Yintoni eyona nto ingundoqo ye-S & P 500 index, apho iinkampani zibandakanyiwe, igrafu ye-20-50 iminyaka

I-STANDARD & POOR’S 500 Index (i-S&P 500) yenye yezona zinto zidumileyo kunye nezaziwayo ze-stock indices. Inokuthi ibekwe kwinqanaba kunye ne-Dow Jones index. Nge-29 ka-Okthobha, i-2021, isalathiso sifikelele kwinqanaba eliphezulu, ngoko ke amathemba aso mahle kakhulu.

Yintoni iS&P 500

Isishunqulelo esithi “S&P 500” sibhekisa kwisalathiso semarike yemasheya. Ngeli xesha ngexesha, ulandelela amasheya eenkampani ze-500 zase-US. Bonke bahlulwe ngenqanaba elikhulu lokwenziwa koonobumba abakhulu. Ndiyabulela kwi-SP500, unokulandelela ukusebenza kwemarike yemasheya. Iza kunika ingxelo malunga nemingcipheko kunye nembuyekezo yeenkampani ezinkulu. Isalathiso sisoloko sisetyenziswa ngabatyali-mali njengophawu lwemarike yonke. Ithelekiswa nazo zonke ezinye iintlobo zotyalo-mali. Ukusukela ngo-2021, isalathiso sinembuyekezo ephakathi kwe-13% ngonyaka. Ngo-Okthobha walo nyaka, ifikelele kwimbali yayo ephezulu. Ngeli xesha, ixabiso le-intraday ephezulu kunye nokuvalwa okuphezulu kwakuyi-4,608.08. Eyona ngcamango yotshintshiselwano okanye isalathisi sesitokhwe sithetha isalathisi apho abatyali-mali banokumisela i-dynamics yexabiso lonke ngaxeshanye kwiqela lonke lezabelo okanye ezinye iintlobo ze-asethi. Ngamanye amazwi, izitokhwe ezininzi zithathelwa ingqalelo kanye, umzekelo, zonke iinkampani kwilizwe elinye, amaxabiso azo adityaniswa. Ezokugqibela, ngokuphindaphindiweyo, ziphindaphindwa ngama-coefficients akhethiweyo ngokukhethekileyo. Ixabiso lamanani lesalathisi, ukuba sithatha ixesha elahlukileyo, alithwali naluphi na ulwazi oluluncedo. Abatyalomali bajonga indlela isalathisi sexabiso kulo lonke iqela le-asethi litshintsha ngexesha elithile. Ixesha elimiselweyo yiminyaka eyi-10. Ukuba isalathiso siyaqhubeka sikhula kwiminyaka eli-10, oku kuya kuba ngumqondiso wokuba uqoqosho lwelizwe lukwimeko entle. Izabelo zeenkampani zinethemba elizinzileyo, kwaye, ngokufanelekileyo, ukuthenga kwabo kuya kuzisa inzuzo enhle kumntu kwixesha elizayo. Isalathiso se-S&P 500 siqulathe amagama eenkampani ezimbini ezisungulayo zemali. Oku kuMgangatho kunye noBuhlwempu. Yaziswa ngokusesikweni ngoMatshi 4, 1957. Ngo-1966, yafunyanwa nguMcGraw-Hill. Emva koko, isalathiso safunyanwa izihlandlo eziliqela yeminye imibutho. Ngoku iphethwe yinkampani yomnini weDow Jones. Abahlalutyi baqikelela ukuba ukukhula kunokufikelela kwi-8% kwi-horizon yeenyanga ezili-12. Ngokomyinge, phezu kobukho bonke be-S & P 500 kunye nabangaphambili bayo, ukubuyiswa konyaka kwesalathisi kwaba + 9.7%
. Ngexesha elide, kunye nokuhlaziywa rhoqo kwezabelo, izabelo zeenkampani ezibandakanya isalathisi zinokuzisa umnini wazo. ukuya kwi-10% imbuyekezo.

