Izimali ze-Forex kanye nama-Akhawunti Aphethwe yi-Investment Alternative Eyaziwayo.

Izimali ze-Forex nama-akhawunti aphethwe sekuyizindlela zokutshala imali ezithandwayo. Igama elithi "Okunye Ukutshalwa Kwezimali" lichazwa njengokuvikeleka kokutshalwa kwemali ngaphandle kwezimali zendabuko njengezitoko, amabhondi, ukheshi noma ingcebo. Enye imboni yokutshala imali ifaka phakathi:

  • Izimali zothango.
  • Izimali ze-hedge funds.
  • Izimali ezilawulwa ikusasa.
  • Ama-akhawunti aphethwe.
  • Ezinye izigaba zamafa ezingezona ezendabuko.

Abaphathi bezokutshalwa kwezimali baziwa ngokuletha izidingo ukubuyiselwa okuphelele, naphezu kwezimo zemakethe. Besebenzisa izindlela zokutshala eziqhutshwa ngamasu nezisekelwe ucwaningo, abaphathi abahlukile bazama ukuhlinzeka ngesisekelo sempahla esiphelele kanye nezinzuzo ezifana nengozi encane ngokusebenzisa okuncane. ukungazami ngamathuba wokusebenza okuthuthukisiwe. Isibonelo, izimali zemali neziphethwe abaphathi bama-akhawunti basebhizinisini lokuletha izinzuzo eziphelele kungakhathalekile ukuthi izimakethe zendabuko, njengezimakethe zamasheya, zisebenza kanjani.

lwemali-uthango-fund

Ukusebenza komphathi wesikhwama se-Forex ngeke kuhambisane nanoma iziphi izigaba ezijwayelekile zezimpahla ezibhalwe ngenhla. Isibonelo, uma imakethe yamasheya yase-US iphansi, iningi Ukusebenza komeluleki wezemali e-US izoba phansi. Kodwa-ke, ukuqondiswa kwemakethe yamasheya yase-US ngeke kuthinte ukusebenza komphathi wesikhwama se-Forex. Ngenxa yalokho, ukufaka isikhwama semali noma i-akhawunti ephethwe kwiphothifoliyo yotshalo-mali lwendabuko, njengamanani, amasheya, amabhondi, noma imali, kuyindlela enhle yokuhlukanisa iphothifoliyo futhi enganciphisa iphrofayili yayo yobungozi nokungazinzi. 

Uyini Umehluko Phakathi Kwe-Hedge Fund kanye Ne-akhawunti Ephethwe.

I-hedge fund ichazwa njengeqoqo lokutshalwa kwezimali okuphethwe okusebenzisa izindlela zokutshala eziyinkimbinkimbi ezifana nezikhundla, ezinde, ezifushane neziphuma kokunye ezimakethe zasekhaya nezomhlaba wonke ngenhloso yokukhiqiza imbuyiselo ephezulu (kungaba ngomqondo ophelele noma ngaphezulu kwento ethile. ibhentshimakhi yomkhakha).

I-hedge fund wubambiswano oluzimele lokutshalwa kwezimali, ngendlela yenhlangano, evulekele inani elilinganiselwe labatshalizimali. Ibhizinisi cishe njalo ligunyaza ukutshalwa kwezimali okuncane kakhulu. Amathuba angaphakathi kwe-hedge funds angeke abe semthethweni ngoba avame ukufuna ukuthi abatshalizimali balondoloze imali yabo esikhwameni isikhathi esingangezinyanga eziyishumi nambili.

Ukusebenza okulungisiwe kwe-Sharpe Ratio and Risk

Isilinganiso seSharpe isilinganiso sokusebenza okulungiswe engcupheni okukhombisa izinga lembuyiselo eyeqile kuyunithi ngayinye yengozi ekubuyiselweni kwezimali ze-Forex. Ekubaleni isilinganiso se-Sharpe, imbuyiselo eyeqile ukubuya ngaphezulu kwenani lesilinganiso esifushane, esingenabungozi, futhi leli nani lihlukaniswe ngengcuphe, emelwe yi-annualized ukungazami noma ukuphambuka okujwayelekile.

