E nānā i nā ukana me ka hoʻihoʻi hou a me ka kūʻaiʻuʻuku mau.
He kūpono loa i nā mea kūʻai kālā me nā kūlana kiʻekiʻe loa no ka poʻe mea waiwai e kokoke ana i ka makahiki hoʻomaha, no ka hikiʻole ke lilo koke ke kālā.
ʻOiai e hiki ke kūʻai i ke kālā ma nā mea ukiuki a me kahi kūponoʻole he maikaʻi ināʻo ka hōʻikeʻana o nā hōʻike a pau e hōʻoia ia mea,ʻoi aku ka maikaʻi o nā poʻe kālā no ka huliʻana i nā kumukūʻai me ka liʻiliʻi haʻahaʻa a me ke kuamoʻo o nā hoʻihoʻi maikaʻi.
ʻAʻole hiki ke maʻalahi kaʻikeʻana i nā ukali me ka haʻahaʻa haʻahaʻa, akā hiki ke loaʻa iāʻoe ka lōʻihi o kouʻike i ka hemahema a pehea e hiki ai ke anaʻia.
Nā kumu o ka waiwai
I mea e kōkua ai e wehewehe i ke kūlana a me ke kumu o ka pono, e nānā iʻelua mau manaʻo hoʻomanaʻo a me kā lākou mau makahiki makahiki āpau makahiki.
Kamupali A:
Kahiki 1: +12 pakeneka
Ka makahiki 2: -5 pakeneka
Makahiki 3: +18 pakeneka
Ka makahiki 4: -11 pakeneka
Makahiki: 5: + 21 pakeneka
Heʻawelike kēia, ma muli o ka hoʻihoʻiʻana o ka makahiki he 7 pakeneka. Akā, e like me kāu eʻike ai,ʻaʻole kūlike nā hōʻike mai kēlā me kēia makahiki.
Kamupene B:
Ka makahiki 1: 7 pakeneka
Ka makahiki 2: 9 pakeneka
Ka makahiki 3: 5 pakeneka
Ka makahiki 4: 6 pakeneka
Ka makahiki 5: 8 pakeneka
ʻO nā palapala makahiki hou o kēia huiʻelua e nānā i ka mea'ē aʻe ma mua o ka Hui A, akā, ua like ka hoihoiʻana o ka makahiki.
ʻO kēia mau mea i loaʻa i ka makahiki he 7 pakeneka o ka makahiki, akā,ʻoi aku ka loli o ka hui mua loa.
No ke aha mai kēia mea? No ka hiki i nā loli hou i nā hōʻike makahiki hiki ke loaʻa ka hopena kūlohelohe i ka waiwai kaulike o kahi hoʻolimalima.
E nānā hou i kēia mau pūnaehoʻike, me ka manaʻo e hoʻolālāʻoe $ 1,000 e hoʻomaka.
E nānā mākou i ka nui o ke kālā āu i loaʻa i ka hopena o kēlā me kēia makahiki, e like me nā hōʻike ma luna.
Kamupali A:
Ka makahiki 1: $ 1,120
Makahiki 2: $ 1,064
Ka Makahiki 3: $ 1,255
Makahiki 4: $ 1,086
Ka Makahiki 5: $ 1,314
Kamupene B:
Ka makahiki 1: $ 1,070
Makahiki 2: $ 1,166
Ka Makahiki 3: $ 1,224
Makahiki 4: $ 1,297
Ka makahiki 5: $ 1,400
E like me kāu eʻike ai,ʻoi aku ka nui o ke kālā i nā mea waiwai i ka Hui B i ka pauʻana o nā makahikiʻelima ma mua o ka poʻe i hoʻokomo i kaʻahahui A. No ka mea, inā loaʻa kahi kālā i ka makahiki hoʻokahi, pono e loaʻa ka nui o ka makahiki i hiki mai e hana i ka hopena.
ʻAʻole i loaʻa wale nā kālā i ka hopena,ʻaʻole lākou i hoʻopau i ka loaʻaʻana o nā kālā i ka hopena,ʻaʻole pono lākou e hoʻoponopono i ka hopena o ka nānāʻana i ka piʻi a piʻi i lalo. Eia kekahi,ʻo ka mea hoʻopuka e kokoke ana i ka makahiki hoʻomahaʻana,ʻo ia hoʻi,ʻaʻole makemakeʻo ia eʻike i kahi waiwai e hāʻule i lalo i lalo, no ka mea, e koho lākou e haʻalele i mua o ka loaʻaʻana o ke kumukūʻai kālā.
Ka Noʻonoʻoʻana i ka Volatility
ʻAʻole hiki i ka maʻalahi ke koho i ka hopena o ke kumukūʻai. Hiki iāʻoe ke nānā i ke kumukūʻai kālā aʻike i keʻano o ka neʻeʻana a me lalo, akā, he mea pono wale nō ke nānāʻana ia mea ma waho o ka pōʻaiapili. I ka nānāʻana i ka volatility, he mea nui e noʻonoʻo i ka hemahema o nā kumu likeʻole ma kaʻoihana like a me ka lālā, a me ka neʻeʻana ma luna o ka māhele kūʻokoʻa.
