{"id":8233,"date":"2024-01-22T04:59:10","date_gmt":"2024-01-21T20:59:10","guid":{"rendered":"https:\/\/www.mpfdiy.com\/?p=8233"},"modified":"2024-01-29T03:04:33","modified_gmt":"2024-01-28T19:04:33","slug":"%e6%b4%be%e6%81%af12%e5%8e%98%e6%81%af%e7%9a%84%e5%9f%ba%e9%87%91%e4%b8%ad%e5%9f%ba%e9%87%91","status":"publish","type":"post","link":"https:\/\/www.mpfdiy.com\/2024\/01\/%e6%b4%be%e6%81%af12%e5%8e%98%e6%81%af%e7%9a%84%e5%9f%ba%e9%87%91%e4%b8%ad%e5%9f%ba%e9%87%91\/","title":{"rendered":"\u6d3e\u606f12\u5398\u606f\u7684\u57fa\u91d1\u4e2d\u57fa\u91d1"},"content":{"rendered":"

\u6d3e\u606f12\u5398\u606f\u7684\u57fa\u91d1\u4e2d\u57fa\u91d1<\/span><\/strong><\/span><\/h2>\n

 <\/p>\n

\u898b\u4e0a\u6587<\/a><\/p>\n

 <\/p>\n

\u901a\u5e38\u6563\u6236\u7684\u6295\u8cc7\u5468\u671f\u662f\u9019\u6a23\u7684\uff1a\u5347\u5e02\u6642\u96c4\u5fc3\u58ef\u5fd7\uff0c\u80a1\u795e\u4e0a\u8eab\uff0c\u9ede\u77f3\u6210\u91d1\uff0c\u9b5a\u7fc5\u6488\u98ef\uff1b\u8dcc\u5e02\u6642\u5c31\u8870\u795e\u4e0a\u8eab\uff0c\u4e16\u754c\u672b\u65e5\uff1b\u8c37\u5e95\u4e4b\u5f8c\u6709\u8fd4\u5572\u8d77\u8272\uff0c\u5c31\u6975\u5ea6\u4fdd\u5b88\uff0c\u8cb7\u4e0b\u5572\u6536\u606f\u80a1\u7b97\u5566\uff0c\u4f46\u5230\u9078\u64c7\u6536\u606f\u80a1\u6642\uff0c\u53c8\u8981\u6c42\u9ad8\u606f\uff0c\u65bc\u662f\u898b\u5230\u5341\u5e7e\u5398\u606f\u5c31\u6700\u958b\u5fc3\u3002<\/span><\/p>\n

 <\/p>\n

\u672c\u6587\u5c31\u8a0e\u8ad6\u4e00\u4e0b\u4e00\u96bb12.3%\u5229\u606f\u7684\u7f8e\u80a1<\/span><\/strong>\uff0c\u770b\u770b\u9ad8\u606f\u662f\u600e\u6a23\u7149\u6210\u7684\uff0c\u540c\u6642\u80cc\u5f8c\u53c8\u6709\u4ec0\u9ebc\u98a8\u96aa\u3002<\/span><\/p>\n

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\u9019\u96bb\u9ad8\u606f\u80a1\u7de8\u865f\u662fYYY, \u540d\u53eb<\/span>Amplify High Income ETF\uff0c\u81ea2013\u5e74\u5df2\u7d93\u4e0a\u5e02\uff0c\u5e74\u7d00\u8d85\u904e10\u5e74\uff0c\u4ee5\u4e0b\u662f\u904e\u5f80\u6d3e\u606f\u6b77\u53f2\uff1a<\/span><\/p>\n

 <\/p>\n

\"<\/a><\/p>\n

 <\/p>\n

 <\/p>\n

\u64c1\u670910\u5e74\u4ee5\u4e0a\u9577\u671f\u7a69\u5b9a\u6708\u6708\u6d3e\u606f\u6b77\u53f2\uff0c\u5481\u6b63\uff0c\u96bb\u80a1\u7968\u505a\u54a9\u5622\u5605\u5462\uff0c\u539f\u4f86YYY \u4fc2\u4e00\u96bbETF\uff0c\u4ef2\u8981\u4fc2\u4e00\u96bbfund of fund<\/span>\u3002<\/span><\/p>\n

