Kutarisa Kupfuura VGK neIEV yekutarisa kuEurope
Muchikamu chino, tichatarisa kunze kwebhokisi pane dzimwe nzira shanu dzinoshandiswa nevashambadzi venyika dzakawanda dzinogona kushandiswa pazvinotengeswa muEurope.
Sei Uchifanira Kuisa Mamwe Maitiro?
Inonyanya kukosha dzeEurope dzeEurope dzinopa vatengesi zvakanyanya kufanirwa kune rumwe rutivi rwezvikamu zvakasiyana munyika dzakasiyana-siyana. Kana uri kutarisa kuti uwedzere kuwedzera 'Europe' kune imwe nzvimbo, iyo mari inogona kuva nzira iri nyore yekuzadzikisa zvinangwa izvi nebasa rimwe chete.
Dambudziko nemari iyi yakawanda ndeyokuti inoremerwa nemusika wemari . Mune mamwe mazwi, uri kutenga mamwe emakambani makuru uye mashoma emakambani maduku. Izvi zvingaita sekutaura kunonzwisisika kusvikira makambani anotanga kuwedzerwa. Kana iwe uri kuisa mari yakakwana kubva paukuru, iwe uchaguma uchingowedzera mari yakawanda mumakambani sezvavanenge vawedzerwa - zvakasiyana iwe unofanira kunge uri kuita.
Kana zvasvika kune pan-European money, vatengesi vanowedzera kuwedzerwa kwehuwandu hwepasi kune nyika huru kupfuura kuenzaniswa kwekuenzana kunyika dzose .
Vanguard FTSE Europe ETF (VGK), somuenzaniso, inotora chikamu chemazana 25 muUnited Kingdom ichienzaniswa ne5% chete muSpain uye 4 muzana muItaly. Dambudziko rinokonzera kuUnited Kingdom zvikuru-yakadai se'Brexit '- saka, inogona kunge ine simba guru pamapatotikoti kunyange zvazvo UK inongova chikamu chiduku chekudenga kweEurope.
Mari dzakawanda dzekuEurope dzakawanda dzinodzivisawo kukomberedza kushandiswa kwemari. MuEurope, apo mapaundi, euro , kronas, uye francs zvose zvinoshandiswa maererano neDhora reU.S., kukanganisa kwemari kunogona kunge kwakanyanya. Izvi zvinokonzera mari zvinogona kuve musoro wevatengesi kana makambani eEurope achitumira pfuma yakasimba asi euro kana imwe mari inoderera pamusoro peDhora reU.S., izvo zvinoreva kuti kudzoka kwakakwana kungaderedzwa.
Nzira dzakasiyana-siyana dzekutsvaga muEurope
Mashoko akanaka ndeokuti kune dzakawanda dzeEurope dzakasiyana dzakasiyana dzeEurope dzinoshandisa dzimwe nzira kunze kwekutengesa mari yekusimudzira. Muzvizhinji, mari iyi inonzi "smart beta" mari sezvo ichibatanidza maitiro ekugadzirisa maitiro nekusaita mari yekuisa mari. Vashandi vangave vachida kufunga nezvemari yakasiyana-siyana uye mazano seanosiyana nemasikirwo emasikirwo emagariro-mari inorema inowanzokwezva zvikuru.
1. Hedge Nemari Yengozi
Mari yengozi inogona kuva nechinje chekudzoka kwekutsvaga kwemari kwenyika dzose. Semuenzaniso, European stocks inogona kufara nehutano hwe10% yekukura kwepamusoro panguva inenge yapiwa, asi 5 kubva muzana inoderera mu euro ne dollar pamusoro penguva iyo inoreva kuti vashandi vekuAmerica vangangoona 5 muzana yezana gumi vachiwana mushure mokunge vatendeuka zvakare madhora.
Vakawanda vatsva veEFF vakatsvaga kuvhara njodzi idzi kuti vape vatengesi kutsvaga kutsvaga kwekushanda kwekambani.
Ihwo Uchenjeri Hwende Europe Hedged Equity Equity ETF (HEDJ) muenzaniso wakanaka wemari yakavharirwa ETF yeEurope iyo inopa vashandi mari yakasarudzwa. Kushandisa zvinyorwa, mari inoita misiyano chero ipi zvayo mumari yekunze kwekunze kukanganisa kuchinja kwekutendeuka. Zvinonyadzisa ndezvokuti vatengesi vanogona kushayikwa pamatambudziko ekushandurwa kwemazana uye vane zvishoma zvakasiyana-siyana zvakasiyana-siyana zvakapiwa kushayikwa kwekutsvaga kune dzimwe nyika mari.
2. Cherechedza Smart-Beta Funds
Smart beta mari yakave nzira yakakurumbira yekubatanidza nzira dzekutsvaga kwekuita nekunyatsorongedza nzira. Sezvo mashoko acho asina kunyatsojeka, kune zviuru zvezviuru zvakasiyana siyana zvakashandiswa nemari iyi. Asi pfungwa inokosha ndeyokuuya nehutano hwekusimudza mashizha mune imwe nhamba kunze kwemaketeni capital.
Iyi nzira inogona kutungamirirwa zvikuru, inyanzvi-inotungamirirwa, kana kusanganiswa kwezviviri.
