Mulingo wandalama zabwino kwambiri za ETF kwa Investor waku Russia mu 2024

Ndalama za ETF pamsika waku Russia: mndandanda wazogulitsa zabwino kwambiri zaku Russia zomwe zikupezeka mu 2022. Kuchuluka kwa ETFs nthawi zambiri kumakhala kosokoneza. Ndizovuta kwa oyamba kumene kusankha njira yomwe ingawakomere, osamvetsetsa zomwe zimagwiritsa ntchito ndalama zogulitsirana ndikupanga ndalama. Pansipa mutha kupeza kufotokozera zandalama zabwino kwambiri za ETF momwe zimapindulira kuti mabizinesi aku Russia aziyikapo. [id id mawu = “attach_12049” align = “aligncenter” wide = “624”]
mfundo yopangira ETF[/caption]

Ndalama za ETF: ndi chiyani

ETFs amatchedwa ndalama zosinthanitsa, momwe zotetezedwa zimasonkhanitsidwa kutengera ma indices/magawo/zinthu zilizonse. Kuyika ndalama mu ETFs ndiyo njira yosavuta yopezera msika wapadziko lonse lapansi. Palibe chidziwitso chapadera chomwe chimafunika kuti mugwiritse ntchito ndalamazi.

Pogula masheya mu ETF, osunga ndalama amatha kuyika ndalama zonse zomwe zikuphatikizidwa mu index nthawi imodzi. Choncho,
kusiyanasiyana kumawonjezeka ndipo zoopsa zimachepetsedwa.

Ngati thumba latsekedwa kapena katunduyo akugulitsidwa, wogulitsa ndalama adzalandira gawo lolingana la mtengo wake panthawi yogulitsa ndi thumba.

Mbiri ya zochitika

Ma ETF adawonekera koyamba pamsika mu 1989. Ku US, zidapezeka kokha mu 1993, pomwe m’maiko aku Europe zinali zotheka kugula magawo mu ndalama zotere mu 1999. M’miyezi yapitayi ya 2015, ma ETF adagulitsa zinthu zopitilira 1,800 m’magawo osiyanasiyana amsika/niches/njira zamalonda. Chifukwa cha sikelo iyi, oyang’anira ndalama zogulira adakwanitsa kusunga ndalama, chifukwa ndalama zogwirira ntchito zidachepetsedwa mopindulitsa. Pofika Disembala 2019, chuma chaku US chomwe chimayang’aniridwa chinafika $4.4 thililiyoni. Mpaka pano, ma ETF akadali otchuka.

Ndalama za ETF: dziko la msika waku Russia

M’zaka 20 zapitazi, msika wogulitsa ndalama ku Russia wasintha kwambiri. Ngati mu 1999 ndalama zogulira ndalama zokha zidaloledwa kuzipeza, ndiye kuti kumapeto kwa 2001 panali kugawanikana kwamtundu wandalama ndi mgwirizano. Poyambirira, ndalama zokhazo
( mutual funds) zidakhazikika pamsika, ndipo zaka 7 zapitazo ndalama za ETF zidayamba kutchuka kwambiri. https://articles.opexflow.com/investments/fondy-etf.htm

Chifukwa chiyani pali ma ETF ochepa pa MOEKS – ndi ndalama zotani zomwe zilipo pa Moscow Exchange?

Pali ma ETF angapo pa MOEX. Akatswiri amakhulupirira kuti izi zimachitika chifukwa cha zovuta zina. Pogulitsa ndalama zogulitsira malonda, wogulitsa ndalama sangathe kupitirira msika, chifukwa kuyika ndalama kwa ndondomeko kumapangidwira kuti abwererenso.

