Urutonde rwamafaranga meza ya ETF kumushoramari wu Burusiya muri 2024

Amafaranga ya ETF ku isoko ry’Uburusiya: urutonde rwibyiza kubashoramari b’Abarusiya biboneka muri 2022. Ubwinshi bwa ETF bukunze kuba urujijo. Ahubwo biragoye kubatangiye guhitamo inzira ibakwiriye, utumva ibikoresho bishingiye kumafaranga yagurishijwe no gukora ishoramari. Hasi murashobora kubona ibisobanuro byamafaranga meza ya ETF aho byunguka abashoramari bo muburusiya gushora imari.
Ihame ryo gushiraho portfolio ya ETF [/ caption]

Amafaranga ya ETF: niki

ETFs yitwa amafaranga yagurishijwe, aho gukusanya impapuro zishingiye ku bipimo byose / imirenge / ibicuruzwa. Gushora imari muri ETF nuburyo bworoshye bwo kubona isoko ryimigabane mpuzamahanga. Nta bumenyi bwihariye busabwa gushora muri aya mafranga.

Mugura imigabane muri ETF, abashoramari barashobora gushora mumigabane yose yashyizwe murutonde icyarimwe. Rero,
gutandukana byiyongera kandi ingaruka ziragabanuka.

Niba ikigega gifunze cyangwa umutungo wagurishijwe, umushoramari azahabwa igice cyagaciro cyagaciro mugihe cyo kugurisha nikigega.

Amateka y’ibyabaye

ETFs yagaragaye bwa mbere ku isoko mu 1989. Muri Amerika, babonetse gusa mu 1993, mu gihe mu bihugu by’Uburayi byashobokaga kugura imigabane muri ayo mafaranga gusa mu 1999. Mu mezi ya nyuma ya 2015, ETFs yakoresheje ibicuruzwa birenga 1.800 bitandukanye mu masoko atandukanye / niches / ingamba z’ubucuruzi. Kubera iki gipimo, abayobozi b’ikigega cy’ishoramari bashoboye kuzigama amafaranga, kuko amafaranga yo gukora yagabanutse ku nyungu. Ukuboza 2019, umutungo w’Amerika ucungwa wageze kuri tiriyari 4.4. Kugeza uyu munsi, ETFs ikomeje gukundwa.

Amafaranga ya ETF: uko isoko ryu Burusiya rihagaze

Mu myaka 20 ishize, isoko ry’ishoramari rusange muri Federasiyo y’Uburusiya ryahindutse vuba. Niba muri 1999 gusa amafaranga yishoramari yemerewe kuyageraho, noneho mumpera za 2001 habaye igabana ryubwoko bwimigabane. Ku ikubitiro,
amafaranga ya mutuelle gusa (mutuelle) yashinze imizi ku isoko, kandi hashize imyaka 7 gusa amafaranga ya ETF yatangiye kwamamara cyane. https://articles.opexflow.com/investments/fondy-etf.htm

Kuki hariho ETF nkeya kuri MOEKS – ni ayahe mafranga aboneka ku Isoko rya Moscou?

Hano hari ETF zitari nke kuri MOEX. Abahanga bemeza ko ibyo biterwa n’ingaruka zimwe. Mugushora imari mu kigega cyacurujwe, umushoramari ntashobora kurenza isoko, kuko ishoramari ryagenewe inyungu zisanzwe.

Urutonde rwuzuye ruraboneka kuri https://www.moex.com/msn/etf

Ijanisha nyamukuru rya ETFs ryerekanwa na portfolios isubiramo imiterere yibipimo bitandukanye (kuyobora / umurenge). Ariko, urashobora kandi kubona andi mafranga ashingiye kumiterere igoye ikomoka. Amafaranga nkaya ntaboneka kubashoramari bigenga. Gucuruza bene ETF bikubiyemo ingaruka zikomeye. Muri icyo gihe, inyungu mu rubanza iyo umushoramari yashoboye kutabara nabi igiciro kizaba cyikubye inshuro nyinshi.
MICEX ETF [/ caption]

Amafaranga ya ETF: uko bakora

Dukurikije ingamba zavuzwe, ikigega kibona umutungo munini mu nshingano zacyo. Nyuma yibyo, ETF itangira gutanga imigabane yayo. Urashobora kugura no kubigurisha ku isoko ryimigabane. Mu kigega kimwe hashobora kuba ububiko burenga 100 mubice bitandukanye byibikorwa / niches. Imigabane yamasosiyete muri buri kigega itangwa mumafaranga yabazwe. Umubare ukoreshwa mubikorwa byo gusesengura kugirango ubashe gusuzuma urwego rwubukungu / ibigo byiyongera mubiciro. Niyo mpamvu kuzamuka kw’igiciro cy’imigabane bitajyanye no kuzamuka kw’ibipimo.

