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{"id":6300,"date":"2019-11-17T10:31:53","date_gmt":"2019-11-17T10:31:53","guid":{"rendered":"https:\/\/ovidiutarcu.ro\/?p=6300"},"modified":"2023-10-07T21:02:12","modified_gmt":"2023-10-07T18:02:12","slug":"cum-sa-replici-performanta-indicelui-bet-investind-in-7-companii","status":"publish","type":"post","link":"https:\/\/ovidiutarcu.ro\/2019\/11\/17\/cum-sa-replici-performanta-indicelui-bet-investind-in-7-companii\/","title":{"rendered":"CUM S\u0102 REPLICI PERFORMAN\u021aA INDICELUI BET INVESTIND \u00ceN 7 COMPANII"},"content":{"rendered":"\n<p>Ai vrea ca investi\u021biile tale s\u0103 aib\u0103 un randament asem\u0103n\u0103tor cu cel al indicelui BET f\u0103r\u0103 s\u0103 investe\u0219ti \u00een Fonduri Mutuale? \u00cen articolul de ast\u0103zi \u00ee\u021bi voi ar\u0103ta cum po\u021bi s\u0103 faci acest lucru investind \u00een doar 7 companii. <\/p>\n\n\n\n<p>Dar, \u00eenainte s\u0103 \u00eencepem, vreau doar s\u0103-\u021bi spun c\u0103 po\u021bi s\u0103 urm\u0103re\u0219ti varianta video a acestui articol, dac\u0103 ape\u0219i pe link-ul de mai jos. <\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Cum s\u0103 replici performan\u021ba indicelui BET investind \u00een 7 companii\" width=\"710\" height=\"399\" src=\"https:\/\/www.youtube.com\/embed\/qW0GRaVm-xA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Investi\u021biile sunt importante<\/strong><\/h3>\n\n\n\n<p>E\u0219ti de acord cu aceast\u0103 afirma\u021bie, corect?<\/p>\n\n\n\n<p>Ele sunt una din modalit\u0103\u021bile principale prin care po\u021bi s\u0103-\u021bi cre\u0219ti averea \u0219i sunt unul dintre pilonii de baz\u0103 pe care \u00ee\u021bi construie\u0219ti Lini\u0219tea Financiar\u0103.<\/p>\n\n\n\n<p>Eu sunt un fan al Fondurilor Mutuale de tip Indice \u0219i de aceea acestea au o pondere foarte mare \u00een portofoliul meu. Cu toate acestea, investi\u021biile \u00een Fonduri Mutuale presupun un anumit cost anual. Iar c\u00e2nd vine vorba de Fondurile Mutuale care replic\u0103 performan\u021bele indicilor rom\u00e2ne\u0219ti, acest cost este destul de mare.<\/p>\n\n\n\n<p>Dac\u0103 vrei s\u0103 vezi la ce m\u0103 refer, am scris un articol \u00een care prezint cele mai atractive Fonduri Mutuale de tip Indice care investesc \u00een companii rom\u00e2ne\u0219ti. Po\u021bi s\u0103-l accesezi ap\u0103s\u00e2nd pe <a href=\"https:\/\/ovidiutarcu.ro\/2019\/10\/27\/top-5-fonduri-mutuale-de-tip-indice-romanesti\/\">acest link<\/a>.<\/p>\n\n\n\n<p>Dar tu, ca investitor, s-ar putea s\u0103 nu-\u021bi dore\u0219ti s\u0103 pl\u0103te\u0219ti acest comision de administrare anual. Ei bine \u00een acest caz, ai posibilitatea s\u0103 replici destul de u\u0219or performan\u021ba indicelui BET investind doar \u00eentr-un grup de companii bine stabilit. Iar \u00een acest articol \u00ee\u021bi voi ar\u0103ta cum po\u021bi s\u0103 faci asta.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Ce este indicele BET?