Mndandanda wathunthu ukupezeka pa https://www.moex.com/msn/etf

Gawo lalikulu la ETFs limayimiridwa ndi ma portfolio omwe amabwereza mawonekedwe a magawo osiyanasiyana amasheya (otsogolera/magawo). Komabe, mutha kupezanso ndalama zina kutengera zovuta zomwe zimachokera. Ndalama zoterezi sizipezeka kwa osunga ndalama. Kugulitsa ETF yotereyi kumakhala ndi ziwopsezo zazikulu. Pa nthawi yomweyo, phindu pa mlandu pamene Investor anakwanitsa kuti miscalculate ndi mtengo adzakhala kangapo apamwamba. [id id mawu = “attach_12042” align = “aligncenter” wide = “800”]
MICEX ETF[/caption]

Ndalama za ETF: momwe zimagwirira ntchito

Malingana ndi ndondomeko yomwe yatchulidwa, thumba limapeza katundu wambiri pamtundu wake. Pambuyo pake, ETF imayamba kupereka magawo ake. Mutha kugula ndikugulitsa pa stock exchange. Mkati mwa thumba limodzi mutha kukhala ndi masheya opitilira 100 m’magawo osiyanasiyana antchito / ma niches. Magawo amakampani m’thumba lililonse amaperekedwa mu kuchuluka komwe indexyo imawerengedwa. Mlozerawu umagwiritsidwa ntchito pazolinga zowunikira kuti athe kuwunika magawo azachuma/makampani omwe akukula kwambiri. Ichi ndichifukwa chake kukula kwa mtengo wagawo sikukugwirizana ndi kukula kwa index.

Mulingo wandalama zabwino kwambiri za ETF kwa Investor waku Russia kuyambira 2022

Ndalama za ETF zakhala zikudziwika kwambiri pamsika wamalonda, chifukwa chakuti anthu amatha kuyika ndalama muzitsulo zokhala ndi ndalama zochepa kuti apeze phindu kwa nthawi yaitali.

Sberbank S&P 500 index SBSP

S&P 500 Index ndi chilolezo cha masheya chomwe chimaphatikizapo makampani akuluakulu 500 aku US omwe ali mudengu. Gawo lina la phindu lomwe mwini masheya amalandira limabwezeretsedwanso pamene likupezeka. Mapangidwe a ndalama za thumba la ndalama amawunikiridwa pamene woperekayo asintha mawonekedwe a ndondomeko ndi magawo ake owerengera, kapena ngati kuli kofunikira. Otsatsa amatha kugula magawo mu madola / ma ruble. Mtengo wa gawo limodzi umayamba kuchokera ku ma ruble 1,000. Tiyenera kukumbukira kuti kugula kwa ruble ETFs kumaonedwa kuti ndikopindulitsa kwambiri. Ntchito yayikulu yapachaka sichidutsa 1.04%. Wogulitsa ayenera kulipira mtengo wa:

• kasamalidwe – 0,8%;
• kusungirako – 0,15%;
• ndalama zina – 0.05%.

Zindikirani! Zinthu 2 zomaliza zamtengo wapatali sizimaphatikizapo VAT, kotero ndalama zonse ndi 1.04%.

Ngati wogulitsa ali ndi magawo kwa zaka zopitilira 3, salipidwa misonkho (ndi 3 miliyoni pachaka).

VTB Moscow Exchange Index VTBX

VTB “Moscow Exchange Index” VTBX ndi thumba la ndalama zomwe zimagulitsidwa ku Moscow Exchange (Moscow Exchange) ndikuyika magawo amakampani kuchokera ku Moscow Exchange Index. VTB Moscow Exchange Index VTBX imayika ndalama m’magawo wamba/zokonda, komanso
ma risiti osungitsa magawo ophatikizidwa mu Moscow Exchange Index. Zogawana zomwe zalandilidwa zimabwezeretsedwanso. Purchasing fund units imalola osunga ndalama kuti aziyika ndalama zawo mumitundu yosiyanasiyana pamtengo wotsika. Ndalama zonse ndi ntchito ya VTB Moscow Exchange Index VTBX sichidutsa 0.69% pachaka. Mukamagula kudzera muzofunsira, simuyenera kulipira komishoni yobwereketsa.

