Ndeapi 130/30 Mari?

Zvinyorwa zve 130/30 Mari

130/30 mari inoshanduka-kana kuti saka vatengesi vanotsanangura mari iyi senzira yekushandisa mari yevatariri vemari yekutsvaga hutano. Ndezvipi mari iyi 130/30 uye iwe unofanira kutenga imwe?

Traditional Funds vs. 130/30 Mari

Nhengo dzekutengesa mutual fund dzinofanirwa nematokari iyo mutevedzeri wemari inofunga kuti ichaperesa kufanana nekuenzaniswa kwegwaro. Mune mamwe mazwi, mutevedzeri wemari anogona kutenga zvikamu zveMicrosoft nokuti iye / anotenda kuti Microsoft ichaparadzanisa huwandu hwemhuri huru-yekodzero yekuenzanisa - seS & P 500.

Kana uyu mutungamiriri iyeye achisarudza kuti Microsoft inowedzera mari, maneja anogona kungotengesa zvigadzirwa kana zviri izvo zvino.

Ikoko kune misiyano pakati pechechi mutual fund uye 130/30 mari. Kana mutungamiri we 130/30 fund achifunga kuti Microsoft inowedzera mari, vanogona kutengesa zvishomanana. Mune mamwe mazwi, vanogona kutengesa mari yacho pasina kugovera zvigadzirwa - sarudzo iyo vashandi vanogona kushandisa kuti vashandise mari yekutengesa. Saka, maneja we 130/30 mari anogona kuita sarudzo yekutenga nhumbi kuitira kuti awane mari uye kutengesa sengo yekuita mari (zvichienderana nechetsika muteja wezvikwata zvinogona kutengesa chete chikwata kuti isarasikirwa nemari).

Sangano re 130/30 Mari

Imwe 130/30 mari ichave yakareba (iine) zvikwata zvinokwana 130% yepodfolio yako apo kuperevedza (sekuita sezviri pamusoro apa neMicrosoft) 30% yezviwanikwa zvekusimbisa mari muhomwe.

Ngatitarisei muenzaniso wakajeka wekunzwisisa pfungwa ye 130/30 mari:

1. Mari iyi ine $ 1 mamiriyoni emari iyo inotenga $ 1 mamiriyoni edziviriro (100% yakareba).
2. Mari iyi inokwereta zvigaro zvinokwana $ 300,000 uye inotengesa izvo zvakachengetedzwa (30% pfupi).
3. Izvo zvinowanikwa kubva pfupi-kutengesa zvinoshandiswa kutenga $ 300,000 zvakachengetwa zvimwe (30% yakareba).
4. Mari iyi inokwana $ 1.3 mamiriyoni emadhora kwenguva refu (130% yakareba) nekuderera $ 300,000 (30% pfupi).

1. Iye zvino tava ne 130/30 mari.

Chiitiko che 130/30 Mari

Imwe 130/30 masangano emari inonyanya kufadza kune mari inoshingaira inotarisira r uyo anotenda iye / anowedzera kukosha nekusarudza uye kusarudza zvikwata zvega. Semuenzaniso, mutsika wemabiko ehurumende unogona kusarudza zvikwereti zvavanotenda kuti zvichawedzera kukosha - kuisa 100% yemapatotikiti mune zvavanosarudza. Kune rimwe divi, mutariri wezvikwama we 130/30 fund uyewo ane 100% kutaridzirwa pamusika asi anoita sarudzo dzekutsvaga ne 160% yehupfumi hwehupfumi.

Ivo vanoita sei kuti 100% vatarise pamusika uye vagoita zvisarudzo zvekutsvaga ne 160% yehupfumi wepodfolio? Sezviri mumuenzaniso uri pamusoro apa, mutungamiri wezvikwata anosarudza kutenga zvikwereti zvinokwana zvikamu makumi matatu nezviviri zvemazana emari yemari uye inosarudza mashokiti mashomanana anokwana makumi matatu kubva muzana emari yemari. Mari iyo inowanikwa pamusika ndeye 130% yakanaka uye 30% yakaipa iyo mambure kusvika 100% uye iye / akaita sarudzo dzekuita zvikamu zvinokwana 160% zvepodfolio (130% yakareba, 30% pfupi).

Dambudziko re 130/30 Mari

Ndiani ari nani kurondedzera njodzi dze 130/30 mari kunze kwekambani yemari inoshandisa chimiro? Kubva pawebsite yeJP Morgan Asset Management: "Hapana chivimbiso chokuti kushandiswa kwemahofisi marefu uye mapfupi kuchabudirira mukugadzirisa chikwereti chekutsvaga kumakambani emabhizimisi emabhizimisi emakambani, kutengesa mari, kushandiswa kwemiganhu-kana zvimwe zvipingamupinyi.

Kuisa mari mune imwe nzvimbo inoshandiswa mukutengesa kwenguva refu uye pfupi kunogona kuva nehuwandu hwehuwandu hwehuwandu hwehupfumi. Izvi zvingangoguma nemimwe mitero yemitero. Kutengesa kutsva kunosanganisira dzimwe njodzi, kusanganisira mari yakawedzera inobatanidza nekuvhara nzvimbo shoma uye mukana wekurasika kusingagumi pane dzimwe nzvimbo shoma dzekutengesa. "

Unoda 130/30 Mari?

Saka, ndiani anonyatsoda 130/30 mari? Iko iyi 130/30 mari yakagadziriswa yakawanda yehupi uye hoopla yevanotengesa mari imwe chete?

Muchidimbu, mari 130/30 iri mucheche hwavo. Kunyange zvazvo mamiriyoni 130/30 emari akagadzwa muna 2004, ruzhinji rwemari 130/30 harina makore mashanu. Yakave yakakurumidza kuti utaure.

Zvisinei, kana iwe uri mutendi mukutsinhanisa mari yekutsvaga mari (kana kutarisirwa kutengeswa mari), iwe unofanirwa kubhadhara mari iyi 130/30.

Kuwana kureba uye shorts zvose zvakanaka, zvingava chishamiso - an indexer angachema.

Asati atenga chero mhando ipi ye mutual fund , vatengesi vanofanira kuva nechokwadi chokuti zvakakodzera zvinangwa zvavo zvekutsvaga .