ʻO nā kālā kālā e ukuʻia mai ka hoʻouluʻana i nā meaʻai
ʻOiaiʻaʻole he kālā kālā e mālama pono i kaʻaila, nui nā kumukūʻai nui e kūʻai ai i hiki ai ke hoʻolako i nā mea waiwai kālā i nā mea pili i kaʻaila.
Ma nā'ōleloʻokoʻa, hiki i nā mea kālā ke loaʻa ka loaʻaʻole i kaʻaila me nā kālā a me nā waiwai likeʻole e like me ka hoʻolōlāʻana o nāʻaila i ka manawa.
Nāʻanoʻoi aku o nā kālā e loaʻa ai ka waiwai mai kaʻaila
ʻElua mauʻano kumu o ke kālā likeʻole e loaʻa ai ka pilina koʻikoʻi i nā hoʻololi i ke kumukūʻai o kaʻaila. Eia kekahi laʻana, ināʻoe i manaʻo e hoʻonuiʻia ke kumukūʻai o kaʻaila, ma ka wā pōkole a ma ka lōʻihi paha, a makemakeʻoe e hoʻohana i kēlā kūpono me ke kālā kālā, hiki iāʻoe ke hana pēlā me ka nui o ke kālā o ka ikehu. a me kekahi mau kumuwaiwai kumuwaiwai koho.
Inā makemakeʻoe i kahi kūlana kiʻekiʻe loa, aiʻole ka hoʻonuiʻana i nā kumukūʻai o kaʻaila, pono pahaʻoe e noʻonoʻo e hoʻohana i nā ETF .
E hoʻomohala, inā makemakeʻoe eʻike i kaʻaila, nui nāʻano e hana ai. Akā,ʻo wai ka kālā kūpono maikaʻi e hoʻohui ai i nāʻoihana pili i kaʻaila?
Me kēlā manaʻo i ka manaʻo, hōʻike mākou i kahi'āpana kālā o ka hui maʻekolu mauʻano likeʻole e hiki ke kōkua i ka hoʻonuiʻana i ka uku o kaʻaila.
ʻOi aku i ka maikaʻi, e komo wale mākou i nā kālāʻokoʻa i pili i kaʻaila e liloʻole i nā kaumaha aʻo ka hapa nui ka uku no lalo iho o ka makahiki.
ʻO ka Best Energy Mutual Funds e Pakele ai i ka Oil
Hiki i nā mea waiwai ke hoʻolālā i ka waiwai a me kaʻikeʻole o nā mea kālā e hoʻolālā i ka waiwai, akā,ʻo ka loaʻaʻana o ke kālā kūpono i ka loaʻaʻana o ke kālā .
Eia kekahi lā,ʻoi aku ka nui o ka ikehu i nāʻoihana pili i kaʻaila e pili ana i ka hanaʻana a me ka hāʻawiʻana i ka ikehu, e like me nā huiʻaila, nā elele elele, ka makani a me ka lā , a me kaʻoihana puhi. Nā Exampon Mobil (XOM), Haliburton (HAL), a me ka Southwest Energy Company (SWN).
Aia kekahi pūʻulu o nā kumu waiwai hoʻolālā kūikawā e hoʻokomo i ka pilikino i kaupalenaʻia ma ka mana, aiʻole nā MLP . E like me nā hilinaʻi waiwai waiwai, aiʻole REIT, MLP e "hele i waena" o nā kaʻa hoʻokele waiwaiʻole e ukuʻole i kaʻauhau ma ka pae waihona kālā akā pono e uku i ka hapa nui o kā lākou kālā e loaʻa nei i nā mea kālā. No laila ke kumu nui loa, ma kahi o ka hoʻokomoʻana i ka waiwai waiwai, mālama nuiʻo MLP i nā waiwai waiwai (ka hinu a me ke kino).
