Kuyerwa kweiyo yakanakisa ETF mari kune yekuRussia investor ye2024

ETF mari mumusika weRussia: runyorwa rwezvakanakisa zveRussia investor inowanikwa ye2022. Kuwanda kweETFs kunowanzovhiringidza. Zvakaoma kune vanotanga kusarudza sarudzo inovaenderana navo, vasinganzwisise kuti ndezvipi zviridzwa zviri pasi pemari yekuchinjana-yekutengesa uye kugadzira portfolio yekudyara. Pazasi iwe unogona kuwana tsananguro yeakanakisa ETF mari iyo inobatsira kune veRussia vanoisa mari.

ETF mari: chii ichocho

ETFs inonzi exchanged traded funds, umo kuchengetedzwa kunounganidzwa zvichienderana nemhando ipi zvayo / zvikamu / zvigadzirwa. Kuisa mari muETFs ndiyo nzira iri nyore yekuwana mukana kumusika wepasi rose wemasheya. Hapana ruzivo rwakakosha runodiwa kuisa mari mumari iyi.

Nekutenga masheya muETF, vatengesi vanogona kuisa mari mune zvese zvibatiso zvinosanganisirwa mu index kamwechete. Nokudaro,
kusiyana-siyana kunowedzera uye njodzi dzinoderedzwa.

Kana iyo homwe yakavharwa kana zvinhu zvatengeswa, mutyairi anogashira chikamu chakaenzana chekukosha kwavo panguva yekutengeswa nehomwe.

Nhoroondo yezvakaitika

ETFs yakatanga kuonekwa pamusika muna 1989. MuUnited States, vakawanikwa chete muna 1993, nepo munyika dzeEurope zvaikwanisika kutenga migove mumari yakadaro muna 1999 chete. Mumwedzi yekupedzisira ya2015, ETFs dzakapfuura 1,800 zvigadzirwa zvakasiyana mumisika yakasiyana siyana / niches / nzira dzekutengesa. Nekuda kwechiyero ichi, mamaneja emari yekudyara akakwanisa kuchengetedza mari, nekuti mari yekushandisa yakaderedzwa zvine pundutso. Pakazosvika Zvita 2019, midziyo yeUS iri pasi pemanejimendi yakasvika madhora mabhiriyoni mana nemazana mana. Kusvikira nhasi, ETFs inoramba ichizivikanwa.

ETF mari: mamiriro emusika weRussia

Mumakore makumi maviri apfuura, musika wekudyara pamwe chete muRussian Federation wakachinja nekukurumidza. Kana muna 1999 chete mari yekudyara yaibvumidzwa kupinda mairi, ipapo kusvika kumagumo kwa2001 pakanga paine kupatsanurwa kuita mutual uye joint-stock mhando yemari. Pakutanga, chete
mutual funds (mutual funds) yakadzika midzi mumusika, uye makore manomwe chete apfuura ETF mari yakatanga kuwana mukurumbira wakawanda. https://articles.opexflow.com/investments/fondy-etf.htm

Sei kune maETF mashoma paMOEKS – ndeapi mari aripo paMoscow Exchange?

Kune akati wandei ETFs paMOEX. Nyanzvi dzinofunga kuti izvi zvinokonzerwa nezvimwe zvisingabatsiri. Nekudyara muhomwe-inotengeserana homwe, investor haagone kudarika musika, nekuti index investing yakagadzirirwa kuenzana kudzoka.

Rondedzero yakazara inowanikwa pa https://www.moex.com/msn/etf

Chikamu chikuru cheETF chinomiririrwa nemapotfolio anodzokorora chimiro cheakasiyana stock indices (inotungamira/chikamu). Nekudaro, iwe unogona zvakare kuwana imwe mari yakavakirwa pane yakaoma zvimiro zvezvinobvamo. Mari yakadaro haiwanikwe kune vega vega. Kutengesa ETF yakadaro kunosanganisira njodzi dzakakomba. Panguva imwecheteyo, iyo purofiti mune iyo kesi iyo investor akakwanisa kusaita miscalculate nemutengo ichave yakakwira kakawanda.

