Ka wehewehe, ka hana kūikawā a me ka hōʻoiaʻana o Mid-cap Stock Investing
Kālepa S & P Mid Cap Definition
ʻO ka S & P Midcap 400 Index, i kapaʻiaʻo S & P 400, he helu helu i komo i loko o nā US kūʻai i ka laulā waena.
Wahi a Standard & Poor, "ʻo ka S & P MidCap 400® ka mea hoʻolako i nā mea kālā i kahi pae'āina no nā hui waena. ke kūpilikiʻi a me ka hoʻihoʻiʻana o ke kikowaena waena o ka honua ma waena o ka holomua. "
Wahi a Starstar , "he $ 200 miliona ke kumukūʻai waena o kaʻilikai. He mea nui paha kēia akāʻaʻoleʻike nuiʻia nā kamaliʻi a hiki i ka hōʻailona pilikino. No kaʻike a me ka hoʻohālikelike, hiki i kahi mau pūʻulu i lohe ai, e like me ka Food Food Market,ʻoiaiʻo kahiʻoi aku o kaʻoihana nui nui, e like me Wal-Mart,ʻoi aku ka nui o ka waiwai ($ 230 piliona i ka makahiki 2012). ʻAʻoleʻike nuiʻia nā inoa o nā keʻena liʻiliʻi liʻiliʻi.
ʻO S & P 500 vs S & P 400 vs Russell 2000 Indices
Hiki paha iāʻoe ke kahaha no ka hana nuiʻana i ka helu waena waena o ka helu poʻokela ma ka hoʻohālikeʻana i ka S & P 500 (kālepa nui) a me ka Russell 2000 (nā hua liʻiliʻi liʻiliʻi).
E māhele wau i kekahi mau manaʻo ma nā helu ma hope o ka pakuhi:
| Papa inoa inoa | 3-Yr Return | 5-Yr Return | 10-Yr Return | 15-Yr Return |
| 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% |
ʻO nā mea a pau e hōʻike nei i ka helu a pau o ka heluʻana o Ianuali 31, 2017. Keʻikepili mai Morningstar, Inc. , Vanguard (VIMSX no Mid Cap 400) a me iShares (IWM no Russell 2000). ʻAʻole i hōʻikeʻia nā hana i hala aku nei.
Ka pale waena Mid-Stock Analysis
ʻO ka mea mua e hana ai au,ʻo ka hapa waena o nā poʻomanaʻo e hoʻopuka i nā koʻikoʻi nui a me nā'āpana liʻiliʻi ma ka lōʻihi, e like me kaʻikeʻia e nā makahiki he 15 makahiki. ʻOiai inā e heluhelu anaʻoe i kēia mau mahina aiʻole nā makahiki i ka wā e hiki mai ana, ke haʻi nei nā helu. ʻO kēia mau huapalapala, e hoʻi ana a hiki i nā makahiki he 15, he mea nui a he noʻonoʻo no nā kumu'ē aʻe:
- ʻO nā makahiki 5 e hoʻopau ana i ka lā 31 o Ianuali, 2017 e hoʻopili ana i ka hapa nui o ka hoʻomakaʻana o nā bipi i ka hoʻomakaʻana o Malaki 9, 2009. Uaʻike nuiʻia ka hōʻailona mai ka Great Decession. I ka manawa pinepine, nā hua liʻiliʻi liʻiliʻi e alakaʻi i ka hana i ka loaʻa hou. ʻAʻole kēia manawa.
- ʻO ka hoʻiʻana o nā makahiki he 15, e hoʻi ana i 2000, hopu i ka makai makai o 2007-2008 a me ka hapa nui oʻelua mau makai ma nāʻaoʻaoʻelua o ka bea.
- Eia hou, he mea nui ia i ka S & P Midcap 400 Index i ka S & P 500 Index (mau pale nui) a me ka Russell 2000 (nā liʻiliʻi liʻiliʻi liʻiliʻi) ma mua o kahi makahiki he 15, e hōʻike ana i kahi'eneke likeʻole o ka hoʻokele waiwai. nā kūlana kūʻai.
Ke Kumu Loaʻa a me ka Hoʻopiʻiʻana o kaʻImiʻana ma nā Mānaile Mid Cap
ʻO ke kikowaena waena-pohā ka "kahi momona" o ke kālepaʻana no ka meaʻo ka nui o nā kumupaa waiwai nui i nā 10 i 20 mau makahiki i hala aku nei,ʻo ia nā kamupene nui i kūʻaiʻia i loko o ka hui pāʻani.
Eia kekahi,ʻo nā'apena nui-poʻokela (ʻo S & P 500) ka nui o nāʻoihana nui, nui loa o nā diabolō, aʻoi aku iʻoi aku ka ikaika loa o nā makahiki he hala i hala aku nei. I ka hopena, ua nui ka loaʻaʻana o nā huapalapala liʻiliʻi i ka wīwī o ka "ʻoi aku o nā pilikia" a me ka loli nui a me ka emi i nā kumukūʻai ka mea i hoʻokuʻu i nā kumu liʻiliʻi liʻiliʻi ma lalo o nāʻano kūʻai.
No laila, ma ka hōʻuluʻuluʻana,ʻaʻole e hoʻomauʻia ka hoʻomauʻana o ko lākou mau mana ma waena o nā makahiki he 15 e hiki mai ana, no ka mea,ʻoiaiʻo Mark Twain i'ōlelo maʻalahi ai, "ʻAʻole i hana hou ka moʻolelo, akā,ʻo ia ke mele." ʻO nā mea kālā e makemake ana e hoʻohui i nā mea likeʻole a me ka hoʻokumuʻana i kahi kōpili waiwai o ke kālā hui , pono e nānā pono i nā pale kālā kālā waena,ʻo ka puʻuwai index a me Exchange Traded Funds (ETF).
Hiki i nā hōʻailona Mid-cap ke komo i loko o ka waihona kālā likeʻole me nā kālā'ē aʻe e pili ana i nāʻano likeʻole a me nā papa waiwai.
Ka Hoʻohaha:ʻO kaʻike ma kēia pūnaewele ua hoʻolakoʻia no ke kūkākūkāʻana wale nō, aʻaʻole pono e kuhiʻia e like me ka'ōlelo aʻo kālā. ʻAʻohe kumu e hōʻikeʻia kēiaʻikepili i manaʻo e kūʻai a kūʻai aku i nā palekana.