Ukuchazwa Kokunye Ukutshalwa Kwezimali

Ukuchazwa kokunye ukutshalwa kwezimali: utshalomali olungeyona phakathi kwalezi zinhlobo ezintathu zendabuko: ama-equities, ama-bond noma izimali ezihlanganyelanayo kuyabhekwa kanye nokunye ukutshalwa kwezimali. Izimpahla eziningi zokutshala imali ziphethwe abadayisi bezikhungo noma abantu abagunyaziwe, abanenani eliphezulu ngenxa yemvelo eyinkimbinkimbi yotshalo-mali. Amanye amathuba afaka phakathi i-hedge funds, ama-akhawunti aphethwe yi-Forex, impahla, nezinkontileka zesikhathi esizayo ezidayiswa ngokushintshaniswa. Olunye utshalomali aluhambisani nezimakethe zamasheya zomhlaba ezenza ukuthi zifunwe kakhulu ngabatshalizimali abafuna izimbuyiselo ezingahlobene nokutshalwa kwemali kwendabuko. Kuncanyelwa amanye amathuba ngenxa yokuthi izimbuyiselo zawo zinokuhlobana okuphansi nezimakethe ezinkulu zomhlaba. Ngenxa yalokhu, abatshalizimali abaningi abasezingeni eliphezulu, njengamabhange nezinsizakusebenza, sebeqalile ukwabela ingxenye yezikhundla zabo zokutshala imali kwamanye amathuba okutshala imali. Ngenkathi umtshali-zimali omncane kungenzeka ukuthi akazange abenalo ithuba lokutshala imali kwezinye izindlela ezedlule, bayakwazi ukutshala imali kuma-akhawunti we-Forex aphethwe ngawodwana.

Ukuhlanganisa Kanye Nokutshalwa Kwezimali Zasekuqaleni

Ukutshalwa kwezimali kwe-Correlation kanye ne-Forex kumele kuqondwe kahle ngaphambi kokwenza utshalomali. Igama elithi "ukulungiswa" lisetshenziselwa ukuchaza ubudlelwano phakathi kwezimali ezimbili ze-Forex fund. Ukuhlobana kuzochaza ukuthi ukutshalwa kwezimali kuhlobene kanjani. Ukulungiswa kukalwa ngokubala i-coefficient yokuhlanganisa. I-coefficient yokuhlanganisa izohlala ingu-.1.0 kuya ku +1.0. Uma i-coefficient yokuhlanganisa iyinombolo engemihle, ubudlelwano phakathi kwalezi zimali zombili abubi; okungukuthi, uma utshalomali olulodwa lukhuphuka, olunye utshalomali luya phansi. I-coefficient yokulungiswa okuhle yinombolo enhle utshalomali oluzohamba ngendlela efanayo. Uma i-coefficient yokuhlanganisa ingu-zero, lokhu kungasho ukuthi izimali ezimbili azihambisani futhi umtshali-zimali angalindela ukuthi bangahambi ndawonye ngokuhamba kwesikhathi. Ngokufanelekile futhi iphothifoliyo yabatshalizimali kufanele ibe ne-coefficient yokuhlanganisa esondele ku-zero ngangokunokwenzeka. Izimali zokutshalwa kwezimali ze-Forex ngokuvamile zizoba nenani lokulingana elisondele kakhulu ku-zero uma kuqhathaniswa nolunye utshalomali.

Ukwahlulela Ukusebenza Komhwebi We-Akhawunti Ophethwe Nge-Forex: Ingabe I-Track Record Yiwona Kuphela Okubalulekile?

Ishadi lebha elibonisa ukubuya okuphezulu.

Ifuna ukubuyiselwa okuhle.

