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500成长ETF

【对话基金经理】市场波动之下,如何把握成长板块投资机遇?

鲁亚运比较明确的是我们仍旧可以乐观多一点。原因有两方面,一方面与国内的货币政策息息相关,相较于海外,国内的CPI相对来说是比较温和的通胀,基于这样的前提条件,美联储和欧洲是紧缩的货币政策,不光是加息,还在缩表,这可能是大环境上的区别;反观国内,货币政策、产业政策、财政政策都是一个整体偏宽松的情形,在大环境之下利好资本市场投资,这是第一点。第二点我们能看到下半年的变化,一季度三、四月份股市相对来说比较悲观,原因在于一季度特别是四、五月份受疫情反复影响,对经济压力比较大,而四、五月份经济下行压力大,下半年能看到今年稳增长的措施执行落地之后,很有可能在第三、四季度看到经济的企稳回升,企稳回升会带动国内相关企业的盈利修复,包括A股在内,包括主营业务在大陆港股的上市公司,都是利好公司的盈利修复,这是下半年的看点,我们看三季报或者年报数据披露之后,相信能够被验证,这种情况下我们下半年乐观多一点。

小夏:好的,感谢鲁总的讲解。那咱们再来聊聊大家都很关心的成长板块吧。您认为在过往的历史中,通常是怎样的市场环境下才能有利于成长板块的表现呢?

鲁亚运:在过去几年,尤其是最近一两年时间里,我们发现A股出现反弹的时候,成长板块的表现比较突出,这背后的原因使我们发现一个规律,当市场呈现经济上行、利率下行态势的时候,表现为“中小创”同步上涨,中证500、中证1000、“创”系列指数均有较好表现。当前跟2012年情形有相似之处,2012年下半年,景气度企稳回升,货币信贷环境宽松,通胀水平整体稳定,推高“中小创”风格表现。回到当前,进入到下半年若市场对经济触底回升形成共识并被验证,则创业板指、科创板、中证1000、中证500可能存在阶段性机会

02

创成长指数的作用有哪些呢?

小夏:好的,通过以上鲁总的讲解,投资者可能也更清楚地了解到了成长板块的突出表现与A股反弹的密切关系。我们的早播间也有不少对成长板块感兴趣的投资者,像鲁总刚刚提到的创业板指、中证1000等代表成长板块的指数,想必大家也不陌生。但小夏今天还要给大家介绍一个指数——创成长指数(指数全称:创业动量成长指数 指数代码:399296),很多投资者可能对这个指数还不是很了解,可以请鲁总给大家科普一下什么是创成长指数吗?

鲁亚运:大家可能想到的成长板块,我觉得可能会第一时间想到投资创业板,无论是买个股还是指数基金,大家能想到创业板是投资A股成长风格的主战场,大家以往都是通过炒股的形式,但是我相信最近2-3年大家有听说ETF这个工具,由于发现炒股不一定能跑赢指数,因此大家的精力从主战场到买ETF做了转变。先说结论,创成长理解成投资创业板的指数工具,创业板即平时听说过创业板指、创业板50指数,大家对创成长可能不是很了解,我们今天借着这个机会给大家介绍是什么创成长,创成长的厉害之处在于创成长指数连续四年跑赢创业板指。从收益角度来看,创成长比创业板有优势,创成长名字中两部分拆解开,一部分是创业板,一部分是成长板块。简单来说,是从目前1000多个创业板个股当中结合两个指标——一个成长性指标,还有一个是动量指标。通常我们去衡量股票或上市公司的成长性好不好,一般会用净利润同比增长和营收同比增长。成长性很好理解,是上市公司的增速好或者成长性比较好;动量理解为弹性,创业板整体又表现为动量越大的个股弹性越大。创成长指数结合市值和成交额,最后从1000多个创业板个股中选择符合高成长和高弹性的50个优质股票指标组成一个成份股。从行业分布来看,都是聚焦于新能源、新材料、高端制造、芯片半导体硬科技的板块,这也是从产业投资的角度来看符合科技创新和绿色升级的发展主线,无论是创业板指还是成份股也好,都是和发展主线契合度比较高,这是我们创成长的基本情况。

03

创成长适合用定投的方式投资吗?

小夏:总结一下,创成长指数聚焦高成长性创业板优质公司,从1000余只创业板个股中,筛选具备高成长、高弹性特征的50只优质股票,相较创业板指具备更大的弹性,收益优势更明显。而上个月,由鲁总管理的创成长ETF(159967)也迎来了三周年,那么,对于投资成长板块、布局创成长指数,鲁总有什么比较好的操作建议吗?