Mahalo, aia he mauʻano maoli o ka volatility e hiki ke hāʻawi iāʻoe i kahi kiʻi kūpono. Makemake wau e nānā i kahi ana i kapaʻiaʻo "Beta," a hiki loa iāʻoe ke loaʻa i ka huliʻana i kahi waiwai ma ka pūnaewele. Ma ka hapanui o nā hihia, hoʻohālikelikeʻia ka hua'ōlelo Beta i kahi kūlana o ka hui i ka S & P 500 Index, kahi e hoʻokomo i nāʻoihana nui loa ma ka māhele kūʻai. ʻO ke ana o ka "1",ʻo ka hoʻolimalimaʻana o ke kumukūʻai e like me ke kūpono me ka S & P 500 . ʻO kahi "1.25" e hōʻike ana he 25 pakeneka kaʻoi aku ka loli ma mua o ka helu kuhikuhi.
I ka hoʻopaʻaʻana i nā kumukūʻai,ʻo ka nui o nāʻoihana hoʻolaha pūnaewele e hōʻike i ka Beta no kahi hui, akāʻo ka Beta no kēlāʻoihana. Eia kekahi lā,ʻoʻApelila 2018, ua hōʻikeʻo Apple i kahi Beta o 1.03, e hoʻonui iki aku ana i kaʻoihana S & P 500. Akāʻo kaʻenehana Beta no kaʻoihanaʻenehana loea he 1.27.
Penei mākou e'ōlelo ai uaʻoi aku ka maikaʻi o Apple ma mua o ka māhele kūʻaiʻokoʻa ma keʻano nui, akā, ua liʻiliʻi ka maikaʻi ma mua o nāʻoihana tech tech.
Nā Low Volatility Sectors
ʻO kekahi mau mahele a me nāʻoihana, ma keʻano, ka mea iʻoi aku ka maikaʻi ma mua o nā mea'ē aʻe. ʻO nā limahana Tech , no ka mea maʻamau eʻoi aku ka loli ma mua o nāʻoihana. He mea kūpono nō hoʻi eʻikeʻoe i nāʻoihana nui iʻoi aku ka liʻiliʻi o nā kumukūʻai kūʻaiʻoihana ma mua o nā mea liʻiliʻi.
He nui nā māhele'ōlelo kālā e kuhikuhi i ka lālā maʻamau o ka mea kūʻai ma keʻano he hoʻokahi me ka haʻahaʻa haʻahaʻa a me ka ikaika. Aia kēia mahele i nā pūnaewele e huahua nei i nā huahana maikaʻi a mākou e hoʻohana nei i kēlā me kēia lā, e like me nā mea hale, nā meaʻai, a me nā mea inu. ʻO ka hopena,ʻaʻoleʻike kēia mau poʻe i nā wikiwiki'āhiu i nā uku, no laila,ʻaʻole e loli ana i kā lākou kūʻai waiwai.
Loaʻa nā Low Low Volatility Stocks
I loko o nā makahiki, ua nui ka lima o nā lāʻau i hāʻawi i nā hōʻike kūpono me ka hoʻololiʻole i ka waiwai. ʻO ka hapanui o lākou he mau kamaliʻi kaulana i ka lōʻihi o ka manawa a ua hoʻomalu i kā lākou mauʻoihana.
Nā lākou:
Nānā Haʻawina a me Gamble [NYSE: PG]:ʻO kekahi o nā titans ma ka māhele maheleʻoihana me kahi Beta ma lalo o ka awelika.
Coca-Cola [NYSE: KO]:ʻO kekahiʻoihana haʻahaʻa haʻahaʻa-nui e pili ana a mau loa aku aʻaʻohe mea e hōʻeha. Aia kekahi kumu i loaʻa aiʻo Warren Buffet he mau miliona miliona o Coke.
Lockheed Martin [NYSE: LMCO]:ʻO ka mea hana pāʻani nui nui loa o ka honua ua lōʻihi loa i mea hoʻokūkū hoʻokūkū aʻaʻole hiki ke kūʻaiʻia kāna kumukūʻai kūʻai i nā swings nui.
Rockwell Collins [NYSE: COL]:ʻO kekahiʻoihana palekana a me nāʻoihana ahupuaʻa me nā uku kūpono a, a me kekahi o nā helu beta haʻahaʻa i waena o nā hui nui.
Loaʻa i nā wahi e hiki ai ke koho i ka hoʻokele waiwai haʻahaʻa
Ināʻaʻoleʻoe e noʻonoʻo i ka hanaʻana i ka nui o ka legwork eʻike i nā hoʻoemi waiwai liʻiliʻi, hiki iāʻoe ke hoʻomaopopo maikaʻi iā lākou ma o ka waihona kālā a me nā kumukūʻai kūʻai kālā (ETFs) e mālama pono ana i kēia mau lāʻau.
ʻO kekahi o nā hoʻokele waiwai haʻahaʻa i nā makahiki i hala loa aku nei,ʻo ia ka iShares MSCI Minimum Volatility ETF [NYSE: USMV], e nānā ana i ke kālepa i nā kumukūʻai liʻiliʻi loa ma mua o ka makeke. Nāʻenehana likeʻole e like me nā Powershares S & P 500 Low Volatility ETF [NYSE: SPLV] a me ka Vanguard Global Minusum Volatility Fund [NYSE: VMVSX].
ʻO ia ka mea e hoʻopaʻapaʻa ai i ka holomuaʻana o kēia mau FTE ma mua o ke kelepona holoʻokoʻa, akā, hiki iā lākou ke lilo i wahi pono o kahi kōkoke kikowaiwai waiwai, i ka manawa hoʻi e holo maʻa mau ana kaʻoihana kūʻai.