 <\/p>\n

“\u57fa\u91d1\u4e2d\u57fa\u91d1” \u662f\u82f1\u6587fund of fund\u76f4\u8b6f\uff0c\u5373\u662f\u57fa\u91d1\u7684\u6301\u6709\u7269\u4ea6\u662f\u57fa\u91d1\uff0c\u5176\u5be6\u5f37\u7a4d\u91d1\u6210\u4efd\u57fa\u91d1\u5341\u5c45\u5176\u4e5d\u90fd\u662ffund of fund, \u6240\u4ee5\u6709\u4eba\u8aaa\u81ea\u5df1\u90fd\u8b58\u8cb7\u6046\u6307\u57fa\u91d1\uff0c\u6d17\u9b3c\u4fc2\u5f37\u7a4d\u91d1\u8cb7\u6e2f\u80a1\u6210\u4efd\u57fa\u91d1\uff0c\u4ffe\u5572\u57fa\u91d1\u4f6c\u8cfa\u6536\u8cbb\u3002<\/span><\/p>\n

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\u5462\u96bbYYY \u5176\u5be6\u6301\u670940\u5e7e\u96bb\u57fa\u91d1\uff0c\u9019\u4e9b\u57fa\u91d1\u662fCEF (closed end fund)<\/span> , \u5373\u5c01\u9589\u5f0f\u57fa\u91d1\u3002CEF \u8207ETF \u53camutual fund \u4e0d\u540c\u4e4b\u8655\uff0c\u5c31\u662fCEF \u4e00\u4e0a\u5e02\u4e4b\u5f8c\u5c31\u4e0d\u63a5\u53d7\u65b0\u8cc7\u91d1<\/span>\uff0c\u4e0d\u50cfETF \u53ca mutual fund \u6703\u65b0\u589e(\u6216\u6e1b\u5c11) \u57fa\u91d1\u55ae\u4f4d\u53bb\u5c0d\u61c9\u5e02\u5834\u9700\u6c42\uff0c\u5373\u662fCEF \u7684\u80a1\u50f9\u5e02\u50f9(spot) \u8207\u5176\u57fa\u91d1\u8cc7\u7522\u5e02\u503c(NAV or IV)\u6703\u5bb9\u6613\u6709\u5dee\u50f9\uff0c\u5373premium \u9ad8\u6c34\u6216discount \u4f4e\u6c34\u3002<\/span><\/p>\n

 <\/p>\n

\"<\/a><\/p>\n

 <\/p>\n

 <\/p>\n

 <\/p>\n

\u7b46\u8005\u7559\u610f\u5462\u96bbYYY \u5605\u4e3b\u8981\u539f\u56e0\uff0c\u5514\u4fc2\u8caa\u9ad8\u606f\u60f3\u8cb7\uff0c\u800c\u4fc2\u60f3\u7747\u4e0b\u4f62\u9ede\u6a23\u63c0CEF<\/span>\uff0c\u56e0\u70ba\u5462\u96bbYYY \u90fd\u4fc2\u6709\u7528Factor investing \u5167yield \u9019\u500b\u56e0\u5b50\u8207\u53ca tactical asset allocation \u5605\u6982\u5ff5\u53bb\u5206\u914d\u8cc7\u7522\u65bc\u4e0d\u540cCEF\u3002<\/span><\/p>\n

 <\/p>\n

\"<\/a><\/p>\n

 <\/p>\n

 <\/p>\n

\u898b\u4e0a\uff0cYYY \u6703\u5206\u6790\u7f8e\u570b\u4e0a\u5e02\u7684CEF\uff0c\u7136\u5f8c\u6253\u5206\uff0c\u518d\u62bd\u51fa\u5206\u6578\u6700\u9ad8\u768445\u96bbCEF \u4f5c\u51fa\u8cc7\u7522\u914d\u7f6e\u3002\u6253\u5206\u67093\u5927\u539f\u5247\uff1a<\/span><\/p>\n

