Iyo nguva yakakosha yasvika yekuti kuisa mari mumasheya kunomirira gore rose. Mwaka wekuwana wasvika. Kana iwe uchitsvaga nzira yekubatsirika kana US stock investing inoburitsa zvazvino mhedzisiro, isu tine zano rinogona kukubatsira kuita izvo chaizvo ...
Ndeipi zano?🗺️
Panzvimbo pekugadzira yedu stock investment mukambani, tinogona kushandisa iyo stock substitution strategy kutenga macall options ayomutengo wekurova» iri pakati pe5 ne10 madhora pasi pemutengo wemusika wemari. Sarudzo dzinowanzo kuchipa pane kutenga migove chaiko (kusunungura mari kune mamwe mainvestimenti), uye mitengo yezvisarudzo izvi inowanzo famba ichienderana neayo emasheya pachawo.Muenzaniso: kana tikatenga zvikamu zana zveAlcoa pamadhora makumi mashanu ega ega, zvinotidyira madhora zviuru zvishanu, tisingaverenge makomisheni. Kana migove yeAlcoa yakakwira kusvika pamadhora makumi mashanu neshanu, taizowana madhora mazana mashanu, kana gumi muzana yekudyara kwedu kwekutanga. Asi kana tikatenga sarudzo yeAlcoa yekufona nemutengo wekuramwa wemadhora makumi mana, toti, madhora gumi nemaviri, kukosha kwekondirakiti yedu i$100 ($50 x 5.000 shares per option contract). Kana paine hukama hwe55: 500 pakati pemutengo wemasheya uye mutengo wesarudzo (inozivikanwa zviri nani se), kuwedzera kwe $ 5 mumutengo wekugoverana kwaizowedzera kukosha kwechisarudzo ne $ 5, iyo inogona kusimudza kukosha kwemari yedu kusvika ku $ 1.700 (1.200 + 5 * 100). Izvi zvinounza kudzoka kwe42%, zvichienzaniswa ne10% yataizogadzira dai takaisa mari yedu mumasheya zvakananga, izvo muchidimbu zvinoita kuti zano iri ritaridzike.
Sei uchishandisa stock replacement strategy?♻️
Macroeconomic zvinhu zvakaita sekukwira kwemitengo, mitengo yemubereko uye geopolitics zvanga zviri izvo zvinonyanya kukonzeresa equity investment gore rino. Tinogona kuona izvi mukubatana kwakasimba kweS & P 500. Kuisa mari mumatanda kwakasimuka uye kwakadonha mukuwirirana. Uye izvi zvingangoenderera mberi. Iko kuwirirana kwemwedzi mitatu kweS&P 500 stocks kwakakwira, padhuze nepamusoro-soro. Izvi zvinotiudza kuti vanoisa mari havasati vagadzirisa mapotifoliyo avo kuti vazvidavirire kune aya e-single-stock mafambiro akatenderedza mihoro yekuvandudza. Uye zvinoreva kuti pane mukana wekudzokororwa kwenguva pfupi mukudyara kwemasheya.Kutaura chokwadi, pane zvinhu zviri kushanda zvichipokana nekutenga macall options izvozvi, akadai sehigh volatility, izvo zvinogona kuita kuti adhure. Asi chimwe chinhu chinoratidza kuti ikozvino inguva yakanaka yesarudzo-yakavakirwa mazano. Vanodyara mari vari kutya pari zvino sezvo mari yavo yekudyara kumastock maringe nemari iri padanho rakaderera kubva muna Gumiguru 2008.
Stock vs mari kugoverwa. Kunobva: Bank of America
Tingatora sei mukana uyu mukana wekudyara masheya?🛒
Sezvineiwo isu, Goldman Sachs akaita sarudzo yemakambani angave akakodzera hurongwa hwekutsiva masheya mwaka uno wemari. Vakatarisana nekudyara mumasheya ane sarudzo dzemvura (dzinogona kutengwa uye kutengeswa zviri nyore), idzo dzine mazinga ekutenga epamusoro uye fungidziro yemuhoro kubva kune vaongorori vebhangi rekudyara zvichienzaniswa nemabhangi anokwikwidza, uye ayo asina kuita zvakanaka S&P 7's 500% kuderera mumwedzi mitatu yapfuura.
Rondedzero yemasheya akaburitsa kudzoka yakaderera pane iyo yeS&P 500. Source: Goldman Sachs.
Zvinofanira kucherechedzwa kuti Goldman akabvisa mari musimba uye zvinhu mumasheya, ayo purofiti inochinja-chinja zvikuru zvichienderana nemitengo yemasheya. mari mune mbishi zvinhu. Mamwe mazita makuru asati ataura zvabuda ndeaya Amazon (NASDAQ: AMZN), Atlassian (NASDAQ:TEAM) uye Shake Shack (NYSE:SHAK).
Kuti udzidze kuongorora marudzi aya emikana, ngatitarisei Atlassian, zvichibva pakuongorora kwaGoldman. Iyo femu ichangobva kusimudzira Atlassian Stock kuti Utenge kubva Neutral pane yayo gore shanduko inomhanyisa kukura kwayo. Goldman anoti Atlassian yaita purofiti gumi neshanu muzana muchikamu chechipiri kupfuura zvinotarisirwa nevamwe vanoisa mari, uye 15% yakawanda muzvikamu zvina zvinotevera.
Nekuverenga kwaGoldman, mutengo wemugove unogona kusvetuka 12% mune chero nzira kana kambani ikataura zvabuda, uye pamwe zvakanyanya kana bhengi maonero ebhangi pamihoro yeAtlassian ichiratidza chokwadi. Uyezve, zvinotarisirwa nevashambadziri zvakanyanya kuipa pane zvakanaka panguva ino, sezvinoratidzwa ne "options bias," inova chikamu chezvasarudzo zvinoshandiswa kubheta pamutengo wakaderera wemari yeramangwana pane yakakwirira.Pakupedzisira, Atlassian yakagadzirisa zvishoma. S&P 500 ne16% mumwedzi mitatu yadarika, zvichikurudzira Goldman kuti akurudzire vanoisa mari kuti vatenge sarudzo dzekufona dzaNyamavhuvhu 22 pa192,50, $17,30, ichangobva kupihwa pamadhora gumi nematanhatu (9%, share pa $191,59). Njodzi huru yekuziva ndeye kuti vatengi vekufona sarudzo vari panjodzi yekurasikirwa nemari yakabhadharwa yesarudzo. Ndiko kuti, iyo premium yesarudzo, kana iyo stock inopera pazasi pemutengo wekurova kana sarudzo yapera.
Kuenzanisa kwekufamba kwemwedzi mitanhatu yekupedzisira yeAtlassian shares vs S&P 6. Kwakabva: Bloomberg