Urutonde rwamafaranga meza ya ETF kumushoramari wu Burusiya guhera 2022

Amafaranga ya ETF amaze igihe kinini azwi cyane ku isoko ry’ishoramari, bitewe n’uko abantu bashobora gushora amafaranga mu mpapuro zifite agaciro gake kugira ngo babone inyungu mu gihe kirekire.

Sberbank S&P 500 Ironderero SBSP

Ironderero rya S&P 500 ni igipimo cyimigabane gikubiyemo amasosiyete 500 akomeye yo muri Amerika mu gitebo. Igice cyinyungu yakiriwe numunyamigabane cyongeye gushyirwaho uko kiboneka. Imiterere yikigega cyishoramari cyasubiwemo mugihe utanga isoko ahinduye ibice byerekana ibipimo ngenderwaho, cyangwa nibiba ngombwa. Abashoramari barashobora kugura imigabane mumadolari / amafaranga. Igiciro cyumugabane umwe gitangirira kumafaranga 1.000. Tugomba kuzirikana ko kugura amafaranga ETFs bifatwa nkibyunguka cyane. Komisiyo ntarengwa ya buri mwaka ntabwo irenga 1.04%. Umushoramari akeneye kwishyura amafaranga:

• imiyoborere – 0.8%;
• kubitsa – 0,15%;
• andi yakoreshejwe – 0,05%.

Icyitonderwa! Ibintu 2 byanyuma byigiciro ntabwo birimo TVA, igiciro cyose rero ni 1.04%.

Mu gihe umushoramari afite imigabane mu gihe kirenze imyaka 3, asonewe imisoro (na miliyoni 3 kuri buri mwaka).

VTB Ihererekanyabubasha rya Moscou VTBX

VTB “Umubare w’ivunjisha rya Moscou” VTBX ni ikigega cy’ishoramari kigurishwa mu bucuruzi n’ivunjisha ry’i Moscou (Isoko ry’i Moscou) kandi rigashora mu migabane y’amasosiyete kuva ku cyerekezo cy’ivunjisha rya Moscou. VTB Ihererekanyabubasha rya Moscou VTBX ishora mu migabane isanzwe / ikunzwe, hamwe
n’inyemezabuguzi yo kubitsa ku migabane yashyizwe ku rutonde rw’ivunjisha rya Moscou. Inyungu yakiriwe irasubirwamo. Kugura ibice byikigega bituma abashoramari bashora imari mumigabane itandukanye kubiciro buke. Igiciro cyose hamwe na komisiyo ya VTB Moscow Index VTBX ntabwo irenga 0,69% kumwaka. Mugihe ugura ibicuruzwa ukoresheje porogaramu, ntukeneye kwishyura komisiyo yubucuruzi.

FXIT

FXIT ifatwa nkimwe mumafaranga ahenze, arimo imigabane yibigo bikomeye bya IT. Abashoramari barashobora kugira uruhare rugaragara mukuzamura imigabane yamasosiyete azwi cyane yubuhanga buhanitse: Apple / Microsoft / Intel / Visa / IBM / Cisco / Oracle, nibindi. igabanya ingaruka. Amafaranga yo gucunga ikigega ni make.

Icyitonderwa! Ishoramari mububiko akenshi “sag”. Impuzandengo yumwaka yinjiza mugihe kirekire izaba igizwe no kuzamuka / kumanuka.

Inyungu yakiriwe irasubirwamo. Niba abakoresha bagurisha imigabane yikigega bakoresheje serivisi
zumuhuza w’Uburusiya , umushoramari ku giti cye azasoreshwa umusoro ku nyungu bwite (13% by’itandukaniro riri hagati yigiciro cyaguzwe nigiciro cyo kugurisha). Kugeza imigabane igurishijwe, umusoro ntuzahagarikwa. Niba ushaka kwirinda kwishyura imisoro mugihe cyo kugurisha, urashobora kugura imigabane ya FXIT kuri IIA
( konti yishoramari kugiti cye). Muri uru rubanza, hateganijwe kugabanywa umusoro.

