Vele, abatshali zimali abangaphezu koyedwa bazoshaywa kakhulu igama lale nkomba yesitoko ekhethekile nesitelekayo, iStoxx Europe Football. Kepha iqiniso ukuthi yiqembu elikhethiwe lemakethe yamasheya lapho wonke amaqembu ebhola anqume ukuhamba ngaleli su lebhizinisi abhalisiwe. Kuze kube seqophelweni lokuthi uzothola iqembu lebhola elingaphezu kwelilodwa kulo nyaka elizofisa ukuwina lelo olifunayo Champions League. Kepha kulokhu, zizokusiza nokuthi wenze inzuzo ngempumelelo ezimakethe zezimali, njengoba nje nezinye izibambiso ezibhekwa njengokujwayelekile.
I-Stoxx Europe Football iyinkomba ehlukile yokutshala imali yakho ngesiphakamiso esihlukile futhi esihlukile sendala sabadala kuleli banga lokusebenza. Hhayi ngeze, ngalezi zikhathi aqoqa ngazo Amaqembu angama-25 amele kakhulu wezwekazi elidala. Ngabe ufuna ukwazi amagama ezinye ezaziwa kakhulu ngabathandi bezemidlalo? Yebo, abanye bathanda amaRomany, iBorussia Dortmund, iBenfica, iSporting Lisbon, iGalasataray, iCeltic neTottenham. Njengoba kungenzeka ubonile, bangamaqembu esigaba sokuqala futhi asezingqondweni zabalandeli abaningi balo mdlalo.
Ngakolunye uhlangothi, uma okufunayo ukuthola elinye lamaqembu amakhulu aseSpain, ube nenhlanhla embi kakhulu ngoba alikho nelilodwa elihlanganiswe neStoxx Europe Football. Izizathu kumele zitholakale ekutheni abakasithathi isinyathelo sokugcina sokuphumela obala. Ngale ndlela, iFútbol Club Barcelona noma I-Real Madrid ngeke zifeze izinhloso zakho zokutshala izimali ezimakethe zezimali. Kepha ungakhathazeki, ngoba impela amathuba ebhizinisi awasoze aswela futhi anelise lesi sidingo kutshalo-mali olukhethekile. Ngaphezu kwalokho, bonke bahlangana enkombeni efanayo yesitoko.
I-Stoxx Europe Football: isebenza kanjani?
Le nkomba exhumene ngqo nomhlaba webhola ibonakala ngokumboza zonke amathikithi webhola lebhola efakwe ohlwini lokuthengiselana ngamasheya eYurophu noma eMpumalanga Yurophu, eTurkey noma esifundeni esandisiwe se-European Union. Inkomba imele ngokunembile ububanzi nokujula komkhakha webhola laseYurophu nokuthi kuze kube sekwedlule iminyaka yama-90 ayizange ihlanganiswe namasheya aseYurophu. Kusuka kulesi simo esivamile, noma iyiphi inkomba yesitoko isebenza njenganoma iyiphi enye futhi ngokungafani nakancane ngokwendlela esebenza ngayo. Ngokwalokhu kubuka, awusoze waba nezinkinga ukusebenza ngamanani abo.
Okunye okuhluke kakhulu ukuziphendukela kwemvelo okungadingi ukuthi kufane nezinkomba zendabuko ezimakethe zamasheya zaseYurophu. Akumangalisi ukuthi amanani abo alawulwa ngamanye amapharamitha ahlukene anokuningi okuphathelene ne imiphumela, iziqu ezizuziwe ngisho nokusayina abakwenzayo emakethe yamazwe omhlaba. Ngakho-ke abadalulwa nezehlakalweni noma ezindabeni zesimo sezomnotho njengoba kunjalo ngamanani akudala. Kungenzeka nokuthi izimakethe zamasheya zehle ngenkathi iStoxx Europe Football inyuka ngentengo noma okuphambene nalokho. Njengenye indlela engeziwe kufanele utshale imali kusuka manje kuqhubeke.
