Nibihe bigize indangagaciro ya S&P 500, ibigo birimo, igishushanyo cyimyaka 20-50

Indangantego 500 ya STANDARD & POOR (S&P 500) ni kimwe mu bipimo bizwi cyane kandi bizwi ku isi. Irashobora gushirwa kumurongo hamwe na Dow Jones. Ku ya 29 Ukwakira 2021, indangagaciro yageze ku bihe byose byo hejuru, bityo ibyiringiro byayo ni byiza.

S&P 500 ni iki

Amagambo ahinnye “S&P 500” bivuga igipimo cy’isoko ry’imigabane. Kugeza ubu, akurikirana ububiko bwamasosiyete 500 yo muri Amerika. Byose bitandukanijwe nurwego runini rwinyuguti nkuru. Turashimira SP500, urashobora gukurikirana imikorere yisoko ryimigabane. Bizatanga kandi raporo ku ngaruka n’inyungu z’amasosiyete manini. Umubare akenshi ukoreshwa nabashoramari nkigipimo cyisoko ryose. Ugereranijwe nubundi bwoko bwose bwishoramari. Kugeza mu 2021, igipimo gifite impuzandengo yo kugaruka hafi 13% kumwaka. Mu Kwakira uyu mwaka, yageze ku mateka ntarengwa. Muri iki gihe, agaciro k’umunsi wo hejuru kandi gufunga ntarengwa kwari 4.608.08. [ibisobanuro id = “umugereka_7712” align = “aligncenter” ubugari = “659”]
s & p 500 uyumunsi – 18/12/2021 Muyandi magambo, imigabane myinshi yitabwaho icyarimwe, urugero, ibigo byose byo mugihugu kimwe, ibiciro byiyongereye. Iheruka, nayo, igwizwa na coefficient zatoranijwe zidasanzwe. Agaciro k’umubare w’indangagaciro, niba dufashe igihe cyihariye, ntabwo gitwara amakuru yingirakamaro. Abashoramari bakurikirana uburyo igipimo cyibiciro kumatsinda yose yumutungo gihinduka mugihe runaka. Igihe gisanzwe ni imyaka 10. Niba igipimo gikomeje kwiyongera mu myaka 10, iki kizaba ikimenyetso cyerekana ko ubukungu bwigihugu bumeze neza. Umugabane wibigo ufite ibyiringiro bihamye, kandi, kubwibyo, kugura bizazana inyungu nziza kumuntu mugihe kizaza. Icyerekezo S&P 500 gikubiyemo amazina yamasosiyete abiri yashinze imari. Nibisanzwe kandi bikennye. Yatangijwe ku mugaragaro ku ya 4 Werurwe 1957. Mu 1966, yaguzwe na McGraw-Hill. Nyuma yibyo, indangagaciro zabonetse inshuro nyinshi nandi mashyirahamwe. Ubu ifitwe na sosiyete ya Dow Jones. Nyuma yibyo, indangagaciro zabonetse inshuro nyinshi nandi mashyirahamwe. Ubu ifitwe na sosiyete ya Dow Jones. Nyuma yibyo, indangagaciro zabonetse inshuro nyinshi nandi mashyirahamwe. Ubu ifitwe na sosiyete ya Dow Jones.
Imbonerahamwe yerekana indangagaciro ya SP500 kuva 1990 kugeza 2012 [/ caption]

Ibiri mubisobanuro bya S&P 500

Ironderero ryakozwe ku buryo bukurikira. Ibigo 500 binini byo muri Amerika byashyizwe mu majwi byitabwaho. Ariko, hano hari umubare utari muto. Kurugero, iyo ubaze, gusa iyo mibare yimigabane ifite uruzinduko rwubusa kumasoko (byibuze 50% byimigabane). Ibigo byigenga n’imiryango idafite imigabane idashobora kugurwa ku isoko ryimigabane ntibitaweho. Mubyongeyeho, imigabane yashyizwe mubipimo igomba gutandukanywa nubwinshi bwayo. Muyandi magambo, bigomba gushoboka kugura cyangwa kugurisha imigabane umwanya uwariwo wose. Ibigize S&P 500 bisubirwamo buri gihembwe. Impinduka zireba cyane:

