• 2019.07.01
    ¬P´Á¤@

°ê®w¶Å¨éETF¬y¤J48»õ·s¸êª÷
§ë¸êªÌ¯É´é¦V¶Å¨é¥«³õ

[2019.07.01] µoªí
¤W©P¤­¡A¬ü°êªÑ¥«§¡¥H¤p´T¤Wº¦¦¬¥«¡Aµ²§ô¤F20¦~¨Ó³Ì¦nªº¤@­Ó¤W¥b¦~¡C

¡i©ú³ø±M°T¡j¤µ¦~¡A¶Å¨éªºÃöÁä¦r¬O¡u¶R¶i¡v¡C®Ú¾ÚMorningstar¡A¦Û2018¦~©³¥H¨Ó¡A§ë¸êªÌ¯É¯É´é¦V¶Å¨é¥«³õ¡AiShares20¦~´Á¥H¤W°ê®w¶Å¨éETF(iShares20+Year Treasury Bond ETF¡A¥N¸¹TLT)¤µ¦~¥H¨Ó¥X²{48»õ¤¸ªº·s¸êª÷¡C

À³µ|¤½¥q¤Î¬F©²¶Å¨é¤µ¦~¤W¥b¦~¬y¤J¶q¼Wªø11.5%¡A¥«¬F©²¶Å¨é¬y¤J¶q¥ç¼Wªø¤F9%¡C¬Û§Î¤§¤U¡A¬ü°êªÑ¥«ETFªºªí²{«h»·¤£¦p¶Å¨é¡A¬y¤J¶q¶È¦¨ªø3%¡C

¤£¹L¡ACFRA ETF¤Î¤¬´f°òª÷¬ã¨s³¡¥D¥ôTodd Rosenbluthªí¥Ü¡A¬ü°êªÑ²¼«¬°òª÷ªº¬y¤J¶q¤U­°¨Ã¤£·N¨ýþÓ³oÃþªºETFºÆ¨g¤w¹L¥h¡A©Î¤w¹FÅq®p¡C¥L»¡¡G¡u§Ú­Ì»{¬°§Ú­ÌÁÙ·|¨£¨ì¶i¤@¨B½Õ¾A¡C¡vRosenbluthªí¥Ü¡A¤@¨Ç²[»\­±¸û¼sªxªºªÑ²¼ETF¡A¥]¬AiShares¡¦ Core S&P500 ETF¤ÎVanguard¡¦s S&P500 ETF¨Æ¹ê¤W¤w¥X²{¦¨ªø¡C

Morningstar¥þ²yETF¬ã¨s¥DºÞBen Johnson¤]¦P·N¡C¥L¨Ã«ü¥X¡A¸Ó¤½¥qªº¸ê®Æ¨Ã¥¼Åã¥ÜETF·~¤w¤éÁ¡¦è¤s¡C¥L»¡¡G¡u§ë¸êªÌ­·ÀI­G¤f¸û¥h¦~¤U¥b¦~ÅãµM¤w¦³§ïµ½¡C¦pªG§A¬Ý¬Ý¥Ø«eªÑ¥«ªº±¡ªp¡A6¤ë¤w¥X²{¼Æ¤Q¦~¨Ó³Ì¦nªº¤@­Ó6¤ë¡AªÑ²¼«¬ETF¥ç½w½w¤W¤É¡A¦Ü¤Ö¦b¤µ¦~ÀY5­Ó¤ë¬O¦p¦¹¡C¡v

Johnsonªí¥Ü¡A§Y¨Ïªø´Á°ê®w¶Å¨éTLT´N¥»¦~¦Ó¨¥¡A¤´¬O³Ì¨üÅwªïªºETF¡A¦ý§ë¸êªÌ¹ïªÑ²¼«¬ETFªº¿³½ì¥ç¥¼´î¡C¥L»¡¡G¡u6¤ë¤j®a¨£¨ì¬ü°êªÑ¥«ETF¤Wº¦¡A¤×¨ä¬OiShares¡¦ Core S&P500 ETF¤ÎVanguard¡¦s S&P500 ETF¡C

¤W©P¤­¡A¬ü°êªÑ¥«§¡¥H¤p´T¤Wº¦¦¬¥«¡Aµ²§ô¤F20¦~¨Ó³Ì¦nªº¤@­Ó¤W¥b¦~¡C¶Å¨é´F®§²v¦bG20®p·|Á|¦æ«e¤]¤W¤É¡C³\¦h¤H¹w´Á¡A¯S®Ô´¶Á`²Î»P¤¤°ê°ê®a¥D®u²ßªñ¥­ªº·|±à·|¦³¨Ç¦¨ªG¡C

§ó¦h¥[°ê¸gÀÙ
¡i©ú³ø±M°T¡j¤@«×¨IºÎ¤£¿ôªº¬ü°ê©Ð¦a²£·~¦³¥i¯à¦b2019¦~¤U¥b¦~´_Ĭ¡A¦ý§ë¸êªÌ¦b¿ï¾Üª«·~¤½¥q¤è­±«o¤Q¤À¬D­ç¡C ¦í¦v©M¤u·~©Ð¦a²£§ë¸ê«H°U¡]... ¸Ô±¡
¥Ûªo¿é¥X°ê®a²Õ´¨MÄò´î²£ ª½¦Ü¤µ¦~©³¥ì©Ô§J­«·s¥[¤J
¡i©ú³ø±M°T¡j¥Ûªo¿é¥X°ê®a²Õ´¡]OPEC¡^¤Î¨ä·ù¤Í¤w¨M©w¤U©PÄ~Äò´î²£¡Aª½¦Ü2019¦~©³¥ì©Ô§J­«·s¥[¤J¥Í²£¦æ¦C¬°¤î¡C ¥ì®Ô¬O°ß¤@©|¥¼¹ï©µªø... ¸Ô±¡

©ú³øºô¯¸ ¡P ª©Åv©Ò¦³ ¡P ¤£±oÂà¸ü
Copyright © 2019 mingpaocanada.com All rights reserved.
Ming Pao Daily News A wholly owned subsidiary of Ming Pao Enterprise Corporation Ltd.
Vancouver Chinese Newspaper

5368 Parkwood Place, Richmond B.C. V6V 2N1 | Tel.: (604) 231-8998 | Fax: (604) 231-9881/9884 | Advertising Hotline Tel.: (604) 231-8992