Chii Chinonzi Mutemo Wokubhadhara?

Nzira yekubhadhara mari inoshandiswa sei kutungamira Aunti kana Chikwereti

Sezvaunotsvakurudza uye uchidzidza nzira dzekutsvaga mari uye zvidzidzo, hapana mubvunzo kuti uchasangana nepfungwa inozivikanwa sehurumende yekutsvaga mari. Nhepfenyuro yemari inoshandiswa kushandiswa kwemari Vashandi vepfuma vane mari dzavo dzakagadzirirwa uye vane masimba ekugadzirisa. ETFs had them; university endowment portfolios, zvakare. Ndivanaani? Vanoshanda sei? Sei zvirevo zvekutsvaga kwekutsvaga mari zvakakosha uye zvakakodzera kufunga?

Izvo mibvunzo inonakidza! Mumaminitsi gumi anotevera, ndinoda kukupa zvishoma zvishoma kuitira kuti ndikupe kunzwisisa kwakanakisisa kwebasa iro basa rekutsvaga kwekutsvaga rinotamba mukutarisira kwekambani, chikwereti, kana zvimwe zvakasanganiswa pari yemari.

Tsanangudzo yeInvestment Mandate

Imwe mitemo yekutsvaga mari ndiyo murayiridzo wekutarisira dzimba yemari, kana imwe murwi wemari, uchishandisa urongwa humwe uye mune zvimwe zvipingamupinyi. Semuenzaniso, kana muteresi akaratidzira kune pfuma yekuchengetedza pfuma uye akati, "Ndine $ 500 000 ndinoda kuchengetedzwa kuitira kuti ini ndigone kuishandisa kubhadhara muhofisi yehofisi yekambani yangu gare gare gore rino", mutemo unonzi kuchengetwa kweguta . Pane urongwa huwandu hwemariko inogona kuongororwa paunenge uchigadzira chikwereti chakatsvaga kuchengetwa kwemari . Iwe haungatengi, somuenzaniso, kutenga zvigaro zvehutano hwakanyanya-yakagadziriswa-yakagadziriswa-nguva yezvisungo kana hukuru hwemambo webhuruu chip stocks nokuti nguva inokubvumira iwe kuderedza dambudziko rekushaya simba .

Mune mamwe mazwi, muongorori anonyatsogadzirisa bhizinesi anogona kutaura nehupamhi hwechokwadi kuti zvikamu zvekambani yakafanana naJohnson & Johnson, imwe yezvine S & P 500 zvimwe zvinhu neChiratu A bond credit rating , inofanira kuva yakakosha mari yakawanda mu10 , 15, kana makore makumi maviri nemashanu, asi hapana munhu ane pfungwa ipi zvayo inofanirwa maererano nemashoko emakambani vhiki rinotevera kana kunyange makore maviri kubva zvino.

Ndiwo mararamiro ekutengeserana ematokari akafanana. Haigoni kudziviswa. Ichi ndicho chikonzero mufungidziri wezvemari, Benjamin Graham, akati munguva shomanana, mushamba wekutengesa ndiwo mutsara wekuvhota, kuratidzira mukurumbira, asi kwenguva refu, ndiwo mashini ekuyera, kuratidza kukosha kwemukati.

Mienzaniso yeMitemo yeInvestment

Kunze kwekuchengetedzwa kwekuchengetedzwa, izvo zvatakambokurukura, basa rekutsvaga mari rinogona kukanganisa chinangwa. Heano pane zvitatu zvezvinozivikanwa zvikuru:

Imwe mitemo yekutsvaga mari inogona kuvharira mutungamiri wemapatotikiti kune mamwe mapoka emasikisi, nzvimbo dzenyika, maindasitiri, mashizha, mahesera ekugadzirisa, magetsi ekugadzirisa, uye / kana chimwe chinhu chipi zvacho chaunogona kufunga.

Semuenzaniso: Basa rekutsvaga kwekutsvaga pasi rose rinoreva kuti iwe unofanira kunge uine zvikwata zvose munyika yako yekune imwe nyika uye kune dzimwe nyika, asi sangano rekutsvaga kwekutsvaga nyika rinoreva kurega huwandu hwemahofisi kune mamwe mahofisi makuru kana kuita bhizinesi kunyanya kunze kwenyika yako. Sangano duku rekutsvaga kwekuchengetwa kwemari kunoreva kuwana zvikwata zvinofadza zviri pasi peimwe huwandu hwemari yemari . Simba rekutsvaga kwekutsvaga kwekutsvaga mari rinogona kureva kuvhara chikamu chepodfolio iyo inogona kutengeswa mugore ripi neripi kune 3% kana 5%; zvishoma kudarika 10%, iyo yekupedzisira iyo inogona kureva kuwandisa kwemareji yenguva yemakore anosvika gumi panzvimbo imwe neimwe.

Nheyo yaunosarudza pamusoro pezvakanyorwa yako inofanira kunge yakaenderana nemamiriro ako ezvinhu, zvinangwa, uye Inyo yeParamende Statement, kana IPS . Dzidza nezvezvinhu zviri pasi pekutungamirirwa .