The First Trust Europe AlphaDEX ETF (FEP) iEuropean-focal smart-beta fund inoshandisa kukoshesa mutengo, kuwedzera kwemari, kukosha kwebhuku, mari inoyerera, kudzoka kwezvinhu, nezvimwewo zvinyorwa zvekutengesa nhamba yezvikwata zveEurope. Sangano iri rinotarisa kuwedzera maitiro akafanana kana kunyanya kusangana nevarimi vezvinotarisirwa pazvinosvika pamapatotio avo, zvakadai sekudzivirira zvikwereti zvakawedzerwa kana kutenga kukoshesa zvikwata .
3. Wedzera Small Cap Exposure
Vazhinji vatengesi vanove nechekudzivirira kwechidiki muzvikwata zvavo zvepamba, asi nyika dzese dzepasi dzese dzisina kufanana. Asi zvinoshamisa kuti, zvigadziri zviduku zvese zvepasi rose zvinogovana zvakawanda zvezvibereko zvakafanana sevamwe vavo vekumba, zvakadai semari yekukura nokukurumidza uye mari. IEurope zvishoma zvishandiso zvekuEurope zvinopawo kuwedzerwa kukuru kwevatengi veEurope kupfuura makambani mazhinji emarudzi akawanda anongotanga kuitika kuEurope.
I-iShares MSCI Europe Small-Cap ETF (IEUS) muenzaniso wakanaka weChikwata chediki cheEurope chinoshandiswa nevashambadziri kuti vafunge kuwedzera kutsvaga mukirasi yefa. Kunyange zvazvo mari yacho ichiri kuyerwa nemakemikari yemari (ine denga) inopa kuve nani kune makambani maduku kudarika mari yemari inorema mari isina chidimbu. Mari iyi inogonawo kubatsira kuvandudza kusiyana-siyana sezvo isinganyanyi kuwirirana nemisika yose.
4. Funga kugoverwa-Focused Funds
Vashandi vekugara muhurumende kana varairimi vanotsvaga makambani akakwirira vanogona kukweverwa kune zvikwereti-kubhadhara zvikwereti . Kunyange zvazvo makambani akawanda eAmerica aripa chikamu chimwe chete chekota imwe neimwe, makambani eEurope anowanzobhadhara chikamu chepurofiti yavo kaviri pagore. Izvi zvinoreva kuti vatengesi vanogona kuona chikamu chavo chinowedzera kuwedzera sezvo kambani inowedzera purofiti - kunyange inogonawo kuderera kana zvikwereti zvichatsika.
The First Trust STOXX European Select Dividend ETF (FDD) inopa maonero eEuropean equities ane zvikwereti zvakakura zvezvibereko. Kunyange zvazvo mari yacho inogona kusanganisira makambani makuru-makambani makuru, sezvakangoita nemaketeni emari mari inorema, mari yacho inoremerwa nemari yekubhadhara panzvimbo yekukura. Kubva munaEpril 2017, mari yacho inopa chikamu chinokwana 4 kubva muzana chikamu chekugovera kana ichienzanisa ne3% chete yeVanguard FTSE Europe ETF (VGK).
5. Deredza Kuderedza Kuchengetedza Nokuderera-Muchikoro Mari
IEurope yakava nzvimbo inotyisa yenyika apo inosvika pakuisa mari kune dzimwe nyika ne ' Brexit ' nekusimudzira kupikisa euro. Somugumisiro, varimi vakawanda vanogona kuda kuderedza kusarudzwa kwavo kumatokisi anowanzoona kusununguka kwepasango. Nenzira yakanaka, mari yakaderera yokutsvaga - kana mari shoma yemari - inotarirwa pamatokari anoratidza kuderera zvishoma. Kuisa mari mumari iyi kunogona kubatsira kubhadharwa uye kubvisa mari yakawanda.
The iShares MSCI Europe Minimum Volatility ETF (EUMV) weights mashizha akavakirwa nekusagadzikana kwavo pavanenge vachipa zvikwereti zvisingabatsiri zvikamu zvakanyanya zveporofiti. Kubva munaEpril 2017, Vanguard FTSE Europe ETF (VGK) yaiva nebheta reyero ye1,21 muzana - inoratidza kuti yaiva 21 muzana yakawanda kupfuura yeS & P 500. EUMV inotengeserana mune zvishoma zvishoma sevanhu vanozvidzivirira zvekutengesa zvishandiso uye zvigadzirwa kuti vape zvishoma kusagadzikana kupfuura VGK.
The Bottom Line
Vazhinji varairimi vanotarisa kune yakakura uye yakawanda yemari yekutsinhanisa-inoshandiswa mari (ETFs) painoita kudyara kwepasi rose. Asi, kuita kudaro kunogona kuve nenjiva-kuvatengesa mukutenga makambani makuru makuru emarudzi kunze kwekutaura kwechokwadi kuEurope. Nzira shanu dzinotsanangurwa munyaya ino dzinogona kukubatsira kuti uwedzere maitiro ako uye kuisa mari mumitambo yakachena inopa hukuru hukuru, huwandu hwakasiyana-siyana, uye zvichida zviri nani kutaridzika kudzoka.