I kēia manawa, e nānā kākou i kahi o ka waihona o ka puʻupuʻu maikaʻi loa:
- Vanguard Energy (VGENX):ʻO kēia pūnaewele ike waiwai mai Vanguard e hoʻolaha nui aku i ka lālā ikehu me kaʻoi aku ma mua o 135 mau mana ikaika, e like me nā mea kiʻekiʻe XOM, Chevron (CVX), a me nā Pioneer Resources (PIONF). ʻOiai e loaʻa kahi kālā o ka'eneki hana i kekahi mau kikowaena o nā poʻe ma waho o ka māhele ikehu,ʻo ka VGENX wale nō ka nānāʻana i nā kumukūʻai ike. Mālama kēia hiʻona maikaʻi i ka VGENX i kahi koho maikaʻi no nā mea kālā e makemake nei i kaʻike piha i ka ike. Hiki ke hoʻololi i kēia kumukūʻai iʻoi aku ka loli ma mua o ka māhele kūʻai āpau ākea, akā,ʻo ia keʻano o ka waihona o ka pūʻulu - no kaʻikeʻana i kekahi o ka mahele, akā ma ka haʻawina haʻawina haʻahaʻa i loko o ke kōpili. ʻO ka VGENX he haʻawina hoʻolālā haʻahaʻa o ka 0.41 pakeneka, a he $ 41 paha no kēlā me kēia $ 10,000 kālā, aʻo ka kūʻai mua loa he $ 3,000.
- Ponoʻo ka Pono Energy (FSENX): Inā makemakeʻoe i kaʻike kaumaha i nā kumukūʻai ike,ʻo FSENX paha ka meaʻoi loa. Ma kahi o 50 pakeneka o ka huina o nā waiwai waiwai i hoʻoiliʻia i nā kuleana he umi,ʻo ia hoʻiʻo CVX, XOM, a me EOG Resources (EOG). ʻO ke kōpili i loaʻa he 75 mau pūnaewele paʻa,ʻo ia hoʻi he 80 pakenekaʻoihanaʻoihanaʻoihana. ʻO ka mōʻaukala nui,ʻo ka lōʻihi loa, no ka FSENX kūlana kiʻekiʻe i ka hapakolu o nā kālā ma ka māhele ikehu. ʻO ka lālā hoʻolālā no FSENX he 0.79 pakeneka aʻo ka hoʻolālā mua loa he $ 2,500.
Cavanal Hill World Energy (APWEX):ʻO nā meaʻimi eʻimi ana i kahi kālāʻike kālā iʻikeʻia e nānā ponoʻia i ka APWEX. ʻOiaiʻo Cavanal Hillʻaʻole kahi hale waihona kālā e hui pū nei i nā waiwai kūikawā a lākou e hilinaʻi nei, i kā lākou mau hua'ōlelo, "he kūlana maikaʻi loa ka uluʻana ma ka ho'āʻoʻana e hoʻemi iho i lalo." Hōʻikeʻoleʻo APWEX i nā kālā a me nā waiwai'ē aʻe oʻAmelika me ka hoʻohuiʻana i nā lou (e pili ana i 5 pakeneka o nā waiwai) i ka hui. ʻOiai ua loaʻa ka waihona ma ka mākeke mai ka makahiki 2014, ua loaʻa iā ia i ka helu helu 5-makahiki mai Morningstar . ʻO nā lilo no ka APWEX heʻawelike no ka mahele o kaʻoihana ike i 1.20 pakeneka aʻo ka hoʻokumu mua loa he $ 100.
Oppenheimer Steelpath MLP Kōkua 40 (MLPTX):ʻO kēia pilikino pili paʻa, a MLP paha,ʻo ka waihona kālā mai Oppenheimer e hilinaʻi i ka hapa nui o nā waihona kālā ma ka palena o nā pilina e pili ana i ka laweʻana i nā meaʻenehana a me nā pipili kinoea. Hiki ke loli ka hana a MLP aʻo ka hoʻolālā, e like me ka mea i'ōlelo muaʻia ma kēiaʻatikala, he paʻakikī. No laila, e noʻonoʻo ana ka poʻe kālā e kūʻai ana i kēia mau kālā iʻoi aku kaʻoi aku o ka hanaʻoi aku ma mua o ka wā maʻamau. Me ia mea, uaʻoi aku ka maikaʻi o nā MLPs no nā mea kālā eʻimi ana i nā hua kiʻekiʻe, pinepine he 7 pakeneka aʻoi aʻe paha. ʻO ka'eneke hoʻolālā o ka waihona kālā MLP hiki ke maʻalahi. Eia kekahi laʻana, he 4.66 pakeneka ka uku no nā hoʻolālā hoʻolālā no MLPTX, he kiʻekiʻe loa. Eia naʻe, hoʻihoʻi ka waihona i nā kumukūʻai, kahi o ka lilo o ka'eneke he 1 pakeneka a emiʻole paha. Eia hou, hana i kāu haʻawina home ma MLPTX a me nā kālā MLP'ē aʻe ma mua o ke kākoʻo! Hiki iā lākou ke lilo i mea hanahana nui inā hoʻohana ponoʻia.