FXIT

FXIT imatengedwa kuti ndi imodzi mwa ndalama zodula kwambiri, zomwe zimaphatikizapo magawo amakampani akuluakulu a IT. Otsatsa akhoza kutenga nawo mbali pakukula kwa magawo a makampani apamwamba kwambiri apamwamba: Apple/Microsoft/Intel/ Visa/IBM/Cisco/Oracle, etc. The FXIT portfolio ikuphatikizapo oposa 80 opereka, omwe amatsimikizira kusiyanasiyana kwa chuma ndi amachepetsa zoopsa. Ndalama zoyendetsera ndalama ndizochepa.

Zindikirani! Kuyika ndalama m’matangadza nthawi zambiri “kuchepa”. Avereji ya ndalama zomwe amapeza pachaka pakanthawi yayitali zimakhala zokwera kapena zotsika.

Zopindula zomwe zalandilidwa zimayikidwanso. Ngati ogwiritsa ntchito akugulitsa magawo a thumba pogwiritsa ntchito ntchito za
broker waku Russia , wochita malonda aliyense adzakhala ndi msonkho waumwini (13% ya kusiyana pakati pa mtengo wogula ndi mtengo wogulitsa). Mpaka magawo agulitsidwa, msonkho sudzasungidwa. Ngati mukufuna kupewa kulipira misonkho panthawi yogulitsa, mutha kugula magawo a FXIT pa IIA
( akaunti yandalama payekha). Pankhaniyi, kuchotsera msonkho kumaperekedwa.

FinEx FXUS

FinEx FXUS ndi imodzi mwama ETF abwino kwambiri kunjaku. Mbiriyi ikuphatikiza oposa 85% amakampani aku US: Amazon/Apple/Coca-Cola/Facebook/Johnson&Johnson/Microsoft/VISA. Solactive AG ndiye maziko a thumbali. Otsatsa amatha kugulitsa gawo nthawi iliyonse ndikuchotsa ndalama zomwe adazigulitsa pamodzi ndi ndalama zomwe amapeza. Malo olowera ndi otsika. Pali zopuma msonkho:

• kuchotsedwa kwa IIS;
• phindu la nthawi yayitali.

Kuti mupeze mwayi wogwiritsa ntchito, muyenera kulembetsa mu pulogalamu yam’manja. Pambuyo pake, amatsegula akaunti yobwereketsa ndikusamutsa ndalama zofunika kugula magawo. Kupyolera mu fomu yofufuzira, amapeza zambiri ndi ticker FXUS. Atasankha njira yoyenera kuchokera pamndandanda, wopereka ndalamayo amapereka dongosolo logulira.

Zindikirani! Pambuyo pa kutha kwa malondawo, ndalamazo zidzachotsedwa ku akauntiyo, ndipo gawolo lidzaperekedwa kwa wogulitsa watsopano.

VTB – Liquidity

VTB – Liquidity – thumba lopangidwira kuyika ndalama kwakanthawi kochepa komanso kasamalidwe ka ndalama. Otsatsa amatha kuyika ndalama kwa nthawi yopitilira maola 24. Kuchulukitsa kwa phindu tsiku lililonse. VTB imayang’anizana ndi zoopsa – Liquidity ndi yochepa. Katundu wa thumba la ndalama amaikidwa mu ndalama msika zida. Ndalama zoyendetsera pachaka sizidutsa 0.49%. Wogulitsa amalipira:

• malipiro a kampani yoyang’anira – 0,21%;
• kusungirako – 0,18%;
• ndalama zina – 0,1%.

Mphamvu za VTB ETF – Liquidity zikuphatikiza:

• intraday liquidity (kupezeka kwa mwayi wogula / kugulitsa thumba ndi kufalikira kochepa);
• phindu lomwe lingakhalepo lofanana ndi ma depositi anthawi yamabanki akuluakulu;
• chiopsezo chocheperako.

