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Ukuqala kuka-2021 kwaphumelela kakhulu ezinkampanini zamandla; Ngalesi sikhathi, imboni yebhentshi elisezingeni eliphakeme kwe-Energy SPDR etf (Nyse: Xle) selikhule cishe ngo-18%. Ngasikhathi sinye, lo mkhakha usagcina ukukhula kokukhula, okubonisa ukuma kwabatshalizimali emakethe yezinketho. Abaningi babo basikisela ukuthi i-ETF izokhula cishe ngo-9% futhi ifinyelela ku- $ 48.50.
Impumelelo yakamuva ngokuyinhloko ngenxa yehla elibukhali edola laseMelika, elisekela amanani entengo kawoyela (ahlangana ngo-2021 ngaphansi kwezinga elingu- $ 50 nge- $ 53). Kodwa-ke, akudingekile ukunamathisela ukunqoba kuphela amanani entengo kawoyela. Hhayi indima yokugcina eyayidlalwa ngokwenza ngcono imizwa yemakethe; Ngisho "amabhere" anjengabahlaziyi jp Morgan, akhuphuke isilinganiso se-Exxon Mobil (NYSE: Xom).
Amanani okukhula komkhakha
Endabeni kaXle ETF, izinketho eziningi zithengwa ngesiteleka esinezindleko ezingamadola angama-45 kanye nosuku lokuphelelwa yisikhathi ngoFebhuwari 19. Ezikhathini ezi-5 ezedlule zokuhweba, isithakazelo esivulekile kubo sakhula ngezinkontileka ezingaba ngu-52,000. Imininingwane ikhombisa ukuthi iningi lezinketho zokushaya zithengwa cishe ngamadola ayi-1,05 ngenkontileka ngayinye, isb.
Ngaphezu kwalokho, abanye abatshalizimali bathenga izinketho ngesikhundla sesiteleka kuma-xle 48 amadola (ngosuku olufanayo). Kulokhu, "ama-collars" athengwa ngamasenti angama-45 enkontileka, acabange ukuthi maphakathi noFebhuwari, etf edlula izinga lama- $ 48.45. Ngakho-ke, ababambiqhaza bemakethe balindele ukukhula ngo-9% emasontweni ambalwa alandelayo.
I-Exxon Utim ukuthuthukisa
Ukubikezela okunethemba kunokwabelana ngezinhlobo ezinjengezinkampani ezinjenge-Exxon Mobil (okwakukhona ngo-Okthoba kwakulwa kusuka kubuncane be- $ 31.50). Futhi ukukhula kusanda kusheshiswa lapho isilinganiso sokuqala se-jpmorgan eminyakeni eyisikhombisa sakhulela ezingeni "ngenhla kwemakethe", kanye nezinga okuqondiwe kokuphepha kwalo ngama- $ 56 amadola, okusho amandla okukhula acishe abe ngu-11%.
"Ithemba elithi" Bullish "lalibonakala eshadini le-exxon, lapho imodeli" inkomishi enesibambo "yakhiwa khona njengamanje. Kusho ukwanda okwengeziwe kumasheya avela ezingeni lamanje eliseduze kwama- $ 50. I-Projection icebisa ngamandla okukhula cishe cishe ngo-9% kuya ku- $ 54.75. Leli phuzu lihambisana nenani eliphakeme langaphambilini likaJuni 8.
Isimo somnotho siyathuthuka
Ukwakhiwa kwethemba eliphakeme kuchazwa njengokwanda kwamanani kawoyela (njengoba kuwa amadola) kanye nokubuyiselwa komnotho womhlaba. Iqhaza elibalulekile lidlalwa okulindelwe kokunyusa izindlela ezikhuthaza izimali ngabaphathi base-US. Lokhu kuholele ekunyuseni inzuzo izibopho zombuso (kufaka phakathi amaphepha aneminyaka engu-10) ngenkathi kunciphisa idola. Ukuncipha kwemali kazwelonke kwemali kuholele eqinisweni lokuthi izingcaphuno zikawoyela zahamba ziye ezingeni likaFebhuwari 2020.
Ubuthakathaka obengeziwe bedola buzokwethemba ukubuyisela isidingo somhlaba. Vele, ngo-2021 umkhakha wamandla ungahlangabezana nezinto ezintsha zokucindezela. Ekugcineni, unyaka owedlule wawusabeka embonini, yize eqinisile ukuthi abatshalizimali abaningi bashintshela emithonjeni evuselelekayo yamandla. Kodwa-ke, umhlaba ngeke ukwazi ukushiya amafutha amancane maduze nje, okusho ukuthi lo mkhakha ungalulama ekulahlekelweni okubi kuka-2020.