FinEx FXUS

FinEx FXUS nimwe muri ETF nziza hanze aha. Inshingano zirimo 85% by’amasosiyete yo muri Amerika: Amazon / Apple / Coca-Cola / Facebook / Johnson & Johnson / Microsoft / VISA. Solactive AG nigipimo fatizo cyiki kigega. Abashoramari barashobora kugurisha umugabane umwanya uwariwo wose no gukuramo amafaranga yashowe hamwe ninjiza. Umubare winjira ni muto. Hariho imisoro:

• Igabanywa rya IIS;
• inyungu z’igihe kirekire.

Kugirango ubone uburyo bwo gucuruza, ugomba kwiyandikisha muri porogaramu igendanwa. Nyuma yibyo, bafungura konti ya brokerage no kohereza amafaranga akenewe kugirango bagure imigabane. Binyuze kumpapuro zishakisha, basanga ubufindo na ticker FXUS. Amaze guhitamo uburyo bukwiye kurutonde, umushoramari atanga itegeko ryo kugura.

Icyitonderwa! Nyuma y’ubucuruzi bumaze kurangira, amafaranga azakurwa kuri konti, kandi umugabane uzahabwa umushoramari mushya.

VTB – Amazi

VTB – Amazi – ikigega kigenewe gushyira mugihe gito cyo gucunga amafaranga no gucunga neza. Abashoramari barashobora gushyira amafaranga mugihe kirenze amasaha 24. Umubare w’inyungu buri munsi. VTB ihura ningaruka mbi – Amazi ni make. Umutungo w’ikigega ushyirwa mubikoresho by’isoko ry’amafaranga. Amafaranga yo gucunga buri mwaka ntarenze 0.49%. Umushoramari arishyura:

• imishahara y’isosiyete icunga – 0.21%;
• kubitsa – 0.18%;
• andi yakoreshejwe – 0.1%.

Imbaraga za VTB ETF – Amazi arimo:

• imikoreshereze yumunsi (kuboneka kubishoboka byo kugura / kugurisha ikigega gifite ikwirakwizwa rito);
• inyungu zishobora kugereranywa no kubitsa igihe cyibigo binini byamabanki;
• ingaruka nkeya.

Birashimishije kubimenya! Impuzandengo ya buri kwezi ikigega ni + 0.28%.

FXRU

FinEx Gucuruza Uburusiya Bwisosiyete Yumushinga UCITS ETF (FXRU) ifatwa nkikigega cyashakishijwe cyibanze ku Burusiya bw’ibigo by’Uburusiya EMRUS (Bloomberg Barclays). Ishoramari ririnzwe rwose kurinda guta agaciro. Kwishura inyungu ntabwo byatanzwe. Abashoramari barashobora kubyaza umusaruro amafaranga bakiriye. Kongera gushora inyungu bifasha kongera inyungu kubushoramari. Ikigega cya ETF kigurishwa ku Isoko rya Moscou mu mafaranga. Birakenewe kwitondera mbere yo gufungura konti yubucuruzi itanga uburyo bwo kuvunja i Moscou. Konti imaze gufungurwa, shakisha ETF ukoresheje ticker muri porogaramu igendanwa ya broker / PC ya terefone. Nyuma yibyo, urashobora kwishora mubigura no kugura. Ibyiza bya FXRU ET birimo:

• urwego rwa komisiyo rwemewe, ni 0.5%;
• kuboneka byoroshye kandi ntarengwa byinjira;
• ubucuruzi butagira inenge;
• ibyifuzo byimisoro bizatangwa mugihe ukoresheje AI mubushoramari;
• gahunda iboneye y’ubufatanye;
• guhuza umutekano w’ishoramari n’iseswa.

Icyitonderwa! Eurobond ETFs irashobora kugurwa cyane nabashoramari kubera umubare muto winjira.

Schwab US US Cap ETF

Schwab Amerika Ntoya-Cap ETF ifatwa nkuburyo bworoshye, bukora neza, kandi butandukanye cyane bwo gushora imari mito mito. Inshingano z’ikigega zirimo imigabane irenga 1.700 y’amasosiyete mato / yo hagati. Ntiwibagirwe ko imigabane yikigega ifitanye isano nubukungu bwimbere muri Amerika. Schwab Amerika Ntoya-Cap ETF ntabwo ihendutse, ifatwa nkibyiza byingenzi. Umusaruro ku nyungu ni 1,2%, kandi amafaranga y’ibiciro ntarenze 0.04%.