ETF mari: mashandiro avanoita

Zvinoenderana nehurongwa hwakataurwa, homwe yacho inowana huwandu hukuru hwezvinhu mune yayo yega portfolio. Mushure meizvozvo, ETF inotanga kuburitsa migove yayo. Unogona kutenga uye kuvatengesa pa stock exchange. Mukati mehomwe imwe chete munogona kuve neanopfuura zana emasheya munzvimbo dzakasiyana dzezviitiko / niches. Migove yemakambani muhomwe imwe neimwe inoratidzwa muhuwandu iyo index inoverengwa. Indekisi inoshandiswa kune zvinangwa zvekuongorora kuitira kukwanisa kuongorora kuti ndeapi zvikamu zvehupfumi / makambani ari kukura mukukosha. Ndokusaka kukura kwemutengo wemugove hauna kubatana nekukura kweiyo index.

Kuyerwa kweiyo yakanakisa ETF mari yemudyaridzi wekuRussia kubva muna 2022

ETF mari yakagara ichizivikanwa mumusika wekutsvaga mari, nekuda kwekuti vanhu vanogona kuisa mari mukuchengetedzwa nemutengo wakaderera kuitira kuti vawane purofiti munguva refu.

Sberbank S&P 500 Index SBSP

S&P 500 Index indekisi yemasheya inosanganisira mazana mashanu emakambani makuru eUS ari mudengu. Chikamu chepurofiti yakatambirwa nemugoveri inodzoserwa painowanika. Chimiro chehomwe yekudyara mari inoongororwa kana mupi anochinja kuumbwa kweiyo index uye maverengero ayo ekuverenga, kana kana zvichidikanwa. Vagadziri vanogona kutenga zvikamu mumadhora / rubles. Mutengo wemugove mumwe unotanga kubva ku1,000 rubles. Zvinofanira kurangarirwa kuti kutenga ruble ETFs kunoonekwa kuti inobatsira zvikuru. Komisheni yepamusoro yepagore haipfuure 1.04%. Mubhadhari anofanira kubhadhara mubhadharo we:

• hutungamiri – 0.8%;
• dhipoziti – 0,15%;
• zvimwe mari – 0.05%.

Cherechedza! Zvinhu zviviri zvekupedzisira zvinodhura hazvibatanidzi VAT, saka mari yose ndeye 1.04%.

Muzviitiko apo munhu anodyara mari ane migove kweanopfuura makore matatu, haabvisirwe mutero (nemamiriyoni matatu pagore rega rega).

VTB Moscow Exchange Index VTBX

VTB “Moscow Exchange Index” VTBX ihomwe yekutsinhana-inotengeserana mari inotengesa paMoscow Exchange (Moscow Exchange) uye inodyara muzvikamu zvemakambani kubva kuMoscow Exchange Index. VTB Moscow Exchange Index VTBX inodyara mune zvakajairwa/inofarirwa migove, pamwe chete
nedhipoziti risiti yezvikamu zvinosanganisirwa muMoscow Exchange Index. Migove yakagamuchirwa inoiswazve. Kutenga homwe zvikamu kunobvumira vanoisa mari kuti vadyare mune akasiyana stock portfolio nemutengo wakaderera. Mari yese uye komisheni yeVTB Moscow Exchange Index VTBX haipfuure 0.69% pagore. Paunenge uchitenga kuburikidza nekunyorera, haufanire kubhadhara komisheni yebrokerage.

FXIT

FXIT inoonekwa seimwe yemari inodhura zvakanyanya, inosanganisira migove yemafemu makuru eIT. Vagadziri vemari vanogona kutora chikamu chinoshingaira mukukura kwezvikamu zvemakambani anonyanya kufarirwa epamusoro-soro: Apple/Microsoft/Intel/ Visa/IBM/Cisco/Oracle, etc. Iyo FXIT portfolio inosanganisira vanopfuura 80 vanoburitsa, iyo inovimbisa kusiyanisa kweasset uye. kunoderedza njodzi. Mari yekutarisira homwe yakaderera.

Cherechedza! Investment mumasheya kazhinji “sag”. Avhareji yegore rega rega yemari yenguva yakareba ichave yakagadzirwa nepamusoro / pasi.

Migove yakagamuchirwa inoiswazve. Kana vashandisi vakatengesa migove yehomwe vachishandisa masevhisi
eRussia broker , mutengi wega wega achave ari pasi pemutero wemari yemunhu (13% yemusiyano pakati pemutengo wekutenga uye mutengo wekutengesa). Kusvikira migove yatengeswa, mutero hauzorambidzwe. Kana iwe uchida kudzivirira kubhadhara mutero panguva yekutengesa, unogona kutenga FXIT migove paIIA
( yega yega investment account). Muchiitiko ichi, kuderedzwa kwemutero kunopiwa.

