Vashandi vanofuratira iyo Russell 2000 Index, asi inogona kuve nzira yakanaka yekuwedzera akasiyana kune portfolio. Iyo Russell 2000, inowanzo kuzivikanwa seRUT, ndeye bhenji yekumisikidza iyo inoteedzera vamwe Zviuru zviviri zvemakambani madiki. Nyanzvi dzinotaura kuti vamwe varimi vanokanganwa iyi indekisi, sezvo masheya ayo anowanzo kuve akaomarara. Asi panogona kuve nemubairo nemakambani madiki-cap.
"Masheya madiki anofanirwa kuverengerwa mune chero musiyano wakasarudzika," anodaro Justin Halverson, mubatsiri weGreat Waters Financial, kambani inoronga zvemari kuMinneapolis. "Makambani madiki anochengeterwa mukati nekunze kweUS akawandisa masheya emakambani makuru nekufamba kwenguva."
Chii chinonzi Russell 2000?
Russell 2000, yakavambwa muna 1984, inoumbwa ne madiki-cap makambani iri pamusika capitalization pakati pe $ 300 mamirioni uye $ 2 bhiriyoni. Zvikamu muRussian 2000 zvinotemerwa gore rega rega neFTSE Russell, iyo inopatsanura zviuru zvitatu zvemasheya mumusika weUS kuvaRussell 3.000, tswanda yemastuds akakurisa chiuru, uye Russell 1000, zviuru zviviri zvidiki.
"Russell 1000 inovhara nezve 90 muzana yemusika weUS pamutengo uzere, nepo Russell 2000 inofukidza iyo inotevera gumi muzana," anodaro Halverson.
Yakasiyana zvakasiyana kupfuura S&P 500, gumi rakabata pamusoro muRussell 10 account yezvikamu zvitatu chete muzana zveindekisi yese zvichienzaniswa neS & P 2000, uko gumi rakakwirira rinobata anopfuura makumi maviri muzana.
Sezvo diki-chivharo masheya ndiwo makambani anowanikwa muUnited States"Kuratidzira kukura kwepasirese uye nenyaya dzezvematongerwo enyika senge makakatanwa ekutengeserana ari mashoma," anodaro Stephanie Lewicky, maneja mukuru wezveramangwana nemari kuTD Ameritrade.
Russell 2000 Small Cap Bhizinesi Kubatsira
Mukana wediki-chivharo masheya ndeyekuti makambani aya inogona kukunda makapu makuru. Dzazvino dhata dzakaburitswa mu "Stock, Mabond, Mabhiri, inflation (SBBI) Yearbook" inoratidza kuti diki-chivharo masheya akadzosa 12,1% pagore pakati pa1926 na2017 achienzaniswa nemahombe-hombe masheya, ayo akadzoka gumi muzana., 10,2% pagore panguva nguva imwecheteyo.
Halverson anoti chimwe chezvikonzero nei makambani aya apfuure homwe hombe dzinogona kunge dziri dzekuti vatengesi vadzokere kudzoka kwakakwirira kuzoisa mari muzvitoro zvidiki.
"Semuenzaniso, ungangoda mari yakawanda here yekukweretesa mari yako kuresitorendi yemuno kana kuMcDonald's (ticker: MCD)?" Anoti.
Makambani madiki anowanzo kuve nezvakanakira kupfuura makambani makuru nekuda kwesimba ravo rekukura.
"McDonald's yakanyanya kunetsa kupeta muhukuru kupfuura hamburger yemuno," anodaro Halverson.
Makambani madiki-cap anokwanisa kuita zvakapetwa kana katatu muhukuru, anodaro Bryan Bibbo, chipangamazano wezvemari kuThe JL Smith Group muAvon, Ohio.
"Makapu makuru mazhinji aimbove makapisi madiki, asi akakura pamusoro pemakore kuti ave nemari hombe yemusika," anodaro. "Wese munhu anoda kudzoka munguva kutenga Apple (APPL), Amazon (AMZN) kana Microsoft (MSFT) vasati vava mazita emhuri."
