Zvose Nezvikwereti Zvikuru

5 Zvinhu Vashandi Vanofanira Kuziva NezveMatero Akare

Matanho makuru, ayo anonziwo zvikwereti zvakabhadharwa kana zvikwereti zvebhangi zvakabatanidzwa, zvikwereti izvo mabhangi anoita kumakambani ndokubva avhara uye kutengesa kune vatengesi. Ichi chikwata chemafasi chakashambadzirwa mukuzivikanwa muna 2013 , apo kukanganisa kwayo mumusika usina kusimba kwakakonzera mari yakawanda yemari yemari yekukwevera mabhiriyoni muzvitsva zvitsva sezvo sangano rakasungirirwa mari yakakura yakawanda. Hezvino izvo zvaunofanira kuziva pamusoro pevakweretesa vakura.

Mari Mikuru yakachengetedzwa neChipatara

Makweretheni makuru anonyanya kutaurwa nokuti ari pamusoro pekambani "sarudzo huru," zvinoreva kuti kana kambani yacho ikakundikana, vatengesi vari mumakwereti makuru ndivo avo vokutanga kubhadharwa. Somugumisiro, vatengesi vemahombekombe avo vanowanzowana zvakawanda zvekutsvaga kwavo mukutadza . Matanho makuru anowanzochengetedzwa nekutengesa zvakadai sedzimba, zvinoreva kuti dzinofungidzirwa kuti haisi panjodzi kudarika hurefu hwehutano .

Havasi Dambudziko-Vasina

Izvo zvikwereti zvezvikwereti zvinowanzoitwa kumakambani ane zviyero zviri pasi apa bhizinesi rekutsvaga , kuitira kuti uwandu hwekukweretwa kwekwereti (kureva, chidimbu chinoshandiswa mumamiriro ekubhadhara emari anotora zvinokanganisa matengo emabhangi) anoenzaniswa nepamusoro. Nenguva yakajeka, Vhudhi-mboti vepamberi vane riskier kudarika mabhizimusi-mabhizimisi emabatanidzwa emakambani , asi zvishoma zvisingabatsiri kudarika zvakanyanya-kutengesa zvisungo.

Zvakakosha kuchengetedza mupfungwa kuti kukosha kwemukati yemakethe iyi kunogona kuchinja nokukurumidza.

Kubva panaAugust 1 kusvika kuAugust 26, 2011, mutengo wekugoverana wekutsinhanisa- rebhadha fund (ETF) iyo inotengeswa pachikwata cheasset, PowerShares Senior Loan Portfolio (ticker: BKLN), yakabva kubva ku $ 24.70 kusvika $ 22.80 mumasangano 20 chete ekutengesa - kurasikirwa kwe7.7%. Bhengi yebhadhiro yakawirawo zvakanyanya munguva yematambudziko emari muna 2008.

Mune mamwe mazwi, nekuda kwekuti zvisungo ndezve "vakuru" hazvirevi kuti hazvirevi.

Zvibereko Zvinofadza

Sezvo huwandu hwezvikwereti zvikwereti zvebhangi huchiitwa kumakambani akaenzaniswa pasi pekutsvaga bhaji-bhizinesi, zvivimbiso zvinowanzova nezvikwereti zvakakwirira kudarika huwandu hwekutsvaga mabhizinesi ehurumende. Panguva imwecheteyo, chokwadi chokuti vashandi vemabhengi emabhengi vachabhadharwa mberi kwevashandi vezvisungo mukana wekupereta zvinoreva kuti ivo vane zvibereko zvishoma kudarika zvikwereti zvakakura zvezvibereko. Nenzira iyi, vakuru vemahombekombe vari pakati pekutsvaga mabhizimisi emabhandi emakambani uye kuburitswa kwepamusoro kwehutano pamwero wehuwandu uye chibereko chinotarisirwa . Kukwirira zvipfeko zvinowanzodanwa kuti "zvisungo zvisingabatsiri."

