有些加拿大的金融产品应该也不错的
始终是个资源大国,下一轮经济周期,应该能受惠不少;另外美元资产应该越来越不值钱,有些人说,如果考虑通胀和美元贬值的因素,美国的股市指数其实一直都在跌,只不过08年跌得更惨一些。就算在美股中能有赢利,如果要折算成加币来用,可能会有所损失。如果两边有同样的投资类别,应该优先考虑加币。另外,对于加拿大居民,加拿大的股票还有一些税务上的优惠。如果对加拿大公司不熟悉,可以考虑一些ETF,现在加拿大的ETF很火。比如,如果对石油,金属或农产品有认识,可以买相应的指数;有些产品可以将指数的变化加倍,比如石油期货如果涨5%,你的etf就在10%左右的升幅。好处是避免了个股的风险,如果真有眼光,还可以从下跌市中赚钱,因为可以买“卖空”的产品,也有加倍的。
当然了,如果你有更熟悉的市场或投资对象,那一定还是要优先考虑的。 服了,FCH无所不知! "如果对加拿大公司不熟悉,可以考虑一些ETF,现在加拿大的ETF很火。比如,如果对石油,金属或农产品有认识,可以买相应的指数;有些产品可以将指数的变化加倍,比如石油期货如果涨5%,你的etf就在10%左右的升幅。好处是避免了个股的风险,如果真有眼光,还可以从下跌市中赚钱,因为可以买“卖空”的产品,也有加倍的"
老大,这段话能再详细讲解吗?我还什么都不懂。但是对资源类是关心的。 "如果对加拿大公司不熟悉,可以考虑一些ETF,现在加拿大的ETF很火。比如,如果对石油,金属或农产品有认识,可以买相应的指数;有些产品可以将指数的变化加倍,比如石油期货如果涨5%,你的etf就在10%左右的升幅。好 ...
laner 发表于 2009-6-8 14:58 http://www.ourdream.ca/forums/static/image/common/back.gif
ETF也是一种基金,但是与传统的基金相比,具有很多优势,比如可以方便地在交易所买卖,价格随时变动,管理费低,操作也比较透明,等等。。。基本上开个股票户口,跟买卖普通股票一样操作。
现在有很多不同种类的etf,可以根据你的知识和兴趣来投资。
下面是目前在多伦多交易所买卖的etf:
Name Claymore 1-5 Yr Laddered Corporate BondETF Claymore 1-5 Yr Laddered Government BondETF Claymore Balanced Growth CorePortfolioETF Claymore Balanced Income CorePortfolioETF Claymore BRIC ETF Claymore Broad Emerging Markets ETF Claymore Canadian Financial MonthlyIncome ETF Claymore Canadian Fundamental Index ETF Claymore CDN Dividend & IncomeAchievers ETF Claymore Equal Weight Banc & LifecoETF Claymore Global Agriculture ETF Claymore Global Infrastructure ETF Claymore Global Monthly AdvantagedDividend ETF Claymore Global Real Estate ETF Claymore International Fundamental IndexETF Claymore Japan Fundamental Index ETF C$Hedged Claymore Natural Gas Commodity ETF Claymore Oil Sands Sector ETF Claymore Premium Money Market ETF Claymore S&P Global Water ETF Claymore S&P/TSX CDN Preferred ShareETF Claymore S&P/TSX Global Mining ETF Claymore US Fundamental Index ETF Horizons AlphaPro Managed S&P/TSX 60ETF Horizons BetaPro COMEX Gold Bullion BearPlus ETF Horizons BetaPro COMEX Gold Bullion BullPlus ETF Horizons BetaPro DJ-AIG AgriculturalGrains Bear Plus ETF Horizons BetaPro DJ-AIG AgriculturalGrains Bull Plus ETF Horizons BetaPro MSCI Emerging MarketsBear Plus ETF Horizons BetaPro MSCI Emerging MarketsBull Plus
ETF Horizons BetaPro NASDAQ-100 Bear PlusETF Horizons BetaPro NASDAQ-100 Bull PlusETF Horizons BetaPro NYMEX Crude Oil BearPlus ETF Horizons BetaPro NYMEX Crude Oil BullPlus ETF Horizons BetaPro NYMEX Natural Gas BearPlus ETF Horizons BetaPro NYMEX Natural Gas BullPlus ETF Horizons BetaPro S&P 500 Bear PlusETF Horizons BetaPro S&P 500 Bull PlusETF Horizons BetaPro S&P/TSX 60 BearPlus ETF Horizons BetaPro S&P/TSX 60 BullPlus ETF Horizons BetaPro S&P/TSX 60 InverseETF Horizons BetaPro S&P/TSX 60 InverseETF Horizons BetaPro S&P/TSX CappedEnergy Bear Plus ETF Horizons BetaPro S&P/TSX CappedEnergy Bull Plus ETF Horizons BetaPro S&P/TSX CappedEnergy Inverse ETF Horizons BetaPro S&P/TSX CappedFinancials Bear Plus ETF Horizons BetaPro S&P/TSX CappedFinancials Bull Plus ETF Horizons BetaPro S&P/TSX CappedFinancials Inverse ETF Horizons BetaPro S&P/TSX Global GoldBear Plus ETF Horizons BetaPro S&P/TSX Global GoldBull Plus ETF Horizons BetaPro S&P/TSX GlobalMining Bear Plus ETF Horizons BetaPro S&P/TSX GlobalMining Bull Plus ETF Horizons BetaPro U.S. 30-yr Bond BearPlus ETF Horizons BetaPro U.S. 30-yr Bond BullPlus ETF Horizons BetaPro U.S. Dollar Bear PlusETF Horizons BetaPro U.S. Dollar Bull PlusETF iShares Alternatives CompletionPortfolio Builder Fund iShares CDN DEX All Corporate Bond IndexFund iShares CDN DEX All Government BondIndex Fund iShares CDN DEX Long Term Bond IndexFund iShares CDN DEX Real Return Bond IndexFund iShares CDN DEX Short Term Bond IndexFund iShares CDN DEX Universe Bond Index Fund iShares CDN Dow Jones Canada SelectDividend Index Fund iShares CDN Dow Jones Canada SelectGrowth Index Fund iShares CDN Dow Jones Canada SelectValue Index Fund iShares CDN Jantzi Social Index Fund iShares CDN MSCI EAFE 100% Hedged to CADDollars Index Fund iShares CDN Russell 2000 Index -Canadian Dollar Hedged Index Fund iShares CDN S&P 500 Hedged toCanadian Dollars Index Fund iShares CDN S&P/TSX 60 Index Fund iShares CDN S&P/TSX Capped CompositeIndex Fund iShares CDN S&P/TSX Capped EnergyIndex Fund iShares CDN S&P/TSX CappedFinancials Index Fund iShares CDN S&P/TSX CappedInformation Technology Index Fund iShares CDN S&P/TSX Capped MaterialsIndex Fund iShares CDN S&P/TSX Capped REITIndex Fund iShares CDN S&P/TSX Completion IndexFund iShares CDN S&P/TSX Global GoldIndex Fund iShares CDN S&P/TSX Income TrustIndex Fund iShares CDN S&P/TSX SmallCap IndexFund iShares COMEX Gold Trust iShares Conservative Core PortfolioBuilder Fund iShares Global Completion PortfolioBuilder Fund iShares Growth Core Portfolio BuilderFund PowerShares DB Agriculture Double LongExchange Traded Notes PowerShares DB Agriculture Double ShortExchange Traded Notes PowerShares DB Crude Oil Double LongExchange Traded Notes PowerShares DB Crude Oil Double ShortExchange Traded Notes PowerShares DB Gold Double Long ExchangeTraded Notes PowerShares DB Gold Double ShortExchange Traded Notes 摘一些简单介绍给有兴趣的朋友:
