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美股8隻抗通脹ETF

美國4月通脹升到去4.2%,嚇得市場出現震盪,股市好似地動山搖咁,這也難怪,大家知唔知美國的通脹率超過5%水平,是幾時的事呢?是1990年。所以大家很難想像通脹問題有幾大影響。點都好,做多一啲準備功課都不是壞事。今次介紹8隻市場熱門抗通脹的ETF。

通脹來臨的時候,物價會越來越貴,人工要上升,租金亦會調整,市民一般開支負擔加重,如果人工加幅追不上通脹,你的購買力就會減弱。又如果你的資產回報水平,追唔上通脹,你的身家亦都會縮水。

抗通脹就是要令到閣下的購買力,以及資產唔好縮水,保持你的生活水平不變💪🏻。

通脹真的越來越嚴重, 有資產和沒有資產的人,差別會更加大。沒有資產或只持有現金的,身家縮水。擁有資產,又懂得投資的話,反過來會越賺越多,進一步令到沒有錢、沒有資產的人越窮,越有錢越懂得投資的人,就可以創造更多財富。

以上講咁多都是如果,同假設。沒有人預計通脹真的來臨,但既然有一些徵兆出現,做定心理準備,都係一件好事。投資賺錢,首要是比人行前一步,食咗頭淡湯先。

今次介紹8隻熱門抗通脹的ETF,部份之前都介紹過,這次是一個大整合,值得keep起,話唔定日後耐唔耐又會拿出來研究。

8隻市場熱門抗通脹的ETF

1)黃金: SPDR Gold Shares(GLD)
ETF主要是追縱金價表現,在一眾相關的ETF當中,規模比較大。

2)白銀:iShares Silver Trust ETF (SLV)
追縱白銀價格表現的ETF

3)銅: United States Commodity Index Funds Trust – United States Copper Index Fund (CPET)
追縱銅價表現的ETF

4)原油:United States Brent Oil Fund, LP(BNO)
ETF追蹤布蘭特期油走勢

5)各類商品: Invesco DB Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC)
主動型基金,透過衍生工具如期貨,投資在各類型商品。

6)各類商品: iShares S&P GSCI Commodity-Indexed Trust ETF (GSG)
透過衍生工具如期貨,投資在各類型商品包括能源、貴金屬等等。

7)房地產信託基金: Vanguard Real Estate ETF(VNQ)
投資在REITs房地產信託基金及相關金融產品的ETF

8)抗通脹債券 :iShares TIPS Bond ETF(TIP)
投資在美國國庫抗通脹債券,到期日不少於1年。

從下面ETF近期表現,大家看到不少在預期通脹升溫下,股價好耐都冇咁威,特別是油價。有機會再同大家詳細探討。


圖:8隻抗通脹的ETF(股價表現截至24/5/2021)

值得一提,通脹升溫是預期,通脹是否真的會上升,要視乎經濟的表現。不是所有人都認同未來美國經濟一定會持續向好,令到物價上升,例如女股神Cathie Wood覺得,未來問題不於通脹,當經濟反彈一輪之後,或有機會停滯不前,到時通脹升溫的話題便會完結,要擔心的反而是通縮。

另一個要值得留意的是,商品市場一向是經濟敏感度比較高的投資,波動比較大,所以投資時要留意市況。同時,市場對商品例如黃金作為抗通脹工具,態度也會有改變,投資前再做下功課就萬無一失✌🏻。

(26/5/2021)

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