x

Start investing with a
free Kristal.AI account.

icon

Simple. Secure.

*Error message

善用ETF優勢 – 提前避險

692 ViewsNo Comments
featured_img

隨著大型科技公司紛紛在本周公布財報 (Tesla今日股價攀高到股價在市後時段升13%,首度突破600美元),該行業的主導地位比以往任何時候都更大。其中,美國市值最高的五家公司 – 蘋果、微軟、Alphabet、亞馬遜和Facebook如今佔標準普爾500指數的17.5%,意味著將資金投入SPDR S&P500 ETF(最受歡迎交易量最多的ETF之一)的投資者如今正在大舉押注美國科技公司。

根據標準普爾道瓊斯指數,蘋果和微軟今年的漲幅分別為85%和55%,兩者合計貢獻了標普500指數2019年漲幅的近15%。
Bryn Mawr Trust投資長米爾斯(Jeff Mills)29日警告,由於武漢肺炎的風險增加,加上美股目前的高估值,美股有可能下跌10%。

如果仍想進行避險,投資人可聚焦具避險功能的黃金與債券ETF,當景氣下行,資金會從股市漸漸轉移至債券市場;當美元貶值或突發性利空消息發生時,金價表現也往往不錯,可以滿足投資人避險需求。黃金ETF的種類更多,甚至有反向ETF可選擇,但最重要的是,美股的黃金ETF有槓桿效應,有助投資者倍大回報。要選規模較大及成交較多的美股黃金ETF,首選SPDR金ETF – 全球最大的黃金基金。

ETF具有買賣容易、風險分散、資訊透明及交易成本低等優勢,投資人透過Krista.AI帳戶即可買賣  。買進一筆ETF等同買進一籃子標的,相較投資單一標的,具有更好的風險分散性;加上ETF是採用被動式管理,指數成分股定期揭露,資訊透明程度高。最後,交易成本也相對低,於平台購買ETF更沒有任何額外成本和收費*(40萬投資額以下)。投資人若想掌握特定市場或產業投資契機,選擇適合的ETF投資,便可輕鬆參與該市場或產業的成長及進行避險投資。在海外股票ETF產品多元發展下,追蹤指數也不再只局限大型藍籌股指數,還發展出以追蹤中小型成長股、特定產業指數為主的ETF產品,也讓投資人在資產配置上有更多選擇。保守投資者可用較少銀碼按比例買入,若股市回調才再加倉。大家也應按自己投資取態調節比例。

cross
Change your country to India?

You’re now visiting Kristal.AI Worldwide.
To explore diverse offerings in Indian and global products, select India as your country.

ind

India

hkg

Hong Kong

sgp

Singapore

global

Other
Accredited Investor Declaration

This is offered only to Accredited and Institutional Investors as defined under the Securities and Futures Act, Chapter 289 of Singapore (“Act”), which broadly comprises of regulated financial Institutions, large corporates, high net worth individuals and sophisticated investors.

An Accredited Investor is an individual
  • Whose net personal assets exceed in value SGD 2 million (or it’s equivalent in a foreign currency) with value of his/her primary residence capped at SGD 1 million, or
  • Whose financial assets (net of any related liabilities) exceed in value SGD 1 million (or it’s equivalent in a foreign currency), or
  • Whose income in the preceding 12 months is not less than SGD 300,000 (or it’s equivalent in a foreign currency)

I agree to opt-in as Accredited Investor and will submit required documentation to confirm the same.

< Back Proceed as Private Wealth

Wealth Management Solutions