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The BURBER type investment trust is a product that greatly a ifies the market value movement.
There are two directions.
- Bull type aims to profit by rising market price
- Bear type aims for profit in the market drop
In addition, there are products with leverage such as double or triple.
Achieve big profits in a short period of time, while also increasing losses.
The magnification of daily movement is adjusted to the standard. It does not double or triple in the long term.
The value may be sharpened even if the market振 up and down. It is a so-called reduction.
In this article, we will organize the mechanisms, benefits, dangers, and reasons why long-term ownership is difficult, and points to be confirmed by beginners.
What is BURBER type investment trust?
The BURBER-type investment trust is an investment trust designed to move largely up or downward while linking to the value movements such as the stock price index.
The products are subject to change.
- Nikkei Average Stock Price
- TOPIX
- Overseas stock index such as NASDAQ
- Bond Index
- 為替
- Products
The ordinary index investment trust aims to move in the same direction as the target index.
On the other hand, the direction and magnification of the bullbe is different.
Productivity changes suddenly here.
It is better to think that it is a separate thing from ordinary indexing for long-term proliferation, not the name "investment trust".
What is Bull type?
Bull type is a product that aims for profit when the market rises.
“Bull” means a strong market.
For example, if the Nikkei average is doubled, it is designed to increase the standard value by about 2% when the Nikkei average rises by 1% in one day.
| 1-day ctuation of target index | 2 times | 3 times |
|---|---|---|
| +1% | +2% | +3% |
| +2% | +4% | +6% |
| -1% | -2% | -3% |
| -2% | -4% | -6% |
If the market goes up as you read, you can aim for a larger profit than the usual product.
However, the loss will be spread at the same magnification even when it falls.
What is Bear Type?
Bear type is a product that aims for profit when the market falls.
"Bea" means a low price.
For example, if the target index falls 1% in one day, the standard value will rise about 2%.
| 1-day ctuation of target index | 2 times more | 3 times more |
|---|---|---|
| +1% | -2% | -3% |
| +2% | -4% | -6% |
| -1% | +2% | +3% |
| -2% | +4% | +6% |
It may be used for short-term hedges to aim for profit in the lower market.
However, it is better not to worry about hedge.
If the market is higher, the bare type will be greatly damaged.
Difference between Bull and Bear
The difference is the direction to aim.
| 項目 | Bull | Bear Type |
|---|---|---|
| Aim | Profit by rise | Profit at lower drop |
| Price | Profitable | Easy to lose |
| Price | Easy to lose | Profitable |
| Main Applications | Short-term trading | Short-term sales of low hedge and low price |
| Notes | Losses enlarged when dropped | Increased losses |
Bull type is easy to understand.
If you think the market is rising, it is bull.
Bear type has a little bit of shape.
Although it seems to be a convenient product that can be dropped, there are many periods in which the stock market has risen for a long time, so there are scenes that tend to be the opposite wind as long as you have.
What is leverage?
Leverage is a mechanism to expand value movement.
The BURBER-type investment trust aims to double and triple the movements of the index based on futures trading, etc.
Estimated daily movement =バonent ctuation rate × leverage magnificationFor example, if the target index is 2% per day.
| Products | Estimate of value movement |
|---|---|
| Normal index type | About 2% |
| Double | About 4% |
| 3 times | About 6% |
Inc ing profit
Great losses.
Leverage is a tool that increases capital efficiency and is not a tool that raises the win rate.
It is dangerous to mistake here.
Notes as an Investment Trust
There is also a little note that the bullbea type is different from the ETF.
Investment trusts are not limited to products that can be purchased in real time, like stocks.
In general investment trusts, you may not be able to understand the standard price at the time of order.
In other words, the following レres occur:
- At the time of the order, the price of the contract will be disappointed.
- Overseas index type is affected by time difference
- You may not be able to escape at the price you think suddenly
- Some products may be closed or closed.
This time difference is effective because the value movement is large.
It is not possible to move with the same feeling as ordinary stock or ETF when I thought "I want to escape now".
Why Popular
It is easy to understand that the bull Bear type becomes popular.
It is because it aims for a big profit in a short time.
It is a bull type if it seems that the market is moving largely.
Bear type if you want to move big down.
If you apply the direction, the return will be greater than the usual product.
In addition, it is not an ordinary real investment that aims to profit even in the fall market.
When the market is rough, the more you are interested in the ベアbe type, the more you are interested in.