Ukuvela okubi kakhulu emakethe yamasheya
Kunoma yikuphi, iStoxx Europe Football ayizange yenze kangcono kule minyaka eyisishiyagalombili edlule. Uma kungenjalo kunalokho, kube nokuhluka kwamaphesenti acishe abe mahlanu wamaphesenti maqondana namanye ama-indices wezabelo zamazwe aseYurophu. Konke lokhu kusendaweni evumayo lapho ukuthambekela okuphezulu bekuyinto evamile yezenzo zabo. Ngenkathi kulo nyaka, futhi wenza kabi ukwedlula isibonelo i- I-Eurostoxx 50. Noma kungenjalo ngamandla wokuzivocavoca okwedlule. Kunoma ikuphi, kunokwehluka okunengqondo phakathi kwazo zombili izindlela zokwenza izimali ezimakethe zamasheya.
Ngakolunye uhlangothi, le nkomba yemakethe yamasheya yaseYurophu ayikho ngesikhathi sayo esihle kakhulu uma ingaphansi kakhulu. Ngokuphambene nalokho, ikude kakhulu ne- maxisingumlando ukumaka ngaphambi kokufika ku-2000. Uphawu lokuthi ngumkhakha ophelelwe amandla phakathi kwabatshalizimali abancane nabaphakathi. Lapho isimo esishubile sinamandla kakhulu ngoba amanani aso angakhuphuka ngolunye usuku amasheya aso ngo-5% kuthi ngokulandelayo ashiye izibalo ezifanayo. Noma imuphi umphumela omangazayo ungadala ukuthi amanani abo aqhubeke ngamandla amakhulu, aye kolunye uhlangothi noma kolunye.
Inkomba yendabuko kule nkomba
Kodwa-ke, inkomba yendabuko ayisebenzi kahle kuleli banga elikhetheke kakhulu lama-stock indices. Hhayi kancane. Njengoba abatshalizimali bephendukela kakhulu kwizibopho, amafemu e-ETF ayaxakeka ukuthuthukisa ezinye izindlela ezingcono zokubeka lezi zivikelo ezakha iStoxx Europe Football. Ngalo mqondo, akuvamile kakhulu ukubona eminye imikhiqizo yezezimali nalezi ziphakamiso zokutshalwa kwezimali. Noma ku- ETF, izimali ezihlanganyelanayo noma ama-waranti akhona kunoma yimaphi amanani esibhekise kuwo kule ndatshana.
Awukwazi ukukhohlwa ukuthi lawa mavelu akhethekile kuyindlela ongaya ngayo kubabhuki ukuze unqume okuthandayo kweqembu elithile lebhola. Ukufika ezingeni lokuthi sekuvele kungenzeka ukuthi wenze lolu hlobo lomsebenzi lube semthethweni ezimakethe zezimali. Sengathi kusuka ezinye izibambiso kubhekwane nazo, njenge-ACS, i-Endesa, i-BBVA noma enye into ebhalwe ezimakethe zezezimali. Futhi ngebhola ungathuthukisa umugqa wakho ophansi minyaka yonke futhi mhlawumbe ngendlela emnandi futhi ejabulisayo.
Kulo nyaka kushiya cishe ama-20%
Kodwa-ke, ukuvela kwayo kulo nyaka akusiyona into evuna amalungu eStoxx Europe Football. Ngoba empeleni, le nkomba ngu ngaphezulu kancane kuka-17%, esikhundleni se-Ibex 35 noma i-Eurostoxx 50. Ngaphandle kokuthi kube khona izindaba zokubaluleka okukhethekile kulawa magugu, kodwa ngokuphambene nalokho, kuyindlela yabo yokuhweba eyenza lokhu kuhlukahluka okukhulu ekwakhekeni kwamanani abo. Akumangalisi ukuthi amakilabhu ebhola abhalwe ezimakethe zezimali ngokwawo, njengoba abanye abahlaziyi bezezimali bephawula.
