Māhele Makai Makahiki Makai

Ka Lā piha piha o nā hua'ōlelo no ka hoʻolimalimaʻana i nā kālepa a me nā kālepa

Ināʻoe eʻimi ana i kahi kālā kaulike, Exchange Traded Funds ( ETFs ), a iʻole makemakeʻoe eʻike i kahi o ka papa kuhikuhi e hoʻohanaʻia ma keʻano he pae hilinaʻi no kāu hoʻokele kālā aiʻole kōpili waiwai paha, e hoʻohanaʻia kēia papa inoa o nā kiko'ī makamae nui iāʻoe.

ʻO Dow Jones Industrial Average

ʻO ka Dow Jones Industrial Average ka helu kuhikuhi helu e hōʻike ana i ka neʻeʻana o nā huahana 30 nui mai nāʻoihana likeʻole maʻAmelika Hui PūʻIa.

Ua kapaʻia ma hope o Charles Dow a me Edward Jones,ʻo ka inoa kaulana kaulanaʻo Dow Jones,ʻo ka 30 30 aʻo ia paha i kapaʻia he "ʻo Dow."

ʻO nā mea hoʻokele waiwai nui, e like me nā mea kālepa lawaiʻa a me nā mea waiwai hoʻokomo kālā,ʻaʻole lākou e hāʻawi i ka mahalo i ka Dow Jones e like me kaʻoihanaʻoihana. Ma muli paha o kona inoa e hiki keʻikeʻia, nā leka uila a me ka heluhelu ākea heluhelu i nā mea paʻi kiʻi hiki ke hoʻokumu i kahi poʻohana wale nō, e like me "Ka Hoʻoiho o ka Dow New Record High Today" aʻike ka poʻeʻike i keʻano o ia mea.

ʻO ka S & P 500 Index

Uaʻikeʻiaʻo "S & P 500" a iʻole "kahi kūʻai wale nō,"ʻo ka Standard & Poor's 500 Index ka paepae nui loa i hoʻohanaʻia no ka māhele nui-cap o ka māhele'āina kūʻai o ka US. Hoʻohālikelike ka helu kuhikuhi i 500 mauʻoihana i kākoʻoʻia e nā US a uhi i 75% o ka mākaʻi pono US.

Nui nā mea waiwai kālā e hoʻohana i kekahi o nā kumu kūʻai S & P 500 Index maikaʻi loa ma keʻano he kuleana nui i loko o kahi kōpili o ke kālā kaulike a me nā ETF.

ʻO ka NASDAQ

ʻO ka NASDAQ a iʻole ka Hui Kūʻokoʻa o nā Mea Hoʻoilina Puʻupuʻu Puʻukū Uila Kamauki Quotations System kahi kūʻai kālā e like me ka New York Stock Exchange (NYSE) ma Wall Street. ʻO ka papa kūʻai kūʻai lola lola mua, a me ka mea pani i ka pūnaewele kālepaʻoihana (OTC), ua like ka NASDAQ mai ka NYSE ma ia mea he pūnaewele ponoʻole.

Hoʻomaopopoʻia ka NASDAQ no kona hoʻonui nuiʻana o nāʻenehanaʻenehanaʻenehana.

Me ka Dow a me ka S & P 500,ʻo ka NASDAQ kekahi o nā maka'āinana mālama nui. ʻO ka papa kuhikuhi nui o ka NASDAQ,ʻo ia ka NASDAQ Composite,ʻoi aku iʻoi aku ma luna o 3,000 mau kumu kūʻai, akā,ʻo ka NASDAQ 100 ka mea iʻike nui loaʻia.ʻO nā kākini i kālepa ma ka NASDAQ he mau hōʻailona like me 4 mau hua'ōlelo, e like me MSFT no Microsoft a iʻole TWTR no Twitter.

ʻO ka Wilshire 5000 Index

ʻO ka manawa i kapaʻia "ka nui o ka hōʻailona makai kūʻai,"ʻO ka Wilshire 5000 ka hōʻailona o ka māhele kūʻai kumukūʻai - he hōʻailona oʻoi aku o 5000 mau kikoʻai e pili ana i ka nui o kaʻike kūʻai makamae (e like me ke kaula nui, waena o ka pāpale a me ka pōpopo liʻiliʻi).

