Dzidza Maitiro Okugadzira Kuongorora Mutual Funds
Kuongorora kwekubatana kwemari ndeyekuti zvinonzwika sei - nzira yekudzidza kuwanda kwezvikamu zvehomwe yekubatsira mubatsiri kuwana ruzivo rwekushanda kwekare kwekutsvaga pamusoro pemigumisiro yeramangwana.
Hongu, hapana "chivimbo" chemigumisiro yeramangwana asi kuisa mari hakusi pamusoro pezvikonzero - ndezvekutora dambudziko rakatarwa.
Kuongorora Mutual Funds neStatistical Measures
Kuongorora kwekushandiswa kwemari pamwe chete kunoda zivo inokosha yezviyero zvehuwandu, zvakadai seBeta, R-squared, Alpha, Sharpe Ratio, Kuwedzera Kwekudhura, uye Kuda Kwemitero Kubata:
- Beta : Beta, maererano nekutengeserana kwemari, ndeyekuda kwechimwe chikamu chechikwama (ups uye pasi) zvichienzaniswa nemusika wose. Nokutaura, misika inopiwa beta ye100. Kana mari yebhazi yeBaa iine chikamu che10, iyi mari inotarisirwa kuti iwane kudzoka kwe11% (1.10 i10% yakakwirira kudarika 1.00) mune upmarket asi mari imwechete inotarisirwa kuderera 11% apo misika inoderedza 10%.
- R-squared : Maererano neMangwanani , "R-squared inoratidza chikamu chekufambisa kwechikwata chinogona kutsanangurwa nekufambiswa kwehuwandu hwekuenzanisa." R R-squared ya100 inoratidza kuti kufamba kwose kwehomwe kunogona kurondedzerwa nekufamba mukati index. " Mukushandura, R-squared inobatsira mutengi kuti aongorore kuti yakafanana nehomwe mari ingangodaro sei kune rondedzero yakapiwa. Semuenzaniso, kana uine S & P 500 fund mumapatoti ako, iwe haugoni kuwedzera imwe mutual fund ne R-squared ya 0.99 nokuti izvi zvinoratidza kuwirirana kwe 99% kune S & P 500. Vatsva vachatora mari kuita zvinenge zvakafanana neS & P 500 fund ikozvino muhomwe yako. Icho haisi kusiyanisa!
- Alpha : Ichi chiyero chinogona kukupa pfungwa yekukosha kweko mari yejaji inowedzera (kana kubvisa kubva) iyo mutual fund. Alpha inopa kutarisira kwekudzoka kumusoro (kana pasi) izvo beta inofanotaura. Titevedzera muenzaniso wedu mu beta (pamusoro), kana beta iri 1.10 uye misika inowedzera ne 10%, chikwereti chine alpha yakanaka chinotarisirwa kuti chidzoke kupfuura 11% (mari inofanirwa ne beta). Iwe unoda kuwana mari neropa rakanaka!
- Sharpe Ratio: Kushandisa Sharpe Ratio, murimi anokwanisa kuwana chimiro chekuti kudzoka kweruzhinji rwekubhadhara mari kunobhadhara sei mutengesi kune ngozi inotorwa. Taura zviri nyore, yakakwirira Sharpe Ratio, iri nani. Semuenzaniso, kugamuchira zvinyorwa zvepamusoro zvekutora mavhareji kana pasi-evhareji yehuwandu hwemungozi inofadza uye Sharpe Ratio inogona kubatsira kupa huwandu hwekufungidzira kwechiitiko ichi.
- Kubhadhara mari : Kazhinji, ndiyo mari ine mari yakaderera inoita zvakanakisisa, kunyanya kwenguva yakareba (kureva makore gumi kana kupfuura) nokuti mari inowanzove yakakonzera kushanda.
- Mutengo Wemitengo Kuenzanisa : Kana uri kuisa mari yekodha, iwe unoda kuchenjerera kubhadhara mari inobhadhara mari (kureva zvikamu, kugoverwa kwekuwana mari) iyo inogona kubhadharwa. Mitero yakawanda yakaenzana nechepasi midzi inodzoka kwauri, mubhadhari.
Cherechedza: Kunze kweIndaneti Ratio uye Imari Yekuratidzira Ratio, zviyero zvehuwandu zvinoratidzwa munyaya ino zvinoshandiswa zvakanyanya pakutsvakurudza mari inotarisirwa nemabasa , kwete Indaneti mari.