FinEx FXUS

FinEx FXUS imwe yeETFs dzakanakisa kunze uko. Iyo portfolio inosanganisira anopfuura makumi masere neshanu muzana emakambani eUS: Amazon/Apple/Coca-Cola/Facebook/Johnson&Johnson/Microsoft/VISA. Solactive AG ndiyo indekisi yehomwe iyi. Vagadziri vemari vanogona kutengesa mugove chero nguva uye vobvisa mari yakasimwa pamwe chete nemari inowanikwa. Chikumbaridzo chekupinda chakaderera. Pane zororo remitero:

• IIS zvakabviswa;
• bhenefiti yekugara kwenguva refu.

Kuti uwane mukana wekutengesa, unofanirwa kunyoresa mu mobile application. Mushure meizvozvo, vanovhura account yebrokerage uye vanoendesa mari inodiwa kutenga migove. Kuburikidza nefomu yekutsvaga, vanowana mijenya neiyo ticker FXUS. Mushure mekusarudza sarudzo yakakodzera kubva pane iyo rondedzero, investor anoendesa odha yekutenga.

Cherechedza! Mushure mekupera kwekutengeserana, mari yacho ichabviswa kubva kuaccount, uye mugove wacho uchaverengerwa kumuridzi mutsva.

VTB – Liquidity

VTB – Liquidity – homwe yakanangana nekumisikidzwa kwenguva pfupi kwemari uye liquidity management. Vagadziri vanogona kuisa mari kwenguva inopfuura maawa makumi maviri nemana. Kuwedzera purofiti zuva nezuva. VTB inotarisana nenjodzi dzakadzika – Liquidity ishoma. Zvinhu zvehomwe iyi zvinoiswa mumidziyo yemusika wemari. Mari yekutonga yegore haipfuure 0.49%. The investor anobhadhara:

• mubairo wekambani yekutarisira – 0.21%;
• dhipoziti – 0,18%;
• zvimwe mari – 0.1%.

Iko kusimba kweVTB ETF – Liquidity inosanganisira:

• intraday liquidity (kuwanikwa kwekugona kutenga / kutengesa homwe ine zvishoma kupararira);
• inogona kuita purofiti inofananidzwa nenguva madhipoziti emasangano makuru emabhangi;
• shoma downside ngozi.

Zvinonakidza kuziva! Ivhareji yemwedzi yekudzoka kwehomwe ndeye + 0.28%.

FXRU

FinEx Tradable Russian Corporate Bonds UCITS ETF (FXRU) inoonekwa sehomwe inotsvakwa yakanangana neRussia Corporate Eurobond Index EMRUS (Bloomberg Barclays). Investment inodzivirirwa zvakavimbika kubva kune ruble devaluation. Kubhadhara kwezvikamu hakuna kupihwa. Vagadziri vemari vanogona kutora mari inotambirwa. Reinvestment of profits inobatsira kuwedzera kudzoka pakudyara. Iyo ETF homwe inotengeswa paMoscow Exchange mumaruble. Izvo zvinodikanwa kutarisira kumberi kwekuvhura account yebrokerage iyo inopa kuwana kuMoscow Exchange. Kana iyo account yavhurwa, tsvaga iyo ETF neticker mubroker’s mobile app/PC terminal. Mushure meizvozvo, iwe unogona kuita zvekutengesa uye kutenga. Zvakanakira zveFXRU ET zvinosanganisira:

• komisheni inogamuchirwa mwero, iyo 0.5%;
• kuwanikwa kwekuwana kuri nyore uye kushoma kwekupinda chikumbaridzo;
• mukurumbira webhizimisi usina kunaka;
• zvido zvemutero zvinopihwa kana uchishandisa AI yekudyara;
• hurongwa hwakajeka hwekubatana;
• kusanganiswa kwekuchengetedza mari uye liquidity.

Cherechedza! Eurobond ETFs inogona kutengwa zvakanyanya nevaisiri mari nekuda kweiyo yakaderera yekupinda chikumbaridzo.

Schwab US Small Cap ETF

Iyo Schwab US Small-Cap ETF inoonekwa senzira iri nyore, inoshanda, uye yakasiyana-siyana yekudyara mumasheya madiki. Mari yehomwe iyi inosanganisira anopfuura zviuru zana nemazana manomwe emakambani madiki / epakati-cap. Usakanganwa kuti migove yehomwe inosungirirwa kuhupfumi hwepamba hweUS. Schwab US Small-Cap ETF haidhure, iyo inoonekwa seyakakosha mukana. Iko kugoverwa kwegoho ndeye 1.2%, uye huwandu hwemitengo haipfuuri 0.04%.