 <\/p>\n

1. CEF \u7684\u6d3e\u606f\uff1b<\/span><\/p>\n

2. CEF \u7684\u9ad8\/\u4f4e\u6c34\u60c5\u6cc1\uff1b<\/span><\/p>\n

3. CEF \u7684\u6210\u4ea4\u91cf\u3002<\/span><\/p>\n

 <\/p>\n

\u55ae\u4e00\u6301\u6709\u7684CEF \u4e0d\u6703\u591a\u65bc3%\u7e3d\u9ad4\u8cc7\u7522\u3002<\/span><\/p>\n

 <\/p>\n

\u7531\u65bcCEF \u5927\u591a\u7528\u69d3\u687f\u53bb\u500d\u5927\u56de\u5831\uff0c\u800c\u4e14CEF \u7684\u6295\u8cc7\u5c0d\u8c61\u5927\u591a\u662fhigh yield \u7684\u50b5\u5238\u6216REIT \u4e4b\u985e\uff0c\u6240\u4ee52022\u5e74\u52a0\u606f\uff0c\u50b5\u5238\u6216\u5b9a\u606f\u7522\u54c1\u5c31\u5927\u8dcc\uff0c\u52a0\u4e0a\u69d3\u687f\uff0cCEF \u56de\u5831\u53ef\u4ee5\u662f\u8ca0\u5e7e\u5341%\uff0c\u4f46\u4e00\u52a0\u5b8c\u606f\uff0c\u958b\u59cb\u6e1b\u606f\uff0cCEF \u5c31\u6703\u591a\u4eba\u7559\u610f\uff0c\u539f\u56e0\u5c31\u662f\u672c\u6587\u958b\u59cb\u6240\u63cf\u8ff0\u7684\u73fe\u8c61\u3002<\/span><\/p>\n

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\u9019\u96bbYYY \u982d\u5e7e\u5927\u6301\u6709\u7269\u90fd\u80fd\u63d0\u4f9b10%\u5229\u606f\u4ee5\u4e0a\u7684\u6d3e\u606f\uff0c\u4f46\u9019\u4e9b\u6d3e\u606f\u6709\u90e8\u5206\u662f\u672c\u91d1\uff0c\u6240\u4ee5\u6bcf\u6b21\u6d3e\u5b8c\u606f\uff0c\u80a1\u50f9\u5c31\u4e0b\u8dcc\u3002<\/span><\/p>\n

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\u4f46\u597d\u591a\u6563\u6236\u4e0d\u77e5\u5c31\u88cf\uff0c\u6c42\u5176screen \u4e00\u4e0b\u898b\u5230\u6d3e\u9ad8\u606f\uff0c\u4ef2\u6d3e\u5de6\u597d\u591a\u5e74\uff0c\u4ee5\u70ba\u597d\u6b63\uff0c\u4f46\u5176\u5be6YYY \u81ea2013\u5e74\u51fa\u4e16\u81f32023\u5e74\uff0c\u5e74\u5747\u56de\u5831\u53ea\u67094.5%<\/span>,\u00a0 \u5373\u662f\u7b49\u65bc\u9577\u671fhigh yield \u7684\u50b5\u52386.5%\u56de\u5831\u6e1b\u53bb\u57fa\u91d1\u6536\u8cbb2%\u7684\u7d50\u679c\uff0c\u4e2d\u9014\u6703\u51fa\u73fe\u8cfa\u606f\u8755\u50f9\u3002<\/span><\/p>\n

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\"<\/a><\/p>\n

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 <\/p>\n

\u4f46\u7b46\u8005\u90fd\u6709\u8208\u8da3\u5b83\u7684\u9078CEF \u539f\u7406\u53ca\u7d50\u679c\uff0c\u53ef\u4ee5\u5e6b\u81ea\u5df1\u589e\u52a0\u4e00\u4e9b\u77e5\u8b58\u53ca\u5e02\u5834\u8a0a\u606f\uff0c\u56e0\u70ba\u6e1b\u606f\u671f\u6b63\u662fCEF \u50f9\u683c\u4e0a\u5347\u7684\u5468\u671f\u3002<\/span><\/p>\n