鲁亚运:成长板块表现的特点就是波动比较大,这个情形是板块的客观特征,如果一次性把握不好是不是一个好的时间点,建议以分批或定投方式来参与。还有小伙伴说ETF是比较好的交易工具,很大一批投资者买行业主题创成长ETF,是基于自己对于短线交易能力的信心而进行不断地操作。在这种情况下,还是要满足两个条件,第一点,是要和自己的风险承受能力相匹配,要承受高波动带来的风险;第二点,在坚定看好基础之上,创成长弹性比较大,是比较好的交易工具,创成长ETF交易规则和股票一样,效率很高,每天成交额不小,大家在交易时候能感受到买卖比较顺畅;还有另外一点,我们的创成长ETF目前还在两轮标的当中,借助两轮标的的规则和策略是其一;除此之外是7月份,内地和香港ETF互联互通,有83家境内ETF被纳入标的,我们的创成长ETF在第一批互联互通的标的中,周四北向资金炒股百亿,北向资金以前只能买个股,现在也能直接买ETF。北向资金参与交易变得活跃,北向资金增配,意味着增量资金,以后选ETF在两轮标的中,在互联互通标的中,是市场上关注度比较高、流动性比较好的通过互联互通筛选比较优质的ETF。

小夏:鲁总刚刚提到了定投这个操作建议,小夏其实也一直和大家说,通过定投来布局ETF是一个比较好的投资方式,那最后一个问题,咱们能请鲁总给咱们早播间的听众提点一下,定投有哪些需要注意的方面吗?

鲁亚运:(1)不要频繁切换产品,这样和定投的本质就相违背了。(2)特别是在震荡行情里,确实有短期的浮亏情况,在浮亏时候坚持定投,这样筹码成本越来越低,市场反弹的时候回本时间便会加快。(3)大家在定投的时候可以做略微调整,智能定投,估值高的时候减少定投金额,估值低的时候增加定投金额,正确的做法是在下跌的过程中坚持定投,甚至做到越低估买入越多。

S&P 500 Snaps 4-Week Winning Streak As Investors Anticipate Higher Interest Rates

The SPDR S&P 500 ETF Trust (NYSE:SPY) broke a four-week winning 500成长ETF streak this week as the latest commentary from the Federal Reserve suggests investors can expect aggressive interest rate hikes to continue.

On Wednesday, the Fed released minutes from its policy-setting meeting in July that revealed the central bank is prepared to continue raising interest rates until inflation subsides substantially. The bond market is pricing in another rate hike of at least 0.5% in September.

On Thursday, GameStop Corp. (NYSE:GME) Chairman Ryan Cohen's RC Ventures disclosed in a filing that it has unloaded its entire stake in so-called meme stock Bed Bath & Beyond Inc (NASDAQ:BBBY). Bed Bath & Beyond shares had skyrocketed more than 350% in the last month, but they dropped 40.5% on Friday following the news of Cohen's exit.

On Thursday, the 500成长ETF National Association of Realtors reported existing U.S. home sales dropped 20.2% 500成长ETF year-over-year in July. The national average mortgage rate on a 30-year fixed loan 500成长ETF is around 5.5%, up from 3% at the beginning of the year.500成长ETF

Berkshire Hathaway Inc (NYSE: BRK-A) (NYSE: BRK-B) filed its quarterly 13F form on Monday disclosing all the investment moves its legendary CEO Warren Buffett made in 500成长ETF the second quarter. Buffett added to large stakes in Occidental Petroleum Corporation (NYSE:OXY), Chevron Corporation (NYSE:CVX) and Apple, Inc. (NASDAQ:AAPL) reduced his 500成长ETF 500成长ETF investments in General Motors Company (NYSE:GM) and Kroger Co (NYSE:KR) and 500成长ETF exited a position in Verizon Communications Inc. (NYSE:VZ).

Fleet Of Foot: Shares of athletic footwear retailer Foot Locker, Inc. (NYSE:FL) traded higher by 20% on Friday after the company reported a second-quarter earnings beat and announced a new CEO.

In the week ahead, second-quarter earnings season rolls on with reports from Macy's Inc (NYSE:M) and Xpeng Inc - ADR (NYSE:XPEV) on Tuesday, NVIDIA Corporation (NASDAQ:NVDA) on Wednesday and Peloton Interactive Inc (NASDAQ:PTON) on Thursday.

Excluding the energy sector, S&P 500 earnings are 500成长ETF down 4% year-over-year in the second quarter, according to FactSet.

Economic Numbers: In the week ahead, investors will get key economic updates on Monday when 500成长ETF the People's Bank of China announces its latest interest rate decision and on Friday when Federal Reserve Chair Jerome Powell delivers a speech at the Jackson Hole Symposium.

Should You Buy an S&P 500 Index Fund or Individual Stocks Right Now?

You’re reading a free article with opinions that may 500成长ETF differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing 500成长ETF resources, and more. Learn More

Both are smart options, but which one is right for you?

Investing in the stock market is one of the easiest and most effective ways to build long-term wealth, but choosing the right investments is critical.