FinEx: US REIT UCITS ETF USD

FinEx US REIT UCITS ETF USD ihomwe ine mukurumbira inopa huwandu hwepamusoro hwekusiyana-siyana (kudyara hakuenderane nemamiriro akaita zvinhu muzvikamu zvehupfumi) uye hupfumi. Vagadziri vemari vane mukana wekukurumidza kutenga / kutengesa zvinhu, uchichengetedza pamitero. Mari yekuchengetedza homwe ndeye 0.6%. Kusimba kweFinEx: US REIT UCITS ETF USD inosanganisira:

• high liquidity;
• kunyatsoita mutero;
• high diversification;
• hapana manejimendi mari.

Cherechedza! Mugovewa wakaiswa patsva paFinEx US REIT UCITS ETF USD. Nekuda kweizvi, investor anobvisa kudiwa kwekuisa mutero wekudzoka ari ega.

FXDE

FXDE ETF ihomwe inobvumira vanoisa mari kuti vadyare zvine pundutso mumasheya eGerman uye inotungamira hupfumi hweEurope. Mari iyi inosanganisira migove yemakambani makuru: Siemens/SAP/Bayer/Daimler/Allianz/Adidas/Volkswagen/BMW nemamwe.Indekisi inobata 85% yemusika mukuru weEurope. Mari huru yeFXDE ndiyo euro. Muchiitiko chekuderedzwa kwe ruble, mutyairi anozongobatsirikana kubva pamusiyano wemitengo. Makambani anosarudza zvinhu zvevatengi ane chikamu chikuru cheFXDE. Indasitiri yemafuta haipo zvachose.

Cherechedza! Migove yakagamuchirwa pazvikamu zvemakambani inoiswazve.

FinEx Russian RTS Equity UCITS ETF

FinEx Russian RTS Equity UCITS ETF inoonekwa seyakanyanya kukoshesa mari yekudyara, iyo inosanganisira masheya ekuRussia. Vanoisa mari vanogona kuisa mari muzvikamu zvemakambani makuru akadai se: Gazprom/Lukoil/Sberbank/VTB/Surgutneftegaz/NOVATEK/Magnit/Rosneft, etc. FinEx Russian RTS Equity UCITS ETF inoonekwa seine zvakanakira zvakakosha: komisheni yakaderera, goho remubairo uye pasi pekupinda chikumbaridzo. RTS Equity UCITS inodyara mumasheya kubva kuRTS index, ichidzokorora kuumbwa kwayo uye chimiro. Nekudaro, zvakakosha kuyeuka kuti makotesheni anoverengerwa mumadhora, kwete muRubles. Migove inotambirwa pamasheya inoiswazve.

FinEx FXRW ETF Currency Hedge Global Stocks

FXRW ETF inoonekwa seyakatsvakwa-itsva mari hedge fund mumusika wepasi rose wekuchengetedza. Iyo FXRW ETF portfolio inosanganisira US/German/Japanese/Chinese/Australian/Russian stocks. Nekuda kwekusiyana kwemitengo yeruble / dhora, mashoma muzana anowedzerwa kune goho. Kuburikidza nekutenga kwe 1 ETF share, investor anogashira kusiyanisa kwepasirese. Iyo ETF inotengeswa muRussia nechikamu chakakura chekugovana, izvo zvinova zvakanakira. Mutengo wekugoverwa unotangira kubva ku0.02 $. MuFXRW, maETF anoonekwa seakakura zvikamu nemhando: Indasitiri / IT / Mari / FMCG / Hutano Hwekuchengetedza / Zvigadzirwa / Durable Goods. Iyo FXRW ETF portfolio inosanganisira zvikamu zve APPLE/MICROSOFT/ALIBABA/TENCENT/Facebook/Amazon/Toyota nemamwe. Pepa rimwe reFXRW rinogona kutengwa ne 1 ruble chete,

SPDR S&P 500 ETF

Iyo SPDR S&P 500 ETF ihomwe yakavambwa kumashure muna 1993. Zviri naye kuti mamaneja epotfolio anogara achienzanisa mhedzisiro yavo, nekuti SPDR S&P 500 ETF imhando yebhenji. Muzviitiko apo kushanda kuri pamusoro pe index, munhu anogona kuva nechokwadi chokuti basa mukati megore rakaitwa zvakanaka. Kana yakaderera, ipapo investor ane chimwe chinhu chokufunga nezvazvo. Mari yemusika wehomwe iyi imadhora mazana maviri nemakumi masere nemana. Chiyero chekudzoka kwemakore mashanu apfuura chinodarika 70%. Mari yegore negore yekutonga i0.09%.

