Izizathu ezine zokuthenga ii-Mid-Cap Stocks kunye neNgxowa-mali
Ngaba kufuneka uthenge i-stock-caps okanye i-joint funds?
Ukuba uthengela isitokethi ngasinye, kufuneka uphando nganye iqumrhu ukuba unqume ukuba yiziphi iipokethi ezilungileyo. Kudinga ixesha kunye nobuchule. I-trade-off kukuba unokufumana into ethile abahlaziyi bempahla abaye bayigatya.
Kulula kakhulu ukhetha imali ephakathi yamashishini . Ezi mali zikhokelwa ngabaphathi abazi i-middle-cap business ngaphakathi nangaphandle. Kufuneka uphando, kodwa oko kunciphisa umngcipheko wakho. Kungenxa yokuba iimali zinikeza ukuhlukahluka . Bakukunika ukubuyisela okusemgangathweni kumngcipheko ongaphantsi kwexesha.
Unokwenza isigqibo sokuhamba kunye neengxowa-mali ezithengiswayo ezijolise kwiimpahla zesikhokelo. Unemali ephantsi kuneemali ezihlangeneyo. Ngaphaya kwexesha, awuyi kuphinda uphumelele kwimarike nge-ETF. Kungenxa yokuba injongo yabo kukulandelela imarike.
Izizathu ezine zokuthenga
Zonke iipotifoliyo ezihlukeneyo zimele zibe neepesenti ezithile ze-stock-caps okanye i-joint funds. Isixa sithembele kwiinjongo zakho zotyalo-mali kunye nokwabiwa kwempahla.
Kuxhomekeke kwisigaba samanje somjikelo wezoshishino . Nazi izizathu ezine zokuthenga izitokisi zesikhokelo.
1. Ukunyuka koKhuseleko lweShishini. Iinkampani eziphakathi kwamashishini zenza kakuhle kwisigaba sokwandiswa kwimijikelezo yoshishino . Ukhula luzinzile ngelixa ixabiso lomyinge lisezantsi kwaye inkunzi ingabizi. Ngenxa yoko, abaphathi be-cap-middle can get the loan loan cost they need to meet the demand rising.
Ziyakhula okanye ngotyalo-mali kwizixhobo ezinkulu, ukudibanisa, okanye ukufumana.
2. Phakathi kweCap Versus Cap Cap . Iinkampani eziphakathi kwamashishini azikho njengengozi njengamashishini amashishini amancinci . Ngokwehla kwezoqoqosho, abayi kuba bancitshiswa ukuba bangene phantsi njengenkampani encinane.
Ii-caps zihlala zihlala zide zide, ngoko unokufumana ulwazi oluninzi malunga nabo ngophando. Zineenkcukacha ezininzi zokurekhoda kwaye zincinci ngakumbi.
Enyanisweni, kufuneka uphando ngaphambi kokuthenga amasheya ephakathi. Ezi nkampani zinemivuzo eyahlukeneyo kunye nokwanda kokukhula.
Ngokomzekelo, abanye bangase bahlale bekhompyutheni yesikhokelo esiphakathi. Umzekelo wabo weshishini awuvumelekanga ukuba bakhule nantoni na enkulu. Basenokudibana nayo yonke imfuno yemveliso yabo ekhoyo. Kwesinye iimeko, abaphathi babo abanakufuna ukuba yinkampani enkulu. Bangakujabulela ukusebenzisa i-medium-size firm.
Kukho ezinye ezineengeniso eziqinileyo kodwa ziyingxenye engathandekiyo yemakethe yemasheya. Ngenxa yoko, banomlinganiselo ophantsi wexabiso-kuya-umvuzo. Nangona ukuthengisa kwabo kunamandla, abatyali-mali abayithandi imboni yabo. Ngaphandle kwesi sihlwayo, ezi ziko-makhonkco zingaphinde zibe yinto enkulu.
Ezinye iinkampani zenkampani ye-cap-cap can be ready to be the next breakout.
Basenokuba besecaleni lokumemezela imveliso emitsha okanye ukufumana umqhubi. Kule meko, i-cap-cap iyakwazi ukubonelela ngokukhula okufanayo njengenkampani encinci enomngcipheko omncinci.
Enye indlela inqwelwana yesibini ehlawulwa ngayo ukuba inkampani enkulu ikhetha ukuyithenga. Kwimeko apho, isitokho sakho sinokuguqulwa kwisitokhi esikhulu. Ukuba utshintsho luvulekile, unokufumana ezininzi.
3. Phakathi kweCap Versus Cap Cap. Ikhampani ye-cap-cap will not be stable as a company cap cap . Okokuqala, abanalo imali eninzi yokugcina ngokudlula. Ngako oko, baya kuba besengozini kwisigaba sokuqhawulwa komjikelo. Okwesibini, ngokuqhelekileyo bajoliswe kwintlobo enye yezoshishino okanye iimarike. Ukuba loo marike iyanyamalala, iya kuba nayo.
4. Phakathi kweeCaps ezingaphandle kweeBini ezinkulu kunye neNcinci encinci. UJohn Roth, umphathi wephothifoliyo ye-Fidelity Mid-Cap Stock Fund, wafumanisa ukuba ii-caps eziphakathi ziye zagqithisa iifowuni ezincinci kunye ezinkulu kule minyaka engama-20 edlulileyo.
Wafanisa ukubuya kwe-Russell MidCap® Index kunye neRussell 2000® Index (encinci-cap) kunye neRussell Top 200® Index (i-cap enkulu 200). Ii-middle-caps ezingapheliyo ngokufanayo. Unomngcipheko ophantsi kunama-caps amancinci, kodwa ukubuyiswa okuphezulu kunamaqoqo amakhulu.
U mzekelo
Uninzi lweenkampani ze-cap-cap ziyaziwa. Baye bahlala ixesha elide ngokwaneleyo ukukhusela i-market niche yabo. Uninzi lweenkampani ze-cap-cap zikhoyo kwi-finance, kwi-real estate, okanye kumashishini okuthutha. Nalu uluhlu lwamaqela athile awaziwayo:
- 3D Systems Corp
- Dollar Tree Inc.
- Nu Skin Enterprises
- Pitney Bowes
Olu luhlu alukho nawuphi na umqondiso wokuthi ezi zi-investments ezikhuselekileyo. Leyo indima yomcebisi wezezimali. Izitokisi eziphakathi kwamashishini angeze zilungele ukulungiselela utyalo lwakho. Qhagamshelana nomcwangcisi wezemali ukufumanisa indlela ama-caps ephakathi afanele ngayo ukwabiwa kwee-asethi .