Ukuba uza kutyala imali oyigcinileyo kwimarike yaseSpain, kuya kufuneka uyazi ukuba ayizizo zonke izinto ezincitshisiweyo ukuya kwisalathiso sezabelo zamazwe, Ibex 35. Ukuba akunjalo, ngokuchaseneyo, kukho ezinye iibhentshi ezinokuba yinzuzo enkulu ukuze ukwazi ukwenza imisebenzi yakho kwiimarike zezemali. Ukuza kuthi ga kwinqanaba lokuba abatyali zimali abancinci nabaphakathi banokuthi bangaziwa. Okanye ubuncinci benolwazi oluncinci malunga noomatshini bayo kwaye nangamaxabiso enza ezi indices zemarike yesibini. Apho inzuzo enkulu inokuthi ifumaneke ukuba iimeko zentengiso zezona zifanelekileyo.
Ngaphakathi kwezi marike zezemali kummandla waseSpain, kukho zonke iintlobo kunye nezinto ezahlukeneyo. Ukusuka kwezona zibalulekileyo zibandakanyiwe Iinkampani zaseLatin American ezo zibonakaliswa ngokubandakanya isitokhwe esincinci nesincinci. Ngayiphi na imeko, unokhetho oluninzi onokukhetha kulo, kuxhomekeke kwiprofayili oyibonisayo njengomtyali mali omncinci nophakathi. Nangona kuya kuba kubaluleke kakhulu ukuba uyazi ukuba ziqulathe ntoni kwaye zeziphi ezona mpawu zibonakalayo. Kuba nganye yezi indices zesitokhwe yahlukile kwenye. Ungalibali ukusukela ngalo mzuzu uye phambili.
Elinye lamanqaku abamnyama abatyali kukuba ukusebenza kwabo kuthintelwe ikakhulu kukhuseleko olwenza i-Ibex 35. Akumangalisi ukuba, eli nyathelo libangela ukuba balahle uninzi mathuba o shishino qho ngonyaka. Kungenxa yokuba kukho izindululo ezinenzuzo kakhulu eziphinda ziphinde zilinganise ngaphezulu kwe-50%. Azikho iimeko eziqhelekileyo, kodwa unyaka nonyaka kukho isimanga kwezi mpawu. Akumangalisi ukuba ngumbuzo wee-indices zesitokhwe ezibonelela ngokunyaniseka okukhulu kwikoteyishini yamaxabiso ezabelo. Yinto eqhelekileyo kwiidinomine ezihlanganisiweyo kule mithombo yesalathiso sezabelo zaseSpain.
ILatibex, isalathiso esithetha iSpanish
Kuzo zonke izalathiso kukho enye yazo eme ngaphezu kwezinye. Ayikho enye ngaphandle kweLatibex kwaye ibhekisa kuyo Isalathiso seLatin American kwamashishini ezabelo zamazwe IArgentina, iChilean, iBrazil kwaye ke nazo iinkampani zaseSpain zidityanisiwe kuyo. Imvelaphi yabo ilele kwinto yokuba zonke zidweliswe kwiimarike zezemali zaseMadrid. Umahluko ochuliweyo kule marike ikhethekileyo. Kwelinye icala, icinga ngesangqa esifutshane sesicatshulwa kunokuba kubhekiswe kwisalathiso esikhethiweyo sentengiso yaseSpain. Ukuza kuthi ga kwinqanaba lokuvula iiyure ezintathu kamva, ngentsimbi ye-11 kusasa.
Ngomnye umthambo, kwiLatibex lonke ukhuseleko lubhalwe kuluhlu lweeuros hayi kwizimali zalapha ekhaya. Oku kuyanceda ukwenza imisebenzi kuba awuzukunyanzeleka ukuba uyenze akukho tshintshiselwano lwemali Oko kunokukuhlawulela iindleko ezongezelelekileyo kwimisebenzi nganye eyenziweyo kwintengiso yezemali engaziwa kakuhle ngabatyali mali abaninzi. Ngayiphi na imeko, yenye yeendlela onazo ngoku ebusweni be-Ibex 35. Ayaziwa okanye iququnjelwa rhoqo, kodwa inokukufumanela i-euro eninzi kwezi zihlandlo zichanekileyo.
