Memilih Portfolio ETF yang betul
Exchange-traded fund (ETF) merupakan dana yang diperdagangkan di bursa saham. ETF biasanya dirancang untuk mengesan indeks tertentu dan menyimpan aset seperti saham, bon atau komoditi yang sesuai dengan indeks. Dengan membeli unit di ETF, pelabur dapat memperoleh pendedahan kepada semua aset yang dimiliki oleh ETF.
ETF menawarkan kaedah kos rendah dan efisien bagi setiap pelabur untuk membina portfolio dengan lebih fleksibiliti, ketelusan dan kos yang lebih rendah daripada reksadana (mutual fund) tradisional.
Keperluan Pelabur
Pelabur yang mahu pertumbuhan modal jangka panjang
Pengguna Sasaran
Pengguna yang mengumpulkan aset. Sedang memperoleh pendapatan tetap yang melebihi perbelanjaan hidup. Tidak memerlukan wang tunai dalam jumlah yang besar dan ingin menabung untuk pembelian pada masa depan atau persaraan.
Tujuan
Untuk mencapai pulangan yang tinggi dalam jangka masa panjang yang sama dengan pertumbuhan pasaran ekuiti global.
Indeks Rujukan
MSCI ACWI Index
Keperluan Pelabur
Pelabur yang ingin risiko rendah dan pendapatan tetap
Sasaran Pengguna
Pengguna yang telah bersara. Pada masa ini tidak memperoleh pendapatan tetap sehingga perbelanjaan hidup melebihi pendapatan. Membiayai perbelanjaan sara hidup dari pencen atau simpanan dan dengan itu mahu sebanyak mungkin pendapatan dari portfolio. Tidak mahu mengambil risiko kejatuhan besar nilai portfolio.
Tujuan
Untuk menjana pendapatan yang tetap dan stabil dengan ketidakstabilan nilai pasaran portfolio yang lebih rendah.
Indeks Rujukan
Barclays Global Aggregate Index
Keperluan Pelabur
Pelabur yang ingin melindungi nilai sebenar aset mereka.
Pengguna Sasaran
Pengguna dengan nilai bersih yang tinggi. Pengguna tidak khuatir kerana dapat membiayai perbelanjaan hidup tetapi ingin mengelakkan nilai aset mereka terhakis oleh inflasi.
Tujuan
Untuk melindungi nilai sebenar aset dalam portfolio.
Indeks Rujukan
Import price index
Portfolio Pertumbuhan
KOD
DESKRIPSI
PENYEDIA
RATIO PERBELANJAAN %
EWU
ISHARES MSCI UNITED KINGDOM
BlackRock
0.50%
ETF Description
The iShares MSCI United Kingdom ETF tracks a market-cap-weighted index of British companies. It covers the top 85% of British companies by market cap.
EWT
ISHARES MSCI TAIWAN
BlackRock
0.59%
ETF Description
The iShares MSCI Taiwan ETF tracks an index of Taiwanese firms, covering the top 85% of the market and weighted by market cap subjected to diversification requirements.
EWJ
ISHARES MSCI JAPAN
BlackRock
0.49%
ETF Description
The iShares MSCI Japan ETF tracks a market-cap-weighted index of Japanese stocks. The fund covers roughly 85% of the investable universe of securities traded in Japan.
VTV
VANGUARD VALUE
Vanguard
0.04%
ETF Description
Vanguard Value ETF tracks the CRSP US Large Cap Value Index. The index selects stocks from the top 85% of market capitalization based on multiple value factors.
IWP
ISHARES RUSSELL MID-CAP GROWTH
BlackRock
0.24%
ETF Description
The iShares Russell Mid-Cap Growth ETF tracks a market-cap-weighted index of growth companies chosen from a set of the 800-smallest Russell 1000 companies using 2 growth factors.
EWH
ISHARES MSCI HONG KONG ETF
BlackRock
0.49%
ETF Description
The iShares MSCI Hong Kong ETF tracks a market-cap-weighted index of firms listed on the Hong Kong Stock Exchange.
VPL
VANGUARD FTSE PACIFIC
Vanguard
0.08%
ETF Description
Vanguard FTSE Pacific ETF tracks the FTSE Developed Asia Pacific Index, a market-cap weighted index of securities in the developed markets of the Pacific region.
EWS
ISHARES MSCI SINGAPORE
BlackRock
0.50%
ETF Description
The iShares MSCI Singapore ETF tracks a market-cap weighted index of Singaporean firms, covering top 85% of the market subjected to diversification requirements.
FM
ISHARES MSCI FRONTIER 100
BlackRock
0.79%
ETF Description
The iShares MSCI Frontier 100 ETF tracks a cap-weighted index of the 100 largest companies from the 20 countries classified as frontier markets by MSCI.
FXI
ISHARES CHINA LARGE-CAP ETF
BlackRock
0.74%
ETF Description
The iShares China Large-Cap ETF tracks an index of the 50 largest and most liquid Chinese stocks traded on the Hong Kong Stock Exchange.
QQQ
INVESCO QQQ TRUST
Invesco
0.74%
ETF Description
The Invesco QQQ Trust tracks a modified-market-cap-weighted index of 100 NASDAQ-listed stocks.
