{"id":30119,"date":"2023-12-07T08:58:25","date_gmt":"2023-12-07T08:58:25","guid":{"rendered":"https:\/\/masterskills.org\/blog\/chi-so-eafe-eafe-index-la-gi-dac-diem.html"},"modified":"2023-12-23T06:11:58","modified_gmt":"2023-12-22T23:11:58","slug":"chi-so-eafe-eafe-index-la-gi-dac-diem","status":"publish","type":"post","link":"https:\/\/masterskills.org\/blog\/chi-so-eafe-eafe-index-la-gi-dac-diem.html","title":{"rendered":"Ch\u1ec9 s\u1ed1 EAFE (EAFE Index) l\u00e0 g\u00ec? \u0110\u1eb7c \u0111i\u1ec3m"},"content":{"rendered":"
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\u1ea2nh minh h\u1ecda. Ngu\u1ed3n: Investopedia.<\/p>\n<\/figcaption><\/figure>\n

Ch\u1ec9 s\u1ed1 EAFE<\/font><\/b><\/h2>\n

Kh\u00e1i ni\u1ec7m<\/b><\/p>\n

Ch\u1ec9 s\u1ed1 EAFE<\/b> ti\u1ebfng Anh l\u00e0 EAFE Index. EAFE <\/b>l\u00e0 vi\u1ebft t\u1eaft c\u1ee7a\u00a0Europe, Australasia, and the Far East.<\/b><\/p>\n

Ch\u1ec9 s\u1ed1 EAFE <\/b>l\u00e0 m\u1ed9t ch\u1ec9 s\u1ed1 ch\u1ee9ng kho\u00e1n \u0111\u01b0\u1ee3c cung c\u1ea5p b\u1edfi MSCI (c\u00f4ng ty t\u00e0i ch\u00ednh c\u1ee7a M\u1ef9) bao g\u1ed3m c\u00e1c th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n ngo\u00e0i M\u1ef9 v\u00e0 Canada. N\u00f3 \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng nh\u01b0 m\u1ed9t chu\u1ea9n m\u1ef1c hi\u1ec7u su\u1ea5t cho c\u00e1c th\u1ecb tr\u01b0\u1eddng v\u1ed1n c\u1ed5 ph\u1ea7n qu\u1ed1c t\u1ebf l\u1edbn, \u0111\u01b0\u1ee3c \u0111\u1ea1i di\u1ec7n b\u1edfi 21 ch\u1ec9 s\u1ed1 ch\u00ednh c\u1ee7a MSCI t\u1eeb Ch\u00e2u \u00c2u, Australasia v\u00e0 \u0110\u00f4ng \u00c1.<\/p>\n

(Australasia bao g\u1ed3m v\u00f9ng \u0111\u1ea5t r\u1ed9ng l\u1edbn \u00dac (k\u1ec3 c\u1ea3 Tasmania), New Zealand v\u00e0 Melanesia: New Guinea v\u00e0 c\u00e1c \u0111\u1ea3o c\u1eadn k\u1ec1 \u1edf ph\u00eda b\u1eafc v\u00e0 \u0111\u00f4ng \u00dac trong Th\u00e1i B\u00ecnh D\u01b0\u01a1ng)<\/p>\n

Ch\u1ec9 s\u1ed1 EAFE l\u00e0 ch\u1ec9 s\u1ed1 ch\u1ee9ng kho\u00e1n qu\u1ed1c t\u1ebf l\u00e2u \u0111\u1eddi nh\u1ea5t v\u00e0 th\u01b0\u1eddng \u0111\u01b0\u1ee3c g\u1ecdi l\u00e0 Ch\u1ec9 s\u1ed1 MSCI EAFE.<\/p>\n

\u0110\u1eb7c \u0111i\u1ec3m c\u1ee7a Ch\u1ec9 s\u1ed1 EAFE<\/font><\/b><\/h3>\n

Gi\u1ed1ng nh\u01b0 ch\u1ec9 s\u1ed1\u00a0S&P 500\u00a0\u0111\u1ea1i di\u1ec7n cho hi\u1ec7u su\u1ea5t c\u1ee7a c\u00e1c c\u1ed5 phi\u1ebfu v\u1ed1n h\u00f3a nh\u1ecf \u0111\u1ebfn l\u1edbn t\u1ea1i th\u1ecb tr\u01b0\u1eddng M\u1ef9, ch\u1ec9 s\u1ed1 EAFE \u0111\u01b0\u1ee3c t\u1ea1o ra \u0111\u1ec3 ph\u1ea3n \u00e1nh hi\u1ec7u su\u1ea5t c\u1ee7a c\u00e1c c\u1ed5 phi\u1ebfu c\u00f3 v\u1ed1n h\u00f3a t\u1eeb nh\u1ecf \u0111\u1ebfn l\u1edbn tr\u00ean kh\u1eafp c\u00e1c khu v\u1ef1c ph\u00e1t tri\u1ec3n c\u1ee7a Ch\u00e2u \u00c2u, \u00dac v\u00e0 \u0110\u00f4ng \u00c1 (EAFE). Ch\u1ec9 s\u1ed1 n\u00e0y \u0111\u01b0\u1ee3c ph\u00e1t tri\u1ec3n b\u1edfi MSCI v\u00e0o n\u0103m 1969 v\u00e0 bao g\u1ed3m h\u01a1n 900 c\u1ed5 phi\u1ebfu t\u1eeb 21 qu\u1ed1c gia trong EAFE. <\/p>\n

