์ „์ฒด ๊ธ€ 242

Tiger๋ฏธ๊ตญ๋‚˜์Šค๋‹ฅ100๋ ˆ๋ฒ„๋ฆฌ์ง€, Tiger ๋ฏธ๊ตญํ…Œํฌํƒ‘10INDXX, Tiger ๋ฏธ๊ตญ๋‚˜์Šค๋‹ฅ100

3์›” CPI๊ฐ€ ์ ๋‹นํžˆ ๋‚˜์˜ค๋‹ˆ๊นŒ, ๊ฒฝ๊ธฐ์นจ์ฒด ์šฐ๋ ค๋กœ ํ•˜๋ฝ ๋งˆ๊ฐํ•œ ์–ด์ œ 4.12 ๐Ÿ‡บ๐Ÿ‡ธ์ฆ์‹œ ๐Ÿ’ต . ์˜ค๋Š˜ ์•„์นจ ์šฐ์—ฐํžˆ ์œ„์˜ ์„ธ ETF๊ฐ€ ํ•œ ํ™”๋ฉด์— ์บก์ฒ˜๋จ. Tiger๋ฏธ๊ตญ๋‚˜์Šค๋‹ฅ100๋ ˆ๋ฒ„๋ฆฌ์ง€, -1.73% Tiger ๋ฏธ๊ตญํ…Œํฌํƒ‘10INDXX, -1.15% Tiger ๋ฏธ๊ตญ๋‚˜์Šค๋‹ฅ100 -0.75% ์œ„์—์„œ ํ•จ์˜ํ•˜๋Š” ๋ฐ”๋Š” ๋‹ค์Œ๊ณผ ๊ฐ™๋‹ค. *(์•ž๋ถ€๋ถ„ ์ƒ๋žต) ๋ ˆ๋ฒ„๋ฆฌ์ง€ : market timing ์— ์œ ํšจ. * ๋ฏธ๊ตญ๋น…ํ…Œํฌํƒ‘10 : float๋ฅผ ์ด์šฉํ•ด ๊พธ์ค€ํžˆ ๋งค์ž…ํ• ๋•Œ ํŠนํžˆ ํ•˜๋ฝ์‹œ ๋งค๋งค์ ‘๊ทผ๋ฒ•์— workingํ•จ, ๋‚˜์Šค๋‹ฅ๋ณด๋‹ค ์•ฝ 50% ๋” ์›€์ง์ด๊ธฐ ๋•Œ๋ฌธ =115/75 -1 = 53% * ๋‚˜์Šค๋‹ฅ100 : ์žฅ๊ธฐ๊ฑฐ์น˜์‹ ํˆฌ์ž๋กœ SPX์ดˆ๊ณผ ์ˆ˜์ต๋ฅ  ์˜ฌ๋ฆฌ๊ณ  ์‹ถ์„ ๋•Œ, SPX์™€ ๋™ NDX๋ฅผ ์„ž์œผ๋ฉด ์›Œํ‚นํ•จ.์„ธ๊ฐ€์ง€ ๋ฐฉ๋ฒ•์„ ์•ฝ2๋…„๊ฐ„ ํ•ด์™”๊ณ , ์ด ๊ธ€์„ ์“ฐ๋Š” ๋ณธ..

