Invest in Shipping Stocks, ETFs kunye nee-ADR
Kule nqaku, siza kujonga ishishini lokuthunyelwa kwamanye amazwe, amathuba okutyalo-mali ngaphakathi kwishishini, kwaye abatyala-mali bangakwazi njani ukuzityhila kwiipotifoliyo zabo.
Kutheni Kutyala imali?
Icandelo lokuthunyelwa kwehlabathi lonke liye lahamba ngamaxesha amanzima ngexesha leengxaki zemali ka-2008-2009. Nangona i-shishini lifumene ukuhlaziywa okufutshane ukususela ngo-2010 ukuya ku-2015, ukubonelela kunye nokuxhalaba kwemfuno kuye kwafaka uxinzelelo kumsebenzi ophezulu naphambili.
Inkcazo yeBaltic Dry, imilinganiselo yemirhumo yabathwali bezinto eziphathekayo ezifana nelahle kunye ne-iron ore, yawa ngaphezu kwama-90 kweepesenti ukusuka kuma-11 000 ukuya ngo-2008 ukuya ngaphantsi kwe-1 000 ngo-2017. Ngelo xesha, le shishini lijongene nokuxhatshazwa iinqanawa kunye namaxabiso angaphezulu kwamafutha obuncwane afake uxinzelelo kumanqanaba enzuzo. Ezi zikhokelo zabakhokelela kwi-arhente yokulinganisa i-credit efana noMoody ukuba akhiphe umbono ongalunganga kwicandelo ngo-2017.
Iindaba ezilungileyo kukuba iindleko zempahla kulindeleke ukuba zizinzile kwiminyaka ezayo njengoko le micimbi ixazululwa. Ukuba uqoqosho lwehlabathi luqhubeka luya kubuyiselwa, le miqulu ingabanjwa njengemfuneko yokunyuka kwiimarike eziphuhlisiweyo kunye ezikhulayo .
Ukuhlanganiswa kweli shishini linokunciphisa ukuncintisana kwamanani kwixesha, ezinokukunceda ukuphucula inzuzo kunye nokuphelisa ezininzi zezi nkxalabo.
Ekugqibeleni, abatshali-mali baxabisa nabo bangaqala ukufumana amathuba kwi-space njengendlela ephucula ngayo. Umtyalomali weBillionaire uWarren Buffett wambi wathi, "uhlawula ixabiso eliphezulu kakhulu kwimarike yemasheya yokubambisana ngokunyanisekileyo." Ngamanye amazwi, amathuba anokuba ngamashishini angabathengisa kwixabiso elixinzelelekileyo kunokuba abo bafumana i-rally enamandla .
Indlela yokuTyala kwiNdwendwe
Kukho iindlela ezininzi ezahlukahlukeneyo zootyalo-mali ukuba bakhe ukuchithwa kwishishini lokuthumela kwiiposfoliyo zabo, kubandakanywa nokusetyenziswa kweemali zombini kunye namalungelo athile.
Iimali ezithengiswayo
Iimali ezithengiswa nge-Exchange ("ETFs") yindlela elula kakhulu yokutyalomali kwishishini lokuthumela njengoko zibonelela ngeendlela ezihlukahlukeneyo zokukhuselwa kolukhuseleko olulodwa.
I-ETF eyaziwayo kakhulu ye-ETF yi-GFG (i-NYSE ARCA: SEA), ene-$ 115 yezigidi kwiimpahla ezipheleleyo, ngoJulayi 2017. Ngomlinganiselo weendleko ze-0.65%, i-fund iphethe iinkampani ezi-27 ezahlukahlukeneyo zokuthumela izinto ngendlela eqhelekileyo amasheyithi e-American depositary ("ADRs"), iirisithi ze-deposit global ("GDRs"), kunye nobuchule obubambisene nabo ("MLPs") ngelixa behlawula i-dividend yield 4%.
Iimpahla zodwa
I-stock evamile kunye nama-receipts e-American depositary ("ADRs") enye indlela enkulu yokutshala imali kumashishini okuthumela umhlaba jikelele ngokukhetha amasheya ngamnye.
Iimpahla ezinokuthandwa kakhulu ziquka:
- AP Moeller-Maersk (AMKBF)
- I-dryryhips (i-DRYS)
- Diana Shipping Inc. (DSX)
Abatyalomali banokufumana uluhlu olupheleleyo lweenkampani ngokujonga i-ETF ye-GFgenheim Shipping ye-ETF equlethwe kwi-filing control or prospectus .
Iingqalelo ezibalulekileyo
Icandelo lokuthunyelwa liye lalwela kwiminyaka embalwa edluleyo, ngelixa iinkampani ezininzi zeprofayili eziphezulu ziphelile. Ngamazwi, ukutyalo-mali kwishishini akuyiyo intliziyo ebuthathaka kwaye kubalulekile ukuba abatyali-mali benze ukunyamekela kwabo .
Kukho izinto ezintathu eziqhuba umshishini wokuthumela:
- Ukubonelela: Le yile nqanawa yeenqanawa ezithengiswa ngoku okwamashishini, ezithintekayo kumabini amashishini amatsha kunye nemikhumbi yomhlalaphantsi.
- Ukufuna: Yilo mfuneko yokuthunyelwa ngabathengi bokugqibela bemarike, eqhutyelwa lizinga lokukhula loqoqosho jikelele jikelele.
- Iindleko: Le yindleko yokusebenzisa iinqanawa kunye neendleko zangexesha elide, ezibandakanya zombini izindleko zeoli kunye neendleko zetyala (umz. Iintlawulo zenzalo).
Abatyalomali kufuneka baqaphele le miba emithathu xa behlalutya imboni.
Ngokomzekelo, isalathisi seBaltic Dry sinokuhlawulela (ukubonakalisa ukufunwa okukhulu kunye / okanye ukunikezelwa ngaphantsi), kodwa iinzuzo kwiinkampani zokuthumela iimpahla zinganqunyulwa ngamaxabiso angaphezulu kwamafutha.
Ngaphantsi
Icandelo lothungelwano lugxininiso lobomi boqoqosho lwehlabathi. Nangona icandelo liye lalwela iminyaka emininzi edlulileyo, abatyali-mali bangathanda ukucinga ukunyusa ukungena kwiipotifoliyo zabo njengoko uhlahlo lwezoqoqosho lwehlabathi lonke luqhubeka ngo-2017.