Economists uye zviratidzo zvinobvumirana pane chimwe chinhu: kuderera kwehupfumi kuri kuswedera uye kudyara kwemari mumatokisi kwakatosimbisa izvi mumwedzi ichangopfuura, kunyanya mushure mokunge Fed yasimudza zvikwereti zvakare neChitatu. Saka ngatifungei chinhu chechokwadi uye titange kugadzirira mapotifoliyo edu zvinoenderana. Ngatitsanangurirei kuti ndezvipi zvakanakisa kuderera-ufakazi masheya akafanana uye totora iwo anoenderana nebhiri.
Chii chakafanana masheya ekuderera kwehupfumi?💭
Kuisa mari mumasheya ane recession-proof bhizinesi modhi💪🏽
Chekutanga chatinoda kuona ndechekuti kudiwa kwezvigadzirwa nemabasa ekambani kucharamba kwakagadzikana kana hupfumi hwaenda kumawere. Semuyenzaniso, kudyara mari muzvikamu zvemakambani anotengesa zvinhu zvemazuva ese nekuderedzwa, kana kambani yesolar inoshanda kune imwe nzvimbo ine zvibodzwa zvinodzokororwa.
Kana uchitsvaga mabhizinesi ekudzikira-kuderera, maindasitiri anotevera inzvimbo yakanaka yekutanga:
- Zvishandiso: Vanhu vachiri kuda kupisa nemagetsi mukuderera kwehupfumi.
- Consumer staples: Vanhu vachiri kuda kudya, kunwa nekukwesha mazino avo.
- Kurapwa: Vanhu vachiri kuda kutarisira hutano hwavo.
Asi hatifanire kugumira pakutarisa maindasitiri aya. Tinogona kuwana matombo akavanzika kunyangwe mumaindasitiri ecyclical, senge inogara ichikura pizza cheni Domino's.
Zvikamu zvinoumba mari muzvikamu zvekudzivirira. Kunobva: WallStreet Mojo
Saizvozvo, hazvisi zvese zvinoshandiswa, zvigadzirwa, uye makambani ezvehutano ane dhizaini-chiratidzo mabhizinesi emhando: WalMart haitengese zvinhu chete, semuenzaniso, saka miganho yayo inogona kuramba ichirova mukuderera. Ndicho chikonzero nei zvakakosha kuita basa rako rechikoro uye kutarisa maitiro ese ekuderedza-ufakazi hwemasheya.
Investment mumasheya ane ma dividends akagadzikana uye buybacks🤑
Kuisa mari muzvikamu zvegovedhi negoho rakanaka kunowanzopfuura musika wakafara kana mitengo yemubereko ichikwira, kana inflation yakwira, uye kana kukura kwehupfumi kuchiderera. Kana zviri zvekutenga, vanoratidza kuti manejimendi haangotendi kuti mutengo wemugove wakachipa, asi uchabatsirawo kutsigira mitengo nekudzikisa huwandu hwezvikamu zviripo uye nekudaro kukura mihoro pachikamu.
Kubatsira kwemasheya asina ma dividends vs. ane dividends. Kunobva: VanEck
Kuisa mari mumasheya ane akasimba bharadhi sheets💸
Kana zvinhu zvose zvikaenda zvisina kunaka, chinhu chekupedzisira chatinoda ndechekuita mari mumatokisi emakambani ane huwandu hwekushanda kwepamusoro, nokuti kuderera kuduku mumari kunogona kukonzera kurova kukuru kune purofiti. Kuwedzera kwemari kunogona kutakura njodzi dzakawanda, kusanganisira kusakwanisa kubhadhara chikwereti, izvo zvinokanganisa kuvimbika kwekambani.
Chishandiso chakanaka chekufungidzira mukana wekuti kambani ichaparara ndiyo modhi Altman Z-Score, iyo inoshandisa zviyero zvishanu zvakakosha zvemari. Chiyero chiri pamusoro pe3 chinoratidza kuti kambani yakachengeteka, nepo chero chiyero chiri pazasi 1,8 chinoratidza matambudziko anogona kuitika munguva pfupi iri kutevera.
