ʻO Barclays Capital US Hui UkuʻAhaʻAha a me Mutual Fund Investing
ʻO Barclays Capital US Hui'Aha'ōlelo Hōʻike'Aha'ōlelo
ʻO ka Barclays Capital US'Ahui Hui Bond, i kapaʻiaʻo "BarCap Aggregate," he hōʻailona pilina nui e uhi ana i nā kālepaʻoihana a US aʻo kekahi mauʻaʻai haole i kālepaʻia ma ka US.ʻO ka BarCap Aggregate kahi i kapaʻiaʻo Lehman Brothers Aggregate Bond Index.
ʻO ka helu kuhikuhi kahi o 17,000 mau'atike, no laila ke inoa " ka helu helu hōʻailona " no kēlā mau hua helu helu e mālama iā ia.
Nā Pōmaikaʻi a me nā hōʻailona kālā o Barclays Capital US'Ahui Bond Index
Hiki i nā mea hoʻolale kālā ke hopu i ka hana o ka māhele paʻa maʻamau ma o ka hoʻokomoʻana i kahi kālā a me ke kālā kālepa Exchange (ETF) e ho'āʻo ana e hoʻopili hou i ka hana o ka index. ʻO nā hiʻohiʻona kālā e komo ana i ka ETF nui loa o konaʻano, iShares Barclays Capital Aggregate Bond Index (AGG), a me ka pūnaewele hui nui loa ma ka honua, Vanguard Total Bond Market Index Fund (VBMFX).
ʻO kahi pono o ka hoʻohanaʻana i nā ETFs a iʻole nā'āpana kālā e pili ana i ka Barclays Capital US Hui Pūʻali Hui Pūnaeweleʻo ka hoʻokomoʻana i nā palapala likeʻole , e like me nāʻaelike paʻa, nā palapala aupuni, a me nā Treasuries US ma nā kūlana kūpono a me ka lōʻihi, e like me ka wā pōkole, waena -meʻa a me nā lā lōʻihi lōʻihi, i loko o hoʻokahi waihona kālā.
Ma muli o ka paʻakikī a me ka paʻakikī o ka paʻaʻana i ka māhele kūʻai ma mua o ka māhele kūʻai kūʻai,ʻo ke kālā o nā kumukūʻai hoʻopaʻa i nā koho kohoʻana ma keʻano he pūnaewele paʻaʻole ma keʻano he hapa o ka waiwai paʻa o kahi waihona kālā likeʻole. mahalo ia.
No ke aha e hoʻohana ai i nā kālā e hōʻailona nei i ka Barclays Capital US'AhuiʻAhahui Bond
No laila, e like me ka waihona S & P 500 Index a iʻole Total Total Market Market Funds,ʻo ka waihona helu helu e pili ana i ka hōʻikeʻo Barclays Aggregate Bond e lawelawe ana i ka pahuhopu a me ke kālaiʻike, "Ināʻaʻole hiki iāʻoe ke paʻiʻia, e hoʻohui i" em, "ʻo ia hoʻi hiki i nā'eneke helu ke kālepa i ka mālamaʻana i nā kālā i ka manawa a pau no ka loaʻaʻana o nā lilo o nā hōkū helu a me ka hilinaʻi kanaka o nā luna waihona waihona kālā i ka nalowaleʻana i nā palapala ākea āpau no ka lōʻihi o ka manawa,ʻoiai 10 mau makahiki aʻoi aku.
E like me ka hihia i kekahi'āpana kūʻai kālā'ē aʻe, pono eʻike nā kānaka i ka hōʻai'ēʻana o ka waihona kālāʻo Barclays Capital US Hui Bond me ko lākou mau mea waiwai waiwai a ua kūpono i ka paleʻana no ka pilikia. Eia kekahi, he mea naʻauao eʻike pono i ka waihona hoʻonani i nā kuleana'ē aʻe i loko o ke kōpili.
E nānā pū hoʻi: Ma mua o kāʻoukou kūkuluʻana i kahi Kōpana Polokalamu Mutual
Ka Hoʻohaha:ʻO kaʻike ma kēia pūnaewele ua hoʻolakoʻia no ke kūkākūkāʻana wale nō, aʻaʻole pono e kuhiʻia e like me ka'ōlelo aʻo kālā. ʻAʻohe kumu e hōʻikeʻia kēiaʻikepili i manaʻo e kūʻai a kūʻai aku i nā palekana.