Makambani eAristocratic Dividend anosanganisira ese iwo makambani akawedzera chikamu chisina kukanganiswa pamusoro pemakore. Iwo anowanzo kuve makambani akasimbiswa zvakanyanya, aine yakasimba kwazvo manejimendi manejimendi uye ayo akakwanisa kukurira matambudziko ezve makore apfuura. Asi kuti vave makambani ekumisidzana ane mbiri, ivo vanofanirwa kupasa firita. Zvichienderana nenzvimbo yatiri, zvinogona kana kusaomarara. Asi vese vane hunhu hwakasimba hwekusaderedza gavi ravo.
Aya makambani akakosha uye anotsvakwa, zvekuti pane rondedzero pamwe navo umo matinogona kuwana ma ETF. Iva ne yavo pachavo stock index yakaitwa, uye imwe yenzira dzaungaisa mari mazviri ndezvekudzokorora maitiro. Asi ichokwadi here sarudzo yakanaka? Kana ingoriwo imwe chikamu sezvo ingave chero imwe? Kuti unzwisise zvese zvakakomberedza makambani aya uye kuti ungabatsirwa sei nazvo, teerera kune inotevera mitsara. Zvirinani kuti zvive chokwadi, iwe unozowana zvimwe zvinhu zvitsva uye chiono chakapamhamha chemusika wacho pachawo.
Ndeapi makambani anoonekwa seDividend Aristocrats?
Iyo inozivikanwa zvakare seDivendend Aristocrats, iwo makambani akachengetedza kana kuwedzera chikamu kubva mumakore. Uyezve, chimwe chehunhu chinotenderera pavari ndechekuti indekisi yavari chikamu, iyo "S & P 500 Dividend Aristocrats" yakaita zvirinani zvakawanda kana zvishoma nguva dzose. Kubva 1991, iyo S&P 500 yadzosera avhareji ye11% zvichienzaniswa ne13% avhareji yeS & P 500 Dividend Aristocrats Index. Ndokunge, 2% yakakwira kupfuura iyo index par kugona.
Kuti uve chikamu cheiyi yakasarudzika indekisi yemakambani, izvo zvinofanirwa kuzadziswa zvingave zvinotevera:
- Kutengesa paS & P 500.
- Wakawedzera chikamu mumakore makumi maviri apfuura.
- Sangana nehukuru hwepasi uye huwandu hwemari.
Gore rega rega runyorwa rwemakambani muS & P 500 Dividend Aristocrats anochinja nekuda kwekutenderera kwemakambani. Ndokunge, kune makore umo vamwe vanosiya indekisi uye vamwe vanopinda, zvinoenderana nemabatiro avakaita. Kwete nekuti ivo vakuru, vane chinzvimbo chakakundwa. Kunaka, kuenderana uye kuita kwemari zvakare iwo ndiwo maitiro anotorwa mukutariswa kuti aone kuti ndeipi inogona kuiswa mune rondedzero. Kwete nekuda kwechikonzero ichi, makambani akawedzera chikamu chegore rega, anogona kuenderera nenzira imwecheteyo kuti arambe achidaro. Kuve nekuramba uchikura, kuve kwemasekisheni kushomeka kupfuura mamwe, mwero unooneka webatsiro uye kuyerera kwemari kwenguva yakareba kunogona "kuvimbisa" kuenderera kwavo.
Aristocratic Dividend Makambani muEurope?
Panyaya yeEurope, chinonyanya kudikanwa maererano neUS S & P 500 ndizvo hushoma huwandu hwemakore ekuwedzera chikamu igumi nemashanu. Kufanana nevamwe, kana chero eaya makambani akaguma achideredza, zvinobva zvadzingwa pachinyorwa.
KuUK, iwe une yakasarudzika Dividend Aristocrats runyorwa. Izvo zvishoma zvinodiwa kuUK makore gumi. Kubhadhara-Kunze kwemakambani aya kunenge kuri pasi pezana muzana kuitira kuti varege kubviswa pamazita.
