Musuubule ETFs
Mwazeemu entereeza y'ebyamaguzi byammwe (portfolio) nga muyita mu kibiina ky'amakampuni mangi mu kiseera kimu okukozesa ensawo ezisuubulirwa ku katale k'emigabo (ETFs) – omulyango ogukozesa ekikofiira kimu okutuuka ku bibinja by'ebyamaguzi okuva mu bitundu nga tekinologiya, amaanyi, n'obulamu, n'ebirala.
Lwaki okusuubula ETFs ne Deriv
Okusuubula okutali kwa Swap
Mussaayo omwoyo ku nkyukakyuka z'akatale nga temulina kweraliikirira ku mpooza ez'ekiro.
Ebitabo by'okusuubula eby'amagezi era ebyawukanyeemu
Mufune ebika by'ebyamaguzi ebitali bimu era mukuume obutya bwammwe ku mugabo nga mukozesa okusuubula kumu.
Okusuubula awatali kamisoni
Mufune amagoba agasukkiridde nga temulina kyemutya ku mpenjo oba ebisale ebirala.
Ebyo bye tuwa
ETFs z'Ebintu
Ebikozesebwa bino biwa omukisa gw'okutuuka ku butale bw'ensi yonna nga mukozesa ETF emu — okuva ku kkampuni ez'amaanyi mu tekinologiya okutuuka ku zaabu ezaterekebwa.
Strategy ETFs (Ensawo ezisuubulirwa ku katale ez'enkola)
Mutumbule okusuubula kwammwe mu ETF nga mukozesa Hedging ey'amagezi ne Leverage bino ebikozesebwa bye biwa.
Mukebere ETFs zaffe
Ekikozesebwa (Instrument) | Omuwendo gw'endagaano (Contract size) | Ssente enkulu | Obunene obusingayo obutono | Ekkomo lya Vol | Spread esingayo obutono | Spread entegekeddwa mu % | Leverage ekoma waggulu ennyo | Margin esoomebwa (%) | Swap long (pts) | Swap empi (pts) | Essaawa z'okusuubula (gmt) |
|---|---|---|---|---|---|---|---|---|---|---|---|
AGG.US | 1 | USD | 1 | 500 | 0.18 | 0.19% | 1:10 | 10.00% | -1.10 | -4.40 | Balaza 13:35 - Lwakutaano 20:00 GMT |
ARKK.US | 1 | USD | 1 | 1000 | 0.18 | 0.24% | 1:10 | 10.00% | -2.20 | -5.50 | Balaza 13:35 - Lwakutaano 20:00 GMT |
DIA.US | 1 | USD | 1 | 500 | 0.21 | 0.04% | 1:10 | 10.00% | -3.30 | -12.10 | Balaza 13:35 - Lwakutaano 20:00 GMT |
EEM.US | 1 | USD | 1 | 1000 | 0.17 | 0.27% | 1:10 | 10.00% | -1.10 | -2.20 | Balaza 13:35 - Lwakutaano 20:00 GMT |
EFA.US | 1 | USD | 1 | 1000 | 0.18 | 0.17% | 1:10 | 10.00% | -1.10 | -3.30 | Balaza 13:35 - Lwakutaano 20:00 GMT |
ERX.US | 1 | USD | 1 | 1000 | 0.18 | 0.21% | 1:10 | 10.00% | 0.00 | -1.10 | Balaza 13:35 - Lwakutaano 20:00 GMT |
GDX.US | 1 | USD | 1 | 1000 | 0.18 | 0.21% | 1:10 | 10.00% | 0.00 | -1.10 | Balaza 13:35 - Lwakutaano 20:00 GMT |
GLD.US | 1 | USD | 1 | 500 | 0.2 | 0.06% | 1:10 | 10.00% | -5.93 | -19.76 | Balaza 13:35 - Lwakutaano 20:00 GMT |
HYG.US | 1 | USD | 1 | 1000 | 0.18 | 0.23% | 1:10 | 10.00% | -1.10 | -4.40 | Balaza 13:35 - Lwakutaano 20:00 GMT |
IEMG.US | 1 | USD | 1 | 1000 | 0.18 | 0.23% | 1:10 | 10.00% | -1.10 | -2.20 | Balaza 13:35 - Lwakutaano 20:00 GMT |
Amawulire gasinziira ku data ya nnabwino ennyingi ennyo eyafunikawo era gayinza obutakiikirira embeera y'okusuubula ey'olunaku lw'olwaleero. Ebiweebwayo bisobola okwawukana okusinziira ku mbeera y'okusuubula.
Engeri y'okusuubula ETFs ku Deriv
CFDs
Mulambule ku nkyukakyuka z'ebbeeyi za ETFs ezimanyiddwa nnyo, nga mulina Leverage ey'amaanyi n'obubonero bw'ekikugu obw'omulembe.
