Kodwa yintoni ekuxelela yona ngesitokethi kwaye ziphi iimpawu ezixubileyo abatyalo-mali abazenzayo xa amawebhusayithi amathathu ahlukileyo abiza i-betas ezintathu ezahlukeneyo kwisitokisi esifanayo?
Ingxenye yokugqibela yaloo mbuzo ivela kumfundi, uDan R., owayezibuza ukuba kutheni iWebhsayithi ezintathu zamnika iimpendulo ezifanayo kumbuzo ofanayo malunga ne-beta ye-stock kwaye enye impendulo yayibonakala ihluke kakhulu kwezinye ezimbini.
Umbuzo kaDan
Masijongane nombuzo kaDan kuqala, uze uthethe malunga nokuba yi-beta isitshela ntoni. Okokuqala, ukuhlaziywa malunga nokuba yi-beta.
I-Beta iyimilinganiselo eyenza ukunyanzeliswa kwesitokisi okanye umngcipheko kuwo wonke amashishini. Kubalwa ngokusebenzisa uhlalutyo lokuhlaziya.
Iimarike, eziqhelekileyo nge- S & P 500 Index , zinikezwa i-beta ye-1. Ukuba isitokti sinokuzithengisa ngaphezu kweemarike, i-beta yayo iya kuba ngaphezu kwe-1, kwaye ukuba iyancinci kuneemarike, i-beta yayo iya kuba ngaphantsi kwe-1.
Ngokomzekelo, isitokethi esine-beta ye-0.8 iya kulindela ukubuyisela ama-80 ekhulwini ngokubanzi njengemarike yonke. Isitokethi esine-beta ye-1.2 iya kususa iipesenti ezingama-20 ngaphezu kweemarike jikelele.
UDani kwi-imeyile yakhe wabuza ukuba kukho indlela engaphezu kweyodwa yokubala i-betas. Ngelishwa, impendulo nguwe ewe, kukho.
Enye yezinto ezikhoyo ekubaleni kwe-beta kukude kangakanani na ukuhamba kunye nokubala. Ezinye izibalo zisekelwe kwiminyaka emithathu yedatha, kanti ezinye zisekelwe kwiminyaka emihlanu yamanani.
Iintlobo
Ezi ziguquko kunye nabanye bangenza umehluko kwi-beta echazwe.
Uninzi lwamasayithi aluniki iinkcukacha malunga nokuba mangaphi amanani abo abalwa - amaninzi amaninzi athengisa idatha esuka kubathengisi.
Ukubethelwa kwakho kukubambelela ngamagama owaziyo kunye nokwethembayo kwaye ukuba ufuna ukuthelekisa iinkampani, sebenzisa iWebhsayithi efanayo kuba amanani kufuneka abe ngendlela efanayo.
Ibali leBeta
Yintoni i-beta etshilo abatyala-mali? Maxa wambi ilahleka kwingxolo yeemarike.
Into enye ayitshiyo kuthi yintoni i-beta eya kuba ngumnyaka ozayo. Izibalo zinyanisekileyo kwaye zithethi ngento eyenziwa yinkampani kwikamva.
I-Beta iluncedo kwixesha elifutshane lokulinganisa umngcipheko wexabiso le-stock ukuguqulwa ngendlela esingenako ukukhululeka ngayo.
I-Beta isitshela indlela isitokethi esabela ngayo kwiimarike okanye kwiinkqubo zenkqubo, kodwa asixeleli nto ngamandla okanye inkintelo yenkampani ngaphakathi kweshishini layo.
Ngokomzekelo, i-beta iza kusitshela indlela isitokethi esiya kusabela ngayo ngokumalunga nokuthengiswa kwemarike.
Nangona kunjalo, akusayi kusitshela nantoni na malunga nomthelela womthetho kubangenisi bama-orang, kodwa oko kunokubangela impembelelo ebalulekileyo kumashishini ambalwa.
Isiphelo
Fumana ulwazi lwakho lwezezimali kumthombo ofanayo ukuba uya kuqhathanisa iinkampani ngendlela owazi ngayo ukuqokelela idatha nokuhlalutya. I-Beta inceda ekunqumeni amathuba okuba ixabiso liguquke kwixesha elisondeleyo, kodwa lithembeke kakhulu xa likhangele umfanekiso wesikhathi eside.