Izalathiso ezingakumbi: Ibex Medium Cap
Eli xesha sisalathiso samaxabiso cap-phakathi. Babonakaliswe ngokubekwa kwindawo ephakathi ngokumalunga nomthamo wabo wokugaya. Ukongeza, olunye ukhuseleko lwayo ngabagqatswa abanobuchule bokujoyina iklabhu ye-Ibex engama-35. Njengazo zonke izikhuthazi ukuze babe nokuqeshwa ukusukela ngoku. Ayothusi into yokuba kukho amaxabiso awaziwayo ngabatyali mali abancinci nabaphakathi. I-NH Hoteles kunye ne-OHL ngumzekelo olungileyo wesi sicwangciso.
Isalathiso se-cap-cap, kwelinye icala, silulwelo kakhulu. Oko kukuthi, awuyi kuba nangxaki iindawo ezivulekileyo okanye ezivaliweyo kwabanye babameli bayo. Ngoguqulelo olufana kakhulu nolo luboniswe kwisalathiso esikhethiweyo sezabelo zamazwe. Ayilolize, abagqatswa ukuba badityaniswe kwimilinganiselo yentengiso yemasheya. Ukungqinelana nesinye sezindululo onokuthi ukhethe kuzo ngaphandle kokuya ngqo kwi-Ibex 35. Kwaye kwiimeko ezininzi, ayaziwa nangabasebenzisi abaninzi. Kodwa inokukunceda ukuba wonge imali ngendlela enenzuzo kwaye ngaphandle kwalo naluphi na uhlobo lomngcipheko ohambelana neemarike zezemali eziziisekondari.
Enye indlela yokuThengisa
Enye yeendlela zokugqibela onazo ngaphandle kwe-Ibex 35 Ingaba le ntengiso yezemali. Ewe kunjalo, enye iNtengiso yeStock (MAB) eyona nto iphambili kuyo kukuba yintengiso yezemali yesibini. Ngamanye amaxesha ilawulwa yinkqubo eyaziwa ngokuba yi-fixing. Oko kukuthi, hayi ngeekowuti eziqhubekayo. Ukuba akunjalo, ngokuchaseneyo, kukho utshintsho kumaxabiso amaxesha ambalwa ngemini. Lukhetho olunomngcipheko omkhulu kunolo lwangaphambili ngenxa yokunqongophala kokufumaneka kokhuseleko. Akumangalisi ukuba, ayothusi into yokuba uneengxaki ezithile zokungena okanye ukushiya izikhundla zabo. Ubuncinci phantsi kokuchanekileyo okufunwayo.
Iinkampani ezenza enye iStock Market azaziwa. Ukongeza, uninzi lwazo lunengxaki enkulu yezemali ebenza babe sesichengeni sokufezekisa iinjongo zabo. Ukuya kwinqanaba lokuba ngamanye amaxesha baye babhanga ngenxa ye- accounting okanye imeko yezemali. Liqela leenkampani ezamkela ezona zinto ziqikelelweyo kwintengiso. Kuba ngabo unokufumana imali eninzi kwiiyure ezimbalwa. Kodwa ngenxa yezizathu ezifanayo, kukushiye ngaphezulu kwe-euro kunokuba unqwenela apha endleleni.
Ndifanele ndityalomali phi?