ʻO nā Waihona Kumuwaiwai Kūpono Loa e Loaa ai i ka Hoʻonui Mai ka Oil
ʻO nā kumuwaiwai kūlohelohe he laulā maʻamau no nāʻoihana waiwai e like me ka ikehu, nā mea kanu, nā mineral, a me nā mea ulu lāʻau ma ka US a ma waho o ka US. Ma loko o kā mākou papa inoa o nā kumuwaiwai kumuwaiwai, e hoʻokomo i nā mea kumukūʻai, no ka -loads iʻoi aku kaʻoi aku i kaʻoihana iʻoi aku ma luna o kaʻoihana pili i ka hinu e like me nā kumu waiwai waiwai'ē aʻe.
- Fidelity Global Commodity (FFGCX):ʻO kēia mau kumuwaiwai waiwai kūlohelohe mai ka Kūlohelohe e pili ana i kahi hapakolu o nā kumukūʻai waiwai i nā waihona o kaʻoihana ike, e like me CVX, Total SA (TOT) a me Anadarko Petroleum Corp (APC). Hiki i ke ao holoʻokoʻa o FFGCX ke hāʻawi aku i ka hoʻonui nuiʻana i ka hoʻohālikelikeʻiaʻana i nā kumuwaiwaiwaiwai kūlohelohe e kau wale ana ma ka'āpana'ākau oʻAmelika. ʻO ka uku no FFGCX he 1,13 pakeneka aʻo ka palena kūʻai mua loa he $ 2,500.
- T. Rowe Price New Era (PRNEX): Ināʻoe eʻimi ana i kahi waihona kālā kūʻokoʻa e hāʻawi ana i kaʻike ma luna o nāʻoihana pili i kaʻaila e like me nā kumu waiwai waiwai'ē aʻe, PRNEX he koho akamai. ʻO ke kōpili i loaʻa i kahi 120 mau paʻipaʻi, meʻelua hapa kolu o nā huiʻAmelika a me kahi hapa kolu o ka'āina'ē. Aia ma kahi o 40 pakeneka o ka waihona pilina e komo ana nā'āpana o kaʻoihana ike a hoʻonuiʻia ka nuiʻana o ka nui i nā liʻiliʻi liʻiliʻi, waena a me nā puʻupuʻu nui. ʻO ka lālā hoʻolālā no PRNEX he 0.67 pakeneka aʻo ka hoʻoili mua loaʻana e wehe i kahi helu he $ 2,500.
- Ke KōmikeʻOihana Hoʻolālā Kōkua (UMESX):ʻO kēia kumukūʻai waiwai kālā a Columbia ThreadNeedle Investments i hoʻopiʻi kahi kokoke i ka 60% o nā kumukūʻai ikaika, kahi kokoke i ka pālua kaʻikeʻana i ka pūnahu ike ma kahi e like me nā hoa. ʻO nā lilo o ka 1.10 pakeneka heʻoi iki aʻe ma luna o ka palena i ka hoʻohālikeʻia i nā hoa'ōmaʻa akāʻo ka maʻamau i luna no ka wā lōʻihi e hiki ke uku i ka uku. E hoʻomanaʻo pono nā mea kūʻai i ka UMESX i ka loaʻaʻana o ke kālā a me ka loaʻaʻana i kahi hui koho o kaʻupena kālepa,ʻo ia ka mea nui loaʻo Fidelity,ʻo Scottrade lāuaʻo Etrade. ʻO ka palena kūʻai mua loa no UMESX he $ 2,000.
Ma ka hopena hope a me ka hōʻuluʻulu pihaʻana, e hiki ke hoʻohana ponoʻia nā kālā o ka lālā e like me nā meaʻoihana'ē aʻe akā,ʻo nā haʻawina nui i kekahi lālā, e like me ka ike, he mea piliʻole. Hoʻohālikelikeʻia kaʻike o kaʻike no ka nui o nā mea kālā e hoʻolālāʻaʻole eʻoi aku ma mua o 5 pakeneka i ka 10 pakeneka o ka nui o nā waiwai waiwai.
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.