Mafashamo akaputika

Chimwe chinhu chakakosha chezvikwereti zvebhangi ndechekuti dzine mafungu anotenderera anoshandura zvakakwirira zvichienderana nehuwandu hwehuwandu hwakafanana neLondon Interbank Offer, kana LIBOR. Kazhinji, chikwata chinotenderera chinopa chibereko chakadai se "LIBOR + 2.5%" - zvinoreva kuti kana LIBOR yaiva 2%, chikwereti chaizopa chibereko che4,5%. Izvo zvikwereti pazvikwereti zvebhangi zvinowanzogadziriswa panguva dzakatarwa, kazhinji pamwedzi kana pamwedzi.

Kubatsirwa kwehuwandu hwekutenderera ndehukuti hunopa chinhu chekudzivirirwa pakusimuka kwemazuva mashomanana emari .

(Ramba uchifunga mupfungwa dzako, bhizimusi inowira apo zvibereko zvinomuka ). Nenzira iyi, ivo vanoita zvakafanana kuZANO (Treasury Investor-Protected Securities, zvichipa kuchengetedzwa kunopesana nehuwandu hwemitengo) Izvi zvinowedzera, kuchengetedzwa kwekutengesa kwekutengesa kunoita zviri nani mumamiriro ekukwira kwemazinga kunze kwe-plain-vanilla zvisungo. Mutengo kunzwisisa kunobatsira kuita zvikwereti zvakakura kune chikamu chinozivikanwa chevatengi.

Zvisinei, zvakakoshawo kuti urambe uchifunga kuti zvibereko kune zvikwereti zvikwereti haufaniri kuenda kune imwe nzvimbo nePfuma, asi pane LIBOR - purogiramu yenguva pfupi yakafanana neyekudyidzana nemari .

Ipa Diversification

Sezvo vashandi vemahombekombe vanoita sevashoma kudarika-mamwe maonero ezvimwe zvikamu zvebhizimisi rechibvumirano, vanogona kugovera dhigirii yakawanda muhutano hwakasarudzwa huripo.

Bhengi yebhadhiro ine mikana yakanyanyobatana nemakambani akazara uye kusagadzikana kusina mari neUnited States Mashekeri - zvinoreva kuti kana hurumende yekutengeserana kwekutengesa ichienda pasi, mitengo yakakweretesa yakawanda inogona kukwira (uye pamwe chete).

Somugumisiro, boka reassetsi rinopa vatengesi nzira yekuchera zvibereko uye zvinogona kuderedza kusagadzikana kwehuwandu hwavo husingakwanisi kuwana mari. Izvi zvinomiririra kutenderera kwechokwadi -kuita mari inogona kubatsira kuzadzisa chinangwa (kuwana mari) asi uchifamba nenzira yakawanda yakazvimiririra kubva kune dzimwe dzimba dzekutsvaga muhofisi yako.

Nzira Yokugadziridza Sei Mune Mari Mikuru

Kunyange zvazvo zvikwereti zvega zvinogona kutengwa kuburikidza nevamwe vatengesi, ivo chete vanogadzirisa zvikwereti - avo vanogona kuita ivo pachavo tsvakurudzo dzakawanda dzekwereti - vanofanira kuedza nzira yakadaro. Nenzira yakanaka, kune zvakawanda zvekubhadhara mari inoshandisa munzvimbo ino, ruzere rwakakwana rwezvinhu zviripo paIndaneti. Mukuwedzera, PowerShares Senior Loan Portfolio - iyo ETF yakambotaurwa kare - inopa ruzivo rwechikwata ichi, sezvakaita SPDR Blackstone / GSO Senior Loan ETF (SRLN), Highland / iBoxx Senior Loan ETF (SNLN), uye First Trust Senior Equity ETF (FTSL).

Nezvemari haigone kupa mutero, utsvaga, kana mari yemari uye mazano. Mashoko aya ari kuendeswa asina kufunga nezvezvinangwa zvekutsvaga, kubvumira kusangana nematambudziko kana mamiriro emari yemumwe muzvinabhizimisi chaiyo uye angave asina kukodzera kune varairi vese. Basa rekare harisi kuratidza migumisiro yemangwana. Kuisa mari kunosanganisira njodzi dzinosanganisira kurasikirwa kwatinoitwa mukuru.