Ngakolunye uhlangothi, ibuye iqhathanise nesitayela esihle kakhulu esikhonjiswe eminyakeni yamuva ezinye zezinkomba ezibaluleke kakhulu zaseYurophu. Ngokombono, akungabazeki ukuthi iStoxx Europe Football iyinkomba inzuzo encane, kepha nganoma yisiphi isikhathi lo mkhuba ungashintsha futhi kungaba yisikhathi sokuthi abatshalizimali abancane nabaphakathi babekhona kule ndawo yomhlangano yabathandi balo mdlalo omuhle. Ngenhloso yokwenza ukonga kube nenzuzo ngaphezu kwesilinganiso semakethe yamasheya ezwenikazi elidala.
Imvelo engalingani ezimakethe
Futhi le nkomba ye-Europe Football isebenze kanjani eminyakeni edlule? Yebo, ngokushintshashintsha okukhulu, njengoba ngo-2010 kukhuphuke ngo-30%, ngo-2011 kwehle ngo-40%, kwathi ngo-2012 kwawa futhi, ikakhulukazi ngo-10%. Lokhu kukhombisa ukungafanani ukuqoqa intengo amakilabhu ezemidlalo anayo. Ngoba phakathi konyaka nonyaka kungahle kube khona umehluko ngaphezu kuka-50%, okuthile okungajwayelekile kakhulu kuma-indices amakhulu wesitokwe aseYurophu. Lokho wukuthi, akukhiqizi ukuzethemba okukhulu kubatshalizimali abancane nabaphakathi. Uma kungenjalo, ngokuphambene nalokho, ukusebenza kwabo kugcina ukungabaza okuningi ukuze babe nenzuzo ngempumelelo ethile.
Esinye isici la magugu we-atypical agqama kakhulu ngaso kungenxa yokuthi azithonyiwe kakhulu yizindaba zezomnotho ezenziwa emhlabeni. Kuze kube seqophelweni lokuthi kwesinye isikhathi kube lula unganakwa ngengxenye enhle yabalamuli bezezimali. Lesi yisici esihlukanisa kakhulu kulezi ziphakamiso zokutshala imali nokuthi kufanele uzicabangele kusukela manje kuqhubeke uma ufuna ukubamba iqhaza kulawa magugu.
Bancike kuphi?
Kunezici lapho lezi zimiso zizwela khona kakhulu futhi ngokuvamile ezingadingi ukwenza ngqo nezwe lemakethe yamasheya. Njengesibonelo, okulandelayo esizokwethulela khona kulo mzuzu oqondile.
- Imiphumela yezemidlalo, kufaka phakathi into elula njengokufaka iketanga umugqa omuhle noma omubi wemidlalo elandelanayo ewinile noma elahlekile.
- Ukuphumelela kwe izihloko zemidlalo ehlonishwa kakhulu ekhalendeni lomdlalo omuhle.
- Ukulahleka kwabadlali bebhola abalulekile (ngenxa yokulimala, ukujeziswa, njll.) Kunganikeza ithuba elibaluleke kakhulu entengweni nganoma yisiphi isikhathi.
- Ukugcwaliseka kwe ukusayina okuphezulu lokho kungangeza inani eqenjini lebhola.
- I-Los amalungelo wethelevishini kungumthombo ofanele kakhulu wemali engenayo kulezi zinkampani ezikhetheke kakhulu ngakho-ke kuthonya ukuguqulwa kwamanani azo.
- La ukuphathwa kwezomnotho weklabhu nakho kuyisici esinqumayo sokwazi ukuthi siyini isimo saso sangempela, yize singekho ezingeni elifanayo namanye amakilasi amasheya emakethe yamasheya. Yize kuzobaluleka kakhulu ekuhlaziyweni kwakho okuyisisekelo futhi lokho kuzoholela ekutheni kuvulwe izikhundla noma cha.