What is an ETF?
What is an ETF?
Key takeaways
主要外卖
An ETF is an exchange-traded fund that can be traded on an exchange like a stock.
ETFs are a way to pool money and make investments in stocks, bonds, gold, etc.
Most ETFs are index trackers and their prices fluctuate throughout the day.
ETF是一种交易所交易基金,可以像股票一样在交易所交易。
ETF是一种汇集资金并投资于股票、债券、黄金等的方式。
大多数ETF都是指数跟踪者,它们的价格全天波动。
Understanding an ETF
了解ETF
"In my view, for most people, the best thing to do is to own the S&P 500 index fund", Warren Buffett said at a Berkshire Hathaway's annual meeting.
沃伦·巴菲特(Warren Buffett)在伯克希尔哈撒韦公司(Berkshire Hathaway)的年会上表示:“在我看来,对大多数人来说,最好的做法是拥有标准普尔500指数基金。”
Selecting a good company to invest in is a complex and time-consuming task, especially for novice investors. In most cases, buying an index-based ETF, a predominant type of ETFs, is regarded as a good strategy for general investors.
选择一家好的公司投资是一项复杂而耗时的任务,特别是对于新手投资者来说。在大多数情况下,购买基于指数的ETF被认为是普通投资者的好策略。指数ETF是ETF的主要类型。
An exchange-traded fund (ETF) is a fund that invests in a basket of securities. Similar to mutual funds, ETFs are a common way to pool money in a fund.
交易所交易基金(ETF)是投资于一篮子证券的基金。与共同基金类似,ETF是一种在基金中汇集资金的常见方式。
ETFs become growing popular because of two attributes. They not only are alternatives to diversified investment portfolios but can be traded on exchanges like a stock at market prices. The share price of an ETF fluctuates all way in rhythm with the index or securities tracked.
ETF之所以变得越来越受欢迎,是因为它有两个属性。它们不仅是多元化投资组合的替代选择,而且可以像股票一样以市价在交易所交易。ETF的股价随着追踪的指数或证券而一路波动。
ETFs have different types but the majority are index-based ETFs. With the prosperity of ETFs, actively managed ETFs have sprung up. For example, Cathie Wood's Ark Invest ETFs-ARK Innovation ETF ($ARK Innovation ETF(ARKK.US)$), was one of the hottest actively managed ETFs in 2020.
ETF有不同的类型,但大多数是基于指数的ETF。随着ETF的繁荣,主动管理型ETF如雨后春笋般涌现。例如,凯西·伍德的方舟投资ETF-方舟创新ETF($方舟创新ETF(ARKK.US)$),是2020年最热门的积极管理型ETF之一。
However, like any financial product, ETFs aren't a one-size-fits-all strategy for successful investing. While you are choosing an ETF, its investment objectives, strategies and fees, historical performances should be taken into consideration.
然而,就像任何金融产品一样,ETF也不是一刀切的成功投资策略。当你选择一只ETF时,它的投资目标、策略和费用、历史业绩都应该被考虑在内。
Example
示例
If you don't have enough time to invest, but you want to trade as a side hustle. Just like what Buffett said, you believe an index fund is a good way to invest in the U.S. stock market.
如果你没有足够的时间来投资,但你想做副手交易。正如巴菲特所说,你认为指数基金是投资美国股市的好方法。
For example, the well-known SPY is an ETF that tracks the S&P 500, which consists of the 500 largest U.S. companies. $S&P 500 index(.SPX.US)$ was up 16.26% in 2020 and SPY even gained 16.58% during the same period.
例如,著名的标普500ETF是一只追踪标准普尔500指数的交易所交易基金,该指数由美国500家最大的公司组成。$标准普尔500指数(.SPX.US)$在2020年,标普500ETF的股价上涨了16.26%,同期,标普500ETF的股价甚至上涨了16.58%。
For more investment knowledge and trends, welcome to Courses in the Community.
欲了解更多投资知识和趋势,欢迎访问课程在社区里。