Russell 2000: Nei Mashoma Makapu Masheya Akapfuudzwa
Madiki-chivharo masheya anowanzo kufuratirwa sekudyara nekuti vashoma vanoongorora nezvevachengeti nevatori venhau vemari vanovhara nzvimbo ino. Vezvenhau vezvemari vanotarisa pasirese emahombekombe makuru, vachitaura nezvekushanda kwemusika wemasheya kazhinji vachidudza index yeS & P 500 uye iyo Dow Jones Industrial Avhareji, sekureva kwenyanzvi.
Chimwe chezvikonzero vanoita kuti vatengesi vatarise zvishoma pamakambani madiki-emakipoti imhaka yekuti makambani aya haasi kuzivikanwa semakambani makuru, anodaro Halverson.
Hurefu hudiki hwemakambani hunoreva kuti mazhinji haasi mazita emhuri, anodaro John Iammarino, purezidhendi weSecurus Financial, kambani yekuronga yezvemari yeSan Diego.
Kutenga nekutengesa masheya pamusika wemari ndiyo nzira yakanakisa yekuisa mari, asi muzviitiko zvakawanda hatizive kuti inguva ipi yakanaka yekupinda kana kubuda mumisika yemari yemari. Kufungidzira mashandiro aya pane izvo zvinonzi mutengo wekutarisirwa wemitengo yemusika wemasheya. Zviri nezve nhanho kana chiyero iyo inopihwa nehunyanzvi uye iyo inoshanda sereferenzi sosi yekuita kana kwete iyo basa zvichienderana nezvinodiwa mune yekudyara chikamu.
Pakupedzisira, mutengo wakanangwa wesitoko ndiyo mutengo chii muongorori wemisika yemari anofungidzira, ndiko kuti, chii mumaonero ake chikamu chekambani chinofanira kunge chakakosha. Mupfungwa iyi, inogona kuve rutsigiro rwekuumba yako sarudzo kubva zvino zvichienda mberi. Asi chero zvakadaro, zviri nyore kuti inotsigirwa nemamwe manyuko eruzivo ayo anogona kutorwa seakavimbika. Semuenzaniso, izvo zvakatorwa kubva kuhunyanzvi uye kwakakosha kuongorora. Zvekuti nenzira iyi iwe une chiono chakapamhamha cheicho mari yemari yauri kuzotenga chaizvo.
Ichokwadi kuti iri zano rakajairika kune vashoma uye vepakati varimari kusarudza ino rezita sosi. Ivo vanotsvaga iwo wekutemerwa mutengo wakapihwa nenyanzvi kuratidza kana iri nguva yakanaka yeku tenga kana kutengesa zvikamu mumisika yemari. Kunyanya, avo vane zvishoma kudzidza mune iyi mhando yekuvhiya iyo yavanoda kuita kuita kwavo kuchengetedza kunobatsira. Kunze kweimwe nhevedzano yekufunga kwehunyanzvi uye pamwe zvakare kubva kune ayo akakosha.
Target mutengo: tinogona kuvimba nayo?
Chekutanga chinhu chatinofanira kutaura ndechekuti isu tiri vekutanga pane ese fungidziro mukuenderana kwemitengo yezvakachengetedzeka pamusika wemasheya. Izvi zvinoreva kuti izvi fungidziro hazvisimbiswe mune zvese zviitiko. Kwete zvakanyanya kushomeka sezvauchazoziva panguva iyoyo. Zvinogona kuitika zvakakwana kuti zviito handina kumbosvika padanho iri mumitengo. Kune mizhinji mienzaniso pane ino mamiriro mumisika yemari uye izvo zvakakonzera vamwe vanhu kurasikirwa nechakanaka chikamu chemari yavo mipiro.