Mutsara we "kubvumirwa" muEurope unokonzera kupokana zverudzi urwu rwekambani sezvo pasina imwe yeyakafanotaurwa chaizvo. Haisi imwecheteyo yekutevera inowanikwa muNorth America masheya seaya ari muEurope. Izvi zvinogadzira zvimwe zvinopesana pahunhu hunofanira kusarudzwa. Uyezve, izvo zvinotora makore mashoma ekugashirwa kwavo zvinoreva kuti "mhando" yemakambani aya inogona kunge isina kunaka. Izvi hazvireve kuti vakaipa, kungoenzanisa kambani nekuwedzera kwemakore gumi kune vamwe izvo zvinosvika makore makumi mashanu, hazvina musoro. Iwo ekupedzisira apfuura nemadambudziko uye nematambudziko, kukunda zvipingamupinyi uye kudzidza kufamba mune ramangwana.
Ndedzipi nzira dziripo dzekudyara mumakambani aya?
Tinogona kuisa mavari zvakananga kutenga zvikamu. Ingo tsvaga makambani ari eiyo index kana Zvikamu zveAristocrats zvinyorwa. Mamwe emakambani atinogona kuwana pakati pavo anozivikanwa. Kubva ipapo, zvinoenderana nezvinodiwa neimwe yega, uye kana tikapa kukoshesa nhoroondo, chikamu chakagoverwa, Mutengo Wemubhadharo Wemutengo wakanyorwa, nezvimwe. Tichasarudza zvimwe kumamwe makambani kupfuura mamwe. Mimwe mienzaniso inosanganisira Coca Cola, 3M, Exxon Mobil Corp, McDonald's, PepsiCo, Colgate - Palmolive ... Pakati pezvakanyanya kuzivikanwa.
Panyaya yemakambani eEuropean, isu tine mamwe akadai saDanone, L'Oreal, Imperial Brands PLC, Inditex kana Bayer pakati pevanonyanya kuzivikanwa.
Imwe miitiro ingangove kuburikidza ne ETF's. Iko kune Shanduko Dzakatengeswa Mari Dzinoedza kuteedzera iyo S&P 500 Aristocratic Dividend Index. Dzimwe dzatinogona kuwana ndeidzi:
- ProShares S&P 500 Dividend Aristocrats ETF mutengo wemari yakaitika - Iyi ETF inodzokorora indekisi muMadhora. Inogona kuwanikwa pasi pechikwekwe «NOBL».
- SPDR S&P 500 US Dividend Aristocrats UCITS ETF Dis (EUR) - Iyi ETF inodzokorora indekisi mumaEuro, semuenzaniso, sezvakanyorwa paMilan Stock Exchange. Pasi pe «USDV» chitambi, tinogona kuiwana mumaPondo kana maSwitzerland, zvichienderana nekuti yakanyorwa kupi uye nemari inotinakidza.
- SPDR S&P Euro Kuparadzanisa Aristocrats UCIT ETF (EUR) - Kune makambani akanyorwa munzvimbo yeEurope uye mumaEuro. Iyi ETF inogona kuwanikwa pasi pe «EUDI» ticker.
Chii chaunogona kutarisira kana uchiisa mari mumakambani aya?
Kunge chero kudyara, zvakapfuura hazvisi vimbiso yemabhenefiti emangwana. Neichi chikonzero, pamwe chinhu chakanakisa chingave chekusiyanisa kudyara, pakati pezvikamu nenyika, kana mune yepasirese nyaya, ETFs dzinozvimisikidza senzira yakanaka. Iyo seti yemakambani inova yeimwe indekisi yeAristocratic Dividend Makambani akaita zvakanaka munguva yakapfuura. Ivo havakwanisi kubatwa ne "mabhuru", uye "kutsungirira" kuderera pasina kukanganiswa zvakadaro, mumakotesheni emakotesheni nekuti kunyangwe munzira isina kusimba ivo vanotamburawo mhedzisiro.
Nenzira yakakodzera, tinogona kuona kuti mamwe acho anoiswa sei pamutengo unokwezva. Zvichida nekuda kwedambudziko mudunhu ravari ivo, kana nekuda kwedambudziko rekurumbidzwa kwechigadzirwa. Aya mamiriro, kana akaongororwa zvakanaka, anowanzo kupa mikana yakanaka yekupinda.