๋ฌด๊ต๋™๋ถ์–ด๊ตญ์ง‘ @ ๊ธฐ๋ณธ์— ์ถฉ์‹คํ•œ ๋ง›

[๋„ค์ด๋ฒ„ ์ง€๋„] ๋ฌด๊ต๋™๋ถ์–ด๊ตญ์ง‘ ์„œ์šธ ์ค‘๊ตฌ https://naver.me/5cFC3ZXc ๋„ค์ด๋ฒ„ ์ง€๋„๋ฌด๊ต๋™๋ถ์–ด๊ตญ์ง‘map.naver.com ์ˆ˜๋…„๊ฐ„์˜ ๋ธ”๋ฃจ๋ฆฌ๋ณธ๊ณผ ๋ฏธ์А๋žญ ๋งˆํฌ๊ฐ€ ๋ฐ˜๊ธฐ๋Š” ์ง‘. 11์‹œ 15๋ถ„์ธ๋ฐ๋„ ์‚ฌ๋žŒ๋“ค ์ค„์ด ๊ธธ๋‹ค.๋‘๋ถ€์™€ ๋ถ์–ด (ํ˜ธ์‹œ๋ฉ˜ํƒ€์ดใ†๋ง๋ฆฐ ๋ช…ํƒœ) ๊ทธ๋ฆฌ๊ณ  ๊ณ„๋ž€์ด ํ’€๋ฆฐ ๊ตญ์ด ์™œ ์œ ๋ช…ํ•œ๊ฐ€ ํ–ˆ๋‹ค.๊ทธ๋Ÿฐ๋ฐ ๋จน์–ด๋ณด๋‹ˆ ๊ธฐ๋ณธ์— ์ถฉ์‹คํ•œ ๋ง›์ž„์„ ์•Œ์•˜๋‹ค. ๋ฐ˜์ฐฌ๋„ ์ž…์— ๋”ฑ ๋งž๊ณ , ํŠนํžˆ ์˜ค์ด์™€ ๊น€์น˜, ๋ถ€์ถ”๊ฐ€ ๋ถ์–ด๊ตญ์ด๋ž‘ ์ž˜ ์–ด์šธ๋ฆฌ๋Š”์ง€ ๋ชฐ๋ž๋‹ค.๋ง›์žˆ์–ด์„œ ๊ธˆ๋ฐฉ ๋‹ค ๋จน์—ˆ๋‹ค. ํ•œ ๊ทธ๋ฆ‡์„ ๋จน์œผ๋ฉด ๋ฆฌํ•„๋„ ๋œ๋‹ค.๋ฆฌํ•„์ด ๊ฑฐ์˜ ์ฒ˜์Œ ์–‘์ด๋ž‘ ๋น„์Šทํ•˜๋‹ค.๊ณผ์—ฐ since 1968์ด๋‹ค.์‚ฌ๊ณผ๋‚˜๋ฌด์— ๊ฝƒ์ด ํ”ผ์—ˆ๋‹ค. ์ž˜ ๋จน์—ˆ๋Š”๋ฐ, ๋ฌธ์ œ๊ฐ€ ํ•˜๋‚˜ ์žˆ๋‹ค. ์˜คํ›„ 4์‹œ๊ฐ€ ๋˜์ž, ๋ฐฐ๊ฐ€ ๊ณ ํŒŒ์ง€๋Š” ๊ฒƒ์ด ๋ฌธ์ œ์ธ๋“ฏ...

์ด์„ฑ๊ฒฝ 'ํ™”์‚ฌํ•œ ๋ฏธ๋ชจ' - ๋จธ๋‹ˆํˆฌ๋ฐ์ด

์–ด์ œ 4.10 ๋จธ๋‹ˆํˆฌ๋ฐ์ด์— ์‹ค๋ฆฐ ์ด์„ฑ๊ฒฝ ๋ฐฐ์šฐ์˜ ํ™”๋ณด, ๋ง ๊ทธ๋Œ€๋กœ ํ™”์‚ฌํ•˜๋‹ค. ๊ฐˆ์ƒ‰๋ˆˆ๋™์ž๊ฐ€ ๋ด„์ฒ˜๋Ÿผ ํ™”์‚ฌํ•œ ๋ฏธ๋ชจ์— ๋น›์„ ๋”ํ•ด์ค€๋‹ค. https://news.mt.co.kr/photonews/photovod_view.html?no=202304101717136994&cate=3000&VP_P ์ด์„ฑ๊ฒฝ 'ํ™”์‚ฌํ•œ ๋ฏธ๋ชจ' - ๋จธ๋‹ˆํˆฌ๋ฐ์ด ... news.mt.co.kr https://blog.naver.com/cwmylee/222431810038 ์„ธ๋ฆฌ๋จธ๋‹ˆํด๋Ÿฝ ์ดฌ์˜์ง€ ์œ„์น˜ ์ฃผ์†Œ ํ™์ฒœcc ๊ณจํ”„์žฅ ์ด์„ฑ๊ฒฝ ๋กœ๊ผฌ ์—ด์• ์„ค ๋‚˜์ด ํ‚ค ํ•™๋ ฅ ํ”„๋กœํ•„ ํ—ˆ์˜๋งŒ โญ•์ด์„ฑ๊ฒฝ ๋‚˜์ด ํ‚ค ํ˜ˆ์•กํ˜• ๊ณ ํ–ฅ ํ•™๋ ฅ ํ”„๋กœํ•„ ๆŽ่–็ถ“, Lee Sung-kyoung ์ถœ์ƒ 1990๋…„ 8์›” 10์ผ ๊ฒฝ๊ธฐ๋„ ๊ณ ์–‘... blog.naver.com https://zzzman.tis..

