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善用ETF優勢 – 提前避險

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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。

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