Ukukhula ubuthathaka: Siyayithoba i-Logic Ty

Anonim

Utyalo-mali oluFundile, kwaye kutheni ngoku inqaku elibi lokungena kwii-asethi zokukhula

Umkhombelo-mali yiNgxowa-mali ethengisa amashishini athembisayo. Kunyaka ophelileyo, iNgxowa-mali ithandwa kakhulu: Ii-asethi zolawulo zinyuswe ukusuka kwi-10 ukuya kwi-60 yezigidi zeedola, kwaye ngoku iNgxowa-mali i-15% kwiinkampani ezili-11 ezahlukeneyo. Isiseko esaziwa ngokuba ziingxelo zolwazi-ngokukodwa, sikwabakhalimela ngengxelo enkulu nabaphandi kumacandelo esithuba, ukuphuculwa kwenkampani yomhlaza kunye neNkampani yeVenirov.

Ukuba uphando lwenkampani apho umkhombe ubeka isithsaba ngempumelelo - uya kudubula, ukuba akusebenzi. Inkqubo, ngokomgaqo, iyasebenza, kodwa ichaza ukuba umkhombe uthengisa ikamva elikude, enendawo ethe tyaba iminyaka emi-5 ukuya kweli-10. Izabelo ezinjalo zinamandla kunokuba ezinye zixhomekeke kwimvakalelo yabatyali-mali kwaye, ke, iindleko zomngcipheko.

Isivuno se-binds yeminyaka eli-10 yaseMelika (ummeli wexabiso elingenamngcipheko) lithuba elifutshane elikhulayo kwaye incopho ingaphumelela kungekudala. Imali sele iqalile ukuwa, kwaye zininzi izizathu zokuba kutheni le nto ukuhla kwexesha elifutshane kunokubaluleka.

I-Tym An An Anquid isikhundla-ezi zingozi zesiseko

I-15% kwiinkampani ezili-11 ziiphakeji eziqinileyo ezingenakuthengiswa ngokucinezela iqhosha elinye. Ukuba utyalomali njengomtyali-mali lwabucala kwaye ufuna ukuthengisa izabelo-zenziwa ngokulula ngokunqakraza iqhosha kwisicelo. Isiseko esinetyala le-15% lenkampani alinakukwenza oko, kuba okwangoku akakho umthengi omkhulu. Ukuba uthengisa akukho mntu, emva koko uthengisa isabelo.

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Ikhiwane. 1. Umkhombe omkhulu weSiphelo. Umthombo: I-Tebaarcave.

Ngokutsho kwe-WSJ, ngaphezulu kwesiqingatha se-AIDSINITERER TORT igxile, oko kukuthi, i-no-ulwelo, irhafu (10% yenkampani nangaphezulu).

Kodwa utyalo-mali lweTyeya luphathelele, kutheni beza kuthengisa? Ukuphendula lo mbuzo, kubalulekile ukuqonda ukuba imali isebenza njani. Ukuba i-sublux yabatyali-mali abatsha kwisiseko ihamba, iya kuhlawula izabelo ngale mali. Ukuba ukuphuma kweNgaphulelo, iNgxowa-mali kufuneka ibuyisele imali kubatyali mali - oko kukuthi, ukuthengisa inxenye yezikhundla ezikhoyo. Kuyavela ukuba kukho ukuphuma okukhawulezileyo emkhombeni, isiseko siya kunyanzeleka ukuba sibandakanye izabelo ezithi zihlala ziqinile.

I-Cathie Wood Ceo iqaqanjelwe kwi-WSJ ukuba inento ebalulekileyo "yekhaka" ngendlela yesabelo kwii-asethi ezingamanzi (i-TSLAQ: TSLAQ: TSRLA), bayakuthengisa ukuthenga iimpembelelo kwimeko yokuwa. Ukuba isiseko siyakwenza oku, emva koko kwintengiso yentengiso iya kuba yi-inliquid ngakumbi, kwaye kwimeko yokuphuma kwabatyali-mali ukusuka kwi-ETF ye-ETF, kuya kubakho ngakumbi ukuqhubela phambili kwisiseko sokuba isiseko zibambe.

Ngendlela, inokunika ithuba lokuthenga i-Tessala nge- $ 500-600 ngenxalenye nganye, enika i-aquider enomdla kuvavanyo lwethu olusisiseko.

Ngoku i-gonmics yazo zonke ii-ETF ukusuka kwiTyeya ijongeka ngathi yi-bubble engafakwanga:

Ukukhula ubuthathaka: Siyayithoba i-Logic Ty 17189_2
Ikhiwane. 2.

Ngoku imali iwela kwi-maxima nge-7-10%, enokuthathwa njengento eqhelekileyo - sele yenzekile ngoSeptemba nango-Okthobha 2020. Kwimeko yokuqhubeka nokulungiswa, ngokweentsuku ezingoko sinokubona ukukhawulezisa ukuwa kwee-asethi zabo - ukuthengisa kuya kushiya ingxowa-mali enkulu kwizitokhwe ezingenamanzi kwizitokhwe ezingezizo ezamanzi.

Ukuwa kwesiseko kunokuba negalelo kwezinye iimali ze-hedge

Imakethi icwangcise ukuba iNgxowa-mali imbi, ayimncedisi, kodwa iqala ukuyilandela, ikhulisa isikhundla sakhe. Idatha kwi-Courbase Stars ilandelelwa ngumlandeli, kukho isicelo kunye ne-iTyefoloti yeTokhoti yeTom.

Iimali zehedge azinakulindeleka ukuba ziphose ithuba lokudlala kwi-etf esuka e-ETF ukusuka kwi-ETF esuka kwixabiso leNgxowa-mali, kwaye ke ivuyiwe kukuphuma kwabatyali-mali, nto leyo Isiseko sonke somkhombe kwisiseko. Oku spiral kuya kukhokelela kuthengiso lweeasethi kunye nokuwa kwexabiso labo kunye nehlelo elikhulu kwi-ETF.

Ukuqina kwexesha elifutshane

Umkhombe

Utyalomali luvumela abatyali mali bexesha elide ukuze bangenise ii-asethi ezithembisayo ngamaxabiso okhuphiswano.

Ewe, iqela lamatye lafumana amathuba anomdla kutyalo-mali, kwaye kwi-Horizon iminyaka emi-5 ukuya kweli-10 ngokuqinisekileyo baya kuzisa inzuzo kubatyali mali. Nangona kunjalo, ngoku isiseko kunye nee-asethi zayo ziyaphelelwa yingqwalaselo, ngoko yindawo embi yokuthenga.

Ngenxa yokukhula kweebhondi zeminyaka eli-10, sinokubona ukulungiswa okukhawulezileyo kwiiasethi zokukhula, ezibekiweyo ngoku ngexabiso leminyaka emi-5-10 elizayo.

Sikholelwa ukuba ehlotyeni iqondo lokubuya kwi-10 leminyaka eli-10 ubudala liya kuba malunga ne-1.6%, kwaye iya kuba lithuba elifanelekileyo lokufaka amaxabiso exesha elide ngamaxabiso akhuphisanayo - kwaye Kwi-asethi yabo ye-Itriquid enokuthi isetyenziswe ngamaxabiso okhuphiswano ngenxa yokuthengisa ngokunyanzelwa.

Kubathengisi bobundlobongela, ii-ETF ezimfutshane ukusuka kwiTyeya inokuba lithuba elinomdla.

Inqaku libhalwa ngokubambisana ne-Alexander Alexander Saiganov

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