• kwinjiza no guheza ibigo bimwe kurutonde;
• kugabanya cyangwa kongera umugabane wimigabane yumuryango mubipimo;

Kuri ubu, ibyingenzi byingenzi bigize S&P 500 bisa nkibi:
Ibigize S&P 500 – s & p 500 uyumunsi [/ caption] Ntiwibagirwe ko mugihe cyo gusoma ingingo, amakuru mumeza ashobora kuba yarahindutse. Umugabane wamasosiyete murutonde wongeye kubarwa, nkuko bimaze kuvugwa, buri gihembwe cyumwaka. Hagomba kandi kuzirikanwa ko uburemere rusange bwikigo murutonde rwatanzwe muburyo bumwe. Kurugero, ibigo 10 byambere bifite 25% gusa yuburemere bwose. Amashyirahamwe 15 akurikira kurutonde azaba afite hafi kimwe cya gatatu cyubunini. Umugabane wibigo biri muri TOP-50 bizaba hafi 50%. Uburemere bwibigo biri munsi yurutonde rwibipimo, ni ukuvuga ifata kuva 400 kugeza 500, bizaba bidafite agaciro. Ugereranije, ibi biva kuri 0.01 kugeza 0.05%. Abo. Niba tugereranije iyi mibare nimbonerahamwe, biragaragara ko

Uburyo S&P 500 ikora

S&P 500 ikurikirana neza igishoro cyamasoko yibigo bigize indangagaciro. Ijambo “gushora imari mu isoko” hano ryerekeza ku gaciro rusange k’imigabane itangwa na sosiyete. Biroroshye kubara. Birahagije kugwiza umubare wimigabane isosiyete itanga numubare wabo. Kurugero, niba ishyirahamwe rifite imari shingiro ya miliyari 100 z’amadolari, rizinjiza inshuro 10 inyungu yikigo gifite imari shingiro ya miliyari 10 z’amadolari.

Kugeza mu 2021, igishoro rusange cy’isoko rya S&P 500 ni hafi miliyoni 27.5.

Ntidukwiye kwibagirwa ko igipimo gipima gusa ububiko rusange. Ntabwo yitaye kuri izo mpapuro zigizwe nitsinda rishinzwe kugenzura, andi masosiyete cyangwa ibigo bya leta. Kugirango ushyirwe muri urwo rutonde, isosiyete igomba kuba iri muri Reta zunzubumwe za Amerika kandi ifite isoko ry’imari nibura miliyari 8.2. Muri icyo gihe, byibuze 50% by’imigabane yayo igomba kuboneka kubaturage muri rusange. Impapuro zigomba kugurishwa byibuze $ 1 buri umwe. Ibihembwe bine byanyuma mbere yo kwinjira mubipimo, umuryango ugomba kugira inyungu nziza gusa. Muri icyo gihe, abasesenguzi basabwa kwemeza ko, ukurikije ibiteganijwe, iyi nzira igomba gukomeza mu myaka myinshi iri imbere. Dukurikije imibare 2021, gusenyuka kumirenge ya S&P 500 harimo indangagaciro zikurikira:

• Ikoranabuhanga mu makuru: 27.5%;
• Ubuvuzi: 14,6%;
• Serivisi z’umuguzi: 11.2%;
• Serivisi z’itumanaho: 10.9%;
• Imari: 9.9%;
• Inganda: 7.9%;
• Ibicuruzwa byabaguzi: 7.0%;
• Ibikorwa: 3.1%;
• Umutungo utimukanwa: 2.8%;
• Ibikoresho: 2,6%;
• Ingufu: 2,5%.

Igishushanyo n’ibisobanuro

Igipimo gikomeza iterambere ryacyo ryiza, nubwo ikibazo cyubukungu cyatewe nicyorezo. . _
Ugereranije, hejuru yubuzima bwose bwa S&P 500 nabayibanjirije, inyungu yumwaka yibipimo yari + 9.7%
. Mugihe kirekire, hamwe no guhora tunonosora inyungu, imigabane yamasosiyete arimo indangagaciro irashobora kuzana nyirayo hejuru Kuri 10% kugaruka.