Kune rimwe divi, imwe yeakanyanya kufanira hunhu hweiyo chaiyo tarisiro mutengo ndeyekuti inonyatsochinja. Mune mamwe mazwi, hazvisi zvakafanana nguva dzose uye zvinosiyana zvichienderana neongororo dzinowanzoitwa nemasangano emari kana vaongorori. Iine kumusoro uye kuderera uko kunogona kuve kwakanyanya uye kusvika kune swedera pedyo ne10%. Kusvika padanho rekuti ivo vanotsausa chikamu chakanaka chevashoma nevapakati varimimari vasingazive zvekuita nakawanda shanduko mumutengo wakanangwa wemitengo yemusika wemasheya.
Maitiro anogona kuitiswa
Chero zvazvingaitika, pane masisitimu anoshanda kushanda neruzivo rwemutengo wemari mukati memisika yemari. Kana, semuenzaniso, zvikamu zvakatengwa pazasi pemutengo yakapihwa nevanyanzvi, unogona kumirira kusvikira yasvika pamatanho aya ekupedzisa kushanda pamwe nemari inowirirana inowanikwa. Asi pane njodzi inonzwisisika yekushayikwa kwakakwirisa kumusoro muchisarudzo chakasarudzwa. Pazvinogona zvakare kuitika kuti mushure memazuva mashoma kana mavhiki mitengo idzi dzinovandudzwa kumusoro uye zvinotipa kunzwa kwakanaka kwazvo nezve paramende iyi yatave kushandisa kuisa mari mumusika wemasheya.
Nepo kune rimwe divi, kune akawanda nguva iyo tsika idzo dzave dzichitengesa kwemakore mazhinji pamusoro pemutengo wakapihwa. Uye mune ino mamiriro, hatina kusarudza chero kufamba mumisika yemari. Naizvozvo, mhinduro yakanakisa yekudzivirira mamiriro asingadiwe ndeaya iva zvakanyanya kuchinjika mukuyera kukosha kwemitengo yemitengo yezvikamu. Nekuti ichokwadi kuti vanogona kutiita kuti tiwane mari yakawanda mukushanda, asi zvakare kuti isu tinorasikirwa nemamirioni mazhinji munzira.
Inoratidza kugona kwepamusoro
Mupiro waro wakanakisa uri muchokwadi chekuti iri paramende yakanaka kuratidza mukana wekudzokorodza kweaseti yemari. Mupfungwa iyi, hapana mubvunzo kuti kana mutengo wakanangwa uri pamusoro pe kunyorwa chaiko mutengo, zvinoreva kuti pane mukana wekutenda uye kurudziro iyi ingangove yekutenga zvikamu zvako. Nepo pane zvinopesana, kana mutengo wekutarisirwa uri pazasi pemutengo chaiwo wequotation, zvinonyatso kureva kuti ine yakakosha rwendo rwe bearish.
Dambudziko rakakura rine varimi vadiki nevepakati varimi nderekuti vaongorori vakasiyana vemisika yemari vangangotenderana pamutengo wakanangwa. Mune zvimwe zviitiko vanotopa misiyano yakakodzera kutaurwa uye iyo inozopedzisira yaendesa kune yakajairika nyonganiso pachikamu chevashandisi vemusika wemasheya. Kusvika pakuti ivo havazive zvekuita mune imwe neimwe yenguva apo pavanofanirwa kutora danho nezve kwavo kudyara. Naizvozvo hazvishamise, kuti mune dzimwe nguva ivo havana kana hanya neichi chikamu uye vanosarudza mamwe mamodheru mune ongororo yemusika wemasheya, senge yehunyanzvi.
Yakatemerwa nemabhangi
Chimwe chezvinhu chingafungidzirwe ndechekuti mukupedzisira kazhinji kazhinji mabhangi mazhinji nemakambani ekuchengetedza anoita ongororo dzemakambani kuitira kuti vatarise mutengo wemitero yezvikamu zvavo. Ivo vanogona kunge vari mapato anofarira mune ino maitiro umo mitengo inoumbwa, nekuda kwechimwe chikonzero kana chimwe icho chisingauyi izvozvi. Uye izvo zvinogona kutungamira vadiki nepakati varimi kuti vatore iyo sarudzo isiriyo. Nekuti zvakare shanduko mumutengo wezvikamu zvinoenderana neimwe nhevedzano yezvinhu zvakakosha kwazvo. Iko kuongororwa kunogara kuchisvika kunonoka kunzeve dzevashambadzi vadiki nepakati.
