Chii chinonzi JP Morgan Overweight chinorevei?

Overweight
 
Chii Chinonzi Kufuta?
Kufutisa (overweight) zvinoreva kuwanda kwemari muhomwe kana kuti investment portfolio. Muhomwe, inoreva mamiriro ekuti mari yekudyara inobata chikamu chikuru cheimwe chengetedzo, zvichienzaniswa nechikamu chechengetedzo che, kana huremu mukati, pasi peiyo benchmark index. Benchmark indexes inobatsira vanoisa mari kutungamira mashandiro epotfolio yavo vachipesana neboka rinofananidzwa remidziyo yemusika.

Kufutisa kunogonawo kureva-mupfungwa yakasununguka-kune maonero emuongorori wekuti stock ichapfuura vamwe muchikamu chayo kana musika. Mupfungwa iyi, ikurudziro yekutenga, chaizvo. Sezvineiwo, kana muongorori achiratidza kusaremesa pfuma, ivo vanotaura nezvayo kusanyanya kukwezva kune mamwe mainvestimenti.

Kufutisa Kunoshanda Sei?
Mupfungwa yekugoverwa kwehomwe mune maneja wepodfolio kazhinji anogadzirisa huremu hwechimwe chinhu kana kirasi yezvinhu pane imwe. Semuenzaniso, nyanzvi dzezvemari dzinowanzokurudzira kuti vatengesi vaise 60% yepodfolio yavo mumatokisi uye yakasara muzvisungo nezvimwe zvivimbiso. Kana mutengi akasarudza kuisa 75% yepodfolio mu equities, chikwereti chake chinogona kuverengerwa se "kuwandisa kwemasheya."

Kunyangwe zvinowanzoshandiswa mukureva masheya uye zvisungo, mapotifolio anogona kuve akawandisa mune mamwe maitiro. Izvi zvinogona kusanganisira kuwandisa nechikamu, mumisika ichiri kusimukira kana nyika dzakabatikana, kana muhuwandu kana kuwanda kwemari inotengeswa-yekutengesa (ETFs) nezvimwe zvinhu.
 
Kana muongorori achitaura nezvezvimwe zvivimbiso zviri kuwandisa, zvinoreva kuti zvikamu izvi zviri kutengesa nemutengo uri pasi peiyo asset yakakosha. Muongorori anogona kunongedza pakuremedza kwemunhu ega kana zvikamu zvese kana maindasitiri.
 
Zvitsva Zvitsva
Kufutisa zvinoreva kuwanda kwemari muhomwe kana kuti investment portfolio.
Huremu hunogonawo kureva maonero emuongorori wekuti stock ichapfuura vamwe muchikamu chayo kana musika ichipa kurudziro yekutenga.
Mamaneja emapotfolio kazhinji anorema mapotifolio ekubata kana vachifunga kuti izvo zvibatiso zvinozoita zvakanaka uye zvinosimudzira kudzoka kwese.
Overweight Benchmarks
Kune mari yekuchinjana-inotengeswa (ETFs) inoteedzera kana girazi indexes. Mumwe muenzaniso ungave iwo unotevera S&P 500, nekupa masheya muETF bhasiketi uremu hunoenderana neuremu chaihwo izvo zvinhu zvine muS&P 500. Huremu hunotsanangura kugadziridzwa kwakaitwa kukubata kuratidza ukuru, kukosha, kana nhamba. yechinhu chero chipi zvacho chinobatsira kune yakazara.

Inoda yakawanda yepamusoro purofiti uye mabhoti akachengeteka, heino Portfolio yevapi vezano vekutengesa kumusika we Forex neMetatrader 4 (14 yemari mapara, 28 marobhoti marobhoti)

https://forexfactory1.com/p/EuHp/

https://forexsignals.page.link/RealTime

Mamwe marudzi eETF anogona kuchengetedza huremu hwakaenzana hwechitoro chimwe nechimwe muyedzo mukuedza kuwedzeredza madiki-cap stocks uye underweight hombe-cap stock. Zvakare, mari iyi inoedza kutengesa masheya akawandisa-ayo ane mitengo yemusika isingamiririrwe nemari yaanowana-uye kutenga masheya asina kukosha pakuenzanisazve kusvika kunze kwezviyero zvechitoro chimwe nechimwe.