<\/strong><\/h3>\n\n\n\n<p>Indicele BET este indicele de referin\u021b\u0103 al pie\u021bei locale de capital. Acesta reflect\u0103 evolu\u021bia celor mai tranzac\u021bionate companii de pe pia\u021ba reglementat\u0103 a BVB, excluz\u00e2nd societ\u0103\u021bile de investi\u021bii financiare (sau SIF-urile). Criteriul principal de selec\u021bie al societ\u0103\u021bilor care alc\u0103tuiesc acest indice este lichiditatea. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Cum func\u021bioneaz\u0103 strategia?<\/strong><\/h3>\n\n\n\n<p>\u00cen primul r\u00e2nd, ca s\u0103 po\u021bi folosi aceast\u0103 strategie, trebuie s\u0103 \u0219tii ce companii intr\u0103 \u00een componen\u021ba indicelui BET. Ca s\u0103 afli asta intr\u0103 pe site-ul BVB la sec\u021biunea Instrumente Financiare. Din lista care \u00ee\u021bi apare, d\u0103 click pe Profile Indici.<\/p>\n\n\n\n<p>\u00cen tab-ul Compozi\u021bie Indici vei g\u0103si lista celor 16 companii care sunt cuprinse \u00een prezent \u00een acest indice precum \u0219i ponderea lor.<\/p>\n\n\n\n<p>Copiaz\u0103 toate aceste informa\u021biile pe care le vezi \u00eentr-un fi\u0219ier Excel. Dup\u0103 cum po\u021bi s\u0103 observi, primele 7 companii din componen\u021ba indicelui au cea mai mare pondere \u00een cadrul acestuia. Aproximativ 90%.<\/p>\n\n\n\n<p>Asta \u00eenseamn\u0103 c\u0103 evolu\u021bia indicelui BET, at\u00e2t cre\u0219terile c\u00e2t \u0219i sc\u0103derile, este determinat\u0103 cel mai mult de evolu\u021bia acestor 7 companii.<\/p>\n\n\n\n<p>Din acest motiv, dac\u0103 ai cump\u0103ra ac\u021biuni la aceste 7 companii, respect\u00e2nd anumite ponderi, ai reu\u0219i s\u0103 replici performan\u021ba indicelui BET \u00een propor\u021bie de aproximativ 90%. \u021ain\u00e2nd cont c\u0103 \u0219i Fondurile Mutuale de tip Indice pot devia u\u0219or de la componen\u021ba indicelui, eu zic c\u0103 este destul de bine.<\/p>\n\n\n\n<p>Dac\u0103 investe\u0219ti doar \u00een aceste 7 companii nu acoperi \u00eentregul indice. Din acest motiv va trebui s\u0103 ajustezi ponderile companiilor \u0219i s\u0103 calculezi ce propor\u021bie din portofoliul t\u0103u e dedicat\u0103 fiec\u0103rei companii.<\/p>\n\n\n\n<p>Acest lucru se poate face foarte u\u0219or folosind regula de 3 simpl\u0103.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Avantajele acestei strategii<\/strong><\/h3>\n\n\n\n<p>\u00cen primul r\u00e2nd, deoarece aceste ac\u021biuni intr\u0103 direct \u00een portofoliul t\u0103u, nu mai trebuie s\u0103 pl\u0103te\u0219ti comisioanele anuale pentru gestionarea investi\u021biilor pe care le presupune investi\u021bia \u00eentr-un Fond Mutual.<\/p>\n\n\n\n<p>Singurele comisioane pe care le pl\u0103te\u0219ti sunt comisioanele de tranzac\u021bionare pe care le achi\u021bi broker-ului.<\/p>\n\n\n\n<p>\u00cen al doilea r\u00e2nd, ai mai mult control asupra dividendelor pe care le \u00eencasezi. Majoritatea fondurilor mutuale nu distribuie dividende. Ele reinvestesc banii pe care \u00eei \u00eencaseaz\u0103 de la companiile pe care le de\u021bin \u00een portofoliu pentru a cre\u0219te valoarea activului net al fondului.<\/p>\n\n\n\n<p>Atunci c\u00e2nd de\u021bii ac\u021biunile \u00een mod direct, dividendele repartizate intr\u0103 \u00een contul t\u0103u, iar apoi tu alegi cum \u0219i \u00een ce companii le reinveste\u0219ti.