Isilinganiselo seSharpe = (Rp - Rf) / σp

Ngokufingqa, iSharpe Ratio ilingana nezinga lembuyiselo elihlanganisiwe lakhishwa kususwa inani lokubuyiselwa ekutshalweni okungenangozi okuhlukaniswe ukwehluka okujwayelekile kwanyanga zonke. Ukuphakama kwesilinganiso seSharpe, kuyanda ukubuya okulungiswe ngobungozi. Uma Isivuno seminyaka engu-10 seMgcinimafa 2%, nezinhlelo ze-akhawunti ezimbili eziphethwe yi-Forex zinokusebenza okufanayo ekupheleni kwenyanga ngayinye, uhlelo lwe-akhawunti ephethwe yi-Forex olunokushintshashintsha kwangaphakathi kwezinyanga eziphakathi kweP & L kuzoba nenani eliphakeme le-sharpe.

Igrafu yengozi enophawu lwedola luphekwa ngezandla zomuntu.

ISharpe Ratio yimethrikhi ebalulekile yokulawulwa kobungozi okumele abatshalizimali bayiqonde.

I-Sharpe Ratio isetshenziswa kaningi ukukala ukusebenza kwangaphambilini; kodwa-ke, ingasetshenziswa futhi ukukala imbuyiselo yesikhwama semali yesikhathi esizayo uma imbuyiselo ebekiwe kanye nezinga lokubuya elingenabungozi litholakala.

Izinselelo Zokutshala Imali Kubahwebi Abasafufusa Be-Forex

Ukutshala imali kubathengisi abasafufusa be-Forex (laba bathengisi kwesinye isikhathi babizwa ngokuthi abaphathi) kungaba nomvuzo omkhulu, noma kungadumaza kakhulu. Ngokufana nezokusubatha, ukubamba inkanyezi ekhulayo ngaphambi kokuthi noma ngubani omunye abone amathalente omuntu kungaba ngumvuzo wezezimali kubo bobabili abavumbulula nabatholile. Ngokuvamile, njengoba izimpahla ezingaphansi kokuphathwa zikhula, izimbuyiselo zincipha. Nayi impicabadala: uma ulinda isikhathi eside ukuthi irekhodi lomkhondo elivelayo lomhwebi we-Forex libaluleke ngokwezibalo, maningi amathuba okuthi leyo mphathi izothola izimpahla eziningi ngaphansi kwabaphathi nabaphathi ulwazi oluqoshiwe zizohlupheka ngenxa yomthetho wokuncipha kwembuyiselo. Abatshalizimali be-Forex fund bayazi ukuthi kulula ukuphatha i- $ 100 eyizinkulungwane kune- $ 50 million.

Abahwebi be-Forex abasafufusa

Ukuhweba okuhwebayo kwabadayisi be Forex abafuna amathuba okuhweba. 

Abatshalizimali abathatha lelo thuba lokuqala kumhwebi osafufusa bangenza imali eshisiwe. Abatshalizimali bokuqala kuWarren Buffet nasezimalini zikaPaul Tudor Jones manje bangosozigidi, noma kungenzeka bangosozigidigidi. Ukuthi umtshali-zimali ukhetha kanjani umphathi osafufusa kungubuciko obuningi njengoba kunjalo ngesayensi.

Ubuciko nesayensi yokukhetha abadayisi bemali abasafufusa kuzoba yisihloko sokubhalwa kwebhulogi ye-Forex Funds kungekudala.

[Funda kabanzi…]

Ukudonswa phansi Kuchaziwe

Ukutshalwa kwezimali kuthiwe kuzokwehla lapho imali ye-akhawunti iwela ngaphansi kwama-akhawunti ekugcineni okulingana okuphezulu. Ukwehla kwephesenti lokwehla kwentengo yotshalo-mali kusuka enanini layo lokugcina eliphakeme. Isikhathi esiphakathi kwezinga eliphakeme nomkhombe sibizwa ubude besikhathi sokudonsela phansi phakathi komkhombe, futhi ukuphinda kuthathwe isiqongo kubizwa ngokuthi ukutakula. Ukwehliswa okubi kakhulu noma okuphezulu kumelela inani eliphakeme kakhulu lokwehla komkhombe esikhathini sokutshalwa kwemali. Umbiko wokudonsela phansi wethula imininingwane ngokuncipha kwamaphesenti ngesikhathi somlando wohlelo lokuhweba obekwe ngokulandelana kokulahleka okukhulu.

  • Usuku okuqalwa ngalo: Inyanga lapho kuvela khona inani eliphakeme.
  • Ukujula: Amaphesenti alahlekile ukusuka esiqongweni kuya esigodini
  • Ubude: Isikhathi sokwehliswa ezinyangeni kusuka esiqongweni kuya esigodini
  • Ukubuyiselwa: Inani lezinyanga ukusuka esigodini kuya kokusha okusha