Ubu hashize imyaka itanu, mu Gushyingo 2014, natangije inyungu zo gukura ku nyungu kandi ntangaza impinduka zose hano muri SA kuva icyo gihe.
Icyari kigamijwe kwari ukugaragariza ubwanjye ko gushora inyungu-gukura gushora bikora kandi ko bishobora gutanga inyungu zigenda ziyongera zishobora kuba igisubizo cyinjiza mugihe cyizabukuru cyangwa nkisoko yamahera yo gushora imari.
Mu myaka yashize, inyungu ziyongereye rwose, kandi inyungu zose zigihembwe zazamutse ziva ku $ 1.000 zigera ku $ 1.500.
Igiteranyo cyuzuye cya portfolio nacyo cyazamutse muburyo busa, gikura kuva aho cyatangiriye $ 100.000 kigera ku $ 148,000.
Ubunararibonye nungutse mumyaka itanu ishize bwaranyemereye kwiteza imbere no kugerageza filozofiya yanjye.Abankurikiranye mu myaka yose bazi ko ntigeze mpindura impinduka muri portfolio, nkongeraho ibintu bishya rimwe na rimwe mugihe cyo gusubira inyuma kw'isoko.
Ariko umwaka uheruka, na cyane cyane iyo ndimo gukuramo ibintu mumezi 12 kugeza 18 ari imbere, byatumye ngera ku mwanzuro w'uko ingaruka ari nyinshi cyane kuruta mbere.
Hariho ibintu bibiri biteye ubwoba byanshishikaje kandi bintera gufata icyemezo cyo kugurisha 60% byinshingano zanjye, mpitamo amafaranga no gushakisha uburyo bwiza bwo gushora imari.
Ikintu cya mbere cyanshishikaje ni imbaraga zidolari.Igipimo cya zeru cyangwa hafi ya zeru ku isi hose byatumye imigabane myinshi ya leta, cyane cyane mu Burayi no mu Buyapani, igurisha ku musaruro mubi.
Umusaruro mubi ni ibintu isi itarasobanukirwa neza, kandi ingaruka ya mbere nabonye ni uko amafaranga ashakisha umusaruro ushimishije yabonetse ijuru ryizewe mububiko bw’imari ya Amerika.
Ibi birashobora kuba umwe mubashoferi imbaraga mumadolari ugereranije nifaranga nyamukuru, kandi twariboneye mbere.
Tugarutse mu gice cya mbere cy’umwaka wa 2015, hari impungenge nyinshi z’uko imbaraga z’idolari zagira ingaruka ku bisubizo by’amasosiyete akomeye, kubera ko idorari rikomeye rifatwa nk’ingaruka zo guhangana mu gihe biteganijwe ko izamuka riva mu mahanga.Byavuyemo gusubira inyuma kw'isoko mu kwezi kwa Kanama 2015.
Imikorere ya portfolio yanjye ifitanye isano cyane no kugabanuka k'umusaruro muremure wa Amerika.REITs na Utilities byishimiye cyane iyo nzira, ariko kumurongo umwe, uko ibiciro byimigabane byazamutse, umusaruro winyungu wagabanutse cyane.
Amadolari akomeye areba perezida kandi tweet nyinshi za perezida zahariwe gusaba Federasiyo kugabanya ibiciro biri munsi ya zeru no kugabanya ifaranga ryaho.
Fed ifata ko ikora politiki yifaranga ryayo kuva mubisaku byose biri hanze.Ariko mu mezi 10 ashize, yerekanye impinduka zitangaje za dogere 180 muri politiki.Ntabwo byari bitarenze umwaka ushize ko turi hagati yinzira yo kuzamura inyungu urebye kuzamuka kwinshi muri 2019 kandi birashoboka ko no muri 2020, byahinduwe ku buryo bugaragara 2-3 muri 2019 kandi ninde uzi umubare muri 2020.
Ibikorwa bya Federasiyo byasobanuwe nk'uburyo bwo guhangana n'ubworoherane mu bipimo by'ubukungu n'impungenge ziterwa no gutinda mu bukungu bw'isi n'intambara z'ubucuruzi.Noneho, niba mubyukuri hari ibyihutirwa guhindura politiki yifaranga byihuse kandi bikabije, ibintu birashoboka cyane ko ibimenyeshwa.Ikimpangayikishije nuko niba hari amakuru mabi menshi, iterambere ryigihe kizaza mumyaka iri imbere rishobora kuba munsi yibyo twabonye mubihe byashize.
Igisubizo cyamasoko kubikorwa bya Federasiyo nacyo ni ikintu twabonye mbere: Iyo hari amakuru mabi, ashobora gutuma Federasiyo igabanya inyungu zinyungu cyangwa gutera amafaranga menshi muri sisitemu binyuze muri QE kandi imigabane izaterana mbere.
