Uluhlu lweeNkcazo zeMali eziThatywayo ziThatyathwa njani?

I-Formula yokuFumana I-Interest You Will Find on Your Bonds

I- Series Series I- interest rate bond bond isakhiwe ngamacandelo amabini-inqanaba elincinci lomdla kunye nomyinge wokuguqula umyinge. Ixabiso elidibeneyo lala mabini emigangatho yenzalo luchaza izinga lentlawulo eliza kuhlawulelwa kwiChungechunge Lwamabhondi. Oku kuthetha ukuba, ngokungafani nezinye iindidi zebhondi, inqanaba lam inzala edibeneyo iyahluka; oko kukuthi, utshintshana kwixesha kwaye awuyi kukwazi ukuhlawula ixabiso leebhondi zakho, zithi, iminyaka elishumi okanye amabini ukususela ngoku.

Oko kwenzelwe yiyo iimbophelelo eziye zazakhela-ekukhuseleni kwexabiso lokunyuka kwamanani kwiSebe le-United States leNondyebo.

Makhe sijonge kwiingxenye ezimbini ze-Series Series I i-interest rates ezinxulumene ngokubanzi.

I-Series I I-Bond Fixed Rate Component

Inxalenye yokuqala ye-intsebenzo yokubaluleka kwamanani omyinge yinqanaba elilinganisiweyo lezinga. Ipapashwa njalo ngoMeyi noNovemba kule nkota yesithandathu elandelayo kwaye ichongiwe nguNobhala we-Nondyebo, okanye ngumntu obanjwe nguNobhala. Isilinganiselo esicwangcisiweyo sisetyenziselwe ubomi bentambo . Oku kubalulekile.

Khumbula, nokuba kunjalo, ukuba izinga lokubuyisela kwi-I-bonds yakho ayikho inqanaba elincinci elincinci lexabiso. Kufuneka ube nefuthe kwixabiso lokunyuka kwamaxabiso, esiza kufumana kulo mzuzwana. Ukuba iUnited States yabhekana nokuhlukunyezwa , kuya kwenzeka ukuba ndinamabhondi angaba nokubuyela kwe-0.00%.

Kule minyaka elishumi edlulileyo, inqanaba elinqununu leCandelo loLondolozo I-bonds yokulondoloza liye lahluka ukusuka kuma-3,60% ngo-Meyi, 2000 ukuya kwe-0.10% ngoNovemba ka-2009.

I-Bond ye-Inflation rate I-Component I-bond engama-inflation rate component iyamenyezelwa ngoMeyi noNovemba, njengenxalenye yezinga elimisiweyo, kwaye ilungele ixesha elilandelayo leenyanga ezintandathu. Icandelo lokunyuka kwamaxabiso lichithwe ngenguqu kwi- Index of Price Index , okanye i- CPI , eye isetyenziselwa ukulinganisa ukunyuka kwamaxabiso e-United States.

Ukuba iUnited States ikwahlukumeza, le nqanaba lentlalo ingaba libi. Ngaphandle koko, iphakama ukuqhubeka kunye neenguqu kwixabiso lentengo ukwenzela ukuba umnini-mkhonkco alahlekelwe amandla okuthenga .

Kule minyaka elishumi edlulileyo, isantya sokunyuka kwamaxabiso e-Series I i-bonds yokulondoloza ihluke kwi-2,85% ephezulu ngoNovemba, 2005 ukuya ngaphantsi kwe--2.78% ngoMeyi, 2009.

Ixabiso lokunyuka kwamaxabiso lidibaniswe necandelo elilinganisiweyo lemilinganiselo yeChungechunge I-bond bond yokubala ukubala inani leenxalenye.

Isilinganisi esiBumbeneyo kwiBondary I Bonds

Ngokutsho kwe-United States Treasury, imfomula yangempela yokubala i-interest rate rate kwi-Series I i-bonds yokulondoloza yile:

Izinga elidibeneyo = [Ireyithi echanekileyo + (2 x Izinga lokunyuka kwamaxabiso angamaxabiso angamahlanu) + (Izinga elichanekileyo x Inani lesantya lokunyuka kwamaxabiso))

Iindaba ezilungileyo awusoze ufanele ukubala inani lokudibanisa wena. Kunoko, unokutyelela iWebhsayithi yeSebe le-United States yeSebe leNondyebo, izithuba ezithintekayo kwiirhafu, izinga lokunyuka kwamaxabiso, kunye namaxabiso ahlukeneyo ngexesha langoku, kunye namaxesha adlulileyo, kuzo zonke izibophelelo zokugcina .

Ukubonelela ngenye imeko ekuhambeni kwakho, i-Series I Iibhondi zokulondoloza ezikhutshwe phakathi komhla we-Meyi 1, 2015 no-Oktobha 31, 2015 zifumana inzala ye-0.00%. Kungenxa yokuba izinga lokunyuka kwamaxabiso li--0.80% kunye nezinga elimisiweyo li-0.00%.

Naliphi izinga elibi liveliswa, iNondyebo isebenzisa isantya sohla; into eyenzekayo ngokunyuka kwamava kwiminyaka yamuva ngenxa yemigaqo-mali ye-Federal Reserve. Ngokomzekelo, ngoNovemba ka-2009, izinga elimisiweyo libekwe kwi-0.10% kunye nexabiso lokunyuka kwamaxabiso kwi--2.78%, okubangele inqanaba lentengo yenzalo ye-zero. Kukho, ngokuqinisekileyo, akukho sizathu esihle sokhetho lokutyalomali ngaphezu kwe-FDIC izitifiketi eziqinisekisiwe zediphozithi ngethuba.

Izinto azizange zibuhlungu kakhulu ekuqaleni kwawo-2010 xa i-Series I I-bonding bond bond isethwe ngolu hlobo lulandelayo:

Izinga elihle = 0.30%
Ixabiso lokunyuka kwexabiso leminyaka elithandathu = 1.53%

Izinga elidibeneyo = [Ireyithi echanekileyo + (2 x Izinga lokunyuka kwamaxabiso angamaxabiso angamahlanu) + (Izinga elichanekileyo x Inani lesantya lokunyuka kwamaxabiso))
Izinga elihlanganisiweyo = 0.0030 + (2 x 0.0153) + (0.0030 x 0.0153)]
Izinga elihlanganisiweyo = [0.0030 + 0.0306 + 0.0000459]
Izinga elihlanganisiweyo = 0.0336459]
Izinga elihlanganisiweyo = 0.0336
Inani elihlanganisiweyo = 3.36%

Kungakhathaliseki, yinto efanelekileyo yokugcina iliso kwixesha lokumisela kwakhona kuba xa iirhafu zikhangeleka, kunzima ukubetha iChungechunge I-bond bonds ngenxa yezinto ezininzi ezintle kwiibhondi zenkampani zorhwebo okanye nakwiibhondi zamasipala ezingenanto .

Okunye malunga neChungechunge I-Savings Bond

Unokufunda isiKhokelo sethu sokuTyala imali kwiiNgxowa-mali zoLondolozo . Oku kuya kukuhamba ngeetoni zeenkcukacha malunga nokugcinwa kweekhonkco, ngokukodwa uchungechunge lwam ubophelelo olulondolozo, kubandakanywa nendlela ongayongeza ngayo kwipotfoliyo yakho, imida yokuthenga yonyaka, iimfuno zobunikazi, iintlawulo zerhafu, kunye nokunye okuninzi.