Abatshalizimali kufanele banake ikakhulukazi irekhodi lomphathi we-Forex lokusebenza; kodwa-ke, lokhu kukodwa akufanele kube ukuphela kwesizathu sokukhetha umeluleki othile wezohwebo lwe-Forex. Idokhumenti yokudalula kufanele ichaze indlela yezimakethe zemenenja ye-akhawunti ephethwe yi-Forex kanye nesitayela sokuhweba. Lolu lwazi kufanele lubuyekezwe ngokucophelela kanye nerekhodi lapho umtshali-zimali ekhetha umhwebi othile we-Forex. Ukusebenza okunamandla esikhathini esifushane kungenzeka kungabi yinhlanhla enkulu. Ukusebenza okuhle esikhathini eside., Nangaphezulu kokuhweba okuningi, kungakhombisa ukuthi ifilosofi nesitayela somthengisi zinamandla kakhulu kunezimbangi zakhe. Lokhu kuyiqiniso ikakhulukazi uma irekhodi lomkhondo lifaka izinkathi zezinkunzi, ibhere, kanye nezindawo zokuhweba eziyizicaba. Kubalulekile ukukhumbula ukuthi ukusebenza kwangaphambilini akubonisi imiphumela yesikhathi esizayo.

Amamethrikhi ambalwa okufanele uwaqaphele lapho ubuyekeza irekhodi lethrekhi:

  • Ide kangakanani irekhodi?
  • Ngabe yikhono noma umphathi wesikhwama unenhlanhla?
  • Ingabe imiphumela iyaqhubeka?
  • Ukuphakama okuphezulu kakhulu ekudonsweni kwesigodi: Ngabe usengakwazi ukwenza imali noma ngabe umphathi unenzuzo enhle yonyaka?
  • Izimpahla ezingaphansi kokuphathwa: Ngabe imenenja iyahweba nemali engabalulekile, noma irekhodi lalo lomkhondo likhombise ukuthi liyasabazeka futhi liyaqhubeka?

Ama-Akhawunti we-Forex Aphethwe Namaphothifoliyo Ahlukahlukene

Ukuncishiswa Kobungozi Be-Forex Nephothifoliyo

I-Forex ingasiza ekunciphiseni ubungozi kuphothifoliyo yokutshala imali ngokuhlukahluka.

Ngokwabiwa ngokuhlakanipha, i-akhawunti ephethwe ye-Forex ingasiza ekunciphiseni ubungozi bephothifoliyo. Umtshali-zimali onengqondo kufanele aqinisekise ukuthi okungenani ingxenye ethile yephothifoliyo yakhe yabelwa enye impahla enekhono lokwenza kahle lapho ezinye izingxenye zephothifoliyo zingenzi kahle.

Ezinye izinzuzo ezingaba khona ze-akhawunti ephethwe ye-Forex zingafaka:
• Ngokomlando ukubuyiselwa kokuncintisana ngaphezu kwesikhathi eside
• Ibuyisa ezimele ezimakethe zendabuko zesitoko namabhondi
• Ukufinyelela ezimakethe zomhlaba
• Ukuqaliswa okuhlukile kwezitayela zokuhweba ezijwayelekile nezingezona ezendabuko
• Ukuvezwa okungaba khona ezimakethe eziyikhulu namashumi amahlanu emhlabeni jikelele
• Imakethe ye-Forex ngokuvamile ineziqu eziphezulu zezimali.

Uma kufaneleka kuzinhloso zeklayenti, ukunikela ngamaphesenti angamashumi amabili kuya kwamashumi amane nanhlanu ephothifoliyo ejwayelekile kokunye ukutshalwa kwemali kungakhuphula inzuzo futhi ukungazinzi okuphansi. Ngoba ezinye izimali zingasabela ngendlela efanayo nezitoko namabhondi ezimweni zemakethe, zingasetshenziselwa ukwehlukanisa ukutshalwa kwezimali ezigabeni ezahlukahlukene zamafa, okungahle kube nokwehla okuncane nobungozi obuncane. Yize kuyiqiniso ukuthi ama-akhawunti amaningi aphethwe yi-Forex asizile ngokomlando, asikho isiqinisekiso sokuthi uhlelo olulawulwa ngabodwa lwe-Forex luzoqhubeka luzuze ngokuzayo. Asikho futhi isiqinisekiso sokuthi i-akhawunti ephethwe yi-Forex engeke ilahlekelwe ngokuzayo.