Imibuzo emi-3 yokuphendula ngaphambi kokuba uthenge imali yokuqala yoTyalo-mali

Fumana iSiseko ngokuPhambi kwakho Uqulunqe i-Portfolio yakho

Umbuzo ndibuzwa ngokuthe rhoqo ukuba abatyala-mali abatsha kukuba, "Ndingayakha njani i-potifoliyo engcono kakhulu?" Ingxaki ngophando, njengenjongo enjengoko ibonakalayo, kukuba akukho nto "njengeyona nto" eyipolfoliyo yokuba ngamnye umntu, kunye nentsapho, unesithuba esithile sodwa samathuba, ingozi, amandla kunye nezimo zengqondo. Oko kusebenza kummelwane wakho okanye umzalwana ongenakukusebenzela.

Enyanisweni, yintoni esebenza kuyo kwiminyaka yakho-20 ingenakusebenza xa uneminyaka engama-70 kwaye ucinge malunga nokuseka imali yokuxhasa abazukulwana bakho.

Nazi le mibuzo emithathu omele uyiqwalasele ngaphambi kokuba uqale inkqubo yokwakha i-portfolio yakho.

Ziziphi iiKlasi zeAsset Uya Kugxininisa iifom zakho kunye na?

Zonke iiklasi zezinto eziphathekayo ziziphatha ngokuhlukileyo. Yingakho isicwangciso sokwabiwa kwempahla kubaluleke kakhulu. Ukulinganisela iingeniso ezikhuphisanayo kunye neentsilelo zeklasi ngalinye, kunye nokuqwalasela isidingo esinalo sokuhamba kwemali esisigxina, uya kuzisa isigqibo sakho malunga nendlela yokusebenzisa imali osebenza ngayo phakathi kwabo.

Ngaba Uya kubeka phambili phambili kwiCash Flow kwi-Growth Term?

Ngaphandle kweeklasi ze-asethi, ezinye iimali-mali zilima umvuzo wazo emva kokwandiswa kwangaphambili xa abanye besasaza ininzi yengeniso ngendlela yokubambisana ngokubambisana okanye izabelo zemali. Omnye unika imali onokuyisebenzisa namhlanje, enye ingathetha umvuzo omkhulu emva koko. Ngaphezu koko, nokuba ezo nkampani ezihlawula igalelo zingaba isithuthi sokukhula kwexesha elide ukuba ukhethe ukuhlawula izahlulo kwizabelo ezininzi; ngaphezu kwemashumi eminyaka, umahluko phakathi kokubuyisela kwakhona kwaye ungayi kubuyisanga imali engenayo isabelo .

Umtyalo-mali ohluke kakhulu oba ngumnini kwishishini elifana neKraft Foods, elininzi, edibeneyo, kwaye likhula ngokukhawuleza ngoko lihlawulela ininzi yengeniso yalo kunye nomntu onokuba ngumnini e-Amazon, ogcine imali yayo yokwandisa ukuya kuma-e-read devices, i-digital movie, umculo wedijithali, ukutya, ama-bulbs kunye nezicathulo.

Oku kufana nokutyalomali kwezindlu. Ezinye iiprojekti, ngakumbi ezo zisebenzisa umlinganiselo okanye ezibandakanya ukuphuhlisa iiprojekthi ezintsha, zinokufuna ukuhamba kwemali eninzi ukuze kugcinwe ngenxa yokwakha ubulungisa kodwa kunokuhlawulela ekugqibeleni, ngelixa abanye benganikeli ithuba lokubuyisela imali, ezifana nesakhiwo esinokwenziwa ngenzuzo kodwa esakhiwe kwindawo engenakwandiswa.

Ubunjani Ubutyebi Bakho?

Ubutyebi kubaluleke kakhulu nokuba bufike ngaphambi kokubuya kakuhle. Ziziphi iimfuno zakho zobutyebi? Yintoni oya kuyidinga ukuba uthethe ubutyebi obubeke bucala? Ukuba ungananto ubuncinane kwiminyaka emihlanu, ama-stocks kunye ne-estate (ngaphandle kwemisebenzi ekhethekileyo okanye i-arbitrage) aphelelwe ngumbuzo.

Abanye abatyali-mali balandela imithetho jikelele yesithupha, njengoloko begcina ubuncinane i-10% yeepotfoliyo zabo ngokulinganayo kwemali ngenxa yexabiso. Ngaphandle kokukhetha ixabiso lempahla ephantsi kwizabiwo eziphezulu, njengokuba ungaligcinanga ngaphantsi kwe-25% yeemali kwiibhondi eziphezulu. Impendulo echanekileyo kuxhomekeke kwintengo onokuyifumana ngexesha kunye nenjongo onayo kwipotfoliyo yakho.