FinEx: US REIT UCITS ETF USD

FinEx US REIT UCITS ETF USD nikigega kizwi cyane gitanga urwego rwo hejuru rwo gutandukana (ishoramari ntirizaterwa nuko ibintu byifashe mubice bitandukanye byubukungu) hamwe nubwishingizi. Abashoramari bafite amahirwe yo kugura / kugurisha vuba umutungo, mugihe bazigama imisoro. Amafaranga yo gufata neza ikigega ni 0,6%. Imbaraga za FinEx: US REIT UCITS ETF USD zirimo:

• umuvuduko mwinshi;
• gukoresha neza imisoro;
• gutandukana cyane;
• nta kiguzi cyo kuyobora.

Icyitonderwa! Inyungu zongeye gushirwa muri FinEx US REIT UCITS ETF USD. Turabikesha, umushoramari akuraho icyifuzo cyo gutanga umusoro wenyine.

FXDE

FXDE ETF ni ikigega cyemerera abashoramari gushora imari mu bubiko bw’Ubudage ndetse n’ubukungu bukomeye bw’Uburayi. Inshingano zirimo imigabane yamasosiyete akomeye: Siemens / SAP / Bayer / Daimler / Allianz / Adidas / Volkswagen / BMW n’abandi.Icyerekezo gikubiyemo 85% by’isoko ry’imigabane minini y’Uburayi. Ifaranga nyamukuru rya FXDE ni euro. Mugihe habaye guta agaciro kwa ruble, umushoramari azahita yungukirwa no gutandukanya ibiciro. Ibicuruzwa byatoranijwe byabaguzi bifite umugabane munini wa FXDE. Inganda zikomoka kuri peteroli ntizihari rwose.

Icyitonderwa! Inyungu yakiriwe ku migabane yamasosiyete irasubirwamo.

FinEx Ikirusiya RTS Kuringaniza UCITS ETF

FinEx Ikirusiya RTS Equity UCITS ETF ifatwa nkishoramari rikunda igihugu cyane, rigizwe ahanini n’imigabane y’Uburusiya. Abashoramari barashobora gushora imari mumigabane yamasosiyete manini nka: Gazprom / Lukoil / Sberbank / VTB / Surgutneftegaz / NOVATEK / Magnit / Rosneft, nibindi. umuto winjira. RTS Equity UCITS ishora mumigabane kuva kurutonde rwa RTS, isubiramo ibiyigize n’imiterere. Ariko, birakwiye ko twibuka ko amagambo yatanzwe mu madorari, ntabwo ari mu mafaranga. Inyungu yakiriwe ku migabane irasubirwamo.

FinEx FXRW ETF Ifaranga Hedge Ububiko Bwisi

FXRW ETF ifatwa nkigishakishwa nyuma yikigega cyo gukingira amafaranga ku isoko ry’imigabane ku isi. Inshingano za FXRW ETF zirimo Amerika / Ikidage / Ikiyapani / Igishinwa / Ositaraliya / Uburusiya. Bitewe no gutandukanya ibiciro bya ruble / amadolari, bibiri ku ijana byiyongera ku musaruro. Binyuze mu kugura umugabane wa 1 ETF, umushoramari yakira isi itandukanye. ETF igurishwa muburusiya nigice kinini cyimigabane, rwose nibyiza. Igiciro cyimigabane gitangira $ 0.02. Muri FXRW, ETF ifatwa nkinzego zikomeye kubwoko: Inganda / IT / Imari / FMCG / Ubuvuzi / Ibicuruzwa / Ibicuruzwa biramba. Inshingano za FXRW ETF zirimo imigabane ya APPLE / MICROSOFT / ALIBABA / TENCENT / Facebook / Amazon / Toyota nabandi.Icyinjiriro ni gito. Impapuro imwe ya FXRW irashobora kugurwa kumafaranga 1 gusa,

SPDR S&P 500 ETF

SPDR S&P 500 ETF ni ikigega cyashinzwe mu 1993. Ni hamwe na we abayobozi ba portfolio basanzwe bagereranya ibisubizo byabo, kuko SPDR S&P 500 ETF ni ubwoko bwibipimo. Mugihe aho imikorere iri hejuru yicyerekezo, umuntu arashobora kwemeza ko akazi mumwaka kakozwe neza. Niba ari hasi, noneho umushoramari afite icyo atekereza. Isoko ry’imari muri iki kigega ni miliyari 284 z’amadolari. Igipimo cyo kugaruka mumyaka itanu ishize kirenga 70%. Amafaranga yo gucunga buri mwaka ni 0.09%.

