Ndezvipi Mutual Fund Holdings?

Mutual fund holdings tsanangudzo uye chii chinoita kuti zvive zvakakosha kuziva

Paunenge uchitsvakurudza uye uchiongorora kuwirirana kwemari , iwe ungangodaro unomhanya kune imwe nguva inonzi mabheji. Kuongorora kubatana kwemari pamwe chete kunokosha zvakadai sekutarisa zvakanyanya kune imwe michina asati yatenga: Usati waita zvinhu zvakakosha sekutenga motokari kana imba, unotarisa mukati. Vashandi veSvondo vanoita zvakafanana nemari pamwe chete.

Mutual Fund Holdings Tsanangudzo

Imwe chikwereti chekuchengetedza mari inomiririra zvivimbiso (zvigadzirwa kana zvisungo) zvakachengetwa muhomwe.

Zvose zvebato rinobatana zvinosangana nekugadzira chikwereti chimwechete. Fungidzira bhaketi yakazadzwa nematombo. Bhuku ndiro mari yekutengeserana uye rimwe dombo ndiro rimwechete kana bhizinesi. Nhamba yematombo ose (mashizha kana zvisungo) zvakaenzana nenhamba yose yekubata .

Nzira yekuziva iyo yakakwana yenhamba yekubata

Muzvizhinji, mutengo wemari unotarirwa zvakanaka kune nhamba yose yekubata uye urwu hunoenderana nechechi kana rudzi rwemari . Semuenzaniso, mari yekuenzanisira uye imwe mari yezvisungo inotarisirwa kuva nenhamba yakawanda yekubata, kazhinji mumazana kana kunyange zviuru zvematokisi kana zvisungo. Kune mamwe akawanda mari, kune zvisingabatsiri kuva nemadhora mashoma kana akawanda.

Kazhinji, kana mari iine masangano makumi maviri kana makumi matatu chete, kusagadzikana uye njodzi inogona kunge yakakwirira kwazvo nokuti kune zvishoma zvigaro zvine huwandu hukuru mukushanda kwebato rekubatana. Nezvimwewo, kana mari inosvika mazana mana kana mazana mashanu, iyo yakakura kwazvo zvokuti inoshandiswa inogona kunge yakangofanana nehurukuro, yakadai S & P 500.

Munyaya iyi, mutengi anogona kungotenga chimwe chezvinhu zvakanakisisa zveS & P 500 index index pane kubata chikwama chikuru chemari pamwe nemazana edzimba.

Mari iyi ine zvikwata zvishoma zvakadai sechikepe chiduku pagungwa chinogona kufamba nokukurumidza asi chinogonawo kuchinjwa kune dzimwe nguva mafungu makuru. Kunyange zvakadaro, mari iyi yakawanda kwazvo inogona kunge yakakura zvikuru inogona kunge isingakuvadzi zvakawandisa nemvura inoshanduka asi haikwanise kubva kune ganda rinogona kubvarura uye rinyura seTitanic.

Tarisa homwe yekodha ine zvinyorwa makumi mashanu asi pasi pemakumi maviri. Izvi zvinogona kuvimbisa "kurudyi" ukuru hwuri duku kana kuti hukuru. Yeuka hutongi hwemaapuro-to-aples uye tarisa mazamu epepa inopiwa ye mutual fund . Kana chikwereti chauri kuongorora chiri chakanyanya kuderera kana chakakwirira muwandu huwandu hwekubata kune huwandu hwemagariro akaenzana, iwe ungada kutsva zvakadzika kuti uone kana mari iyi yakakunakira iwe.

Uyezve, iwe unoda kuona kana mari yauri kuongorora ichienderana nemamwe mari muhomwe yako. Chikwama chine mabhizimisi makumi maviri chete chinogona kuva pangozi pachako, asi chinogona kushanda senhengo imwechete yekusanganiswa kwakasiyana-siyana kwemari pamwe chete mukati memugovera wako.

Uyewo dzidza nezve Commingled Funds .

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.