Ukutshalwa kwezimali okubuthakathaka komkhumbi, futhi kungani manje iphuzu lokungena elibi ezimpahleni zokukhula
Ukutshalwa kwezimali komkhumbi kuyisikhwama esifaka imali ezimbonini ezethembisayo. Ngonyaka owedlule, lesi sikhwama sasithandwa kakhulu: Izimpahla zabaphathi zikhuphuke zisuka kumadola ayi-10 kuye kwangama-60, manje isiKhwama singumnikazi okungenani ngo-15% ezinkampanini ezihlukene eziyi-11. Isisekelo saziwa ngemibiko yaso onombono - ikakhulukazi, futhi, sizihlukanise nombiko omkhulu nabaphenyi emikhakheni yesikhala, ukuthuthukiswa kwezidakamizwa kusuka kumdlavuza kanye nenye inkampani yeVennirov.
Uma ucwaningo lwenkampani lapho ubeka khona umqhele ngempumelelo - uzodubula, uma kungenjalo - umbono awusebenzi. Indlela, ngokomthetho, iyasebenza, kepha kusho ukuthi umkhumbi uthengisa ikusasa elikude, enomkhathi weminyaka engu-5 ukuya kwengu-10. Amasheya anjalo anamandla kunakwabanye kuncike ekuhlolweni kwabatshalizimali ngakho-ke, izindleko zengozi.
Isivuno samabhondi weminyaka eyi-10 (ummeleli wezinga elingenasici) likhula isikhathi esifushane futhi inani eliphakeme lingafinyelela kungekudala. Izimali sezivele zaqala ukuwa, futhi kunezizathu eziningi zokuthi ukwehla kwesikhashana kungabaluleka.
U-Ark washaya izikhundla ze-Illiquid - lezi yizingozi zesisekelo
I-15% ezinkampanini eziyi-11 amaphakheji aqinile angenakuthengiswa ngokucindezela inkinobho eyodwa. Uma utshala imali njengomtshalizimali wangasese futhi ufuna ukuthengisa amasheya - kwenziwa kalula ngokuchofoza okukodwa ku-Inkinobho. Isisekelo esingumnikazi wenkampani engu-15% ngeke sikwenze lokho, ngoba okwamanje akukho umthengi omkhulu kangako. Uma ungathengisi muntu, bese uthengisa ukuwa kwe-Shares.
Ngokuka-WSJ, ngaphezu kwengxenye yezimpahla zokutshala izimali zomkhumbi zigxile kangako, okungukuthi, okungewona ama-ketshezi, amanani (10% wenkampani nokuningi).
Kepha utshalomali lwe-ark uthenga ngemuva, kungani zizothengisa? Ukuze uphendule lo mbuzo, kubalulekile ukuqonda ukuthi imali isebenza kanjani. Uma ukugcwala kwabatshalizimali abasha kulesi sisekelo kuyaqhubeka, kuzokhokha amasheya kule mali. Uma ukuphuma kuhamba, isiKhwama kufanele sibuyise imali kubatshalizimali - okungukuthi, ukuthengisa ingxenye yezikhundla ezikhona. Kuyavela uma kunokuphuma okubukhali okuvela emkhunjini, isisekelo sizophoqelelwa ukubandakanyeka amasheya lapho ihlala khona ngokuqinile.
Isikhulu se-Cathonie Wood CEO siphawule nge-WSJ ukuthi banesihlobo esibalulekile "sokuthi banesimo esibalulekile engxenyeni yempahla ewuketshezi (Tesla (NASDAQ: TSLA), abazothengisela ukuthenga imithelela emcimbini wokuwohloka. Uma isisekelo sikwenza ngempela lokhu, khona-ke emakethe yemakethe kuzoba i-Illiquid engaphezulu kakhulu, futhi esimweni sokuphuma kwabatshalizimali abavela e-Ark Investment ETF, kuzoba namaconsi abukhali ngokwengeziwe ekuphakanyisweni ebambe.
Ngendlela, kunganikeza ithuba lokuthenga i-TESLA ngo- $ 500-600 ngesabelo ngasinye, esinikeza i-aquadi ethokozisayo ekuhlolweni kwethu okuyisisekelo.
Manje amandla ashukumisayo awo wonke ama-ETK avela emkhunjini abukeka njenge-bubble evumayo:
Manje imali iwela kuMaxima ngo-7-10%, okusakwazi ukubhekwa njengokulungiswa okujwayelekile - lokho sekuvele kwenzeka ngoSepthemba no-Okthoba 2020. Uma kwenzeka uqhubeka nokulungiswa, ngokweqiniso ezinsukwini ezizayo singabona ukusheshisa kokuwa kwezimpahla zabo - okuthengiswayo kuzophuma esikhwameni, futhi lokhu kuzovusa ukuthengisa okusheshayo kumasheya angewona amanzi.
Ukuwa kwesisekelo kungafaka ezinye imali
Imakethe ihlelwe kangangokuba isiKhwama esithile asilungile, akumsizi, kepha aqale ukuhambisana kuyo, abibala kakhulu isikhundla sakhe. Idatha kuwo wonke ama-ARK Wokuhweba alandelwa, kukhona nesicelo nge-Ark Portfolio Tracker.
Izimali zeHedge cishe akunakuphuthelwa ithuba lokudlala ngokuncipha kwe-ETF kusuka kumkhumbi, okuvusa kuqala ukwehla kwemali eyisikhwama Isisekelo sonke se-Ark Foundation. Lokhu kuvunguza kuzoholela ekuthengisweni kwezimpahla nokuwa kwenani lazo nokuthobeka okukhulu kakhulu ku-ETF.
Ukuchitheka okufushane
UmkhumbiWE
Ukutshalwa kwemali kuvumela abatshalizimali besikhathi eside ukuba bangene empahleni ethembisayo ngamanani ancintisanayo.
Ngempela, ithimba le-ARK lathola amathuba athakazelisayo okutshalwa kwezimali, futhi asemthonjeni iminyaka engu-5 - 10 cishe bayoletha inzuzo kubatshalizimali. Kodwa-ke, manje isisekelo kanye nezimpahla zalo zigcwele ukunakwa, ngakho-ke kuyiphuzu elibi lokuthenga.
Ngenxa yokukhula kwezibopho zeminyaka eyi-10, singabona ukulungiswa okubukhali ezimpahleni zokukhula, manje ezibekwe ngentengo yeminyaka engu-5 kuya kwengama-10.
Sikholwa ukuthi ehlobo izinga lokubuya emingcebo eneminyaka engu-10 ubudala lizoba yi-1,6%, futhi lizoba yithuba elihle lokufaka izitayela ezikhulayo zesikhathi eside ngamanani akhulayo - nakwizinto ngokwazo ezivela emkhunjini, futhi Ezimpahleni zabo ezingekho emthethweni ezingesikhashana zingasetshenziswa ngamanani wokuncintisana ngenxa yokuthengisa okuphoqelelwe.
Kwabathengisi abanolaka, ama-etf shorts aqhamuka emkhunjini angaba yithuba elithandekayo lokuqagela.
Le ndatshana ibhalwe ngokubambisana ne-Analyst Alexander Saiganov
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