Tsanangudzo yeAltman Z-Score modhi. Kunobva: Corporatefinanceinstitute
Investment mumasheya ane yakagadzikana purofiti kukura📈
Tinofanira kutarisa kuita mastock edu ekudyara mumakambani ari kukura nguva dzose, uye zvisinei nekuti hupfumi huri kuita sei. Naizvozvo, isu tinofanirwa kuongorora kukura kwekambani yega yega nekufamba kwenguva:
- Zvinoenderana sei?
- Inowanzodonha kana hupfumi husina kumira zvakanaka?
Uye pamusoro pezvese, isu tinofanirwa kudzivirira kuita mari yedu mumasheya mumakambani anowanzo kuona kudzikira kukuru uye kuisa mari mune ayo anoratidza kukura uye kwakadzikama kwemakore akati wandei. Isu tinofanirwawo kuve nechokwadi chekuti fungidziro yemuhoro yemakore maviri anotevera yakasimba, kana kuti kwete kure zvakanyanya pasi peavhareji yemusika.
Kuisa mari muCocacola (KO) stock kwenguva yakareba kukosha kwekudyara. Kunobva: Yahoo Finance
Kuisa mari mumasheya ane yakaderera volatility uye beta🌪️
Kudzikira kwestock kushanduka, kashoma kakudonha kana misika ichidzika. Ehe, sezvo isu tiri munzvimbo yakasarudzika, kutarisa nhoroondo yestock inogona kunge isina kukwana, saka isu tinofanirwa kuve neshuwa yekutarisawo kushata kwayo, kwaunogona kuona pa. Barchart. Ichakuratidza izvo vatengesi vanotarisira kuti ramangwana rekusagadzikana kwestock yakasarudzwa kuve. Sezvineiwo, tinoda kuona yakaderera nhoroondo uye aireva volatility.
Apple Options Data Summary. Kunobva: Barchart
Kutarisa beta yestock kunogona kukubatsira kuti ufungidzire kuti inonzwa sei pakuchinja mumusika wakafara. Beta ye 0,5 inoratidza kuti kana musika wekutengesa uchirasikirwa ne10%, hupfumi huchadonha hunenge 5%. Chiyero chacho hachina kukwana, asi chinopa nzira yekukurumidza yekufungidzira kuti inodzivirira sei stock. Inogona zvakare kubatsira mukuziva makambani anogona kudzivirira. Somuenzaniso mu finviz Tinogona zvakare kuona makambani ane yakaderera beta.
Investment muzvitoro zvine huremu hunonzwisisika💯
Valuation inobatsira nekuti inoyera "muganho wechengetedzo" yekambani. Panzvimbo pekungotarisa kuti stock iri kutengeserana pamutengo wepamusoro here kana kuderedzwa kumusika, tinofanira kutarisa kuti iri kutengeserana sei kana ichienzaniswa nenhoroondo yayo. Makambani akasimba, anodzivirira anowanzo kutengeserana pamutengo wepamusoro kumusika mumamiriro ese ezvinhu, asi anogona kutengesa pasi peavhareji yavo yenguva refu apo masheya ari kunetseka. Tradingview Iine chikamu chinotibvumira kuona kukosha kwezvinhu zvakasiyana-siyana.
Chishandiso cheTradingview chinobatsira kwazvo pakusarudza kwekudyara mumasheya. Kunobva: Tradingview
Ndeapi mastock investments anoita kucheka?🛒
Mugadziri we Marlboro Altria (MO), mugadziri anodiwa wezvigadzirwa zvemunhu Colgate-Palmolive (CL) uye vavengi veCoca-Cola, PepsiCo (PEP), zvinhu zvitatu zvevatengi zvakasimwa zvibodzwa zvine mutsindo pamatanho mazhinji.
Uye muvatengi discretionary stocks, maviri parizvino anotaridzika anoyevedza nemaitiro edu: auto zvikamu zvekutengesa O'Reilly Zvemotokari (ORLY) uye mugadziri wepizza Domino's Pizza (DPZ).
Mune mamwe mativi, iyo yakadzorwa yemagetsi sevhisi kambani Xcel Simba (XEL), masheya ehutano Kadhidine Utano (CAH) uye Kutsvaga Kuongorora (DGX), mutyairi wechitima Union pacific (UNP) uye mugadziri wemagetsi Hubbell Incorporated (HUBB) inoitawo kunge inoyevedza zvichienderana nehunhu hwataitsvaga kuti tiite mari yedu mumasheya.