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Dezavantajele aceste strategii<\/strong><\/h3>\n\n\n\n<p>Aceast\u0103 strategie are \u0219i c\u00e2teva dezavantaje.<\/p>\n\n\n\n<p>\u00cen primul r\u00e2nd, investi\u021biile tale nu mai sunt la fel de bine diversificate. Un fond mutual care urm\u0103re\u0219te s\u0103 replice performan\u021ba indicelui BET, investe\u0219te \u00een toate cele 16 companii care intr\u0103 \u00een componen\u021ba acestuia. Folosind aceast\u0103 strategie tu vei investi doar \u00een 7 companii.<\/p>\n\n\n\n<p>Ca s\u0103 aplici aceast\u0103 strategie ca la carte, ai nevoie s\u0103 investe\u0219ti un capital destul de mare. Asta pentru c\u0103 \u00een fiecare lun\u0103 va trebui s\u0103 investe\u0219ti \u00een toate cele 7 companii ca s\u0103 p\u0103strezi propor\u021biile corecte \u00een portofoliul t\u0103u.<\/p>\n\n\n\n<p>Pornind de la valorile afi\u0219ate pe site-ul BVB asta ar \u00eensemna o investi\u021bie lunar\u0103 de aproximativ 6.500 de lei. Aceast\u0103 sum\u0103 este destul de mare atunci atunci c\u00e2nd iei \u00een considerare c\u0103 un Fond Mutual care \u00ee\u021bi permite s\u0103 investe\u0219ti doar c\u00e2teva sute de lei pe lun\u0103 \u0219i s\u0103 ob\u021bii o diversificare mai bun\u0103. Nu oricine poate s\u0103 fac\u0103 acest lucru.<\/p>\n\n\n\n<p>O alt\u0103 variant\u0103 de a aborda aceast\u0103 strategie ar fi s\u0103 investe\u0219ti \u00een fiecare lun\u0103 \u00een c\u00e2te una sau dou\u0103 companii, \u00een func\u021bie de capitalul disponibil. Dar \u00ee\u021bi va fi mai dificil s\u0103 ob\u021bii replicarea indicelui folosind aceast\u0103 tactic\u0103.<\/p>\n\n\n\n<p>\u00cen al treilea r\u00e2nd, trebuie s\u0103 fii mai implicat \u00een rebalansarea portofoliului. Structura indicelui BET este stabilit\u0103 \u00een func\u021bie de lichiditate. Asta \u00eenseamn\u0103 c\u0103, societ\u0103\u021bile care sunt mai tranzac\u021bionate, dob\u00e2ndesc o pondere mai mare \u00een cadrul indicelui. Din acest motiv, \u00een fiecare lun\u0103 va trebui s\u0103 calculezi ponderea corect\u0103 a celor 7 companiilor \u00een care investe\u0219ti astfel \u00eenc\u00e2t s\u0103 replici c\u00e2t mai fidel componen\u021ba indicelui.<\/p>\n\n\n\n<p>Atunci c\u00e2nd investe\u0219ti \u00eentr-un Fond Mutual, administratorul acestuia se ocup\u0103 de rebalansarea portofoliului.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Cuvinte de \u00eencheiere<\/strong><\/h3>\n\n\n\n<p>Aceasta este strategia pe care o po\u021bi folosi pentru a ob\u021bine o replicare c\u00e2t mai fidel\u0103 a randamentelor indicelui BET investind \u00een ac\u021biuni individuale.<\/p>\n\n\n\n<p>Mi-ar face pl\u0103cere s\u0103 \u0219tiu cum \u021bi se pare aceast\u0103 strategie. Crezi c\u0103 merit\u0103 s\u0103 faci o munc\u0103 suplimentar\u0103 pentru a economisi bani pe termen lung sau mai bine p\u0103strezi lucrurile c\u00e2t mai simple \u0219i continui s\u0103 investe\u0219ti \u00een Fonduri Mutual de tip Indice? Scrie-mi r\u0103spunsul t\u0103u \u00een sec\u021biunea de comentarii.