He mea nui i nā mea waiwai e hoʻomaopopo i ka Wilshire 5000 he putea makaikai,ʻo ia hoʻi,ʻo ka nui o nāʻoihana (ʻoi aku ka nui o ka nui) (ma waena o nā waihona kiʻekiʻe) ma ka pakeneka ma mua o nā kamaliʻi liʻiliʻi. I nā hua'ōlelo'ē aʻe, hiki i nā mea waiwai ke manaʻo ua loaʻa iā lākou ka mālama paʻaʻana no kaʻikeʻana i ka nui o nā kumu kūʻai o ka helunaʻana. Eia naʻe, ka nui o ka hoʻonuiʻana i nā koʻokoʻo nui-poʻokela he mea nui loa e like me ka nui o ka hoʻohuiʻana o ka hana (e like me) ka nui o nā kālā kālā.

No kēia kumu, nui nā mea waiwai i koho e hoʻohana i kahi waihona waiwai S & P 500 e hōʻike i nā koʻokoʻo koʻikoʻi nui a me ka helu maʻamau, e like me Russell 2000, e pani i nā poʻomanaʻo liʻiliʻi i loko o kā lākou kōpili.

ʻO ka Index Russell 3000

ʻAʻole e hopohopo me Russell 2000 (e nānā ma lalo),ʻo Russell 3000 he kumukūʻai maʻamau, kahi e kokoke ana i 3000 mau kumukūʻai,ʻo ia ka hanaʻana o nāʻoihana nui loa o US. ʻO ka inoaʻo Russell 3000 i kapaʻia heʻelima haʻihaʻi makaikai no ka mea, ua likeʻo ia i kahi kokoke i 98% o ke kālepa kūpono o US.

ʻO nā kālā Mutual a me nā ETF e hoʻolako i kahi e hana ai i ka Index Index Russell 3000 e hiki ke lilo i mau koho maikaʻi i ke kūkuluʻana i kahi kōpili. Eia nō naʻe, no ka ho'āʻoʻana o ka hoʻolahaʻana, pono i nā mea kālā e hoʻomaopopo i keʻano o Russell 3000 i ka mahele nui o ke kōpili a no laila he mea e pili ana i nāʻano kālā likeʻole a me nā kāpili kālā, ka loaʻa (nā koina) i loko o ke kōpili.

ʻO ka Russell 2000 Index

ʻO Russell Russell kahi hōʻailona e kuhi ana i ka'āpana'āpana liʻiliʻi o ke kikowaena hoʻokele waiwai. E like me ka inoa o ka inoa, hoʻopili ka index i ka 2000 o nā pūʻulu liʻiliʻi, ma muli o ka hoʻonuiʻana o ka makelia.

Wahi a ka mea nāna i hoʻokumu i ka Russell Russell Index, Russell Investments, ua kūkuluʻia ka hua'ōlelo "no ka hoʻolakoʻana i kahi barometer-liʻiliʻi piha a meʻole iʻikeʻoleʻia a ua hoʻopau houʻia i kēlā me kēia makahiki i mea e hōʻoleʻole nā ​​kumukūʻai nui i ka hana a me nāʻano o ka pāpale liʻiliʻi maoli. manawa kūpono. " ʻO kēia ka waiwaiʻo Russell 2000 Index a me nā ETF i ka mahalo nui i ka hōʻailona nui-cap, e like me ka S & P 500, no ka kūkuluʻana i kahi waihona kālā .

ʻO ka S & P 400 Index

ʻO ka S & P Midcap 400, ka mea i kapaʻiaʻo S & P 400, he papa helu i komo i loko o nā US kūʻai i ka laulā waena. Wahi a Standard & Poor website, "ʻo ka S & P MidCap 400® ka mea hoʻolako i nā mea kālā i kahi pae'āina no nā hui waena. nā kūʻokoʻa a me ka hoʻihoʻiʻana o ke kikowaena waena o ka honua ma waena. "

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.

Nā hua'ōlelo MSCI

He polokalamuʻeleʻeleʻo MSCI no Morgan Stanley Capital Investments. Loaʻa nāʻenemi MSCI he nui, i hoʻohana mauʻia e like me keʻano o nāʻoihana waiwai'āina'ē.

ʻO nā hua'ōlelo Melika MSCI:

ʻO Barclays Capital Hui Pūʻali Bond

ʻO ka Barclays Capital Aggregate Bond Index, i kapaʻiaʻo "BarCap Aggregate," kahi hōʻailona paʻa nui e uhi ana i nā kālepaʻoihana a US aʻo kekahi mauʻae haole i kālepaʻia ma ka US.ʻO ka BarCap Aggregate kahi i kapaʻiaʻo Lehman Brothers Aggregate Bond Index.

Hiki i nā mea hoʻolale kālā ke hopu i ka hana o ka māhele paʻa paʻa ma o ka hoʻokomoʻana i loko o kahi pūnaewele hōʻuluʻulu makai piha.

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.