๋ฒ•์ธ์„ธ์ˆ˜์ต ์˜์–ด๋กœ ๋ญ˜๊นŒ? tax benefit !

์ด์—ฐ๋ฒ•์ธ์„ธ์ž์‚ฐ(๋ถ€์ฑ„)๋ฅผ ๊ณ„์‚ฐํ•˜๋Š” ๊ณผ์ •์—์„œ, ๋ฒ•์ธ์„ธ๋น„์šฉ(์ˆ˜์ต)์€ ๋‹น๊ธฐ๋ฒ•์ธ์„ธ๋น„์šฉ(์ˆ˜์ต)๊ณผ ์ด์—ฐ๋ฒ•์ธ์„ธ๋น„์šฉ(์ˆ˜์ต)์œผ๋กœ ๋‚˜๋ˆ ์ง€๋ฉฐ, ๋ถ„๊ฐœ๋ฅผ ๊ตฌ์„ฑํ•  ์ˆ˜ ์žˆ๋‹ค. ์ด๋•Œ ๋ฒ•์ธ์„ธ์ˆ˜์ต์€ ์˜์–ด๋กœ ๋ฌด์—‡์ผ๊นŒ? "negative tax expense" ๋ผ๋Š” ํ‚ค์›Œ๋“œ๋กœ ๊ตฌ๊ธ€๋ง์„ ํ–ˆ๋Š”๋ฐ, ๋งˆ์นจ ์ข‹์€ ์ฐธ๊ณ ๊ธ€์„ ๋งŒ๋‚ฌ๋‹ค. ๋ฒ•์ธ์„ธ์ˆ˜์ต์€ ๋ฒ•์ธ์„ธ๋น„์šฉ์˜ ๋ฐ˜๋Œ€๊ฐœ๋…์ด๋ผ์„œ negative tax expense๋ผ๊ณ  ํ–ˆ๋Š”๋ฐ, ๋” ์ข‹์€ ํ‘œํ˜„์€ ๊ฐœ์ธ์ ์œผ๋กœ ์•„๋ž˜์˜ tax benefit ๊ฐ™๋‹ค. ์ž์‚ฐ ์—ญ์‹œ future economic benefit์ด๋ผ๊ณ  ํ•˜๋Š”๋ฐ, ๊ทธ๋Ÿฐ ๋œป๊นŒ์ง€ ํ•จ์ถ•ํ•˜๊ณ  ์žˆ์–ด์„œ ์ •๋ง ์ข‹์€ ํ‘œํ˜„ ๊ฐ™๋‹ค. tax benefit https://www.ibfd.org/sites/default/files/2023-02/oecd_international-globe-w..