Ch\u1ec9 s\u1ed1 EAFE l\u00e0 ch\u1ec9 s\u1ed1 th\u1ec3 hi\u1ec7n tr\u1ecdng s\u1ed1 v\u1ed1n h\u00f3a th\u1ecb tr\u01b0\u1eddng, c\u00e1c th\u00e0nh ph\u1ea7n ri\u00eang l\u1ebb c\u1ee7a n\u00f3 \u0111\u01b0\u1ee3c t\u00ednh theo v\u1ed1n h\u00f3a th\u1ecb tr\u01b0\u1eddng c\u1ee7a ch\u00fang. \u0110i\u1ec1u n\u00e0y c\u00f3 ngh\u0129a l\u00e0 c\u00e1c qu\u1ed1c gia c\u00f3 th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n l\u1edbn nh\u1ea5t, nh\u01b0 Nh\u1eadt B\u1ea3n v\u00e0 Anh, s\u1ebd c\u00f3 t\u1ec9 tr\u1ecdng l\u1edbn nh\u1ea5t trong ch\u1ec9 s\u1ed1.\u00a0<\/p>\n

Ngo\u00e0i ra, nh\u1eefng thay \u0111\u1ed5i v\u1ec1 gi\u00e1 tr\u1ecb th\u1ecb tr\u01b0\u1eddng c\u1ee7a ch\u1ee9ng kho\u00e1n l\u1edbn s\u1ebd d\u1eabn \u0111\u1ebfn s\u1ef1 thay \u0111\u1ed5i l\u1edbn h\u01a1n v\u1ec1 ch\u1ec9 s\u1ed1 so v\u1edbi thay \u0111\u1ed5i gi\u00e1 tr\u1ecb th\u1ecb tr\u01b0\u1eddng c\u1ee7a c\u00e1c c\u1ed5 phi\u1ebfu nh\u1ecf. 70% ch\u1ee9ng kho\u00e1n l\u1edbn nh\u1ea5t trong ch\u1ec9 s\u1ed1 MSCI EAFE t\u1ea1o th\u00e0nh c\u00e1c c\u1ed5 phi\u1ebfu v\u1ed1n h\u00f3a l\u1edbn c\u1ee7a ch\u1ec9 s\u1ed1, t\u1ec9 l\u1ec7 ph\u1ea7n tr\u0103m th\u1ee9 71 \u0111\u1ebfn 85 l\u00e0 c\u00e1c c\u1ed5 phi\u1ebfu v\u1ed1n ho\u00e1 trung b\u00ecnh, v\u00e0 ph\u1ea7n tr\u0103m th\u1ee9 85 \u0111\u1ebfn 99 l\u00e0 c\u00e1c c\u1ed5 phi\u1ebfu v\u1ed1n ho\u00e1 nh\u1ecf.<\/p>\n

K\u1ec3 t\u1eeb th\u00e1ng 12 , v\u1ed1n ch\u1ee7 s\u1edf h\u1eefu t\u1eeb th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n Nh\u1eadt B\u1ea3n chi\u1ebfm t\u1ec9 l\u1ec7 ph\u00e2n b\u1ed5 l\u1edbn nh\u1ea5t c\u1ee7a ch\u1ec9 s\u1ed1, \u1edf m\u1ee9c 24,61%. B\u1ed1n qu\u1ed1c gia h\u00e0ng \u0111\u1ea7u theo ph\u00e2n b\u1ed5 trong ch\u1ec9 s\u1ed1 EAFE, sau Nh\u1eadt B\u1ea3n, bao g\u1ed3m Anh (16,94%), Ph\u00e1p (11,10%), \u0110\u1ee9c (8,12%) v\u00e0 Th\u1ee5y S\u0129 (8,65%).\u00a0<\/p>\n

Danh s\u00e1ch 10 c\u00f4ng ty h\u00e0ng \u0111\u1ea7u v\u1ec1 ch\u1ec9 s\u1ed1 l\u00e0 Nestle, Roche Holding Genuss, Novartis, HSBC Holdings, Toyota Motor Corp, BP PLC, Royal Dutch Shell, Total, AstraZeneca v\u00e0 SAP. C\u00e1c c\u00f4ng ty n\u00e0y chi\u1ebfm 1,64 ngh\u00ecn t\u1ec9 USD gi\u00e1 tr\u1ecb v\u1ed1n h\u00f3a th\u1ecb tr\u01b0\u1eddng, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 11,94% v\u1ed1n h\u00f3a th\u1ecb tr\u01b0\u1eddng c\u1ee7a ch\u1ec9 s\u1ed1.<\/p>\n