There are seemingly endless options, from low-cost index funds to individual stocks. There's not necessarily a right or wrong answer when it comes to where you invest, as it will largely depend on your personal preferences. Here's how to decide whether S&P 500 index funds or individual stocks are 500成长ETF a better fit for your portfolio.

S&P 500 index funds: What you need to know

An S&P 500 index fund is a type of investment that aims to track the S&P 500 index itself. In other words, it includes the same stocks as the index and mirrors its performance over time. Some of the most popular S&P 500 index funds include the Vanguard S&P 500 ETF (VOO -1.38% ) , iShares Core S&P 500 ETF (IVV -1.32% ) , and SPDR S&P 500 ETF Trust (SPY -1.34% ) .

There are several advantages to investing in S&P 500 index funds. For one, it's a relatively effortless way to 500成长ETF grow your savings over time. With compound earnings, the longer you leave your money invested, the more you'll earn. All you have to do, then, is invest a little each month, then let the fund take care of the rest.

Also, S&P 500 index funds are generally safer during periods of volatility. While your investments will likely take a hit in the short term during downturns, the S&P 500 has a long history of recovering from crashes, bear markets, and recessions.

To be clear, it can sometimes take months or even years for the market to fully recover. But by investing in an S&P 500 ETF, your portfolio is almost guaranteed to rebound eventually. That can 500成长ETF be a significant advantage right now as we face more economic uncertainty.

Individual 500成长ETF stocks thrive where funds fall short

The biggest disadvantages of S&P 500 index funds are that they cannot be customized, and they can only earn average returns -- and these are the areas where individual stocks shine.

When you invest in 500成长ETF an S&P 500 index fund, you have no choice but to own all of the stocks within the index. If there are certain companies you'd rather avoid, you're out of luck. However, investing in individual stocks gives you full control over every aspect of your portfolio.

Also, because S&P 500 index funds track the market, it's impossible for them to beat the market. For many people, this is a worthwhile trade-off for the safety and 500成长ETF ease of this investment. But if your goal is to earn as much as possible and try to beat the market, individual stocks are the way to go.

One downside to investing in individual stocks, though, is that it'500成长ETF 500成长ETF 500成长ETF s more time-consuming. It's crucial to thoroughly research every stock you buy, digging into the company's financials, leadership team, and competition within its industry. Not everyone has the time (or interest) for this much research, which can be 500成长ETF a drawback.

Which one is right for you?

Your personal preferences and tolerance for risk can help you decide whether S&P 500 index funds or individual stocks are right for you.

S&P 500 index funds may be a better fit for those who:

  • Prefer a hands-off, "set it and forget it" type of investment
  • Want a lower-risk investment, especially during periods of stock market volatility
  • Are willing to sacrifice above-average returns in exchange for a simple, safer 500成长ETF investment

On the other hand, individual stocks may be a better option for those who:

  • Want full control over their portfolio and the stocks within it
  • Are willing to spend time researching individual stocks and companies
  • Can tolerate higher levels of risk for the chance to beat the market

Both S&P 500 index funds and individual stocks can be fantastic investments, but the right option for you will depend on your investing preferences. By considering your tolerance for risk and how much effort you're willing to put into your portfolio, it will be easier to decide which investment is best for your situation.

Katie Brockman has positions in Vanguard S&P 500 ETF. The Motley Fool has positions in and recommends Vanguard S&P 500 ETF. The Motley Fool has a disclosure policy.

500成长ETF

持仓显著增加,中证1000衍生品将迎满月!头部私募已开始行动,ETF产品或被机构增配

持仓量明显增加,中证1000股指期货即将满月

看好中证1000红利期,头部量化计划募集20亿元指增产品

小盘成长风格仍是主线,中证1000ETF配置价值被看好

超40亿资金爆仓!这一市场全线崩溃,美股相关概念也暴跌 本周最后一个交易日,美股三大指数收盘显著下跌。道指跌0.86%,标普500指数跌1.29%,纳斯达克指数跌2.01%。 2022-08-20 09:14 ​恒指季检结果揭晓!扩容持续,这些股要火了 8月19日(周五)盘后,恒生指数公司公布了截至6月30日的第二季度的恒生指数系列检讨结果,调整范围包括恒生、国企、恒生科技等港股主要旗舰指数,以及与港股通可投资范围直接相关的恒生综合指数。所有调整将于9月5日起生效。 2022-08-20 08:14 卷入46亿虚假陈述案,这家券商偿付能力遭关注 因涉及乐视网虚假陈述案件,中泰证券的债券偿付能力受到了监管关注。 2022-08-20 08:16 卖房抵债!深圳宝能城40套豪宅拍卖在即,起步价1300万!发生了什么? 因债务问题,房子将被拍卖来抵债,这事涉及宝能姚振华,而再次受到外界关注。 2022-08-20 09:18

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