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【錢鏡你家】台積電再破千元好嗨! 超馬芭樂點名4檔ETF搭順風車爽賺

鏡週刊
2024/10/11 | 3分鐘閱讀

市場上掀起該買0050還是台積電的論戰,投資達人超馬芭樂說,兩者各有好處,投資人可以兩者兼得、也能各取所需。不過,除了0050外,還有19檔市值型、含「積」量超過3成的ETF,當中有4檔更是與台積電連動性超高,只要台積電漲,ETF就會跟著活蹦亂跳。

近來鄉民最熱烈討論的話題,就是存股到底該買元大台灣50(0050)好、還是擁抱護國神山台積電佳呢?投資達人超馬芭樂王仲麟說,這兩者各有好處,也沒非擇一不可,投資人最重要的是釐清自己想要什麼,不需糾結。

不過,如果對於單一個股的波動會很剉,那麼,除了國民ETF 0050外,還有19檔ETF含「積」量至少3成,而王仲麟特選4檔流動性佳,且股價漲跌跟著台積電亦步亦趨的標的,讓投資人的財富也能跟著台積電動起來。

王仲麟解釋,台積電占0050的權重,並非一開始就如現在超過50%之多,而是隨著台積電的基本面變好、股價跟著水漲船高而漸增;且投資人可從配息、資本利得與投資風險分散,三個角度來看自己的需求。

首先從配息來看,0050每年配息2次,殖利率約2.5%;台積電每年配息4次,因為股價漲多,殖利率約1.5%,和定存差不多。

另外,台積電最迷人的是個股股價上漲的資本利得;0050因是一籃子股票,具有分散風險的功能,上漲的幅度自然不如台積電多。不過,以今年7、8月股價大幅修正時觀察,台積電的股價修正達25%、0050只有20%,可以看出ETF的波動幅度相對小,「投資人應自己判斷需求,可以兩者兼得,也能各取所需。」王仲麟強調。

王仲麟進一步在節目中特選4檔流動性佳,且貝他值相當高的ETF,他解釋,貝他值是代表單一標的對比大盤的波動性,市場表現的貝他值基準是1,貝他值大於1,代表標的會在市場表現好時更亮眼,市場表現差時更疲軟;而貝他值等於1時,代表波動與市場同步。想知道王仲麟挑出的ETF是哪4檔?更多精彩內容都在《錢鏡你家》節目中完整呈現,https://youtu.be/0Bt8klITChU

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