Semuenzaniso, kana stock A ine 1% weighting muS&P 500, zvino muhomwe yakaenzana-inorema inenge iine 0.2% yekuyera kumiririra huremu hwakaenzana hwematokisi ese muS&P 500. Stock A yaizonyatsove isina huremu. , zvichienzaniswa nendekisi. Kana, zvisinei, stock B ine huremu hwe 0.1% muS&P 500, zvobva zvaita huremu hwakawandisa muhuremu hwakaenzana nehuremu hwe0.2% kuita huremu hwayo huenzane nemamwe 499 masheya ari mupotfolio.
 
Overweight Pros uye Cons
Mune mamwe mamiriro ezvinhu, vatungamiri vepodfolio vanogona nechinangwa chekuremedza chimwe chinhu chakabata. Mari inochengetedzwa zvine hunyanzvi kana mapotifoliyo anozotora nzvimbo yakawandisa kunyanya kuchengetedzwa kana kuita kudaro kuchivabvumira kuwana kudzoka kwakawandisa. Maneja wepodfolio achaita izvi kana achitenda kuti asset ichapfuura mamwe mainvestimenti mupotfolio. Semuenzaniso, vanogona kusimudza huremu hwekuchengetedza kubva payakajairwa 15% yepodfolio kusvika 25%, mukuyedza kuwedzera kudzoka kwepodfolio.
 
Chimwe chikonzero chekuremedza kwepodfolio kubata ndeye kuheja kana kuderedza njodzi kubva kune imwe nzvimbo yakawandisa. Kuvharidzira kunosanganisira kutora chinzvimbo kana chakapesana nekuchengetedzwa kwakabatana. Nzira inonyanyozivikanwa yehedging iri kuburikidza nemusika wekubuda.
 
Semuenzaniso, kana iwe uine zvikamu zvekambani parizvino iri kutengeswa nemadhora makumi maviri, unogona kutenga imwe yegore yekupedza nguva yekuisa sarudzo yeiyo stock pamadhora gumi. Kwapera gore, kana stock iri kutengeswa nemari inodarika madhora gumi iwe unorega iyo isa kupera, uchirasikirwa chete nemutengo wekutenga ikoko. Kana iyo stock iri kutengeswa nepasi pemadhora gumi, unogona kushandisa iyo yekuisa uye kugamuchira $ 20 yezvikamu zvako.
 
Ehezve, nekuisa mazai avo ese mubhasiketi rimwe chete, mushambadzi anogona kuona kuti akadzikisa kusiyanisa kwakasiyana kwepodfolio yavo. Kudzikiswa kwekusiyana-siyana kunogona kufumura kubata kune imwe njodzi yemusika.
 
zvayakanakira
Inowedzera kuwanikwa kwepodfolio, kudzoka
Hedges inopesana nedzimwe nzvimbo dzakafuta
nezvayakaipira
Inoderedza kusiyanisa kwepodfolio
Inofumura portfolio kune njodzi yakawanda zvachose
 
Real World Muenzaniso Wekurema
Overweight ine tsananguro yakati siyanei mune zvekudyara ratings kana kurudziro. Kana tsvakiridzo kana vaongorori vekudyara vachiratidzira stock "yakawandisa," inoratidza pfungwa yekuti chengetedzo ichapfuura indasitiri yayo, chikamu chayo kana musika wese. Chiyero chemuongorori wehuremu hunotsigirwa, semuenzaniso, nekudzoka kwezvitoro kunotarisirwa kunge kuri pamusoro peavhareji yekudzoka kweindasitiri yezvekutengesa mukati memwedzi misere kusvika gumi nemiviri inotevera.
 
Iyo imwe nzira yekuyera kurudziro ndeye huremu hwakaenzana kana huremu hushoma. Huremu hwakaenzana hunoreva kuti chengetedzo inotarisirwa kuita zvinoenderana neindekisi, nepo underweight zvichireva kuti chengetedzo inotarisirwa kuregedza index iri mubvunzo.
 
Saka, chiyero chehuremu chinhu che "kutenga" kurudziro. CNBC yakashuma Kurume 22, 2019, kuti akati wandei makuru ekudyara mafemu 'analyst anofona. Vaisanganisira JP Morgan achidzikisa Sherwin-Williams kubva kuwandisa kusvika kune kwaakarerekera uye kusimudzira Lumentum kune kuwandisa kubva kune kwaakarerekera.