ๆŸ่‰ ๋ฒš๊ฝƒ galvanize

* ์•„๋ž˜ ์‚ฌ์ง„์€ ๋ชจ ์ธํ„ฐ๋„ท๊ฒŒ์‹œํŒ์—์„œ ํผ์˜จ ์‚ฌ์ง„ https://www.ilbe.com/view/11473258194?page=15 - ๊ฒฐ๋ก : ์†์ดˆ๋งˆ์ €๋„ ๋ฒš๊ฝƒ์ด 4์›”์ดˆ์— ๋‚™ํ™”ํ•  ์ •๋„๋กœ, ์˜จ๋„๊ฐ€ ๋†’์€ 2023๋…„์ด์—ˆ๋‹ค. - ๋‚จ๋ถ€์ง€๋ฐฉ์ด๋‚˜, ์„œ์šธ์˜ ๋ฒ›๊ฝƒ์ด ๋‚™ํ™”ํ•ด๋„, ๋งˆ์ง€๋ง‰ ํฌ๋ง์„ ์•ˆ๊ณ , ์†์ดˆ ๋“ฑ ๊ฐ•์›๋„๋กค ๊ฐ€๋ณด์ž! ๋งˆ์น˜ ์ดํƒˆ๋ฆฌ์•„์˜ ๊ณผํ•™์ž, ๊ฐˆ๋ฐ”๋‹ˆ Galvani ๊ฐ€, ์ฃฝ์€ ์ƒ๋ฌผ์—๊ฒŒ ์ „๋ฅ˜๋ฅผ ํ†ตํ•˜์—ฌ ๊ฟˆ์ฐ”ํ•˜๋ฉฐ ์›€์ง์ด๋Š” ์‹คํ—˜์„ ํ–‰ํ•œ ๊ฒƒ ๊ฐ™์€ ๋А๋‚Œ์ด ๋“ฆ. ์ „๋ฅ˜๋ฅผ ์‹œ์ฒด์— ํˆฌ๊ณผํ•˜์—ฌ ์ƒ๋ช…์„ ์ฃผ๋ ค๊ณ  ํ–ˆ๋˜ ์ดํƒˆ๋ฆฌ์•„์˜ ๊ณผํ•™์ž Galvani์˜ ์ƒ๋ช…๋ ฅ ์‹คํ—˜์—์„œ ์˜์–ด ๋‹จ์–ด galvanize๊ฐ€ ๋‚˜์˜จ ๊ฒƒ์ด ์•„๋‹Œ๊ฐ€? * ์ฆ‰, ๊ฐ•์›๋„์˜ ๋ฒš๊ฝƒ์€ ๋‚จ๋ถ€์ง€๋ฐฉ์˜ ๋ฒš๊ฝƒ์„ galvanizeํ•œ ๊ฒƒ ๊ฐ™๋‹ค. ์˜๋ž‘ํ˜ธ ์ค‘๊ตญ๋ฐœ ๋ฏธ์„ธ๋จผ์ง€๋Š” ์†์ดˆ์—๋„ ์นจ์ž…, ์„ค์•…์‚ฐ์ด ๋ฟŒ์˜‡๊ฒŒ ๋ณด..

[๋ฐฑํ…Œ์ŠคํŠธ]QQQ, SCHD, IVV ๋ฐฑํ…Œ์ŠคํŠธ ํ›„, ๊ฒฐ๋ก ์€ QQQ, SCHD ๋ฐ˜๋ฐ˜~8:2

Schwab์˜ ์ƒํ™ฉ์ด ์ข‹์ง€ ์•Š์ง€๋งŒ, SCHD๊ฐ€ IVV๋ณด๋‹ค ์•ˆ์ •์ ์ด๋ฉด์„œ, ์žฅ๊ธฐ์ ์œผ๋กœ๋Š” ์œ ์‚ฌํ•œ ์‹ค์ ์„ ๋ณด์ด๋Š” ๊ฒƒ ๊ฐ™๋‹ค. ๊ทธ๋ฆฌ๊ณ  ์ฃผ๊ฐ€์ง€์ˆ˜ ์ค‘์— QQQ๋ฅผ ์ด๊ธธ๋งŒํ•œ ๊ฒƒ์€ ์—†์„ ๊ฒƒ ๊ฐ™๋‹ค. ์ œ4์ฐจ์‚ฐ์—…ํ˜๋ช…์ด ์ง€์†๋˜๋Š” ํ•œ, ์ด๋Ÿฐ ๊ฒฝํ–ฅ์€ ๊ณ„์† ๋  ๊ฒƒ์ด๋‹ค. ๊ทธ๋Ÿผ ์–ด๋–ป๊ฒŒ ํ•˜๋Š” ๊ฒƒ์ด ์ข‹์„๊นŒ? Backtest Portfolio Asset Allocation (portfoliovisualizer.com) Backtest Portfolio Asset Allocation You can upload a portfolio asset allocation by selecting a file below. The import uses a standard Excel or CSV file format with a ticker symbol follo..