Ntabwo nzi neza ko byafata iki gihe nkurikije impamvu yoroshye: kuri ubu nta QE nyayo ihari.Fed yatangaje ko ihagaritse hakiri kare gahunda yayo QT, ariko ntabwo amafaranga mashya menshi ateganijwe kwinjira muri sisitemu.Niba bihari, leta ikomeje $ 1T buri mwaka igihombo gishobora gutera ibibazo byiyongera.
Impungenge za Fed ku ntambara y’ubucuruzi ziratugarura kuri perezida na politiki nini y’imisoro akoresha.
Njye kubwanjye numva impamvu perezida agerageza kudindiza gahunda zUbushinwa bwo kwigarurira Iburasirazuba no kugera ku rwego rw’ibihugu by'ibihangange.
Abashinwa ntibahisha imigambi yabo yo kuba iterabwoba rikomeye ku butegetsi bwa Amerika ku isi yose.Yaba Made-in-China 2025 cyangwa Initiative nini ya Belt and Road Initiative, gahunda zabo zirasobanutse kandi zikomeye.
Ariko ntabwo ngura imvugo yiyizeye yerekeye ubushobozi bwo gutuma abashinwa basinya amasezerano amezi 12 mbere y’amatora ataha.Birashobora kuba bimwe.
Ubutegetsi bw'Ubushinwa bufite inkuru yo kugaruka kuva mu myaka ijana yo guteterezwa mu gihugu.Yashinzwe mu myaka 70 ishize kandi n'ubu iracyafite akamaro.Ntabwo arikintu cyo gufatana uburemere.Ninimpamvu nyamukuru ituma ibona gushyira mubikorwa ingamba zayo no gutwara iyi mega.Ntabwo nizera ko amasezerano nyayo ashobora kugerwaho na perezida ushobora kuba uwahoze ari perezida umwaka umwe.
Umwanzuro ni uko mbona umwaka utaha wuzuyemo imigenzereze ya politiki, politiki y'ifaranga ryitiranya, n'ubukungu bugabanuka.Nubwo mbona ndi umushoramari w'igihe kirekire, mpitamo gushyira bimwe mu mari yanjye kuruhande nkategereza neza neza kandi nkabona amahirwe yo kugura neza.
Kugirango dushyire imbere ibyo ufata kandi mpitemo ibyo kugurisha, narebye urutonde rwabafite amasosiyete yihariye kandi nashushanyijeho ibintu bibiri: Umusaruro winyungu uriho hamwe niterambere ryikigereranyo cyo kuzamuka.
Urutonde rwumuhondo rwerekanwe kumeza hepfo ni urutonde rwa holdings Nahisemo kugurisha muminsi iri imbere.
Agaciro rusange k'ibi bikoresho kangana na 60% by'umutungo wanjye wose.Nyuma yimisoro, birashoboka ko yegera 40-45% yumutungo ufite agaciro, kandi iyi numubare wuzuye wamafaranga nkunda gufata kurubu cyangwa kwimukira mubundi buryo.
Inshingano yari igamije gutanga umusaruro wa 4% yinyungu no gukura mugihe cyagenwe byatanze iterambere ryateganijwe ku nyungu ninyungu zagaciro kandi mumyaka itanu yatanze kwiyongera ~ 50%.
Mugihe amasoko agenda yegereza ibihe byose hejuru kandi umubare wibidashidikanywaho ukarundarunda, mpitamo kwimura igice kinini mumasoko nkategereza kuruhande.
Kumenyekanisha: Ndi / turi muremure BBL, UL, O, OHI, SO, SCHD, T, PM, CVX, CMI, ETN, ICLN, VNQ, CBRL, NYAMUKURU, CONE, WEC, HRL, NHI, ENB, JNJ, SKT, HCP, VTR, SBRA.Nanditse iyi ngingo ubwanjye, kandi irerekana ibitekerezo byanjye.Ntabwo ndimo ndabona indishyi zayo (usibye gushaka Alpha).Ntabwo mfitanye isano nubucuruzi nisosiyete iyo ari yo yose ifite imigabane ivugwa muriyi ngingo.
Kongera kumenyekanisha: Ibitekerezo byumwanditsi ntabwo ari ibyifuzo byo kugura cyangwa kugurisha umutekano uwo ariwo wose.Nyamuneka kora ubushakashatsi bwawe mbere yo gufata icyemezo icyo aricyo cyose.Niba ushaka kubona amakuru mashya kuri portfolio yanjye, nyamuneka kanda kuri bouton "Kurikira".Ishoramari ryiza!
Igihe cyo kohereza: Gashyantare-21-2020