Zosangalatsa kudziwa! Pafupifupi mwezi uliwonse kubwerera kwa thumba ndi + 0.28%.

FXRU

FinEx Tradable Russian Corporate Bonds UCITS ETF (FXRU) amaonedwa kuti ndi thumba lomwe limayang’aniridwa ndi Russian Corporate Eurobond Index EMRUS (Bloomberg Barclays). Zogulitsa zimatetezedwa modalirika pakutsika kwa ruble. Kulipira kwa magawo sikuperekedwa. Otsatsa malonda angagwiritse ntchito ndalama zomwe amapeza. Kubwezeretsanso phindu kumathandizira kuwonjezera kubweza pazachuma. Ndalama ya ETF imagulitsidwa pa Moscow Exchange mu rubles. Ndikofunikira kusamalira pasadakhale kuti mutsegule akaunti yobwereketsa yomwe imapereka mwayi wopita ku Moscow Exchange. Akaunti ikatsegulidwa, pezani ETF ndi ticker mu pulogalamu yam’manja ya broker/PC terminal. Pambuyo pake, mukhoza kuchita malonda ndi kugula. Ubwino wa FXRU ET ndi:

• mlingo wovomerezeka wa Commission, womwe ndi 0.5%;
• kupezeka kwa njira yabwino komanso malo ocheperako olowera;
• mbiri yabwino yabizinesi;
• zokonda zamisonkho zomwe zidzaperekedwa mukamagwiritsa ntchito AI pazogulitsa;
• ndondomeko yowonekera bwino ya mgwirizano;
• kuphatikiza chitetezo ndalama ndi liquidity.

Zindikirani! Ma Eurobond ETF amatha kugulidwa kwambiri ndi osunga ndalama chifukwa cha kuchepa kwapakatikati.

Schwab US Small Cap ETF

Schwab US Small-Cap ETF imatengedwa kuti ndi njira yosavuta, yothandiza, komanso yosiyana siyana yopezera ndalama mu masheya ang’onoang’ono. Zolemba za thumbali zikuphatikiza magawo opitilira 1,700 amakampani ang’onoang’ono / apakati. Musaiwale kuti magawo a thumbali amalumikizidwa ndi chuma chapakhomo cha US. Schwab US Small-Cap ETF ndi yotsika mtengo, yomwe imatengedwa kuti ndi mwayi waukulu. Zokolola zamagulu ndi 1.2%, ndipo kuchuluka kwa ndalama sikudutsa 0.04%.

FinEx: US REIT UCITS ETF ndalama zazikulu

FinEx US REIT UCITS ETF USD ndi thumba lodziwika bwino lomwe limapereka kuchuluka kwamitundumitundu (ndalama sizitengera momwe zinthu zilili m’magawo onse azachuma) komanso kuchuluka kwa ndalama. Otsatsa ali ndi mwayi wogula / kugulitsa katundu mwachangu, ndikusunga misonkho. Ndalama zosamalira thumba ndi 0.6%. Ubwino wa FinEx: US REIT UCITS ETF USD ndi:

• kuchuluka kwamadzimadzi;
• misonkho moyenera;
• kusiyanasiyana kwakukulu;
• palibe ndalama zoyendetsera.

Zindikirani! Mtengo wotsika kwambiri wa magawo a FinEx US REIT UCITS ETF USD. Chifukwa cha izi, wogulitsa ndalama amachotsa kufunika kopereka msonkho payekha.

FXDE

FXDE ETF ndi thumba lomwe limalola osunga ndalama kuti azitha kuyika ndalama zawo m’masheya aku Germany komanso chuma chotsogola ku Europe. Mlozerawu umaphatikizapo magawo amakampani akuluakulu: Siemens/SAP/Bayer/Daimler/Allianz/Adidas/Volkswagen/BMW ndi ena.Mlozerawu umakhudza 85% ya msika waukulu kwambiri ku Europe. Ndalama yaikulu ya FXDE ndi yuro. Pakachitika kutsika kwa ruble, wobwereketsa adzapindula ndi kusiyana kwa mitengo. Makampani osankha ogula omwe ali ndi gawo lalikulu kwambiri la FXDE. Makampani amafuta kulibe konse.