Uyenza njani imali nge-S&P 500

Ummi oqhelekileyo weRussian Federation akayi kukwazi ukutyalomali ngokuthe ngqo kwi-S & P 500. Oku kubangelwa umgaqo-nkqubo ukuba abanini besalathisi banamathele ngokungqongqo. Nangona kunjalo, umntu unokulinganisa ukusebenza kwayo kunye ne-index fund. Ukongezelela, abemi beRussian Federation banokuthenga nje izabelo zeenkampani eziyinxalenye ye-S & P 500. Baya kuzisa kwakhona ingeniso enhle. Abatyali-mali abaninzi basebenzisa i-S&P 500 njengesalathisi sezoqoqosho. Inyaniso kukuba uqoqosho lwase-US lubonakala ngokuzinza. Ngoko ke, iinkampani ezibandakanyiweyo kwisalathiso, ezikummandla weli lizwe, zihlukaniswa ngokuthembeka kunye nethemba. Oku kunika abatyali-mali ithemba ngexabiso lezabelo abazithengayo kule mibutho. Kuba i-S&P 500 ilinganisa kuphela isitokhwe sase-US, abatyali-mali bayacetyiswa ukuba bangalibali malunga neemarike zamanye amazwe. Kwiminyaka yakutshanje, iTshayina neIndiya zinethemba elihle lophuhliso olungakumbi. Mhlawumbi iyavakala ukuba ngamaxesha athile uthenge izibambiso ezizezamashishini abekwe amagama kulo mmandla. Utyalo-mali lwabaqalayo kwi-S & P 500 index – indlela yokutyala imali kwi-SP yesalathisi: https://youtu.be/ZJrL75jL6rM Abanye abahlalutyi bacebisa ukuba kwixesha elizayo, kwiminyaka embalwa, i-China kunye ne-India stocks inokufikelela kwindawo efanayo ne-US izitokhwe. Ababikezeli abanethemba ngakumbi bakholelwa ukuba izibambiso ziya kude zikwazi ukubadlula. Nangona kunjalo, ezi zonke ziziqikelelo nje kunye neengqikelelo ezingenaso isiseko esiqinileyo. Noko ke, azifanele zingahoywa. Kwiminyaka embalwa ezayo, imeko yezoqoqosho ehlabathini inokutshintsha ngokuphawulekayo.

I-S&P ye-500 yoBuchule bokuRhweba

Kukho izicwangciso ezininzi zokurhweba ezinxulumene nesi salathiso. Apha, abahwebi basebenzisa uluhlu olupheleleyo lweendlela ezikhoyo, ukusuka kwi-scalping ukuya kutyalo-mali olude. Nangona kunjalo, ngaphandle kwezinye iindlela, kukho indlela ebandakanya ukuqukunjelwa kweentengiselwano ezijoliswe ekudibaneni okanye ukuhlukana kokusabalalisa phakathi kwe-S & P 500 kunye nezinye iintlobo ze-indices, okanye i-stocks. Ngokusesikweni, le yenye yeentlobo zokurhweba ngababini, ezibhekiselele kwi-hedging.

Izinto eziphambili ezithatha kwi-S&P 500

1. Uninzi lwabatyali-mali kudala besazi ukuba ukuba ne-S&P 500, okanye inxalenye yesitokhwe esinayo, yindlela efanelekileyo yokwahlula isitokhwe sakho. Oku kuqala ngenxa yokuba isalathisi ngoku sigubungela uninzi lwemarike yemasheya.
2. Nangona kunjalo, ngamanye amaxesha kukho ingozi yokuwa nakwiiyunithi ezithembekileyo ze-stock market. Kule meko, abahwebi bakhetha ukuvula izikhundla ezimfutshane.
3. Kwi-S & P 500, isikhundla esifutshane apha sinokubonakaliswa ngeendlela ezahlukeneyo, ukusuka ekuthengiseni i-S & P 500 ETF ukuthenga iinketho zokubeka kwisalathisi okanye ukuthengisa ikamva.

Yintoni i-S & P 500, indlela yokutyala imali kwi-SnP 500 index, uluvo lukaWarren Buffett kwi-S & P index: https://youtu.be/OFRNvRaguoE imali. Ukwenza oku, kuya kufuneka uthenge izabelo zemibutho ezibandakanyiweyo kwisalathiso. I-S & P 500 inemibono emihle yokukhula, enika umntu oye wafumana izibambiso ngokuzinza kunye nokunyuka kwexesha elide kwingeniso yakhe evela kwizabelo.