Inkcazo, ukuSebenza koMlando kunye nohlalutyo lwe-Mid-cap Invest Investing
I-S & P Mid Index Index Inkcazo
I-S & P Midcap 400 Index, eyaziwa ngokuba yi-S & P 400, isalathisi esinezibalo zase-US kwinqanaba lexabiso eliphakathi.
Ngokuya kwiwebsite ye-Standard & Poor's, "i-S & P MidCap 400® inikezela abatyalo-mali ngamanani akwizinga eliphakathi. I-index ibandakanya ngaphezulu kwe-7% yemarike yokulingana yase-US, kwaye ifuna ukuhlala isilinganisi esifanelekileyo seenkampani eziphakathi, ezibonisa iimpawu zobungozi kunye nokubuyiselwa kwe-universal-middle-cap kwizinto eziqhubekayo. "
Ngokutsho kweMasta , "uluhlu lwentengo ephakathi" luvela kwi-$ 200 yezigidi ukuya kwi-5 billion yexabiso lemarike. Oku kunokuvakala okukhulu kodwa iinkampani aziwazanga ngokubanzi kude zifike kumanqaku ayizigidi ezigidi. Ukujonga kunye nokuthelekisa, iifowuni zentsimbi zentsimbi zingabandakanya ezinye iinkampani onokuziva, ezifana ne-Whole Foods Market, kanti inkampani enkulu, njenge-Wal-Mart, inkulu kakhulu kwi-capitalism (i-$ 230 yezigidigidi ngo-2012). Iinkampani ezincinci zentengo aziwaziwa ngokubanzi.
I-S & P 500 vs i-S & P 400 vs Russell Indices 2000
Unokumangalisa ukusebenza kwimbali yenkcazo yesikhokelo phakathi kwe- S & P 500 (i-stock-cap-stocks) kunye no- Russell 2000 (i-stock-cap stocks).
Ndiza kubelana ngamacandelo ngamanani emva kwetshathi:
| Name Index | 3-Yr Buyela | 5-Yr Buyela | U-10-Yr Buyela | 15-Yr Buyela |
| S & P 500 | 10.9% | 13.4% | 6.4% | 9.3% |
| S & P 400 | 9.5% | 13.5% | 7.5% | 6.9% |
| Russell 2000 | 7.9% | 13.1% | 6.9% | 8.6% |
Zonke ezi ngasentla zimela ukubuyiselwa kwemali epheleleyo ngonyaka kaJanuwari 31, 2017. Idata esuka Morningstar, Inc. , Vanguard (i-VIMSX kwi-Mid Cap 400) kunye ne-iShares (IWM kaRussell 2000). Ukusebenza kwangaphambili akukho isiqinisekiso semiphumo yesikhathi esizayo.
Inkqubo ye-Stock Performance Analysis
Iphuzu lokuqala endiyayenzayo kukuba i-stocks-cap stocks iphakamisa zombini i-cap-large and cap-small stocks, ekuhambeni kwexesha, njengoko kuboniswa yimbuyekezo eyi-15 ngonyaka. Nangona ufunda le nyanga okanye iminyaka kwixesha elizayo, amanani axelela. Ezi zibuyiselwayo, ezifikelela emva ukuya kwiminyaka eyi-15, zibalulekile kwaye zinentsingiselo kwezinye izizathu ezininzi:
- Iminyaka emi-5 ephela ngoJanuwari 31, 2017 iquka imarike enkulu yenkomo kuqala ngoMashi 9, 2009. Ukubuyisela kwi-Great Recession kuye kwathandeka kakhulu kwiimpahla zentsimbi. Ngokuqhelekileyo, izitokhwe ezincinci zikhokelela ekusebenzeni. Ngeli xesha.
- Ukubuyiselwa kweminyaka eyi-15, ukubuyela ngonyaka ka-2000, uthabathe imarike yeebhere ka-2007-2008 kunye neentlobo ezimbini zeemveliso zeenkomo ngapha nangapha kwebheyi.
- Kwakhona, kubalulekile ukuba iNkcazo ye-S & P Midcap 400 ibetha i-S & P 500 Index (i-stock-cap stocks) kunye no-Russell 2000 (i-stock-small stock cap), emele i-cross section section of economic and imeko zemarike.
IziThuthi ezibalulekileyo kunye neCaution of Investment in Mid Mid Stocks
Umgca wesitokisi se-middle-middle ubonisa "indawo enothileyo" yokutyalomali kuba ezininzi zeempahla ezininzi ezidlulileyo kwiminyaka eli-10 ukuya kwe-20 edluleyo ziye zithengiswa iinkampani eziphakathi.
Kwakhona, iisitokisi ezinkulu (i-S & P 500) iqulethe enkulu, ininzi idemoniweyo, icandelo elithintekayo kakhulu elidlulileyo kwiimali zokugcina iimali. Ekugqibeleni, amasheya amancinci amancinci ahlupheke kakhulu kwinqanaba lokuba ngumngcipheko ophezulu kakhulu kwaye ukunyuka ngokukhawuleza kwenyuka kumaxabiso kuye kwanyusa amasheya ezincinci kwiindawo ezizithengisayo.
Ngako oko, kunye nesishwankathelo, iimpahla zesikhokelo asiyi kuqhubeka nokulawula kwazo kwiminyaka eyi-15 ezayo kuba, njengoko uMarko Twain wathi ngokucacileyo, "Imbali ayiyi kuphinda iphindwe, kodwa iyavuma." Abatyalomali abafuna ukongeza ulwahlulo ngelixa bedala iphothifoliyo enobudlova beemali eziphathekayo , kufuneka ngokuqinisekileyo baqwalasele ngenyameko kwi-stock-cap stock stock fund, ingakumbi imali yeengxelo kunye ne-Exchange Traded Funds (ETF).
Iimali zesikhokelo se-Mid-cap zingaba yinxalenye yeepotifoliyo ezahlukahlukeneyo ezibandakanya ezinye iimali ezihlangeneyo ezivela kwiindidi ezahlukeneyo kunye neeklasi ze-asethi.
Ukuziphendulela: Ulwazi olukule ndawo lunikezelwa ngeenjongo zengxoxo kuphela, kwaye akufanele lichazwe ngokungeniswa njengeengcebiso zotyalo-mali. Ngaphandle kweemeko ngaba le nkcazelo ibonisa isincomo sokuthenga okanye ukuthengisa iziqinisekiso.