y’okuddukanya ziri 0.05%. Amakungula mu myaka egiyise gabadde wakati wa 16.5-16.6%.
Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024

iShares MSCI USMV ekola ku nsonga z’abantu

USMV egaba portfolio ya sitoowa za Amerika nga tezikyukakyuka nnyo. Omuwendo gw’ensimbi gukozesa enkola y’okulongoosa (optimisation algorithm) okukola ekifo ekirimu enjawulo entono etunuulira enkolagana wakati wa sitooka, okusinga okubeera n’ekisero kyokka ekya sitokisi ezitundibwa ennyo. Okukola ekifo eky’okusiga ensimbi, eky’okuddako ekikulu mu S&P kye kikozesebwa. Ekifo kino kirimu emigabo gya kkampuni ezirina okukyukakyuka okutono (okugeza, PepsiCo/ Merck & Co). Enkola eno egaba okukendeeza ku kukula / okugwa okw’amaanyi mu bigambo ebijuliziddwa. Olw’ensonga eno, omusigansimbi afuna eky’obugagga ekyesigika era eky’amagoba ng’afuluma.
Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024

JPMorgan Ensonga y’Ensimbi mu Amerika ETF

Ekitongole kya JPMorgan US Momentum Factor ETF (NYSE:JMOM) kisobozesa bamusigansimbi okuteeka ssente mu sitoowa za Amerika ezikola amagoba amangi. Ekitongole kino kyatandikibwawo mu 2017. N’okutuusa kati, JPMorgan US eddukanya eby’obugagga 273 ebibalirirwamu obukadde bwa ddoola 135. Amagoba agava mu magoba gali 1.15% ate omuwendo gw’ensimbi ezisaasaanyizibwa mu kuteeka ssente mu bizinensi guli 0.12%. Ekitundu ekinene ekya kapito ateekebwa mu kitongole kya tekinologiya (nga 30%). Ekitongole ky’ebyobulamu (13.3%) n’amakolero (11.7%) nabyo biteekeddwamu ssente ennungi. Ekifo kino kirimu emigabo gya kkampuni ennene nga Amazon/Microsoft/Visa/NVIDIA/Apple. Abagaba ebitabo essira balitadde ku kwongera ku nfuna, mu bbanga eggwanvu / okwongera ku magoba n’okuddizibwa ku nsimbi ze bateeka mu bizinensi.
Okugereka ssente za ETF ezisinga obulungi eri omusigansimbi Omurussia mu 2024

Ebbaluwa! Mu myaka egiyise, kkampuni ya JPMorgan US Momentum Factor ETF (NYSE:JMOM) efunye ebitundu nga 12.5-13% okutuuka ku mutindo ogusinga obunene mu biseera byonna.

Engeri y’okulondamu ETFs ku Moscow Exchange mu 2022 – engeri y’okuteeka ssente, okuteeka ssente n’obutafiirwa: https://youtu.be/OgbogdWLsh8 Okufuna ETFs ku kifo kyo kitwalibwa ng’ekirowoozo eky’amagezi eky’okusiga ensimbi. Ensimbi ng’ezo bikozesebwa eby’enjawulo ebyetegefu. Wabula mu nkola y’okulonda ETF, kikulu obutakola nsobi. Nga owa enkizo ku nsimbi ezoogeddwako waggulu, omusigansimbi asobola okukakasa nti ssente enkalu eziterekeddwa tezijja kukoma ku butafiirwa, wabula era zijja kukusobozesa okufuna ssente ennungi ez’okwongerako.

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