Zindikirani! Zogawana zomwe zalandilidwa pamagawo amakampani zimabwezeretsedwanso.

FinEx Russian RTS Equity UCITS ETF

FinEx Russian RTS Equity UCITS ETF imatengedwa kuti ndi imodzi mwamagawo okonda kwambiri dziko lawo, omwe amakhala makamaka ndi masheya aku Russia. Otsatsa atha kuyika ndalama m’magawo amakampani akuluakulu monga: Gazprom/Lukoil/Sberbank/VTB/Surgutneftegaz/NOVATEK/Magnit/Rosneft, ndi zina zotero. FinEx Russian RTS Equity UCITS ETF imaonedwa kuti ili ndi ubwino waukulu: ntchito yotsika, zokolola zambiri komanso zokolola zambiri. malo otsika olowera. RTS Equity UCITS imayika ndalama m’magawo a RTS index, kubwereza kapangidwe kake ndi kapangidwe kake. Komabe, ndikofunikira kukumbukira kuti zolemba zimawerengedwa mu madola, osati ma ruble. Zogawana zomwe zalandilidwa pamagawo zimayikidwanso.

Malingaliro a kampani FinEx FXRW ETF Currency Hedge Global Stocks

FXRW ETF imadziwika kuti ndi thumba la hedge fund lomwe likufunidwa pamsika wapadziko lonse lapansi. Mbiri ya FXRW ETF ikuphatikiza masheya aku US/German/Japan/Chinese/Australian/Russian. Chifukwa cha kusiyana kwa mitengo ya ruble / dollar, magawo angapo amawonjezeredwa pazokolola. Kupyolera mu kugula kwa 1 ETF share, Investor amalandira zosiyana zapadziko lonse. ETF imagulitsidwa ku Russia ndi gawo lalikulu la magawo, zomwe ndizopindulitsa. Mtengo wogawana umayambira pa $0.02. Mu FXRW, ma ETF amawonedwa ngati magawo akulu ndi mitundu: Industrial / IT / Financial / FMCG / Health Care / Commodities / Katundu Wokhazikika. Mbiri ya FXRW ETF ili ndi magawo a APPLE/MICROSOFT/ALIBABA/TENCENT/Facebook/Amazon/Toyota ndi ena. Pepala limodzi la FXRW litha kugulidwa ndi 1 ruble,

Malingaliro a kampani SPDR S&P 500 ETF

SPDR S&P 500 ETF ndi thumba lomwe linakhazikitsidwa kale mu 1993. Ndi iye kuti oyang’anira mbiri amafananiza zotsatira zawo, chifukwa SPDR S&P 500 ETF ndi mtundu wa chizindikiro. Ngati ntchitoyo ili pamwamba pa ndondomekoyi, munthu akhoza kutsimikiza kuti ntchitoyo m’chaka inachitidwa bwino. Ngati m’munsi, ndiye kuti Investor ali ndi chinachake choti aganizire. Ndalama za msika za thumba ili ndi $ 284 biliyoni. Kubwezera kwazaka zisanu zapitazi kumaposa 70%. Ndalama zoyendetsera pachaka ndi 0.09%.

FXRL

Kugwiritsa ntchito kufananiza bwino kwakuthupi ndikofunikira pa FXRL. Pamaudindo angapo kuchokera ku RTS, palibe zokwanira / zofunikira. Zomwe FXRL imachita nawo pakusinthana zimakhudza mtengo wawo wamsika. Ichi ndichifukwa chake zolembazo zimakongoletsedwa mwadongosolo: magawo a opereka akuluakulu amawonjezeka, ndikuchotsa zotetezedwa zamadzi otsika. Mbiri ya FXRL imaphatikizapo magawo amakampani akuluakulu: Sberbank/Gazprom/Lukoil/Yandex/Rosneft/NOVATEK/Polus/Magnit. Fund Commission – 0.9%. Ndalamayi sipereka malipiro, koma imabwezeretsanso, zomwe zimathandizira kuwonjezeka kwa mtengo wa magawo.

