市场情绪与短期策略背景 - 市场对人工智能是否形成泡沫存在疑问 导致投资者情绪谨慎 [2] - 专注于人工智能基础设施的公司债务水平升高 引发市场广泛担忧 [2] - 标普500指数和纳斯达克综合指数在周一分别下跌约0.16%和0.59% [3] - CBOE波动率指数自12月12日以来上涨约14% 显示市场波动性和投资者担忧加剧 [3] 短期交易型开放式指数基金策略 - 短期增加对波动率ETF和期权收益ETF的敞口 被视为一种有吸引力的策略 [3] - 该策略可对冲潜在下行风险 既适用于对人工智能过热持谨慎态度的投资者 也适用于对其长期潜力仍有信心的投资者 [4] - 波动率ETF在市场动荡时期能带来短期收益 若波动持续可能进一步上涨 [5] - 在当前经济环境下 专注于波动率的基金和策略适合正在重新评估风险敞口的短期投资者 [6] - 期权收益ETF通常采用备兑看涨期权策略 通过出售所持股票的看涨期权来产生收入 并以股息形式分配给股东 [7] - 该策略的权衡在于 虽然能产生现金流 但可能限制基金的上行潜力 因为看涨期权会在标的股票强劲上涨时限制收益 [7] - 2025年 由于投资者希望在市场不确定性加剧时寻求更可预测的回报 同时保持对股票的投资 此类基金的兴趣激增 [8] 提及的具体交易型开放式指数基金产品 - 可考虑的波动率ETF包括iPath Series B S&P 500 VIX Short-Term Futures ETN和ProShares VIX Mid-Term Futures ETF [1][6] - 可考虑的期权收益ETF包括JPMorgan Nasdaq Equity Premium Income ETF、JPMorgan Equity Premium Income ETF和Global X Nasdaq 100 Covered Call ETF [1][8] 长期投资视角 - 对于长期投资者而言 增加对多元化、集中度较低的ETF的敞口可提供更稳定的路径 [9] - 结合逢低买入、定期定额投资和纪律性买入并持有等策略 有助于应对短期市场波动并专注于长期目标 [9] - 鉴于人工智能市场的持续增长和强劲的AI驱动盈利增长 多家主要金融机构已上调了对标普500指数的年终预测 因此完全避开人工智能主题可能并不明智 [10] - 在投资人工智能等变革性主题时 多元化变得尤为关键 通过跨多个行业和基金进行投资 可以在捕捉AI上涨潜力的同时避免过度集中的风险 [11]

11:20 0 ··· 黄金ETF持仓报告 黄金ETF总持仓变化 更新时间:2025-12-15 1.060 1,050 1.040 1.030 1.020 1.010 2025-10-29 2025-11-19 2025-12-10 2025-10-08 EBC黄金ETF持仓报告解读 全球最大的黄金ETF SPDR Gold Trust持仓量 … 展开 ( 公布机构：美国SPDR Gold Trust 当前总持仓 1051.69 吨黄金 0 截至12月16日，全球最大的黄金ETF SPDR Gold Trust持仓量为1051.69吨，较前一个交易日维持不变。12月16日，现货黄金震荡盘整于4300美元/盎司关口 附近，在非农数据出炉之后最高曾反弹至4335美元/盎司附近，随后回落至4300美元/盎司左右，收于4302.06美元/盎司，跌3.29美元/0.08%。 基本面消息，金价周二在触及盘中高点后掉头向下，交易员消化美国最新就业报告后，黄金回吐早盘涨幅。姗姗来迟的非农就业报告显示劳动力市场疲 软，一度推动金价升至4335美元，但随后因零售销售核心指标大涨，显示消费支出强劲而有所回落。 投资者还关注美联储 ...

基金产品介绍 - WisdomTree U.S. Efficient Core Fund (NTSX) 是一只杠杆平衡型ETF 其投资者获得的回报大致相当于标普500指数的90%加上中期国债的60% 再减去0.20%的费用 [1] - CEF/ETF Income Laboratory 管理着收益率约为8%的封闭式基金和交易所交易基金投资组合 旨在为投资者简化收益投资 [1] - 该服务提供管理的收益投资组合 利用CEF和ETF领域的高收益机会 目标为安全可靠的约8%收益率 适合不同经验水平的主动和被动投资者 [1] 服务与运营特点 - CEF/ETF Income Laboratory 持有的大多数基金为月度支付 旨在加速复利增长并提供稳定的收入流 [1] - 该服务提供的其他功能包括24/7在线聊天和交易警报 [1] 作者背景 - 作者Juan de la Hoz 曾担任固定收益交易员、金融分析师、运营分析师和经济学教授 在分析和交易包括债券、货币市场和银行间贸易融资在内的跨市场、跨货币固定收益证券方面拥有经验 [1] - 作者专注于股息、债券和收益基金 尤其侧重ETF 是CEF/ETF Income Laboratory投资团队的撰稿人 该团队由Stanford Chemist领导 [1]

The State Street SPDR Portfolio S&P 500 ETF (SPYM) crossed $100 billion in assets as of the market's close on December 11, becoming one of just 20 US-listed ETFs to reach the threshold. The fund reach... ...

The ProShares Ultra QQQ ETF ( QLD ) is a leveraged ETF that can be used to improve portfolio performance in positive momentum trends through tactical entries and with a relatively short horizon (3-6 months), while closely monitoring the macro narrativeAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not rece ...

In October, Calamos Investments released three Laddered Protected Bitcoin ETFs, each providing laddered exposure to three different underlying portfolios of Calamos Protected Bitcoin ETFs. With three different options on the table, advisors and investors may wonder which one can potentially best meet their needs. All three allocate across four quarterly Calamos Bitcoin Structured Alt Protection ETFs®, each starting in a different quarter for continuous laddered exposure. The underlying funds are designed to ...

The international ETF actively invests in ex-U.S. equities with a computer-aided approach. The strategy considers stocks from within the MSCI EAFE index, a market cap-weighted index of developed market stocks. FENI looks to beat the index with its approach by emphasizing factors like growth, profitability, and historical valuations. The international ETF space has rewarded investors greatly so far in 2025. One particular strategy, FENI, recently crossed $5 billion in AUM. It has a case for consideration ahe ...

The YieldMax Ultra Option Income Strategy ETF ( ULTY ) has been among the most popular high-yield income ETFs since they were introduced. Assets under management come in at $1.3 billion, with a distribution yield of $129.22%.I am a former investment advisor and owner of several businesses. These days I invest only for myself while continuing to write on a variety of financial and economic topics.Analyst’s Disclosure:I/we have a beneficial long position in the shares of ULTY either through stock ownership, o ...

True to form with regard to Vanguard's funds, it features a low expense ratio of 0.08%. Like the rest of the muni bond market, 2025 started slow amid heavy issuance. However, April saw increased inflows into VTEC as demand started to eat away at the heavy supply that flooded the muni market. California munis also played a role in helping to rebuild Southern California, which was impacted by Los Angeles wildfires in the beginning of the year. VTEC tracks the S&P California AMT-Free Municipal Bond Index, givi ...

George Khelashvili / Shutterstock.com Quick Read Xtrackers MSCI Europe Hedged Equity ETF (DBEU) returned 20.18% year-to-date despite currency hedging. This outpaced the S&P 500’s 18.7%. DBEU hedges against six European currencies to reduce volatility from dollar fluctuations. The fund yields 2.98% and holds 414 stocks across European financials and industrials. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can retir ...