FXRL

Iko kushandiswa kwekugonesa kudzokorora kwemuviri chinhu chakakosha cheFXRL. Kune akati wandei ezvinzvimbo kubva kuRTS, hapana akakwana ekupa / kudiwa. Izvo FXRL inoita navo pakutsinhana inokanganisa kukosha kwavo kwemusika. Ndokusaka kuumbwa kwakanyatsogadziriswa: migove yevabudisi hombe inowedzerwa, uku ichibvisa yakaderera-mvura chengetedzo. Iyo FXRL portfolio inosanganisira zvikamu zvemakambani makuru: Sberbank/Gazprom/Lukoil/Yandex/Rosneft/NOVATEK/Polus/Magnit. Mari komisheni – 0.9%. Iyo homwe haibhadhare migove, asi inoisazve, izvo zvinobatsira mukuwedzera kwekukosha kwemasheya.

Vanguard FTSE Developed Markets ETF

Vanguard FTSE Developed Markets ETF ihomwe ine midzi yekuEurope. Iyo portfolio inosanganisira anopfuura 1000 migove yemakambani makuru muEurope, Australia, America neJapan. Iyo homwe ye-ultra-low cost ratio ndiyo yakakosha mutengo mukana pane vazhinji vevakwikwidzi vayo. Mutengo wemitengo yekutarisira ndeye 0.05%. Iko goho mumakore achangopfuura yave iri pakati pe16.5-16.6%.

iShares MSCI USMV

USMV inopa portfolio yeUS stock ine kushoma kushanduka. Indekisi yehomwe inoshandisa optimization algorithm kugadzira portfolio ine misiyano shoma iyo inofunga kuwirirana pakati pemasheya, pane kungova netswanda yemasheya akaderera ekutengesa. Kugadzira portfolio yekudyara, nzira huru yeS&P inoshandiswa. Iyo portfolio inosanganisira migove yemakambani ane kushoma kushanduka (semuenzaniso, PepsiCo/ Merck & Co). Iyi nzira inopa kudzikiswa kwekukura / kudonha kwakapinza mumakotesheni. Nekuda kweizvi, investor anogamuchira yakavimbika uye inobatsira asset pakubuda.

Nhoroondo ye JPMorgan US Momentum Factor ETF

Iyo JPMorgan US Momentum Factor ETF (NYSE: JMOM) inobvumira vanoisa mari kuti vadyare muzvitoro zvinobereka zvakanyanya zveUS. Iyo nheyo yakavambwa muna 2017. Parizvino, JPMorgan US inobata 273 midziyo inokosha $135 miriyoni. Iyo chikamu che 1.15% chikamu chechikamu uye 0.12 %. Iyo yakawanda yemari inoiswa mune tekinoroji chikamu (inenge 30%). Bazi rezvehutano (13.3%) uye indasitiri (11.7%) zvakare akaiswa mari zvakanaka. Iyo portfolio yekudyara inosanganisira migove yemakambani makuru akadai seAmazon/Microsoft/Visa/NVIDIA/Apple. Vanoburitsa vanotarisana nekuwedzera mari, pamusoro penguva refu / kuwedzera purofiti uye kudzoka pakudyara.

Cherechedza! Mumakore achangopfuura, iyo JPMorgan US Momentum Factor ETF (NYSE:JMOM) yakawana zvingangoita 12.5-13% kurova-yakareba nguva dzese.

Maitiro ekusarudza maETF paMoscow Exchange muna 2022 – maitiro ekudyara, kuisa mari uye kusarasikirwa: https://youtu.be/OgbogdWLsh8 Kuwana ETFs kune yako wega portfolio kunoonekwa seyakangwara yekuisa mari pfungwa. Mari yakadaro yakagadzirira-yakagadzirwa zvakasiyana-siyana zviridzwa. Zvisinei, muETF yekusarudza maitiro, zvakakosha kuti usaita chikanganiso. Nekupa zvakanakira mari yakanyorwa pamusoro, mudzvanyiriri anogona kuve nechokwadi chekuti mari yekuisa mari haingorasikike chete, asi zvakare ichakubvumidza iwe kuwana yakanaka yekuwedzera mari.