Malingaliro a kampani Vanguard FTSE Developed Markets ETF

Vanguard FTSE Developed Markets ETF mbiri ya mtengo wamtengo wapatali Mbiriyi imaphatikizapo magawo opitilira 1000 amakampani akuluakulu ku Europe, Australia, America ndi Japan. Chiŵerengero cha ndalama zotsika mtengo kwambiri za thumba la ndalama ndizopindulitsa kwambiri kuposa ambiri omwe akupikisana nawo. Mtengo wowongolera ndalama ndi 0.05%. Zokolola m’zaka zaposachedwa zakhala mumtundu wa 16.5-16.6%.

iShares MSCI USMV

USMV imapereka mbiri yama stock aku US okhala ndi kusakhazikika kochepa. Mndandanda wa thumba la ndalama umagwiritsa ntchito ndondomeko yowonjezera kuti ipange mbiri yokhala ndi kusiyana kochepa komwe kumaganizira za mgwirizano pakati pa masheya, m’malo mongokhala ndi dengu la masheya otsika. Kupanga mbiri yazachuma, njira yayikulu yopangira S&P imagwiritsidwa ntchito. Mbiriyi imaphatikizapo magawo amakampani omwe ali ndi kusakhazikika pang’ono (mwachitsanzo, PepsiCo/Merck & Co). Njira iyi imathandizira kuchepetsa kukula / kutsika kwakuthwa kwa mawu. Chifukwa cha izi, wogulitsa ndalama amalandira chuma chodalirika komanso chopindulitsa pakutuluka.

Malingaliro a kampani JPMorgan US Momentum Factor ETF

JPMorgan US Momentum Factor ETF (NYSE:JMOM) imalola osunga ndalama kuti azitha kuyika ndalama zawo m’masheya olemera kwambiri aku US. Maziko adakhazikitsidwa mu 2017. Mpaka pano, JPMorgan US imayang’anira katundu wa 273 wokwanira $ 135 miliyoni. Zokolola zamagulu ndi 1.15% ndipo mtengo wabizinesi ndi 0.12%. Kuchuluka kwa likulu kumayikidwa mu gawo laukadaulo (pafupifupi 30%). Gawo lazaumoyo (13.3%) ndi mafakitale (11.7%) nawonso ali ndi ndalama zambiri. Ndalama zoyendetsera ndalama zimaphatikizapo magawo amakampani akuluakulu monga Amazon/Microsoft/Visa/NVIDIA/Apple. Opereka amayang’ana kwambiri pakukula kwa ndalama, pakapita nthawi yayitali / kuchulukitsa phindu komanso kubweza ndalama.

Zindikirani! M’zaka zaposachedwa, JPMorgan US Momentum Factor ETF (NYSE:JMOM) idakwera 12.5-13% poyerekeza ndi dzulo.

Momwe mungasankhire ma ETF pa Moscow Exchange mu 2022 – momwe mungayikitsire, kuyika ndalama komanso osataya: https://youtu.be/OgbogdWLsh8 Kupeza ma ETF a mbiri yanu kumawonedwa ngati lingaliro lanzeru loyika ndalama. Ndalama zotere ndizopangidwa zida zosiyanasiyana. Komabe, posankha ETF, ndikofunikira kuti musalakwitse. Popereka zokonda ndalama zomwe zatchulidwa pamwambapa, wogulitsa ndalama akhoza kutsimikiza kuti ndalamazo sizidzatayika, komanso zidzakulolani kuti mupeze ndalama zowonjezera.