Kodi tanthauzo la S&P 500 index, lomwe makampani akuphatikizidwa ndi chiyani, graph kwa zaka 20-50

STANDARD & POOR’S 500 Index (S&P 500) ndi imodzi mwama indices otchuka komanso odziwika bwino padziko lonse lapansi. Itha kuyikidwa mofanana ndi index ya Dow Jones. Pa Okutobala 29, 2021, index idafika pachimake, ndiye chiyembekezo chake ndichabwino.

Kodi S&P 500 ndi chiyani

Chidule cha “S&P 500” chikutanthauza index ya msika. Panthawiyi, amatsata masheya amakampani 500 aku US. Onsewa amasiyanitsidwa ndi kuchuluka kwakukulu kwa capitalization. Chifukwa cha SP500, mutha kuyang’anira momwe msika ukuyendera. Ifotokozanso za kuopsa ndi kubweza kwa makampani akuluakulu. Mndandandawu nthawi zambiri umagwiritsidwa ntchito ndi osunga ndalama ngati chizindikiro cha msika wonse. Zimayerekezedwa ndi mitundu ina yonse ya ndalama. Pofika 2021, indexyo ili ndi kubweza pafupifupi 13% pachaka. Mu Okutobala chaka chino, idafika pachimake chambiri. Panthawiyi, mtengo wa intraday wapamwamba ndi kutseka kwakukulu kunali 4,608.08. [id id mawu = “attach_7712” align = “aligncenter” wide = “659”]
s&p 500 lero – 12/18/2021[/caption] Lingaliro lenileni la kusinthanitsa kapena index ya masheya imatanthauza chizindikiro chomwe osunga ndalama amatha kudziwa kuchuluka kwamitengo nthawi imodzi pagulu lonse la magawo kapena mitundu ina yazinthu. Mwa kuyankhula kwina, masheya angapo amatengedwa nthawi imodzi, mwachitsanzo, makampani onse m’dziko limodzi, omwe mitengo yawo imawonjezedwa. Zotsirizirazo zimachulukitsidwa ndi ma coefficients osankhidwa mwapadera. Nambala ya chiwerengero cha index, ngati titenga nthawi yosiyana, sichikhala ndi chidziwitso chilichonse chothandiza. Otsatsa amawunika momwe mtengo wamtengo wapatali wa gulu lonse la katundu umasintha pakapita nthawi. Nthawi yokhazikika ndi zaka 10. Ngati ndondomekoyi ipitirire kukula kwa zaka 10, izi zidzakhala chizindikiro chakuti chuma cha dziko chili bwino. Magawo amakampani ali ndi chiyembekezo chokhazikika, ndipo, motero, kugula kwawo kudzabweretsa phindu labwino kwa munthu m’tsogolomu. Mndandanda wa S&P 500 uli ndi mayina amakampani awiri omwe adayambitsa ndalama. Izi ndi Standard ndi Zosauka. Idakhazikitsidwa mwalamulo pa Marichi 4, 1957. Mu 1966, idagulidwa ndi McGraw-Hill. Pambuyo pake, mlozerawu unapezedwa kangapo ndi mabungwe ena. Tsopano ndi ya kampani ya eni ake a Dow Jones. [id id mawu = “attach_7730” align = “aligncenter” wide = “696”] Pambuyo pake, mlozerawu unapezedwa kangapo ndi mabungwe ena. Tsopano ndi ya kampani ya eni ake a Dow Jones. [id id mawu = “attach_7730” align = “aligncenter” wide = “696”] Pambuyo pake, mlozerawu unapezedwa kangapo ndi mabungwe ena. Tsopano ndi ya kampani ya eni ake a Dow Jones. [id id mawu = “attach_7730” align = “aligncenter” wide = “696”]
Tchati cha index ya SP500 kuyambira 1990 mpaka 2012 [/ mawu]

Zomwe zikuphatikizidwa mu S&P 500 Index

Mndandandawu umapangidwa motere. Makampani akuluakulu a 500 aku US ndi capitalization amaganiziridwa. Komabe, pali ma nuances angapo apa. Mwachitsanzo, powerengera, ndalama zokhazo zomwe zimagulitsidwa kwaulere pamsika (osachepera 50% ya magawo) zimaganiziridwa. Makampani apadera ndi mabungwe omwe magawo awo sangathe kugulidwa pamsika wamalonda samaganiziridwa. Kuphatikiza apo, magawo omwe akuphatikizidwa mu index ayenera kusiyanitsidwa ndi kuchuluka kwawo. Mwanjira ina, ziyenera kukhala zotheka kugula kapena kugulitsa magawo nthawi iliyonse. Kupangidwa kwa S&P 500 kumawunikidwa kotala lililonse. Zosinthazi zimakhudza kwambiri:

• kuphatikizidwa ndi kuchotsedwa kwa makampani ena pa index;
• kuchepetsa kapena kuwonjezeka kwa gawo la magawo a bungwe mu index;

Pakadali pano, mawonekedwe akuluakulu a S&P 500 akuwoneka motere: Musaiwale kuti panthawi yowerenga nkhaniyi, zomwe zili patebulo zitha kusintha kale. Gawo lamakampani omwe ali pamndandandawo amawerengedwanso, monga tafotokozera kale, kotala lililonse la chaka. Ziyeneranso kuganiziridwa kuti kulemera konse kwa kampani mu index kumagawidwa mosagwirizana. Mwachitsanzo, makampani 10 apamwamba amawerengera 25% yokha ya kulemera konse. Mabungwe 15 otsatira pamndandandawo atenga pafupifupi gawo limodzi mwa magawo atatu a voliyumu yonse. Gawo lamakampani omwe ali mu TOP-50 adzakhala pafupifupi 50%. Kulemera kwa makampani omwe ali pansi pa mndandanda wa ndondomeko, i.e. amatenga malo 400 mpaka 500, adzakhala ochepa. Pafupifupi, izi zikuchokera ku 0.01 mpaka 0.05%. Iwo. Tikayerekeza ziwerengerozi ndi tebulo, zimakhala choncho

Momwe S&P 500 imagwirira ntchito

S&P 500 imayang’anira mosamala kukula kwa msika wamakampani omwe amapanga index. Mawu oti “market capitalization” apa akutanthauza kuchuluka kwa magawo omwe amaperekedwa ndi kampaniyo. Ndizosavuta kuziwerengera. Ndikokwanira kuchulukitsa kuchuluka kwa magawo omwe kampaniyo imatulutsa ndi nambala yawo. Mwachitsanzo, ngati bungwe lili ndi ndalama zogulira msika zokwana madola 100 biliyoni, lidzapeza phindu kuwirikiza ka 10 phindu la kampani yokhala ndi ndalama zokwana madola 10 biliyoni.

Pofika 2021, ndalama zonse zamsika za S&P 500 ndi pafupifupi $27.5 thililiyoni.

Sitiyenera kuiwala kuti ndondomekoyi imangoyesa masheya a anthu. Siziganizira zotetezedwa zomwe zili m’magulu olamulira, makampani ena kapena mabungwe aboma. Kuti muphatikizidwe pamndandandawu, kampani iyenera kukhala ku United States of America ndipo ili ndi ndalama zogulira msika zosachepera $8.2 biliyoni. Pa nthawi yomweyo, osachepera 50% ya magawo ake ayenera kupezeka kwa anthu wamba. Zotetezedwa ziyenera kugulitsidwa zosachepera $ 1 iliyonse. Magawo anayi otsiriza asanalowe mu ndondomekoyi, bungwe liyenera kukhala ndi phindu lokha. Panthawi imodzimodziyo, akatswiri akuyenera kutsimikizira kuti, malinga ndi maulosi, izi ziyenera kupitilira zaka zingapo zikubwerazi. Malinga ndi data ya 2021, kuwonongeka kwa gawo la S&P 500 kumaphatikizapo izi:

• Zipangizo zamakono: 27.5%;
• Zaumoyo: 14,6%;
• Ntchito za ogula: 11.2%;
• Ntchito zoyankhulirana: 10,9%;
• Ndalama: 9,9%;
• Makampani: 7.9%;
• Katundu wa ogula: 7.0%;
• Zothandizira: 3.1%;
• Malo ogulitsa nyumba: 2,8%;
• Zida: 2,6%;
• Mphamvu: 2.5%.

Zithunzi ndi mafotokozedwe

Mlozerawu umasungabe kukula kwake kwabwino, ngakhale mavuto azachuma omwe amabwera chifukwa cha mliriwu. [id caption id = “attachment_7710” align = “aligncenter” width = “623”]
Kuthekera kwapamwamba kwa index ya SnP[/caption] Akatswiri amalosera kuti kukula kukhoza kufika ku 8% pakadutsa miyezi 12. Pafupifupi, pakukhalapo konse kwa S & P 500 ndi omwe adatsogolera, kubwerera kwapachaka kwa ndondomekoyi kunali + 9.7%
. ku 10% kubwerera.