<\/p>\n\n\n\n<p>Indiferent ce op\u021biune alegi, s\u0103 investe\u0219ti \u00eentr-un Fond Mutual de tip Indice sau s\u0103 investe\u0219ti \u00een ac\u021biunile individuale a celor mai lichide 7 companii listate la Bursa de Valori Bucure\u0219ti, mai important este s\u0103 \u00eencepi s\u0103 faci acest lucru.<\/p>\n\n\n\n<p>Dup\u0103 cum am spus mai devreme, investi\u021biile sunt una dintre modalit\u0103\u021bile principale prin care po\u021bi s\u0103-\u021bi \u00eembun\u0103t\u0103\u021be\u0219ti situa\u021bia financiar\u0103 \u0219i s\u0103-\u021bi construie\u0219ti averea. Iar cu c\u00e2t \u00eencepi mai repede, cu at\u00e2t mai bine. Depinde doar de tine s\u0103 faci primul pas.<\/p>\n\n\n\n<p>Sper c\u0103 informa\u021biile prezentate \u00een acest articol \u00ee\u021bi sunt folositoare \u0219i te ajut\u0103 s\u0103-\u021bi construie\u0219ti Portofoliul de Investi\u021bii.<\/p>\n\n\n\n<p>Dac\u0103 \u021bi-a pl\u0103cut acest articol, apas\u0103 pe butonul de Like, \u0219i arat\u0103-l unui prieten printr-un simplu Share.<\/p>\n\n\n\n<p>Iar p\u00e2n\u0103 data viitoare, aminte\u0219te-\u021bi c\u0103 cel mai bun lucru pe care-l pot cump\u0103ra banii este\u00a0Lini\u0219tea Financiar\u0103!<\/p>\n\n\n\n<p>Cu prietenie,<br>Ovidiu<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ai vrea ca investi\u021biile tale s\u0103 aib\u0103 un randament asem\u0103n\u0103tor cu cel al indicelui BET f\u0103r\u0103 s\u0103 investe\u0219ti \u00een Fonduri Mutuale? \u00cen articolul de ast\u0103zi \u00ee\u021bi voi ar\u0103ta cum po\u021bi s\u0103 faci acest lucru investind \u00een doar 7 companii. Dar, \u00eenainte s\u0103 \u00eencepem, vreau doar s\u0103-\u021bi spun c\u0103 po\u021bi s\u0103 urm\u0103re\u0219ti varianta video a acestui &hellip;<\/p>\n","protected":false},"author":3,"featured_media":6302,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[50],"tags":[],"yst_prominent_words":[],"_links":{"self":[{"href":"https:\/\/ovidiutarcu.ro\/wp-json\/wp\/v2\/posts\/6300"}],"collection":[{"href":"https:\/\/ovidiutarcu.ro\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ovidiutarcu.ro\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ovidiutarcu.ro\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/ovidiutarcu.ro\/wp-json\/wp\/v2\/comments?post=6300"}],"version-history":[{"count":3,"href":"https:\/\/ovidiutarcu.ro\/wp-json\/wp\/v2\/posts\/6300\/revisions"}],"predecessor-version":[{"id":10677,"href":"https:\/\/ovidiutarcu.ro\/wp-json\/wp\/v2\/posts\/6300\/revisions\/10677"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ovidiutarcu.ro\/wp-json\/wp\/v2\/media\/6302"}],"wp:attachment":[{"href":"https:\/\/ovidiutarcu.ro\/wp-json\/wp\/v2\/media?parent=6300"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ovidiutarcu.ro\/wp-json\/wp\/v2\/categories?post=6300"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ovidiutarcu.ro\/wp-json\/wp\/v2\/tags?post=6300"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/ovidiutarcu.ro\/wp-json\/wp\/v2\/yst_prominent_words?post=6300"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}