Portfolio Pendapatan
KOD
DESKRIPSI
PENYEDIA
Ratio PERBELANJAAN %
MBB
ISHARES MBS
BlackRock
0.06%
ETF Description
The iShares MBS ETF tracks a market-weighted index of investment-grade mortgage pass-through securities. The index includes fixed and floating rate securities issued by GNMA, FNMA and FHLMC.
SJNK
SPDR BARCLAYS SHORT-TERM HIGH YIELD
State Street Global Advisor
0.40%
ETF Description
The SPDR® Bloomberg Barclays Short Term High Yield Bond ETF tracks a market-weighted index of short-term publicly issued U.S. high yield corporate bonds, with a remaining maturity of less than 5 years.
LQD
ISHARES IBOXX INVESTMENT GRADE
BlackRock
0.15%
ETF Description
The iShares iBoxx USD Investment Grade Corporate Bond ETF tracks a market-weighted index of US corporate investment-grade bonds across the maturity spectrum.
EMLC
MARKET VECTORS EMERGING MARKETS
VanEck
0.30%
ETF Description
The VanEck Vectors J.P. Morgan EM Local Currency Bond ETF tracks an index of debt issued by emerging market governments and denominated in local currencies of the issuers.
BWX
SPDR BARCLAYS INTL TREASURY
State Street Global Advisors
0.35%
ETF Description
SPDR Bloomberg Barclays International Treasury Bond ETF tracks a market-value weighted index of investment grade fixed-rate government bonds issued by countries outside the U.S.
VGIT
VANGUARD INTERMEDIATE-TERM GOVT BONDS
Vanguard
0.05%
ETF Description
Vanguard Intermediate-Term Treasury ETF tracks a market weighted index of fixed income securities issued by the U.S. government, excluding inflation-protected bonds, with maturities of 3-10 years.
HYG
ISHARES IBOXX HIGH YIELD CORPS
BlackRock
0.49%
ETF Description
The iShares iBoxx USD High Yield Corporate Bond ETF tracks a market-weighted index of US high-yield corporate debt.
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
BlackRock
0.15%
ETF Description
The iShares 7-10 Year Treasury Bond ETF tracks a market-value-weighted index of debt issued by the US Treasury with 7-10 years to maturity remaining. Treasury STRIPS are excluded.
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
BlackRock
0.15%
ETF Description
The iShares 3-7 Year Treasury Bond ETF tracks a market weighted index of debt issued by the U.S. Treasury. Remaining maturity must be 3-7 years. Treasury STRIPS are excluded.
TLT
ISHARES 20+ YEAR TREASURY BOND ETF
BlackRock
0.15%
ETF Description
The iShares 20+ Year Treasury Bond ETF tracks a market-weighted index of debt issued by the US Treasury with remaining maturities of 20 years or more.
IGOV
ISHARES INTERNATIONAL TREASURY BOND ETF
BlackRock
0.35%
ETF Description
The iShares International Treasury Bond ETF tracks a market weighted index of local currency non-US government issued debt. The index caps exposure to countries with higher outstanding debt.
Portfolio Perlindungan Inflasi
KOD
DESKRIPSI
PENYEDIA
Ratio PERBELANJAAN %
IYR
ISHARES US REAL ESTATE ETF
BlackRock
0.42%
ETF Description
The iShares U.S. Real Estate ETF tracks a market-cap-weighted index of US real estate equities listed on the major US exchanges.
TIP
ISHARES TIPS BOND ETF
BlackRock
0.19%
ETF Description
The iShares TIPS Bond ETF tracks a market-value-weighted index of US Treasury inflation-protected securities with at least one year remaining in maturity.
DBO
INVESCO DB OIL FUND
Invesco
0.78%
ETF Description
The Invesco DB Oil Fund tracks an index of crude oil futures contracts. It optimizes its contract selection based on the shape of the futures curve to minimize contango.
DBB
INVESCO DB BASE METALS F
Invesco
0.80%
ETF Description
The Invesco DB Base Metals Fund tracks an index of 3 base metals – aluminium, zinc and copper futures contracts.
IAU
ISHARES GOLD TRUST
BlackRock
0.25%
ETF Description
The iShares Gold Trust tracks the gold spot price, less expenses and liabilities, using gold bars held in vaults around the world.
IGF
ISHARES GLOBAL INFRASTRUCTUR
BlackRock
0.46%
ETF Description
The iShares Global Infrastructure ETF tracks a market-cap-weighted index of global infrastructure companies.
RWX
SPDR DJ INTERNATIONAL REAL E
State Street Global Advisors
0.59%
ETF Description
The SPDR® Dow Jones® International Real Estate ETF tracks a market-cap-weighted index of firms involved in the ownership and operation of real estate internationally, excluding the United States.
REM
ISHARES MORTGAGE REAL ESTATE
BlackRock
0.48%
ETF Description
The iShares Mortgage Real Estate ETF tracks a market-cap-weighted index of residential and commercial mortgage REITs.
SLV
ISHARES SILVER TRUST
BlackRock
0.50%
ETF Description
The iShares® Silver Trust tracks the silver spot price, less expenses and liabilities, using silver bullion held in London.
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