Ebibuuzibwa ebisinga obungi ku ETFs
Emigaso gy'okusuubula mu ETFs gye gino:
Okwawukanya ebintu (Diversification): Abasuubuzi basobola okutuuka ku bintu bingi eby'enjawulo era kiyinza okukendeeza akabi mu kaliya kamu.
Okwolesebwa (Transparency): ETFs zisaanidde okulaga ebintu bye zirina mu bbanga obumu.
Ssente entono ezikozesebwa (Cost-effective): ETFs zitera okuba n'emiwendo mitono egy'okuzikozesa okusinziira ku ensawo z'ebyobusuubuzi (mutual funds) oba okulina buli kimu mu by'ETFs byokka.
Obusobozi okukyusibwa mu ssente (Liquidity): ETFs zitera okuba na busobozi bungi okukyusibwa mu ssente, nga waliwo abaguzi n'abatunzi abeetegefu buli kiseera.
Waliwo ebika by'enjawulo ebya ETFs gamba nga:
Broad market ETFs : Ebbo za ETFs zigenderera okufaananya enkola y'akatale konna oba ekipimo ekimu, gamba nga S&P 500 oba FTSE 100.
Sector ETFs: Ebbo za ETFs zeesigama ku bitundu by'enjawulo eby'ebyenfuna, gamba nga tekinologiya, eby'obulamu, oba amasannyalaze.
Bond ETFs : Bond ETFs zisiga ssente mu bintu ebiwa magoba agagere (fixed-income securities), omuli obbaanzi za gavumenti, obbaanzi za kkampuni, n'obbaanzi za gavumenti z'ebitundu.
Commodity ETFs: Ebbo za ETFs zino ziwa omukisa gw'okusuubula ebyamaguzi gamba nga zaabu, amafuta, gaasi ya bulijjo, oba ebintu by'eby'obulimi.
International ETFs: International ETFs zeesigama ku mawanga oba ebitundu ebimu, nga ziwa abasuubuzi omukisa gw'okusuubula mu butale bw'amawanga.
Smart Beta ETFs : Smart Beta ETFs zikozesa enkola z'enjawulo ez'okupima oba ebintu ebirala okuzimba portfolio, nga zigenderera okusingawo ebipimo ebisinga okwesigama ku bunene bw'akatale (market-cap-weighted).
Currency ETFs : Currency ETFs zikwata ku mpisa y'ssente ez'enjawulo oba ekibinja ky'ssente.
Specialty ETFs : Specialty ETFs zikwata ku bitundu eby'enjawulo gamba nga eby'ettaka n'ennyumba, obutale obuzimbwa (emerging markets), amasannyalaze amalala, oba enkola za njawulo ez'okusiga ssente.
Ebisale ebikulu mu kusuubula CFD ku ETFs bye bino:
Spread: Kuno kwe kwawukana wakati w'ebbeeyi y'okugula n'ey'okutunda nga broker gy'awadde. Kikiikirira ebisale by'okuteekawo okusuubula.
Okusasula okw'ekiro (Overnight financing): Okusigaza ekifo nga kiridduse ekiro kyonna, kisaba okusasula okusinziira ku miwendo omusingi (benchmark rates) nga gigattiddwa ne markup (ensawo ezitalina swap tezirina kisale kino).
Kamisoni (Commissions): Broker abamu basobola okusasuza kamisoni ku buli kusuubula. Deriv ewa okusuubula CFD awatali kamisoni.
Okukyusa ssente (Currency conversion): Okukyusa ssente nga musuubula mu butale bw'amawanga amalala, okusinziira ku ssente ensimbi ensonga (base currency) z'akawunti yammwe, kiyinza okuleeta ebisale era n'okuba n'akabi ka forex.
Akawunti za CFD ziri akawunti za derivative ezikozesebwa okutegeeza enkyukakyuka mu bbeeyi, era tezifuna ddiividendi za ssente butereevu. Mu kifo kya kino, Deriv akola "enteekateeka za ddiividendi" okusalawo ku bikwata ku kusasula ddiividendi. Enteekateeka zino zikolebwa ku lunaku lwa ex-date mu kawunti za CFD, nga kyeraga nti tewabaawo magoba oba kufiirwa okuva mu bikolwa bino ebya bulijjo.
Ku mabanja amalayo (long positions), bwe ddiividendi eweebwa, amagoba/okufiirwa kujja kukendeera nga ensimbi zivudde mu kkampuni, ekikendeeza ku muwendo gwayo. Wabula, akawunti kagattirwako omuwendo gwa magoba/okufiirwa ogwakenneenye okuziyiza akabi ak'amaanyi ne kutuuza omuwendo omutuufu.
Ku luuyi olulala, ku mabanja amaempi (short positions), bwe ddiividendi eweebwa, amagoba/okufiirwa kujja kweyongera nga ensimbi zigabanyizibwa abalina emigabo. Okuzibikira ekikolwa kino n'okutuuza omuwendo omutuufu, akawunti kaggyibwako omuwendo gwa magoba/okufiirwa ogwayongedde.