FXRL

Gukoresha uburyo bwiza bwo kwigana umubiri ni ikintu cyingenzi cya FXRL. Ku myanya itari mike kuva muri RTS, nta soko rihagije / risabwa. Ibyo FXRL ikorana nabo muguhana bigira ingaruka kumasoko yabo. Niyo mpamvu ibihimbano byateguwe neza: imigabane yabatanga ibicuruzwa byinshi iriyongera, mugihe ikuraho impapuro zidafite amazi. Inshingano za FXRL zirimo imigabane yamasosiyete manini: Sberbank / Gazprom / Lukoil / Yandex / Rosneft / NOVATEK / Polus / Magnit. Komisiyo y’Ikigega – 0.9%. Ikigega ntabwo cyishyura inyungu, ahubwo cyongeye gushora imari, kigira uruhare mukuzamura agaciro k’imigabane.

Vanguard FTSE Amasoko Yateye imbere ETF

Vanguard FTSE Amasoko Yateye imbere ETF ni ikigega gifite imizi yu Burayi. Inshingano zirimo imigabane irenga 1000 yamasosiyete akomeye mu Burayi, Ositaraliya, Amerika n’Ubuyapani. Ikigega cyo kugereranya amafaranga make cyane ni inyungu yibiciro kurenza benshi mubanywanyi bayo. Igiciro cyo gucunga ni 0.05%. Umusaruro mu myaka yashize uri mu kigero cya 16.5-16,6%.

iShares MSCI USMV

USMV itanga portfolio yimigabane yo muri Amerika ifite ihindagurika rito. Ikigega cyikigega gikoresha uburyo bwiza bwo gukora algorithm kugirango habeho portfolio ifite itandukaniro rito ryita ku isano riri hagati yimigabane, aho kuba gusa igitebo cyibicuruzwa bike. Gukora portfolio ishoramari, inzira nyamukuru ya S&P irakoreshwa. Inshingano zirimo imigabane yamasosiyete afite ihindagurika rito (urugero, PepsiCo / Merck & Co). Ubu buryo butanga kugabanuka gukura / kugabanuka gukabije muri cote. Turabikesha, umushoramari yakira umutungo wizewe kandi wunguka mugusohoka.

JPMorgan US Momentum Factor ETF

JPMorgan US Momentum Factor ETF (NYSE: JMOM) yemerera abashoramari gushora imari mumigabane itanga umusaruro mwinshi muri Amerika. Fondasiyo yashinzwe mu 2017. Kugeza ubu, JPMorgan Amerika icunga umutungo 273 ufite agaciro ka miliyoni 135. Umusaruro ku nyungu ni 1.15% naho ikiguzi cy’ishoramari ni 0,12%. Igice kinini cy’ishoramari gishorwa mu rwego rw’ikoranabuhanga (hafi 30%). Urwego rw’ubuzima (13.3%) n’inganda (11.7%) nabyo birashorwa neza. Inshingano zishoramari zirimo imigabane yamasosiyete akomeye nka Amazon / Microsoft / Visa / NVIDIA / Apple. Abatanga isoko bibanda ku kongera amafaranga, mugihe kirekire / kongera inyungu no kugaruka kubushoramari.

Icyitonderwa! Mu myaka yashize, JPMorgan US Momentum Factor ETF (NYSE: JMOM) yungutse hafi 12.5-13% kugirango igere ku rwego rwo hejuru.

Nigute wahitamo ETFs ku Isoko rya Moscou muri 2022 – uburyo bwo gushora imari, gushora imari no kudatakaza: https://youtu.be/OgbogdWLsh8 Kubona ETF kuri portfolio yawe bwite bifatwa nkigitekerezo cyishoramari cyubwenge. Amafaranga nkaya ni ibikoresho byateguwe bitandukanye. Ariko, muburyo bwo gutoranya ETF, ni ngombwa kudakora amakosa. Muguhitamo amafaranga yavuzwe haruguru, umushoramari arashobora kwizera neza ko kubitsa amafaranga bitazabura gusa, ahubwo bizanagufasha kubona amafaranga yinyongera.