Nigute ushobora kubona amafaranga hamwe na S&P 500

Ugereranyije umuturage w’Uburusiya ntazashobora gushora imari muri S&P 500. Ibi biterwa na politiki ba nyir’urutonde bakurikiza byimazeyo. Ariko, umuntu arashobora kwigana imikorere yayo hamwe nikigega cyerekana. Byongeye kandi, abaturage b’Uburusiya barashobora kugura gusa imigabane yamasosiyete agize S&P 500. Bazana kandi inyungu nziza. Abashoramari benshi bakoresha S&P 500 nkikimenyetso cyubukungu. Ikigaragara ni uko ubukungu bw’Amerika butandukanijwe n’umutekano wabwo. Kubwibyo, ibigo bikubiye mubipimo, biherereye mubutaka bwiki gihugu, bitandukanijwe nubwizerwe nicyizere. Ibi biha abashoramari icyizere agaciro k’imigabane bagura muriyi miryango. Kubera ko S&P 500 ipima gusa ububiko bwa Amerika, abashoramari barasabwa kutibagirwa amasoko y’ibindi bihugu. Mu myaka yashize, Ubushinwa n’Ubuhinde bifite amahirwe menshi yo kurushaho gutera imbere. Ahari birumvikana kugura burigihe kugura impapuro zifitwe namasosiyete aherereye amazina muri kano karere. Gushora imari kubatangiye muri S&P 500 – uburyo bwo gushora imari muri indangagaciro SP: https://youtu.be/ZJrL75jL6rM Bamwe mu basesenguzi bavuga ko mu gihe kiri imbere, mu myaka mike, Ubushinwa n’Ubuhinde bishobora kugera ku mwanya umwe na Amerika ububiko. Abahanuzi benshi bafite ibyiringiro bemeza ko impapuro zagaciro zizashobora no kuzirenza. Ariko, ibyo byose nibihanurwa gusa nibitekerezo bidafite urufatiro rukomeye. Ariko rero, ntibakwiye kwirengagizwa. Mu myaka mike iri imbere, ubukungu bwisi burashobora guhinduka cyane.

S&P 500 Ingamba zubucuruzi

Hariho ingamba nyinshi zubucuruzi zijyanye niyi ngingo. Hano, abacuruzi bakoresha uburyo bwuzuye bwuburyo buriho, kuva kwangirika kugeza gushora igihe kirekire. Ariko, usibye ubundi buryo, hariho uburyo bukubiyemo kurangiza ibikorwa bigamije guhuza cyangwa gutandukanya ikwirakwizwa hagati ya S&P 500 nubundi bwoko bwibipimo, cyangwa ububiko. Mubisanzwe, ubu ni bumwe muburyo bwo gucuruza, bivuga uruzitiro.

Ibyingenzi byingenzi biva muri S&P 500

1. Abashoramari benshi bamenye kuva kera gutunga S&P 500, cyangwa igice cyimigabane ifite, ninzira nziza yo gutandukanya imigabane yawe. Ibi ahanini biterwa nuko indangagaciro ikubiyemo isoko ryimigabane hafi ya yose.
2. Ariko, rimwe na rimwe hari iterabwoba ryo kugwa ndetse nibice byizewe byisoko ryimigabane. Muri uru rubanza, abacuruzi bahitamo gufungura imyanya migufi.
3. Muri S&P 500, umwanya muto hano urashobora guhagararirwa muburyo butandukanye, uhereye kugurisha S&P 500 ETF kugeza kugura gushyira amahitamo kurutonde cyangwa kugurisha ejo hazaza.

Niki S&P 500, nigute washora imari muri SnP 500, igitekerezo cya Warren Buffett kubitekerezo bya S&P: https://youtu.be/OFRNvRaguoE amafaranga. Kugirango ukore ibi, uzakenera kugura imigabane yimiryango iri murutonde. S&P 500 ifite amahirwe yo gukura neza, itanga umuntu wabonye impapuro zagaciro kandi zihamye kandi mugihe kirekire izamuka ryinjiza ziva kumigabane.