Izinja zeCandelo loTyalo-mali lweDow

Isicwangciso esilula soTyalo-mali esekelwe kwiiShishini eziPhezulu zokuThatala

Ngaba ubuke ubukele i-intanethi yeendaba zezezimali okanye ufunde iphephandaba lezezimali kwaye uvile okanye ubone inqaku elithi "Izinja zeDow?" Ukuba kunjalo, ngaba yenze umdla wakho?

Izinja zeDow isicwangciso esilula sotyalo-mali esaqala ukuthandwa ngo-1991 xa uMichael B. Higgins wabhala incwadi ethi Beating the Dow . Umyinge weDow Jones Industrial (i-DJIA) uqulethwe ngamaqela angama-30 anamaxabiso aphezulu ahlawula isitokethi.

Isicwangciso seDen seDow sigxininise ekuboneni iinkampani ezili-10 eziphuma kwi-30 kwisiqulatho esinomvuzo ophezulu ohlawula izivuno. Ukongezelela ekukhangekeni kwezivuno ezingaphezulu kwe-average, ezi ziinkampani ezingenakulindelwa ukunciphisa izahlulo zabo kwaye zidla ngokugqithiseleyo ezinye izitokhwe kwi-index kwi-return return basis.

Sibanzi

Njengoko kukhankanywe ngasentla, indlela yeD Dogs yeDow iyaziwa ngokulula kwayo. Isicwangciso sibongoza ukuba abatyali-mali bathathe amanyathelo alandelayo:

1. Hlela izihlomelo ezingama-30 kwi-Dow Jones Industrial Average by yield yield.
2. Thenga ii-10 eziphezulu ezithengayo.
3. Bamba kulezi zihlomelo ezili-10 kunyaka wekhalenda enye, kude kube la ndelayo uze uphinde uphinde uthathe amanyathelo omnye kunye ezimbini. Lungisa iphothifoliyo yakho ukwenzela ukuba ikwabiwe ngokulinganayo kwezi zihlomelo ezili-10.

Ngaba esi sicwangciso sisebenza?

Imbali ibonisa ukuba ngamaxesha athile athile, iiNja zeDow zagqithisa iDow malunga ne-3% ngonyaka, kodwa akukho siqinisekiso sokuba oku kuya kwenzeka kwikamva.

Enyanisweni, kwiminyaka emihlanu edlulileyo, kukho iminyaka emibili apho iDow iphumelele kwiInja zeDow.

Abatyalomali kunye nabahlalutyi baxutywa ngokubanzi. Abanye bafaka ulungelo oluninzi kulolu cwangciso lotyalo-mali, ngelixa abanye banokungathembeki ngenxa yokuba lugxeka ukuthatha ezinye izinto ezibalulekileyo ukuba ziqwalaselwe njengokwanda, ukunyaniseka kwexabiso, kunye nomyinge wokuhlawula.

Ukongezelela, ngelixa iInja zeDow zingenza iDow kwiminyaka ethile, loo nto ayithethi ukuba zithe gqithisa i-marketer ebanzi, i-S & P 500.

2017 Izinja zeDow

Ngokwe-www.dogsofthedow.com, ngezantsi zi-Dogs zika-2017 zeDow. Olu luhlu lusekelwe ekusebenzeni kokuvala ngo-2016.

• IMB (IMB) - 3.37% isivuno
• Boeing (BA) - 3.65% isivuno
• I-Chevron (i-CVX) - 3.67% isivuno
• I-Caterpillar (CAT) - 3.32% isivuno
• ExxonMobil (XOM) - 3.32% isivuno
• Merck (MRK) - 3.19% isivuno
• Verizon (VZ) - 4.33% isivuno
• I-Coca-Cola (KO) - 3.38% isivuno
• I-Pfizer (PFE) - 3.94% isivuno
• I-Cisco Systems (CSCO) - 3.44% isivuno

Okukwintsusa

Inja zeDow ingaba isicwangciso-mali sokukhusela nesiphephelo. Nangona kunjalo, kubalulekile ukugcina engqondweni ukuba imbali ayisoloko iphinda iphinda iphinde iphinde iphinde ingaphaya komnyaka weDow ngonyaka. Ukuba usebenzisa le qhinga lokutyalomali, khumbula ukuba ubuya bakho bukhulu buya kubonakala xa unesikhathi sokuhlala ixesha elide.

I-Balance ayinikezeli irhafu, utyalo-mali, iinkonzo zemali kunye neengcebiso. Ulwazi lwenziwa ngaphandle kokuqwalasela iinjongo zotyalo-mali, ukunyamezela ngengozi okanye imeko zezimali kwanoma yimuphi umtyalo-mali othile kwaye angenakufaneleka kubo bonke abatyalo-mali. Ukusebenza kwangaphambili akubonakali kweziphumo ezizayo. Utyalo-mali luquka ubungozi kubandakanya ukulahlekelwa kwinqununu.