ari hedge funds Vanoita mari zvisinei nezvinoitwa nemisika. Uye munguva dzakaita seyatiri kusangana nayo iye zvino, zvakakodzera kuongorora zvavari kuita. Saka zvese zvataurwa uye zvakaitwa, nhasi tichawana madingindira mana makuru atinogona kutora mukana weiyo stock investment portfolio.
1. Hedge funds yave kutanga zvinovimbisa kota ino.📈
Nguva pfupi yadarika, bhanga rekudyara Goldman Sachs rakaongorora mari inosvika mazana masere ekuUS-yakavakirwa hedge mari yakatarisana nekudyara kwemasheya, nekudyara kunosvika madhora mazana maviri nemazana mana emadhora. Ongororo iyi yakaratidza kuti paavhareji mari yavo yakange yadonha ne800% mukati mehafu yekutanga yegore. Ehe, iyo 2.4% purofiti yavakagadzira kusvika parizvino mukota yechitatu yakaita kuti vadonhe "chete" 12%, iri nani pane kudonha kwe4% muS&P 9 kusvika zvino gore rino.
Isu toshandisa sei mukana uyu?🤷♂️
Imwe yenzira dzekutevera hedge funds ndeyekudzokorora mabheti avo anozivikanwa muhuwandu. Iro zano ringadai rakaita kuti tirasikirwe ne22% gore rino zvachose, asi kana tikaverengera mari yedu yemasheya kusvika kuS&P 500's June yakaderera, yaive yakakwira nezve 18% panguva ino, ichipfuura zvishoma musika weUS pagore. Izvi hazvireve kuti nguva yemusika iri nyore, asi ikozvino ingave nguva yakanaka yekufunga kutenga zvakare.
2. Amazon ndiyo inonyanya kufarirwa nehedge fund yekubheja.📦
Pazvinhu makumi mashanu zvinogara zvichionekwa muzvikamu gumi zvepamusoro zvehedge fund holdings, Amazon ndiyo inonyanya kufarirwa, inodzinga Microsoft. Panguva imwe, vhiza yatsiva apuro munzvimbo shanu dzepamusoro. Uye zvakazara, boka rehedge fund favourites rakawedzera nhengo gumi neina nguva pfupi yadarika: AMD, Bank of America, Citi, Charles Schwab, Biohaven, Crown, Centene, Danaher, Elastic, MercadoLibre, Netflix, PayPal, RH uye Atlassian.
Isu tinoshandisa sei mukana uyu?🤷♀️
Dengu reyakanakisa hedge funds rakapfuura S&P 500 mu59% yekota kubva 2001, neavhareji yekota yekudzoka ye0,39%, zvichiita kuti ive yakangwara kubheja kufunga kana isu tichitsvaga mazano matsva ekudyara mumasheya. Typical hedge funds vane 70% yavo kutenga mazano mumakambani gumi pakupera kwekota yekupedzisira. Hedge fund "concentration" yanga isati yakwira kubva denda risati rasvika, uye nemari yavakashandura mari yavo ichiwira kune imwe nguva yakaderera kota yekupedzisira, tinogona kududzira kuti vari kunyanya kungwarira. Izvi zvinogona kureva kuti nguva yasvika yekuongorora mikana mitsva yekudyara.
3. Hedge funds dzadzoka kuisa mari mukukura kwemasheya.🏗️
Muchikamu chekutanga, hedge funds yakabuda mari mukukura masheya, senge yevatengi discretionary uye ruzivo tekinoroji zvikamu. Vakaita shanduko yechokwadi uye vakadururira mumasheya anokosha, akadai sechikamu chesimba uye zvinhu. Mafambiro aya achangotanga kuchinja. Hedge funds yakawedzera kudyara kwavo mumasheya mune yevatengi discretionary uye tekinoroji zvikamu, uye yakadzikisa zvimwe zvezvinzvimbo zvavo muchikamu chesimba uye zvekushandisa. Vaita zvakanaka chikamu ichi chapfuura, sezvo tekinoroji yakapfuura S&P 500 ne5%, uye mutengi discretionary ne10%.
Huwandu hwekutengesa kwemasheya ekukura hwakakwira kupfuura iyo yekukosha masheya. Kunobva: Ycharts.
Isu toshandisa sei mukana uyu?🤷♂️
Kunyangwe shanduko ichangoburwa mumaitiro, hedge funds inoramba yakamira zvakanyanya muzvikamu zvekukura, senge tekinoroji, uye zvine chekuita nezvikamu zvakakosha, senge zvinhu uye simba. Isa imwe nzira, kana tikaenzanisa kugoverwa kwemari muchikamu chega chega nekufananidza kuumbwa kwemusika wese (kureva, ingangoita 25% tekinoroji, 13% yevatengi discretionary, zvichingodaro), ivo vachiri vasina mari shoma muhunyanzvi uye yakawanda mumidziyo. uye simba, kunyange mushure mekugadzirisa mapepa avo zvishoma. Kunyangwe hedge funds 'yakavandudzwa kufarira tekinoroji ingangove nhau huru. Naizvozvo, kufarira uku kunoshandura kuita chiratidzo chekutarisira asi kwete sechiratidzo chekuzadza yedu yekuisa mari mumasheya ekukura.
4. Hedge funds iri kutora njodzi shoma zvachose.⚠️
Hedge funds' "net leverage" (musiyano uripo pakati pemari yavari kushandisa kuenda kwenguva refu kumakambani nekuapfupisa) inoramba iri padyo nedanho rakaderera kubva munaKurume 2020. Muchokwadi, maererano nedata Yakaverengerwa naGoldman Sachs, kuwedzera kuri 27% zvichienzaniswa nemakore mashanu apfuura uye 11% zvichienzaniswa nemakore matatu apfuura.
Net leverage inogona kutiudza kuti mari muhedge fund stocks iri kuenda kupi. Kunobva: GSIR.
Isu tinoshandisa sei mukana uyu?🤷♀️
Muzvizhinji zveS&P 500's kudzikira kwegumi kubva muzana kana kupfuura kubva 10, hedge fund leverage uye pundutso zvakawana padyo nepasi pemusika, sezvavanoratidzika kunge vakaita kubva S&P 2011's pakati pegore yakaderera. Nhoroondo inoratidza kuti hedge funds ichatanga kutora njodzi yakawanda uye mabheti avo makuru acharamba achipfuura musika kwegore rino rose. Isu tinokwanisa kududzira kuti ino inguva yakanaka yekutanga kubatanidza mamwe emazano ekudyara muhedge fund shares dzataurwa pamusoro apa mune yedu portfolio.