ڷγ̷ (ڷγ19) ٸ ִ. ӿ , Ȯǰ ִ. ı ο ްƮ带 ãƾ . ߿ ִ. ڷγ̷ (ڷγ19) ٸ ִ. ӿ , Ȯǰ ִ. ı ο ްƮ带 ãƾ . ߿ ִ.
ڻ ȭ ȭ ε
̹ ӿ õ Ǯ ִ. ڻ ɼ ϰ ִ. ٸ ڻ꿡 ĥ.
ϳ ġ ֱ 쳽 <4 ̱ ֽĿ ϶> ̷ο Ұߴ. 2010 10Ⱓ ̱ ֽ, ̱ ä, ڽ, Ʈ, Ʈ ڻ ͷ غô, Ǹ ̱ ֽ(S&P)̾. ͷ 189.7%̰, ͷ 11.2%. ̱ ä 103.9% پ ͷ ߴ. ̿ ڻ ͷ Ҵ. ڽ ͷ 30.6% Ұ߰, Ʈ ͷ 54.8% ȣ ̾.
(0)ݸ Ⱓ(2009 1~ 2015 12) ͷ ̱ ֽ(S&P) 12.4% ͷ ڻ еߴ. ̾ ֽ(ڽ) 8.3% Ȱ , ̱ ä( 3.6) ε( Ʈ 0.1%, Ʈ 0.4%) Ҵ.
ϴ ϱ. ̱ ڻ ѱ ڻ꺸 ϱ. Ʈ Ʈ պ ؼ . ݸ ؿ ӹ ñ ڻ 췮ڻ꿡 ȱ ̴١ ߴ. ȭ ߽ ̱̱ ̱ ڻ Ǯߴ.
ڷγ19 ȸ ȭ ȭ ǹϴ K ȸ ִ. ڷγ19 ȭ ÷ ֵϴ Ŀ ҵ( ) ؼ ȭ ٺ. ڷγ19 ڱ ͺ ì ڱ ߽ǰ ϴ. ڱ ° â ǥ ϰ ְ š ȹѴ. ڼ ѱ ﱹ, Ը ̻ µ ȭ ̴١ ߴ.
ڻ길 . αݸ ô, μ ô ̴. ̹ Ʈ ڷγ ô ô ִ. ȸ 忡 ̾ Ŀ ̶ ̴.
ֽ ƴ з ȭ
켱 2009 2020 ۷ι ðѾ 1~10 캸. 2009 1 ȸ ո̴. 2 Ʈ̳ ߱ ̸, 3 Ʈ ̴. κ , , , õڳ(old economy) ֵַ Ҵ. Ұ 10 ӿ 10 ȿ (IT) ü ũμƮ(MS) ϴ.
2020 ۷ι 10 繵 ٸ. 10 ũ ƴ ƶ, ũؼ, ڻ̴. ÿ õڳ (, , , , ) 2015 ڳ(IT, コɾ, ÷) ðѾ , Ȯǰ ִ.
ȿ Z ۷ιֽ ȿ 5 2015⸸ ص 30% ̾µ 50% Ѵ١ ϴ ٸ ֽ ڵ ̱ Ȯ ſ ١ ߴ. ο з âϰ ִ ϶ δ.
ްƮ ȸ Ͼ Ŵ ̸ ̴. ̱ ̷ ̽ J. <ްƮ> ߴ.
ڷγ19 ̹ ⸦ 鼭 , Ȯǰ ִ. ӿ ް ȸ ° ִ ִ. ٴ ô뿡 1 ٰ̾ ص ڵ ô뿡 Ƴ ƴ١ ްƮ带 д ̴ٰ١ .
2021 ָ ްƮ 5
ްƮ ȸ Ÿ ū ȭ ڴ. ȸ ټ ϸ 10 ̻ ӵǸ ްƮ . ްƮ忡 ù ° ܰ ū ȭ ߰ Ϳ Ѵ.
ްƮ ڶ 丮 ڶ ִ. ȯ 帧 Ǵ ȭ Ѵ. ھ迡 Ӱ ָϴ ްƮ ĺȭ ģȯ桯 å(ESG) Ʈ. ſ ۷ι ڷγ19 ӿ ۷ι å ȯ濡 ó ν ڱ ԵǸ ȣ . å, å, ̱ ̵ 缱 ģȯ å ĸĺȭ 簡 ̷ Ʈ ӵ Ǵܵȴ١ мߴ. Ұ Ȱȭ ε 2.0 ǥ յΰ ģȯ о߿ Ұ ָް ִ.
ȭ α ȸ ȭ ̿ コɾ Ǿǰ Ȱ ٲ . ڷγ19 Ƿ Ȯǰ ־ Ʈ Ƿ ȴ. ̽, ǰ, ü м, Ƿܰ ó ý ִ.
ڷγ19 ߽ǿ ߽Ƿ ȯ Ⱑ ƴ. ڻ ֳθƮ ȭ ˹ߴ. ѻ(GDP) ϴ IT ϰ ִ١ мߴ.
ΰ(AI), ̷ ٰ, Ż ƴ϶ ó Ű ִ. ȭڻ ڴ ݸ ô Ȯ ȭϰ, 10Ⱓ ü . ̷ ü ΰ ΰ °谡 ǰ, ڰ ESG Ģ ִ١ .
2021 ڻ ƾ . δ ε 濡 , 絵 ܰ迡 ȭϰ , ֽ 쿡 ȭ õ йڿ . 賲 ο켼 ڻ ͷ ū ġ ݿ ȭ ڵ鿡 ſ ΰ ̽, ñ ֿ ϰ üũؾ Ѵ١ ߴ.
Investment Tip
ްƮ , ETF 뼼
ȯ ƴ 丮 ڰ ð ִ. Ư Ư ̳ Ϳ ѵ ʰ, ϰ ްƮ忡 ִ ݵ(ETF) ڱ ִ.
ѱڿ ϸ, ڱ Ե Ƽ ETF ũ(ARK) ڻ翡 ETF. ũ ̳뺣̼ ETF(ARKK) ðѾ 78 5 ߴ. ̾ ۽Ʈ ƮƮ Ŭ ǻ(SKYY, 49 ), ũ ؽƮ ̼ ͳ(ARKW, 24 ) ðѾ ū þ.
ETF ͷ 3 ¾籤 ETF κ ֶ(Invesco Solar, TAN) 123% Ѵ. ϴ ARK (ARKG) 96%, ͳݿ ϴ ARK ؽƮ ʷ̼ ͳ(ARKW) 92% Ǹ ´.
ѱ ETF Ը 2б б⸶ 180 ϸ鼭 ӵ ϰ ִ١ . ڷγ19 ٲ Ʈ忡 鼭 ETF Ը Ǯߴ. 2019 ETF 2.3質 ƴ(10 ).
[ó] Ӵ Money
翡 Ͽ, ۱ǹ ȣ , մϴ.