Tsanangudzo, Historic Performance & Analysis ye Mid-cap Stock Investing
S & P Mid Cap Index Tsanangudzo
S & P Midcap 400 Index, iyo inozivikanwawo seS & P 400, iyo inotenderera ine maStock emutengo wepakati pepamusoro.
Maererano neWorld & Poor's web site, "S & P MidCap 400® inopa vatengesi nehuwandu hwekambani dzakashambadza. Indekisi inowedzera zvinopfuura 7 muzana yemakambani ekutengesa kweU.S., uye inotsvaka kugara yakarurama yekambani yakakura, ichiratidza iyo ngozi uye kudzoka maitiro ehupamhi pakati pezvinhu zvose pasi pose. "
Maererano neAmastain , "nzvimbo yepakatikati yemari" inobva ku $ 200 mamiriyoni kusvika ku $ 5 mabhiriyoni. Izvi zvingaita svondo rakakura asi makambani haazivikanwi zvakapararira kusvikira vasvika pamamiriyoni emamiriyoni. Nokutaura uye kuenzanisa, pakati pemakutu ematokisi anogona kusanganisira mamwe makambani aungangodaro akanzwa, akadai Whole Foods Market, asi kambani huru, yakadai seWal-Mart, yakawanda zvikuru mumari yepamusoro ($ 230 mabhiriyoni muna 2012). Makambani maduku-emari haazivi mazita akawanda.
S & P 500 vs S & P 400 vs Russell Indices 2000
Iwe unogona kushamiswa nekushushikana kwekuita kwepakati pe cap cap stock index zvichienzaniswa neS & P 500 (huru-cap stocks) uye Russell 2000 (maduku-mashopu mashomanana).
Ini ndichagovera mamwe mafungiro pane nhamba mushure mechati:
| Index Name | 3-Y Y Kudzoka | 5-Y Y Kudzoka | 10-Y Y Kudzoka | 15-Y Y Kudzoka |
| 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% |
Zvose zviri pamusoro apa zvinomirira annualized zvakakwana kudzoka musi waJanuary 31, 2017. Data kubva Morningstar, Inc. , Vanguard (VIMSX ye Mid Mid 400) uye iShares (IWM yaRussell 2000). Basa rekare harisi vimbiso yemigumisiro yeramangwana.
Mid-cap Stock Performance Analysis
Pfungwa yekutanga yandichaita ndeyokuti mukatikati memakumbo mashomanana akabuda kunze kwemaoko makuru maviri uye zviduku zviduku mumashure, sezvinopupurirwa nemakore gumi nemashanu anodzokorora annualized. Kunyangwe iwe uri kuverenga mwedzi ino kana makore mune ramangwana, nhamba idzi dziri kunyatsotaura. Iyi inodzoka, inosvika kumashure kusvika kumakore gumi nemashanu, inokosha uye inoreva kune zvimwe zvikonzero zvakawanda:
- Makore mashanu apera musi waJanuary 31, 2017 anofukidza zhinji yemakethe emombe kubva musi waMarch 9, 2009. Kuwanazve kubva kuHarare Recession kwave kuchifadza mid-cap-stocks. Kazhinji, zviduku zviduku zvinotungamirira kushanda mune zvekuwana. Kwete nguva ino.
- Iyo yemakore gumi nemashanu inodzoka, kudzokera shure muna 2000, inotengesa misika yebhebhe ya2008-2008 uye yakawanda yemabhizimisi maviri emombe kune rumwe rutivi rwebere.
- Zvakare, zvakakosha kuti S & P Midcap 400 Index inokwidza S & P 500 Index (huru-cap stock) uye Russell 2000 (maduku-mashoma ematokari) zvikuru kupfuura makore gumi nemashanu, achimiririra zvikamu zvakasiyana-siyana zvakasiyana-siyana zvehupfumi uye mamiriro emisika.
Zvitora Zvitsva uye Kuchenjerera Kwekutsvaga Mu Mid Cap Stocks
Pakati pe-cap stock range inomirira "nzvimbo inotapira" yekutsvaga mari nekuti vazhinji vezvikwata zvakakura-kuwana zvikamu mumakore 10 kusvika kumakore makumi maviri apfuura vave mamakambani emakore akaenzana akatengwa mu blockbuster merger acquisitions.
Uyewo, mahombekombe makuru (i-S & P 500) aneiyo yakakura, yakawanda yakaodheidhesi, yakaoma zvikuru kune imwe nyika yemakore gumi apfuura, mari yekutengesa. Pakupedzisira, zviduku zviduku zvakakonzerwa nekushorwa kweku "nzvimbo yakakwirira" uye nzvimbo inoshamisa inopindira uye yakadzika mumitengo yakakonzera zviduku zviduku zvakaderera munzvimbo dzakanyanya kutengesa.
Nokudaro, uye muchidimbu, mukati memakumbo mashopu hazvirevi kuramba achiita simba pamusoro pemakore 15 anotevera nokuti, saMark Twain zvakanyatsotaura kuti, "Nhau haitauri pachedu, asi inoita rhyme." Vashandi vanoda kuwedzera zvakasiyana pavanenge vachigadzira chikwereti chinotyisa chekutengeserana kwemari , vanofanira kunyatsotarisa pakati pe-cap stock stock funds, kunyanya mari ye index uye Exchange Traded Funds (ETF).
Mid-cap cap mari inogona kunge iri chikamu chemasikirini akasiyana-siyana anosanganisira mamwe mari pamwe chete kubva kumapoka akasiyana-siyana uye makirasi emari.
Zvinonzwisisika: Mashoko ari pawebsite ino anopa mazano ekukurukurirana chete, uye haafaniri kushandiswa zvisina kunaka sekutsvaga mazano. Pasinei nemamiriro ezvinhu iyo ruzivo runomiririra hutungamiri kutenga kana kutengesa zvigumisiro.