L\u1ee3i \u00edch c\u1ee7a ch\u1ec9 s\u1ed1 EAFE<\/font><\/b><\/h3>\n

C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 t\u1ed5 ch\u1ee9c v\u00e0 qu\u1ea3n l\u00ed t\u00e0i s\u1ea3n s\u1eed d\u1ee5ng ch\u1ec9 s\u1ed1 EAFE l\u00e0m chu\u1ea9n m\u1ef1c hi\u1ec7u su\u1ea5t cho th\u1ecb tr\u01b0\u1eddng v\u1ed1n c\u1ed5 ph\u1ea7n ph\u00e1t tri\u1ec3n qu\u1ed1c t\u1ebf. B\u1eb1ng c\u00e1ch so s\u00e1nh hi\u1ec7u su\u1ea5t c\u1ee7a c\u00e1c qu\u0129 v\u1edbi ch\u1ec9 s\u1ed1 EAFE, ng\u01b0\u1eddi qu\u1ea3n l\u00ed c\u00f3 th\u1ec3 x\u00e1c \u0111\u1ecbnh li\u1ec7u h\u1ecd c\u00f3 \u0111ang t\u0103ng th\u00eam gi\u00e1 tr\u1ecb cho danh m\u1ee5c \u0111\u1ea7u t\u01b0 c\u1ee7a kh\u00e1ch h\u00e0ng hay kh\u00f4ng.\u00a0<\/p>\n

C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 v\u00e0 qu\u1ea3n l\u00ed danh m\u1ee5c \u0111\u1ea7u t\u01b0 mu\u1ed1n t\u0103ng m\u1ee9c \u0111\u1ed9 \u0111a d\u1ea1ng h\u00f3a ngo\u00e0i M\u1ef9 v\u00e0 Canada c\u00f3 th\u1ec3 th\u00eam c\u00e1c c\u1ed5 phi\u1ebfu t\u1eeb EAFE v\u00e0o danh m\u1ee5c \u0111\u1ea7u t\u01b0 c\u1ee7a h\u1ecd. \u0110i\u1ec1u n\u00e0y th\u01b0\u1eddng \u0111\u01b0\u1ee3c th\u1ef1c hi\u1ec7n b\u1eb1ng c\u00e1ch mua c\u00e1c s\u1ea3n ph\u1ea9m t\u00e0i ch\u00ednh \u0111\u01b0\u1ee3c li\u00ean k\u1ebft theo ch\u1ec9 s\u1ed1, ch\u1eb3ng h\u1ea1n nh\u01b0 c\u00e1c qu\u0129 giao d\u1ecbch trao \u0111\u1ed5i (ETF).<\/p>\n

M\u1ed9t v\u00ed d\u1ee5 v\u1ec1 m\u1ed9t qu\u0129 ETF theo d\u00f5i k\u1ebft qu\u1ea3 \u0111\u1ea7u t\u01b0 c\u1ee7a ch\u1ec9 s\u1ed1 EAFE l\u00e0 iShares MSCI EAFE ETF (EFA). EFA c\u00f3 t\u00e0i s\u1ea3n r\u00f2ng 60,6 t\u1ec9 USD v\u1edbi t\u1ec9 l\u1ec7 chi ph\u00ed 0,31%, t\u00ednh \u0111\u1ebfn th\u00e1ng 10 n\u0103m nay. C\u00e1c qu\u0129 ETF kh\u00e1c ph\u1ea3n \u00e1nh hi\u1ec7u su\u1ea5t c\u1ee7a ch\u1ec9 s\u1ed1 EAFE l\u00e0 iShares Core MSCI EAFE (IEFA) v\u00e0 iShares MSCI EAFE Small-Cap (SCZ) ETF.<\/p>\n

(Theo\u00a0Investopedia<\/i>)<\/p>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

\n Ch\u1ec9 s\u1ed1 EAFE (ti\u1ebfng Anh: EAFE Index) l\u00e0 m\u1ed9t ch\u1ec9 s\u1ed1 ch\u1ee9ng kho\u00e1n \u0111\u01b0\u1ee3c cung c\u1ea5p b\u1edfi MSCI bao g\u1ed3m c\u00e1c th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n ngo\u00e0i M\u1ef9 v\u00e0 Canada.\n <\/div>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[417],"tags":[],"_links":{"self":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/posts\/30119"}],"collection":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/comments?post=30119"}],"version-history":[{"count":0,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/posts\/30119\/revisions"}],"wp:attachment":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/media?parent=30119"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/categories?post=30119"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/tags?post=30119"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}