Ngayo yonke ingqiniseko yokuba ngexesha elithile okanye kwenye ukhe wazibuza lo mbuzo. Kwelinye icala inempendulo enzima kuba iya kuxhomekeka ngokusisiseko kwiprofayili oyivezayo njengomtyali mali omncinci nophakathi. Kwelinye icala, awungekhe ulibale ukuba ngenxa yamaxabiso angaziwayo, baya kufuna umzamo omkhulu kwicala lakho. Ithetha ntoni le nto? Kodwa into elula njengaleyo kufuneka wazise malunga nenqanaba lale nkampani kwaye ngakumbi a ukubeka esweni ngokubanzi yokuvela kwamaxabiso abo. Apho ukungazinzi kuhlala kuhlala kukho kwimidlalo yabo. Ngokukhawulezisa kakhulu okunokubangela iimeko ezingathandeki kwaphela.
Ngayiphi na imeko, kusoloko kuyacetyiswa ukuba ukhethe ezona indices zolwelo kwaye kule ngqondo i-Ibex Medium Cap yeyona inikeza iziqinisekiso ezingaphezulu. Phakathi kwezinye izizathu, kuba yeyona nto ifana nesalathiso esikhethiweyo sezabelo zaseSpain, i-Ibex 35. Awuyi kuba nantlukwano egqithisileyo kwaye uhlala uvelisa amathuba oshishino okwenyani minyaka le anokukhokelela kwimali eseleyo yeakhawunti yakho inyuka ngokuphawulekayo. Nokuba unakho ukukhetha ukubiza imali kwisahlulo, into engekhoyo kwezinye ii-indices zesitokhwe. Ngaphaya kwezinye iindlela zobugcisa.
Yintoni ekufuneka uyixabisile kunyulo?
Okwangoku xa uza kuthatha isigqibo malunga nokuba zeziphi kwezi indices zezona zilungele wena umdla wakho, awuzukukhetha ngaphandle kokuhlalutya le mibuzo ilandelayo sikubhenca yona apha ngezantsi. Ziya kuba luncedo kakhulu kwaye kwelinye icala ziya kubonelela ngokhuseleko olukhulu kwimisebenzi eyenziweyo ukusukela ngoku.
- El ubani ukuba uza kwabela kulowo nalowo msebenzi ngenxa yokuba kuxhomekeke kolu luhlu kuya kubakho ii-indices eziya kulungela ngakumbi ukukhusela umdla wakho.
- El Ixesha lotyalo-mali iya kuba yenye into ekufuneka uyithathele ingqalelo kuba kwii-indices ezingaphantsi kolwelo awuyi kuba nakho ukuba nexesha elide kakhulu.
- Ayizukufana ukuba injongo yakho kukufumana inzuzo ngokukhawuleza ukuba, ngokuchaseneyo, umdla wakho kukuphuhlisa ibhegi yokonga iminyaka eliqela. Ziya kuba zizicwangciso ezahlukeneyo eziya kufuna amacandelo ahlukeneyo kwimarike yemasheya.
- Kuya kufuneka uphinde uvavanye ukuba ngaba unokonga ngokuqinileyo kwiakhawunti yakho yokujonga kuba kule meko unokubeka umngcipheko ngakumbi ekusebenzeni. Ke ngoko unokukhetha enye iNdawo yokuThengisa okanye Ibex Cap encinci.
- Ukuba ekugqibeleni uthatha isigqibo sokutyala imali yakho kwi-Ibex Small Cap awuzukukwazi ukulibala nanini na khotyokiswa kwiindawo ezivulekileyo. Ithetha ntoni le nto? Ewe, into elula njengokuba ixabiso lezabelo likude kakhulu ekuthengeni. Ngomngcipheko wokungahambi ixesha elide.
- Kuzo zonke iimeko, awuzukuhlawula mali engaphezulu iikhomishini okanye iindleko kulawulo lwayo. Ukuba akunjalo, ngokuchaseneyo, banamazinga afanayo nanjenge-Ibex 35. Ngokulula akusekho kwaye akukho ngaphantsi.
- Okokugqibela, kunokubakho Umahluko ophawuleka kakhulu phakathi kwesinye okanye esinye isalathiso sesitokhwe. Njengalo mzuzu, iLatibex yenye yamazwe ambalwa ahamba kwindawo elungileyo.