Nov yog yam uas cov tub ua lag luam yuav tsum paub txog ib qho ETFs

Cov tub ua lag luam feem ntau xav txog kev sib pauv pauv nyiaj raws li txoj hauv kev yooj yim los yuav cov pob tawb sib txawv ntawm tus kheej cov khoom lag luam taug qab qhov ntsuas lossis cuam tshuam rau cov ntsiab lus tshwj xeeb.

Tab sis tam sim no kuj muaj lub npe Ib qho ETFs, tso cai rau leveraged bets ntawm tus kheej cov khoom lag luam.

Txawm li cas los xij, cov kws tswj hwm thiab cov kws tshaj lij ceeb toom cov khoom lag luam no yuav nyuaj heev thiab pheej hmoo rau cov tub ua lag luam niaj hnub.

"Single-Tshuag ETFs yog qhov tsis tsim nyog thiab muaj kev pheej hmoo rau ntau dua 99% ntawm cov tub ua lag luam," said Jason Siperstein, tus thawj tswj hwm ntawm Eliot Rose Wealth Management hauv East Greenwich, Rhode Island.

Nov yog qhov lawv ua haujlwm li cas: Tsis yog tus tswv ntawm tus kheej cov khoom lag luam, cov ETFs muaj "swps," uas yog cov ntawv cog lus uas ob tog pom zoo los pauv cov nyiaj ntsuab ntws ntawm ib qho cuab tam rau lwm tus.

Cov ntawv cog lus no nthuav dav qhov nthuav tawm txhua hnub ntawm tus kheej cov khoom lag luam, thiab nyiam "kua txiv rov qab los ntawm ib qho kev coj los yog lwm qhov," piav qhia Ben Johnson, tus thawj coj ntawm kev tshawb fawb ETF thoob ntiaj teb rau Morningstar. 

Piv txwv li, TSLL muab bullish investor 1.5X cov nyiaj rov qab txhua hnub Tes, thiab qhov leverage factor rov pib dua txhua hnub.

Johnson tau hais tias "Ntau zaus, nws tuaj yeem sib txawv txawv nyob ntawm theem ntawm qhov tsis hloov pauv," Johnson tau hais. Qhov loj dua cov khoom lag luam pauv, qhov loj dua "volatility drag," cuam tshuam koj cov nyiaj rov qab tag nrho.

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Thaum cov khoom lag luam no tuaj yeem muab qee cov tub ua lag luam cuam tshuam rau cov khoom lag luam nyuaj dua, tsis muaj kev nkag siab txog "nuance thiab complexity," cov tub ua lag luam nruab nrab yuav muaj qhov tsis zoo, Johnson tau hais.

Txawm hais tias pom zoo ib leeg-Tshuag ETFs thaum Lub Xya Hli, Securities thiab Exchange Commission tau hais txog kev txhawj xeeb.

"Cov neeg ua lag luam cov nyiaj rov qab nyob rau lub sijhawm ntev dua tuaj yeem qis dua li qhov lawv xav tau raws li kev ua tau zoo ntawm cov khoom lag luam hauv qab," SEC Tus Thawj Coj Caroline Crenshaw tau hais hauv Lub Xya hli ntuj nqe lus. Nws tau hais tias "Cov teebmeem no zoo li yuav tshwm sim tshwj xeeb hauv kev lag luam tsis hloov pauv," nws hais. 

Qee tus kws pab tswv yim nyiaj txiag kuj tau ceeb toom rau cov tub ua lag luam txhua hnub txog qhov tsis hloov pauv ntawm cov cuab tam no.   

"Hauv kuv lub tswv yim, cov no yog cov cuab yeej uas ua rau kev nqis peev, uas kuv xav tias tuaj yeem txaus ntshai," Siperstein tau hais. "Tsis muaj kev sib txawv, tus nqi siab heev thiab tsuas yog tsis tsim nyog rau feem coob ntawm cov neeg."

Tus nqi sib piv rau ib qho ETFs yog ze rau 1%, thiab tus nqi nruab nrab rau cov nyiaj tswj tsis tau yog 0.12% hauv 2021, raws li Morningstar.

Vaughn Kellerman, CFP nrog HCM Cov Kws Pab Tswv Yim Nyiaj Txiag hauv Cincinnati, tau hais tias ib qho ETFs yog qhov tsim nyog rau kev lag luam hnub ntau dua li kev nqis peev mus ntev, hais txog SEC qhov kev txhawj xeeb txog qhov ua tau zoo ntawm kev poob.

Thaum nws muaj peev xwm "ua kom tiav" rov qab yog tias koj twv kom raug ntawm lub cuab yeej cuab tam lub zog hnub ntawd, kuj tseem muaj peev xwm poob ntau dua ntawm qhov downside, nws hais.  

Piv txwv li, yog tias cov khoom lag luam hauv qab txav mus rau 10%, cov khoom no yuav qis dua 30% mus rau 40%, Kellerman tau hais.

Hauv tib tsab ntawv SEC, Crenshaw tau hais ntxiv tias cov khoom lag luam cov yam ntxwv thiab kev pheej hmoo "yuav nyuaj" rau cov kws tshaj lij kev lag luam kom pom zoo rau cov neeg lag luam muag khoom thaum ua tiav lawv cov luag num fiduciary.