Investors. In fact, he did it himself. In ten years' gambling, his S&P 500 index fund gained annualized income.
The return rate is 7. 1%, while the annualized return rate of five hedge funds carefully selected by fund manager Mercedes is only 2.2%. So first of all,
First of all, what is an index fund? Index fund is a kind of stock fund, with a specific index as the target index.
And take the constituent stocks of the index as the investment object, and pass
Buy all or part of the constituent stocks of the index, build a portfolio, and track the fund products of the underlying index. In other words, the index
The fund is to copy the index to invest, without relying on the subjective operation of the fund manager. According to the investment method, it belongs to a typical passive fund and earns money.
Take the average income of market rise. The optimization of index composition can present the development achievements of economy and industry more objectively, which is more representative and instructive.
Make love.
First, the preparation is clear and transparent, the style is stable, and drift is avoided. Let users know clearly what they are investing in and interested in.
Have a relatively clear understanding. Passive funds avoid black swan events and subjective unstable operations. For investors, the cost is lower, which means the income is more cost-effective.
If we want to further subdivide index funds, I believe that what we hear most is broad base and narrow base. In fact, wide base and narrow base are just
A common name, mainly refers to the different investment direction and scope, which can be simply understood as the relatively scattered and narrow industries in a broad sense.
The foundation is relatively concentrated. Next, let's use a picture to understand the specific differences.
Whether it is an industry tracker or a product manager, it is necessary for investors to know the details of each product and each constituent stock.
My understanding with Xi is that this revision and upgrade of Ant only provided funds for list selection before, but after the revision, a wide range of foundations, industries and the whole are more clearly presented.
The classification of indicators such as goals and strategies and the characteristics of different risks and benefits; It also provides methods for screening sub-indices such as index valuation and profitability.
The investment potential was evaluated. As an investor, the most important thing is that the screening criteria are clear at a glance.
Secondly, from the three main dimensions of matching degree, dispersion degree and recognition degree, we can clearly see that ants have a great influence on the industry coverage of index stocks.
Industry dispersion, market influence and other factors are explained, and compared with the indicators, and finally a holistic investment is obtained.
Suggest that this is friendly to our individual investors. In other words, ants not only tell us what index funds are, but also tell us how to choose why and make the whole investment process more transparent and rational.
The revised zone not only enriches the investment index and popular science content, but also provides more optional investment tools and appropriate configuration.
Discuss it. For example, the broad-based index represents the economic trend and is more suitable for allocation as the bottom warehouse of investment. This is a configuration strategy: through
Through multiple collocation and decentralized configuration, systemic risks are effectively dispersed. Through the broad-based index to obtain stable market returns, but also through
Pay attention to the industry index and obtain some excess returns. The application of this concept in investment is multifaceted, which can make us more
Think in a comprehensive and balanced way. ?
Third, the development and growth rate of index funds in the next few years are predictable and positive. What about the investment market where industry themes prevail?
In order to gain a firm foothold and cope with the market storm, we need to think more systematically, comprehensively, professionally and rationally in an increasingly mature market.
And sometimes the proper and reasonable use of investment tools may have icing on the cake. As an ordinary investor, what should investment index funds pay attention to? The index is actually a stock selection rule, and a basket of stocks is selected according to certain rules, which is obtained by professional institutions through complicated calculations.
Get an average price representing this basket of stocks, and then use it to reflect the price level of such stocks in the market.
Let's put this
The average price is called the index point, and these stocks placed in the basket are called the constituent stocks of this index. Indexes can help us.
Know how much the stock market as a whole has risen compared with yesterday. The index was first born to measure the price changes in the stock market.
Index fund, also known as passive fund, is the main form of passive management of investment funds. To put it bluntly, which stock fund managers are there in the index?
Buy any stock, and buying a fund is buying an index. One advantage of index funds is their low fees, and the management fee is only 0.75%- 1.5%.
Class B funds are almost half as low, and the risks are relatively controllable, which is suitable for novice investors who have just started to make long-term fixed investment. ?
Four, according to the industry category of the companies involved, index funds can be divided into broad index and industry index.
Broad base index: usually not limited to the industry in which the constituent stocks are located. The word "wide" refers to the wide industry, what industry and what kind.
There are both types. For example, SSE 50, CSI 500, SME index and so on. Industry index, also known as narrow base index, generally tracks a certain
A specific industry or theme. Most importantly, investment industry funds are easily influenced by policy factors, which leads to excessive fund fluctuations and losses to investors. most
Obviously, the major changes in the education and training market in the past two years, as well as the earlier prohibition of alcohol, have had a major impact on the relevant industry markets.
Ring, and it is difficult for ordinary investors to predict these.