長期投資0050無風險? - 股票QA

By Belly
at 2023-06-27T12:40
at 2023-06-27T12:40
Table of Contents
是不是真的無風險每個人的看法不同
相對於美股,我是把風險壓在台股上
相對於個股,我則是把風險分散到50檔龍頭股上
從不同角度看,也就得到不同的解讀
對於一個出社會原本只買0050,到現在手上握有不同ETF
為什麼沒繼續買0050,或是說為什麼我開始買0050以外的ETF
只是想上來分享自己的一些心得
0050最近成立滿20年,長期績效550%有目共睹
看過去的表現真的就是穩一個字
但我也沒有完整參與到20年,也不確定下個十年會怎麼樣
結論還是市值型ETF要長期投資,享受複利的威力
大概就在疫情爆發後吧,FED無限QE
整個股市熱鬧到不行,0050漲幅比不上別人
才開始去挖看看其他ETF,像是大盤掛上公司治理的00692
所以開始停扣了0050,慢慢把00692建倉起來
過去3、5年報酬贏過0050,ESG似乎也是整體市場的大趨勢
ESG以外,碳的議題這幾年也浮上檯面,也開始有ETF針對碳去做調整
00922 00923甚至是現在要上的00930(不過他是高股息為主,先不討論)
而00923給我的感覺是更直觀一些
碳費越繳越多或是國際開始徵收碳稅,有排碳的企業都是不小的成本支出
包含台塑四寶、鋼鐵水泥大廠等等,這些都是0050的比重不小的成分股
有人說等到他們’’真的受影響'',市值也會跟著下去,就自然而然會被淘汰
我也思考過這問題,但如果等這些企業獲利受影響,慢慢下去了
那過程中0050或多或少也會被拖累?
這個點就眾說紛紜,還請先進指教了
所以目前我的部位是0050 00692 00923 雖然三檔好像都是買市值大的公司
但以0050為核心配置的考量下,用另外兩檔ETF去因應市場上的趨勢是主要想法
最後回到我的標題,買0050真的無風險嗎?
不完全是。
不過
從全球角度來講,可能過度單壓台股,但台股也是長期向上的市場
從台股角度來講,已經足夠分散,而且也夠有代表性了
感謝看完長文
https://i.imgur.com/vMOnfIM.png
--
相對於美股,我是把風險壓在台股上
相對於個股,我則是把風險分散到50檔龍頭股上
從不同角度看,也就得到不同的解讀
對於一個出社會原本只買0050,到現在手上握有不同ETF
為什麼沒繼續買0050,或是說為什麼我開始買0050以外的ETF
只是想上來分享自己的一些心得
0050最近成立滿20年,長期績效550%有目共睹
看過去的表現真的就是穩一個字
但我也沒有完整參與到20年,也不確定下個十年會怎麼樣
結論還是市值型ETF要長期投資,享受複利的威力
大概就在疫情爆發後吧,FED無限QE
整個股市熱鬧到不行,0050漲幅比不上別人
才開始去挖看看其他ETF,像是大盤掛上公司治理的00692
所以開始停扣了0050,慢慢把00692建倉起來
過去3、5年報酬贏過0050,ESG似乎也是整體市場的大趨勢
ESG以外,碳的議題這幾年也浮上檯面,也開始有ETF針對碳去做調整
00922 00923甚至是現在要上的00930(不過他是高股息為主,先不討論)
而00923給我的感覺是更直觀一些
碳費越繳越多或是國際開始徵收碳稅,有排碳的企業都是不小的成本支出
包含台塑四寶、鋼鐵水泥大廠等等,這些都是0050的比重不小的成分股
有人說等到他們’’真的受影響'',市值也會跟著下去,就自然而然會被淘汰
我也思考過這問題,但如果等這些企業獲利受影響,慢慢下去了
那過程中0050或多或少也會被拖累?
這個點就眾說紛紜,還請先進指教了
所以目前我的部位是0050 00692 00923 雖然三檔好像都是買市值大的公司
但以0050為核心配置的考量下,用另外兩檔ETF去因應市場上的趨勢是主要想法
最後回到我的標題,買0050真的無風險嗎?
不完全是。
不過
從全球角度來講,可能過度單壓台股,但台股也是長期向上的市場
從台股角度來講,已經足夠分散,而且也夠有代表性了
感謝看完長文
https://i.imgur.com/vMOnfIM.png

--
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