Momwe mungapangire ndalama ndi S&P 500

Nzika yapakati ya Russian Federation sichidzatha kuyika ndalama mwachindunji ku S & P 500. Izi ndichifukwa cha ndondomeko yomwe eni ake a index amatsatira mosamalitsa. Komabe, munthu akhoza kutsanzira momwe amachitira ndi index fund. Kuonjezera apo, nzika za Russian Federation zikhoza kungogula magawo a makampani omwe ali mbali ya S & P 500. Adzabweretsanso ndalama zabwino. Ogulitsa ambiri amagwiritsa ntchito S&P 500 ngati chisonyezo chachuma. Chowonadi ndi chakuti chuma cha US chimasiyanitsidwa ndi kukhazikika kwake. Choncho, makampani ophatikizidwa mu index, omwe ali m’dera la dziko lino, amasiyanitsidwa ndi kudalirika kwawo ndi ziyembekezo zawo. Izi zimapereka chidaliro kwa osunga ndalama pamtengo wa magawo omwe amagula kuchokera ku mabungwewa. Popeza S&P 500 imangoyesa masheya aku US, osunga ndalama akulangizidwa kuti asaiwale za misika yamayiko ena. M’zaka zaposachedwapa, China ndi India ali ndi chiyembekezo chabwino cha chitukuko chowonjezereka. Mwina ndizomveka kugula zotetezedwa nthawi ndi nthawi zomwe zili ndi makampani omwe ali ndi mayina mderali. Kuyika ndalama kwa oyamba kumene mu S&P 500 index – momwe mungasungire ndalama mu index SP: https://youtu.be/ZJrL75jL6rM Ofufuza ena akuwonetsa kuti m’zaka zingapo, masheya aku China ndi India atha kufikira pomwe US katundu. Olosera ambiri omwe ali ndi chiyembekezo amakhulupirira kuti zotetezedwa zitha ngakhale kupambana kuposa iwo. Komabe, zonsezi ndi zoneneratu ndi zongoganizira zomwe zilibe maziko olimba. Komabe, siziyenera kunyalanyazidwa. M’zaka zingapo zikubwerazi, mkhalidwe wa zachuma padziko lapansi ungasinthe kwambiri.

S&P 500 Njira Zogulitsa

Pali njira zambiri zogulitsira zomwe zimagwirizana ndi index iyi. Pano, amalonda amagwiritsa ntchito njira zonse zomwe zilipo, kuchokera ku scalping kupita kuzinthu za nthawi yaitali. Komabe, kupatula njira zina, pali njira yomwe imaphatikizapo kutha kwa zochitika zomwe zimagwirizana ndi kugwirizanitsa kapena kusiyana kwa kufalikira pakati pa S & P 500 ndi mitundu ina ya indices, kapena masheya. Mwamwayi, iyi ndi imodzi mwa mitundu ya malonda awiriawiri, omwe amatanthawuza kutchinga.

Zotengera zazikulu kuchokera ku S&P 500

1. Ogulitsa ambiri akhala akudziwa kale kuti kukhala ndi S&P 500, kapena gawo lina la masheya omwe ali nawo, ndi njira yabwino yosinthira masheya anu. Izi zili choncho makamaka chifukwa chakuti index pakali pano imakhudza kwambiri msika wamasheya.
2. Komabe, nthawi zina pamakhala chiwopsezo cha kugwa ngakhale magawo odalirika a msika wogulitsa. Pankhaniyi, amalonda amakonda kutsegula malo ochepa.
3. Mu S&P 500, malo ochepa pano atha kuyimiridwa m’njira zosiyanasiyana, kuyambira kugulitsa S&P 500 ETF mpaka kugula zosankha pa index kapena kugulitsa zam’tsogolo.

Kodi S&P 500 ndi chiyani, momwe mungasungire ndalama mu index ya SnP 500, malingaliro a Warren Buffett pa index ya S&P: https://youtu.be/OFRNvRaguoE ndalama. Kuti muchite izi, muyenera kugula magawo a mabungwe omwe akuphatikizidwa mu index. S&P 500 ili ndi chiyembekezo chakukula bwino, chomwe chimapatsa munthu yemwe wapeza zotetezedwa ndikukhazikika komanso pakuwonjezeka kwa ndalama zomwe amapeza kuchokera kumagawo.