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\u81f3\u65bc\u9ede\u6a23\u53bb\u5fb9\u5e95\u5206\u6790\u57fa\u91d1\uff0cPortfolio Visualizer \u6709\u597d\u591a\u529f\u80fd\u53ef\u4ee5\u5e6b\u5230\u624b\uff0c\u5982\u679c\u5514\u8b58\u7528Portfolio Visualizer,\u00a0 \u53ef\u4ee5\u53c3\u52a02024\u5e74 MPFDIY \u5206\u4eab\u6703\uff0c\u8a73\u60c5\u5982\u4e0b\uff1a<\/span><\/p>\n

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2024\u5e74\u6d3b\u52d5\uff1a<\/strong><\/span><\/p>\n

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<\u6253\u9020\u9577\u52dd\u5f37\u7a4d\u91d1><\/strong>\u51fa\u7248\u4e4b\u5f8c\uff0c\u591a\u4e86\u8b80\u8005\u8a62\u554fPortfolio Visualizer<\/strong>\u00a0(PV)\u00a0\u7684\u64cd\u4f5c\uff0c\u7b46\u8005\u767c\u89ba\u539f\u4f86\u5e02\u9762\u4e0a\u5f88\u5c11\u8a73\u7d30\u8b1b\u89e3PV\u00a0\u5404\u7a2e\u529f\u80fd\uff0c\u9802\u591a\u53ea\u662f\u80a1\u50b5\u6df7\u5408\u914d\u7f6e\u9019\u500b\u521d\u7d1a\u5165\u9580backtest portfolio\u5206\u6790\u529f\u80fd\uff0cPV \u5167\u5176\u4ed65\u500b\u529f\u80fd\uff0c\u5c24\u5176\u662fTAA \u529f\u80fd\uff0c\u751a\u5c11\u4eba\u63d0\u53ca\u3002<\/span><\/p>\n

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\u6240\u4ee5\u7b46\u8005\u6709\u500b\u60f3\u6cd5\uff0c\u5c31\u662f\u65bc2024\u5e74\u641e\u4e00\u500bPV \u7814\u7fd2\u6d3b\u52d5<\/strong>\uff0c\u5927\u7d04\u752810\u6b21\u805a\u6703\u6642\u9593\u53bb\u8a73\u7d30\u5c07PV \u5167\u6bcf\u4e00\u529f\u80fd\u9010\u4e00\u62c6\u89e3\uff0c\u53e6\u6703\u5206\u4eab\u591a\u500b\u5be6\u7528\u4f8b\u5b50\u3002<\/span><\/p>\n

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\u6709\u8208\u8da3\u7684\u53ef\u4ee5\u586b\u5beb\u4ee5\u4e0bGoogle form\uff0c\u7559\u610f\u6d3b\u52d5\u6703\u6536\u8cbb\u53bb\u5e6b\u88dcMPFDIY \u53caMPFier \u7684\u767c\u5c55\u3002<\/span><\/p>\n

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https:\/\/forms.gle\/p7B2uGo61QiYxDAf7<\/a><\/span><\/p>\n

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 <\/p>\n","protected":false},"excerpt":{"rendered":"

\u6d3e\u606f12\u5398\u606f\u7684\u57fa\u91d1\u4e2d\u57fa\u91d1   \u898b\u4e0a\u6587   \u901a\u5e38\u6563\u6236\u7684\u6295\u8cc7\u5468\u671f\u662f\u9019\u6a23\u7684\uff1a\u5347\u5e02\u6642\u96c4\u5fc3\u58ef\u5fd7\uff0c\u80a1\u795e…<\/p>\n","protected":false},"author":1,"featured_media":8241,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","enabled":false},"version":2}},"categories":[1],"tags":[54,22,28,48,40,23],"class_list":["post-8233","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1","tag-position-sizing","tag-22","tag-28","tag-48","tag-40","tag-23"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/www.mpfdiy.com\/wp-content\/uploads\/2024\/01\/CEF05.jpg?fit=923%2C1137&ssl=1","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p7Tc20-28N","jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/posts\/8233","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/comments?post=8233"}],"version-history":[{"count":5,"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/posts\/8233\/revisions"}],"predecessor-version":[{"id":8245,"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/posts\/8233\/revisions\/8245"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/media\/8241"}],"wp:attachment":[{"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/media?parent=8233"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/categories?post=8233"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/tags?post=8233"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}