选择ETF产品类似于百货商店购物经历,首先你要知道在不同的商品部比如说在电器部、女装部,有哪些品牌经过时间检验,有质量保证而且有良好性价比。
ETF金融产品的品牌公司可分为二个层次,TIE1和TIE2
TIE1包括Vanguard, iShare 和 SPDR,产品市场份额超过80%
Vanguard虽然不是TOP3中最大的,但是指数化可交易基金(ETF)的先驱和领导者,对零售投资者(retail investoes)有很强的吸引力。公司拥有的60多核心产品,最大的特点是费用率低,常常在0.5%左右甚至0.1%。vanguard指数型被动管理金融产品的业绩不差于共同基金,但后者费用率常在1.5%甚至更高。ETF的另外一个诱人之处可以在购买时立即获得多元化投资机会。
iShare的基金公司是BlackRock,产品品种在股票权益资产方面和vanguard有重合部分,也有弥补其不足的产品品种,费用率比vanguard略高,但仍有很高的竞争性。公司有一部分产品品种是关于债券类投资。
Preview | Product | Price | |
---|---|---|---|
Golkcurx Rolling Laptop Bag with Wheels, Removable Water-Repellent Rolling Briefcase for Women and... | $71.99 | Buy on Amazon |
Last update on 2024-04-20 / Affiliate links / Images from Amazon Product Advertising API
Preview | Product | Price | |
---|---|---|---|
CozyBerry® Querencia™ Candle Warmer, Compatible with Yankee Candle Large Jar, Metal, Candle Lamp,... | $34.99 | Buy on Amazon |
Last update on 2024-04-20 / Affiliate links / Images from Amazon Product Advertising API
SPDR优势在于提供各板块/行业指数。板块包括consumer discretionary, consumer staples, energy, financials, healthcare, industry, materials, technology并在板块基础上行业细分,为板块轮转(sector rotation)投资提供手段。SPY标普500(大型蓝筹)是美国标杆型ETF。
ETF的投资多元性可以体现在多方面。美国国内各种股票指数,市场板块及行业,海外投资(分单个国家和地区,发达国家与新兴国家),基金市值(大、中、小)与风格(价值型,核心型,成长型)等等,都是股票资产多元化的范围。在其他资产类型上,ETF可以投资债券、外汇货币、大宗商品、贵金属等。考虑大家兴趣,重点介绍股票和债券。
- Tobias, Andrew (Author)
- English (Publication Language)
- 320 Pages - 04/19/2022 (Publication Date) - Harper...
- Reference Guide, Investment Lawyer's (Author)
- English (Publication Language)
- 46 Pages - 07/12/2019 (Publication Date) -...
Last update on 2024-04-05 / Affiliate links / Images from Amazon Product Advertising API
- 5.1-channel 80-Watt powerful surround sound system
- 4K60, 4K120AB and 8K60B HDMI 2.1 with HDCP 2.3 and...
- Dolby Vision, Hybrid Log-Gamma and BT.2020
- Supports enhanced media and gaming - ALLM, VRR
- YPAO automatic room calibration
- Low-Profile Modern Design - Clean silhouettes,...
- Powerful Performance - Brilliant clarity,...
- Simple Setup, Streaming & Control - Get setup and...
- 5.1-Channel Sound - Experience a powerful...
- 6 Total Speakers - Full-range drivers deliver...
Last update on 2024-04-05 / Affiliate links / Images from Amazon Product Advertising API
对个人ETF投资,TOP 3基金公司就足够用了,个人的ETF投资组合基本上由以上三家穿插构成。
构成TIE2的公司
Preview | Product | Price | |
---|---|---|---|
Kodak Ultra Mini Portable Projector - HD 1080p support LED DLP Rechargeable Pico Projector - 100"... | $179.99 | Buy on Amazon |
Last update on 2024-04-20 / Affiliate links / Images from Amazon Product Advertising API
Preview | Product | Price | |
---|---|---|---|
Nintendo Switch™ with Neon Blue and Neon Red Joy‑Con™ | $287.99 | Buy on Amazon |
Last update on 2024-04-20 / Affiliate links / Images from Amazon Product Advertising API
有PowerShare, ProShare(债券), Van eck, WisdomTree(商品), Rydex(货币), iPart, Direxion funds(债券), Guggenheim等。根据需要选了几家,这些公司是niche player, 优势集中在某一方面,或给其他家产品增加一些rings and bells。这几家公司在actively manage passive products也有一定影响。
由于竞争激烈,各公司都进入其他公司的产品范围,产品线不断延长。比如TOP 3都有板块产品,VOO, IVV, SPY分别是三家标普500强的产品。
- SAMSUNG USA AUTHORIZED - Includes 2 Year Extended...
- Samsung 85 Inch DU8000 Crystal UHD LED 4K Smart TV...
- UHD Dimming | Auto Game Mode (ALLM) | Alexa...
- SAMSUNG TIZEN OS: Stream your favorite shows, play...
- BUNDLE INCLUDES: Samsung DU8000 Series 4K HDR...
- SAMSUNG USA AUTHORIZED - Includes 2 Year Extended...
- Samsung 75 Inch DU8000 Crystal UHD LED 4K Smart TV...
- UHD Dimming | Auto Game Mode (ALLM) | Alexa...
- SAMSUNG TIZEN OS: Stream your favorite shows, play...
- BUNDLE INCLUDES: Samsung DU8000 Series 4K HDR...
Last update on 2024-04-05 / Affiliate links / Images from Amazon Product Advertising API
各家各种产品提供了工具箱(toolkit)但工具箱本身并不是策略,就像下象棋知道车马炮的走法并不代表能获胜;商场女装部的裙装,化妆品部的香水,首饰部的戒指本身并不能保证穿着脱颖而出,你还得制定或轻盈或尊贵的着装策略,才能像灰姑娘Cinderella实现目标和梦想。
欲知ETF策略详情,且听下回分解。