Kune rimwe divi, zvinofanirwawo kutariswa kuti kana kambani yakanyorwa pamakumi maviri uye mutengo wakanangwa uri makumi matatu, zvinodudzirwa kuti kukosha kwacho kwakachipa uye saka iwo mukana wekutenga watisingafanirwe kurasikirwa. Uye zvakapesana mune iyo divergent kesi yatichataura kuti masheya anodhura kwazvo uye hatifanire kutambisa mari mukuvhiya uko pakupedzisira hakuzove kunobatsira. Iwo poindi ekuona pamutengo wakanangwa saka akasiyana, vane mbiri mbiri muhurongwa hwekudyara hunofanira kushandiswa kubva ikozvino zvichienda mberi.
Kuongorora kwemusika wemasheya
Chimwe chinhu chatinofanirwa kutarisa kubva zvino zvichienda mberi ndicho icho chine chekuita nekudzikira pasi kana kukoshesa kukosha kwemusika wekutengesa vanozvikoshesa. Zvakanaka, mune ino pfungwa zvakafanira kusimbisa icho chikamu chakanaka chemasangano emari pamwe nemakambani ekuchengetedza gara uchiitisa ongororo dzekambani izvo zvinotengeswa pachena. Mairi ivo vanopihwa mutengo wekukonzera uyo unokonzera iyo yakanyorwa kambani kuwedzererwa kana kukosheswa. Asi zvinofanirwa kusimbiswa, kune rumwe rutivi, kuti ongororo iyi inofanira kungoshanda segwara, sezvo zvisiri zvechokwadi zvakavimbika. Kana zvisiri, pane kudaro, zvinoshanda senge rutsigiro rwechisarudzo icho vatengesi vanofanirwa kutora kutenga kana kutengesa zvikamu zvavo mumisika yemari.
Nepo kune rimwe divi, zvakajairika kuwana nhau dzakadai seinotevera munhau: Morgan Stanley adzikisa mutengo wayo waanotemera Banco Santander chengetedzo kusvika kumayuro mana, kubva pamatanhatu apfuura. Chokwadi ichi chinogona kukanganisa mazano edu ose ekutsvaga mari uye neimwe nzira ingatikuvadza. Kunyanya, kana isu tamboita mashandiro tisati tamboita ongororo. Nekuti inofanirwa zvakare kutarisirwa kuti kudzokororwa mumitengo yezvinangwa kunogona kuenderera uye kufambira mberi. Saka mhedzisiro pane yedu yekudyara portfolio inogona kuve yakanyanya kukosha.
Tenga uye tengesa pazvitsigiso
Kune rimwe divi, kune mamwe ma parameter anonyanya kutendeka kuita mashandiro mukutenga nekutengesa masheya pamusika wemasheya. Semuenzaniso, kuburikidza nemikaha, iyo nenzira yakajairika, inowanzo rondedzerwa senzvimbo kana mutengo wepakati umo pasina kushanda kwakaitika. Kana kuburikidza ne mazinga mukutsigira uye kuramba ivo havatombokundikana zvavanofungidzira. Kunze kwekumwe kufunga kwehunyanzvi hunhu uye pamwe zvakare kubva pakuona kwezvakakosha.
Mune chero zviitiko zvacho, chisarudzo chega icho iwe chete chaungaite nekuti, shure kwezvose, ndiyo yauri kubhejera mari nayo. Asi kuti iwe une mikana yakasiyana yekusarudza yekupinda uye yekubuda modhi mumatengo emusika wemasheya. Iko mumwe neumwe anoshandisa zano rake aine chinangwa chimwe chete icho chisiri chimwe kunze kwekuita kuti mari yakadyarwa ibatsire, zvinova, shure kwezvose, chii chinobatanidzwa mune idzi kesi. Uye uko iyo yakatarwa mutengo inoitawo basa rayo.