Ukuba Utyalo-mali kwiMatual Funds, Gwema ezi 5 iimpazamo

Ukwenza ezi mpazamo zingalimaza iMbuyiselo yakho yeNtengo yeTyali

Ukuba unomnye-mali oqhelekileyo we-investment fund, kukho ubuncinane iimpazamo eziqhelekileyo ezinhlanu ezingabonakalisa umntu onenjongo kakhulu xa behlanganisa iphothifoliyo yabo. Ngokugxininisa ekukhuseleni iimpazamo ezimbalwa, ezinkulu, unokuba nethuba lokufikelela umhlalaphantsi kunye namakhulu amawaka, okanye iidola, zeedola ezingaphezulu ngenxa yobutyebi ngenxa yamandla okuhlanganisa. Kwiimeko ezininzi, ezi ziqhinga zinokukunceda unciphise iphrofayili yakho yengozi, ngoko ngokwenene kuyimeko yokuba nekhekhe yakho kwaye uyidle, nayo.

Ndifuna ukuthatha isikhashana ukujongana nale mpazamo yesihlanu yokutshala imali ukuze ubalekele ebomini bakho. Okona kuncinci, ukuba bakwenza ukuba ucinge ngaphambi kokuba wenze i-capital-earned earned, ndiya kuwujonga kakuhle umsebenzi wam.

Imali ye-Mutual Fund yokutyalo-mali # 1: Ukungahoyi iRatio yoNyaka

Ndiyazi isandla sokuqala sabatyalomali abafaka ngenzondelelo inxalenye yabo yokuhlawula kwipotifoliyo yemali. Kodwa ukuba ubabuza ukuba bahlawula phi inani lokuhlawula imali yenkampani ngokumalunga nemirhumo, isibalo esifakwe kwisixa-mali esibizwa ngokuba yi- joint fund fund , abakwazi ukukuxelela. Oku kubaluleke kakhulu kuwe. Ndakhawuleza ndabhala isicatshulwa esicacisa ukuba iifenimenti ezimbini eziza kuba neefowthifoli enye ziza kubangela amanqanaba ahlukeneyo obutyebi kubalimi-mali abaxhomekeke kumyinge weendleko zomzimba. Njengomgaqo oqhelekileyo, kufuneka ube neengxowa-mali ezifanayo kwi-10% ukuya kwi-20% yezilinganiso zeendleko.

Isizathu sale nto silula. Kuzo zonke i-$ 1 ozichithayo kwiimirhumo zolawulo, unako imali engama-1 engaphantsi kwakho ekusebenziseni lwakho utsalo-mali. Leyo yi-$ 1 engaphantsi kwezabelo zokuvelisa, inzala engenayo, kunye neenzuzo ezinkulu. Ngokuhamba kwexesha, iimali ezincinci ezinokubonakala zinokuthi zibe nefuthe elikhulu kwi-pocketbookbook yakho.

Imali ye-Mutual Fund yokutyalomali yokutyalombela # 2: Ukungahoyi iMithwalo yokuThengiswa

Kwimali-mali yomzi-mali, ukuthengwa kwempahla yinto engafaniyo.

Umthwalo wokuthengisa awukho nto ngaphandle kwekhomishini oya kuhlawula, ngaphandle kwepokothini lakho, kumntu okanye kwisiko elithembele ukuba uthenge i-fund fund! Kukho zonke iintlobo zentengiso yokuthengisa - imithwalo yangaphambili, imithwalo yangemuva, imithwalo elandelwayo ... yoko kutheni ndibhalile Yintoni i-Mutual Fund Sales Sales? .

I-Mutual Fund Investing Mistake # 3: Angazi

Ukuba unayo iimali ezixhamlileyo, kodwa zonke zikho iifowuni, izibophelelo, okanye ezinye i-securities, awunakucinganiswa njengoko ucinga. Namhlanje, ishishini lokuxhaswa kwemali liye lakhula kwinqanaba lokuba kukho imali ephathekayo malunga neseqhinga, kokubili ukulungelelanisa kunye nokugembula, ongayicinga. Kukho neemali ezidibeneyo ezidibeneyo ezikhethiweyo ezahlukileyo ezifana ne-S & P 500 kwi-3-1!

Intlawulo ye-Mutual Fund yokutyalo-mali # 4: Ukungathathi inzuzo yeeNkcazo zokwabiwa kweeMali zeMatual

Iingxowa-mali ezininzi zineengxoxo ezininzi. Esinye isakhiwo esithandwayo siquka amanqanaba ahlukeneyo ezabelo ezinikezela ngeendleko eziphantsi kunye nezona zincinci. Kuluphi iCandelo lokwabelana ngeNgxowa-mali? , Ndacacisa indlela enye yezona zimali ezinkulu zehlabathi kwiinkalo ezihlukeneyo ezihamba ngokunyuka kwezona zigidi ezingama-200.

Nanini na xa ufanelekela iklasi yesabelo esiphezulu, kunokuhlawula (ngokoqobo) ukujonga ukuguqula iibamba zakho kuyo.

Imali ye-Mutual Fund yokutyalo-mali # 5: Ukungafundanga i-Mutual Fund Prospectus

Ngaphambi kokuqwalasela ukutshala imali kwi-fund, kufuneka ufunde i- prospectus . Olu xwebhu lomthetho olukhethekileyo luchaza isicwangciso sokutyalomali inkampani yolawulo lwengxowa-mali iya kusebenzisa ukutshala imali yakho, kunye nezinye iinkcukacha ezibalulekileyo.

Fumana ulwazi oluninzi malunga ne-Mutual Fund Investing

Ukuba unomdla wokufumana ulwazi olungakumbi ngale sihloko sokutshala imali, funda i-hub ekhethekileyo endiyibekayo ukuze uyibize isiKhokelo soQeqesho soQeqesho sokuTyala imali kwiMual Funds . Ukusebenza ngendlela yakho ngokulandelelana kufuneka unike isiseko esihle sesiseko.