这一投资策略可能使资金更加安全，关注这几个ETF

金融界网站2023-01-05

Virtus Investment Partners的首席市场策略师Joe Terranova表示，2022年市场下跌的一大启示是，投资者应该以不同的方式建立他们的投资组合。　　Terranova周二在CNBC的"Halftime Report "上说："我认为2022年有一个投资方法上的转变......那就是向等量策略的转换。" 　　在这种策略中，投资组合中的每支股票都被分配了同等数量的...

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Pay attention to these ETFs","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"513500":0.6,"SDS":0.6,".SPX":0.6,"ESmain":0.6,"SPXU":0.6,"EQAL":1,"OEF":0.6,"SH":0.6,"SSO":0.6,"SPY":0.9,"RSP":1,"OEX":0.6,"TSLA":1,"EUSA":1},"content_text":"Virtus Investment Partners的首席市场策略师Joe Terranova表示，2022年市场下跌的一大启示是，投资者应该以不同的方式建立他们的投资组合。 \n　　Terranova周二在CNBC的\"Halftime Report \"上说：\"我认为2022年有一个投资方法上的转变......那就是向等量策略的转换。\" \n　　在这种策略中，投资组合中的每支股票都被分配了同等数量的资金。这与标普500指数和纳斯达克综合指数明显不同，后者是根据市值加权的。 \n　　由于这种结构，等权基金最终对市场上最大的股票的投资相对较少，而对市盈率较低的价值股的投资较多。去年，等权基金的表现普遍较好。 \n　　这种策略还可以使投资组合不至于过度暴露于热门行业。在过去的十年中，一些科技股膨胀到了巨大的规模，当这一趋势在2022年发生逆转时，这使得等权重基金成为相对更安全的投资方式。 \n　　Terranova的这一言论是在讨论特斯拉（TSLA）时发表评论的，在周二股价下跌后，特斯拉的市值已从1万多亿美元降至约3亿美元。对于持有基于市值加权的广泛指数基金的投资者来说，特斯拉一直是自己基金中的老鼠屎。 \n　　他说：\"我认为现在的情况是，你必须重新审视等权策略，并将其提升到投资清单的首位。\" \n　　现在相信等权交易的不止Terranova一人。美国银行ETF策略师Jared Woodard将Invesco S&P 500等权重ETF（RSP）列为2023年的顶级选股。该ETF在2022年的总回报率为-11.6%，这意味着其跌幅明显低于标普500指数。 \n　　对科技股和成长股的较低敞口是这一表现的关键因素。Woodard在11月给客户的一份说明中标普，同等权重的标普500指数在科技和通信服务方面的权重低了约15个百分点。 \n　　在科技股12月份再次表现不佳之后，价值股现在已经在主要指数中占据了很重要的位置。然而，与广泛的指数基金相比，等权基金仍然让投资者更多地接触到价值股以及能源和材料等领域。 \n　　市场上的其他一些等权重ETF包括Invesco Russell 1000 Equal Weight ETF （EQAL）和iShares MSCI USA Equal Weighted ETF （EUSA）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2301146405","isCrawlerRequest":true}