ETFs provide a wide choice of investment options, including various sectors, asset classes, geographical locations and investment strategies. ETFs typically track the performance of a basket of securities underlying the benchmark index – the benchmark can be made up of individual stocks, bonds or other securities such as commodities. Therefore, owning a few ETFs can be a quick way to diversify one’s portfolio. Attempting to build a diversified portfolio by buying individual stocks, bonds and other investments can be more costly, risky and time consuming than diversifying with ETFs. For example, if an investor would like to have a diversified portfolio of stocks, bonds and other assets such as commodities, one could use 2 ETFs to represent bonds and stocks rather than researching, buying and managing a number of individual bonds and stocks for the same asset class coverage and weighting. ETFs have the potential to outperform an actively managed mutual fund over time. Many studies have been conducted over time that demonstrate that a minority of mutual funds outperform the return of an index. ETFs are an efficient way to realize index performance and a lower annual management fee. ETFs report their holdings every day and typically disclose the specific weighting of the constituents of the tracked index, which means you will know when the ETF has modified its position in a particular stock or other security. In contrast, most mutual funds report their holdings periodically - typically twice a year. You may not know for months if the mutual fund you own has substantially changed its holdings, their weightings or the overall investment style (i.e. – from growth to value). The transparency inherent with ETFs, coupled with the tracking of a set index, provides greater confidence that the ETF will maintain its original investment strategy. Like all funds, ETFs have an annual fee referred to as a management fee. The fee charged by ETFs is generally lower than that charged by mutual funds, making ETFs more cost-efficient. Although the percentage difference between an ETF and a mutual fund might seem insignificant, the difference can substantially affect the return on the investment over a long period of time. ETFs are generally more tax-efficient than mutual funds because they rarely trigger capital gains. The ETF holder pays a capital gains tax when the shares are sold, while mutual funds generate gains that investors must pay tax on even while they still hold the fund.
ETFs can also be more tax efficient than building a balanced portfolio of individual stocks. Over time, the excess capital gains generated through buying and selling individual stocks, along with the brokerage commission fees for each transaction, can reduce the overall return of your portfolio.
Note that some ETFs also offer dividends or other distributions on a regular basis. These distributions are taxable if held in a non-registered account. The price of a stock can change dramatically throughout the day due to company news and other events. ETFs generally have lower price volatility than individual stocks due to their inherent diversity in more than one security. The overall price movement of an ETF is dependent on the movement of all the holdings in the fund. Should one or more holdings of the ETF experience price volatility, generally the other holdings in the fund (with less volatility) will moderate the ETF’s overall price movement. The lower volatility inherent to ETFs reduces portfolio risk for investors. 详细内容,参见:http://www.tmxmoney.com/en/sector_profiles/exchange_traded_funds/index.html 是的,ETF指数基金的优势相当明显,相对容易判断,省时省力省心
国外做指数基金的人很多,国内多数人局限于个股和普通基金
前一阵子A股是蓝筹行情,平时对蓝筹研究不多,拿不准哪个能涨多点,直接买了50ETF
跟指数基金是跑平大盘最好的方法 我还是更喜欢从加拿大股市里直接选股票,呵呵,操作股票更有意思。『Canada-Flag』 现在买什么股估计都不会亏;-) 学点股金
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