[Market Value ETF Snowball 1]Assist your kids make investments and handle cash. This ETF commonly deducts 30% of annual returns – Mirror Media

2024-06-06 12:58:00

monetary administration

2024.06.06 05:58 Taipei time

006208 (Fubon Channel 50) has achieved a complete return of 28% this 12 months, much better than the almost 20% of the Taiwan inventory weighted index.

Launch time: 2024.06.06 05:58 Taipei time

Replace time: 2024.06.06 05:59 Taipei time

Textual content images 006208ETF Fubon Taiwan 50 market capitalization ETF funding and monetary administration

Mother and father need to sow the seeds of a cash tree for his or her kids, hoping that they are going to bear fruit sooner or later and let their kids understand their desires. Consultants analyze that the most important benefit of kids is time, and shopping for market capitalization ETFs is the only and simplest approach to roll over belongings. .

“For the reason that starting of final 12 months, I’ve been shopping for 006208 (Fubon Channel 50) with a hard and fast quantity of 10,000 yuan each month, and now I’ve earned greater than 30% of the return on my account!” Ms. Wu fortunately shared that she helped her daughter save the ETF with out pondering. The efficiency turned out to be so sharp, “I plan to provide it to her as a dream fund sooner or later. Anyway, my daughter won’t must spend some huge cash till she turns into an grownup. I’ll purchase market capitalization ETFs with an everyday mounted quantity for a very long time. I’m not fearful in any respect, so I simply let her Let’s exhibit the ability of compound curiosity!”

In line with CHEP statistics, as of the tip of February 2024, the variety of kids underneath the age of 12 who’ve opened accounts has reached 270,000, and the variety of individuals with stock balances is regarding 200,000, and the common stock quantity exceeds 370,000 yuan; as well as, from 2021 to the current, the variety of youngster shareholders The entire stock quantity has additionally elevated from 77 billion yuan to 100.9 billion yuan, a progress fee of 31%. It may be seen that utilizing securities accounts to take a position commonly has turn out to be essentially the most sensible grownup reward for fogeys to their kids.

Nonetheless, buyers are curious, how to decide on the goal of mounted mounted quantity in order that the belongings can develop shortly and nicely? “Greater than 40% of the Taiwan inventory market is made up of the highest 5 main corporations when it comes to market capitalization of listed corporations. If the market continues to hit highs, the most important progress momentum comes from main shares.” stated Xu Yida, funding strategist at Fubon Funding Belief.

In reality, large-cap shares dominate the market pattern, and the highest 5 main shares play a decisive position. In line with statistics from this 12 months to mid-Might, the common complete compensation of the highest 5 main corporations by market worth: TSMC, Hon Hai, MediaTek, Quanta, and Chunghwa Electronics was 33.62%, which is far increased than the 18.87% of the weighted index and likewise increased than the 11.1% of mid-cap shares. , 9.72% of small-cap shares.

Xu Yida identified that the load proportion of the constituent shares of market capitalization ETFs is decided by the market capitalization of every inventory. Taking 006208 for example, the most important constituent inventory is TSMC, accounting for greater than 50%. Since TSMC’s inventory value surged within the first half of this 12 months, the efficiency of 006208 was additionally It is vitally robust. As of June 5 this 12 months, the overall return has reached 28%, which is sort of 20% increased than the Taiwan inventory weighted index.

Xu Yida believes that focusing on market capitalization ETFs can seize all main shares and large-cap shares. “65% of the Taiwan 50 Index tracked by 006208 is main shares, particularly overseas buyers love to purchase large-cap shares, that are supported by enough funds and have excessive volatility. It is usually decrease than that of small and medium-sized shares.” In line with statistics, from September 2019 to mid-Might this 12 months, overseas buyers accounted for regarding 85.6% of the highest 50 corporations by market capitalization, which is a brand new excessive up to now 5 years. Evaluating the volatility up to now three years, the market capitalization of the highest 50 corporations was 85.6%. The volatility of the 5 largest corporations is 26.69%, which is decrease than the 34.45% of mid-cap shares and 33.78% of small-cap shares.

“I plan to save lots of this cash for greater than 10 years. The attribute of 006208 is that it has low inner deductions. Not solely can it comply with the expansion of Taiwanese shares, however the price can be decrease.” Ms. Wu has fastidiously calculated that the overall expense fee of 006208 final 12 months was 0.25%. , smaller than different market capitalization ETFs. “The inner deduction charges might not appear to be a lot, but when rolled over over an extended time frame, the influence of compound curiosity will likely be staggering. Due to this fact, for a similar product, I might select one with a decrease complete expense ratio.”

Replace time |2024.06.06 05:59 Taipei time

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