미국채 투자, 고금리가 오래동안 유지될거 같은 이유 (ft. ACE미국30년국채액티브, TLT, TMF)

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  • เผยแพร่เมื่อ 25 ม.ค. 2025

ความคิดเห็น • 45

  • @아무개-t9c
    @아무개-t9c 13 วันที่ผ่านมา +1

    tlt 포트분산으로 조금씩 적립해가기엔 최고의시기.
    금리사이클은 10년안에오니까
    배당 받아가며 적금넣는다생각하고 사모아가다보면
    금리인하시기에 효자노릇 톡톡히 할듯

  • @nonoon8686
    @nonoon8686 16 วันที่ผ่านมา +3

    국채가 어려운건 개인으로 돈벌기 힘든 구조라서 돈벌었다는 개인은 없는것

  • @마따호쉐프
    @마따호쉐프 17 วันที่ผ่านมา +3

    금리가 올라가면 배당도 늘어나나요? 주가는 떨어져도 배당은 늘어나면 커버드콜하면 금리 안떨어져도 버틸수있지 않을까요?

    • @배즙-o5i
      @배즙-o5i 16 วันที่ผ่านมา +2

      금리가 오르면 채권가격이 따따따블로 떨어져서 헷징이 안됩니다

    • @무이야호-j4h
      @무이야호-j4h 12 วันที่ผ่านมา

      금리 상승 -> 배당 매력 감소 -> 배당주들 outflow -> 가격하락

  • @준성조-v8u
    @준성조-v8u 17 วันที่ผ่านมา +3

    거 현물 etf는 안보고 사도 돼요 물리거나 5프로 다 와가면 선물로 한계약씩 더사면 되죠 😊

  • @일상-l6z
    @일상-l6z 12 วันที่ผ่านมา

    듀레이션 긴건 하지않는걸 추천.... 전에도 댓글 달았었는데😢..
    워렌버핏도 단기채만 하고 존 보글 역시 듀레이션 짧은 채권을 권하지 어느 누구도 장기채 추천하진 않음..

  • @valdosta367
    @valdosta367 17 วันที่ผ่านมา +2

    경뉴님 고금리 유지면 Soxx이랑 그럼 반대로 가는거 아닌가요..?

    • @yoooooooooox
      @yoooooooooox 17 วันที่ผ่านมา

      그러게여..

  • @mindflow8425
    @mindflow8425 14 วันที่ผ่านมา

    그냥 a 등급 이상 고금리 회사채만들고있는데 맘편하네요 채권 가격은 좀 떨어 졌어도 그냥 만기까지 들고가면 되니.... 확실히etf는 소액 있긴한데 평단가가 계속 떨어지니깐 맘이 불편하긴함....

  • @카르-n4u
    @카르-n4u 15 วันที่ผ่านมา +1

    저는 퇴직연금 irp 30프로만 사고 있어서 무덤덤하네요,

  • @무대포-t3g
    @무대포-t3g 17 วันที่ผ่านมา

    채권 커버드콜 어떻게 생각하세요? 변동이 없을땐

  • @narmrich
    @narmrich 17 วันที่ผ่านมา +14

    23년도부터 국채산애들 치고 돈번애거의없음

    • @이정혁-m8w
      @이정혁-m8w 17 วันที่ผ่านมา

      ​@@j.k1371거 말해봐바

    • @BruceSunon
      @BruceSunon 17 วันที่ผ่านมา

      그 중 1인입니다! 엉엉 ㅠㅠ

    • @무이야호-j4h
      @무이야호-j4h 12 วันที่ผ่านมา +1

      그때는 샀으면 안됐고 살거면 지금

  • @5eguya
    @5eguya 14 วันที่ผ่านมา

    기준금리와 3개월 국채 수익률 10년 국채수익률 비교 차트를 어떻게 만드셨는지 알 수 있을까요?

  • @김나인나인텐텐
    @김나인나인텐텐 17 วันที่ผ่านมา +3

    미국이 돈 푼다는데 채권쪽은 쳐다보지도 말아야지원.