However, the short-term view of the participants will be made when the popularity is easy.
It is better to think that it is a product that is easy to swing in value movement.
The biggest point of caution is
The most important thing to note is the price.
Many products are magnified based on daily movement.
Therefore, if the market動く up and down, long-term profit and loss is a simple magnification of the index.
In particular, it is easy to sharpen the value in the market where you can move up and down.
If you do not know this, you can see that “the index is not moving so much, but it is only decreasing your product.”
Image of price reduction
Here is a simple example.
The target index starts with 100.
10% rise on the first day and 10% fall on the second day.
| Date | Index | 変動 |
|---|---|---|
| Start | 100.0 | - |
| Day 1 | 110.0 | +10% |
| Day 2 | 99.0 | -10% |
The index is 99.
It looks almost back, but it doesn’t come back completely.
Next, I think it is 3 times bull.
| Date | 3 times | 変動 |
|---|---|---|
| Start | 100.0 | - |
| Day 1 | 130.0 | +30% |
| Day 2 | 91.0 | -30% |
3 times down to 91.
More than the index.
It is difficult to hold for a long time.
Similar issues occur not only in bull but also in bare type.
Why Not Long-Term
BURBER TYPE is not a product in the center of long-term asset formation.
理由ははっきりしています。
- Design that doubles daily movements
- Easy to reduce by up and down motion
- Increase the cost of trust compensation
- High loss at the time of rapid change
- In investment trust, there is a レ timing
For long term investment, I want to spend time with my friends.
However, there is a scene where time is ally in the bullbe type.
In a market with no sense of direction, it is easy to understand that it is difficult to understand only by holding it.
Benefits
Because it is a dangerous product, it is not easy to use.
There is also a convenient aspect for those who want to express a market view in a short time.
| メリット | 内容 |
|---|---|
| High financial efficiency | Great value movement with less funds |
| Aim for both rise and fall | Use bull and bare |
| Available for short-term hedge | T fall risk may be suppressed |
| Easy to buy with securities account | Trade without credit or futures |
However, the merit is a story when you decide the rule.
It is easy to drink in the value movement in "bear from a scary," "bear, because it seems to rise smoothly".
Things to note for beginners
1. Not at the center of long-term
The bullbea type is different from normal indexing.
It is not a product that will be rewarded if you hold it for a long time.
2. Decide the breaking rule
You need to decide where to withdraw before buying.
Because the value movement is large, the loss is spread while you are lost.
3. Don’t put too much money
It works largely for small amounts.
If you put the same amount as the ordinary investment trust, you will have a greater burden on household and commercial facilities.
4. Read the見
The target index, magnification, trust compensation, non-registration date, cash timing, and risk description are different for each product.
Even if the name is similar, the contents are not the same.
5. Considering positioning in tax account and NA
It is possible that the product with short-term trading premise is placed at the center of the long-term tax exemption frame.
It is better to see the product quality first from the system.
Easy to misunderstand for beginners
| misunderstanding | In fact |
|---|---|
| 3 times more | Design to triple the movement of the indoor cable |
| Reliable if the market is returned | You may not return the price |
| Safe for bare-type counter s | Great damage in rising market |
| Long-term investment trust | The bullbea type is often short-term |
| High profit | High-risk and increased loss |
The bullbea type is a type of investment trust only by name.
However, the contents are quite aggressive.
The risk of entering the same box as the ordinary investment trust is greatly different.
How to use
If you want to use the rule first.
The minimum and the following items are required.
- How long does it take?
- What indexes are linked
- How many times
- Where to break
- Where to confirm profit
- How many% of the total funds are used
- Is it possible to set the timing?
The bull Bear type is a product with a large return when the market is seen.
However, if you do not decide what to do when you are out, the loss will swell suddenly.
Short-term, small amount, and rule.
These three are quite useful.
The Burbey Investment Trust is a high-risk product that a ifies market value movements.
The bull type aims to profit by increasing, and the bear type aims to profit by lowering.
In products with leverage such as double or triple, profit and loss will be increased.
The most important thing is that daily movements are adjusted based on magnification.
It does not double or triple in the long term.
In the market where you can move up and down, the asset is easy to be sharpened by the reduction.
This is the first thing for beginners to learn.
BURBER TYPE is not the main role of long-term asset formation, but a high-risk product for short-termIf you use it, it is a product that you want to think with a small amount, short-term, and breaking rule after understanding the mechanism.