    • @UCLu80m2ixrOHYgI6ioFZFhA
      @UCLu80m2ixrOHYgI6ioFZFhA 13 วันที่ผ่านมา

      미국이 돈풀면 채권이좋죠 왜요? 그러면 채권가격오르고 채권 금리 떨어진다는건데

    • @무이야호-j4h
      @무이야호-j4h 12 วันที่ผ่านมา

      ??ㅋㅋ오히려사야죠

  • @rumicat
    @rumicat 17 วันที่ผ่านมา +6

    모기지 금리가 6.91%인데도 미국은 끄덕 없죠. ( 6.91%?? 겁나 싸네?? 이런 느낌 )
    대단한 미국이죠. 한국 주담대가 4%인데 곡소리 나고 있죠~

    • @dhpark-kr
      @dhpark-kr 17 วันที่ผ่านมา +5

      미국의 경우엔 기존에 집을 샀던 사람들은 대부분 고정금리이기 때문에 그런 것 같아요

  • @runonio
    @runonio 17 วันที่ผ่านมา +22

    마지막 채권투자자들 마저 손절하면 저점입니다.

    • @strusinskakasia2831
      @strusinskakasia2831 17 วันที่ผ่านมา +5

      채권투자자들 성향상 손절안하고 버티기 하더라구요. 그것이 언제일지는 모르지만. 언젠가 오기는 오니까요

    • @K9Y3M0
      @K9Y3M0 16 วันที่ผ่านมา +2

      국 TLT 마 8 정도 인데 쭉 들고 갑니다 올해 현금 부족하기 전까지 아마도 최소 6월까지?

    • @강병찬-g5p
      @강병찬-g5p 16 วันที่ผ่านมา

      ​@@K9Y3M0 6월에 매수시작 하면 되겠네용

    • @post-malon2
      @post-malon2 16 วันที่ผ่านมา +3

      더 사야할 시기에 누가 손절하나요 ㅋㅋ

    • @runonio
      @runonio 16 วันที่ผ่านมา +3

      @post-malon2 이렇게 생각하는 사람까지 손절을 고민해야 저점입니다.

  • @엉엉울었어요
    @엉엉울었어요 17 วันที่ผ่านมา +1

    채권 투자 너무 힘들어요.ㅠ.ㅠ

  • @87육하교
    @87육하교 17 วันที่ผ่านมา +3

    50년 실물 국채 487달러 사서 지금은 467달러

  • @sutasore
    @sutasore 17 วันที่ผ่านมา +5

    엘런할망구가 단기 국채를 팔아야해요.
    그러니 금리를 많이 주니까
    단기채 금리가 올라가는거에요.
    이런거 몰라요?

    • @그건-i8p
      @그건-i8p 16 วันที่ผ่านมา +1

      너보단 많이아실듯

    • @parmenideselea7556
      @parmenideselea7556 14 วันที่ผ่านมา

      앨런 이야기는 미국 주식 처음 입문한 뉴비들이나 지들만 아는줄 알고 아는척 하지ㅋㅋ 모르는 사람이 어딨는데

  • @우휴-g4i
    @우휴-g4i 13 วันที่ผ่านมา

    트럼프도 채권 잔뜩 찍어낼거고... 단기채 쌓인물량 어마어마 하든데... 장기채로 다 돌릴텐데.. 무섭네요

    • @jmp9314
      @jmp9314 13 วันที่ผ่านมา

      지금 부채 한도 다 찼고, 한 해 이자비용만 수천조라 트럼프도 함부로 못할듯... 세수의 30%가 국채 이자라고 함 지금

  • @누구세용-c4f
    @누구세용-c4f 12 วันที่ผ่านมา

    그냥 하루에 하나씩 사고 있습니다 생각없이 무지성 분할매수

  • @클리도리토스
    @클리도리토스 11 วันที่ผ่านมา

    39에 2억가량박앗는데 언제올라가냐

  • @fivestarrating-iu6dw
    @fivestarrating-iu6dw 15 วันที่ผ่านมา

    힘드네요ㅋㅋㅋ

  • @절레절레-e7q
    @절레절레-e7q 15 วันที่ผ่านมา

    집값 쥬거ㅓㅓㅓㅓㅓ

  • @BruceSunon
    @BruceSunon 17 วันที่ผ่านมา

    안 돼애애애애애앵애애애애애애애!
    ㅠㅠ

  • @user-pv1ge9ci1s
    @user-pv1ge9ci1s 16 วันที่ผ่านมา +1

    채권에서 얻을 수 있는 기대수익이 주식보다 훨씬 낮은데 도대체 왜?!

  • @데이비드초
    @데이비드초 16 วันที่ผ่านมา +2

    국채는 폰지임 그냥.