E taugata oloa. Masalo na e faʻalogo i lena mea mo le tele o tausaga, ma e faʻavae i luga o faʻatusatusaga masani o tau-i-tupe maua e moni.
Afai e te teu faʻafaigaluega nei i se faʻamatalaga lautele, pei o le S&P 500
SPX,
-0.06%,
o loʻo e "faʻatau maualuga," a itiiti ifo e tusa ai ma lenei siata 20-tausaga, o loʻo faʻaalia ai le faʻatusatusaina o tau-i-tupe maua e faʻavae i luga o faʻatusatusaga o tupe maua i le 12-masina i le va o tagata suʻesuʻe na suʻesuʻeina e FactSet:
Ole fua fa'atatau ole tau-i-tupe maua mo le S&P 500 Index e 21.1, fa'atusatusa ile 20-tausaga averesi o le 15.72.
E fa'afefea la ona fa'ateleina lou avanoa e fa'atino lelei ai pe a alu i totonu i tau maualuluga?
Na faia e Mark Hulbert le mataupu mo tufatufaga lelei e avea o se vaega mo le aufaipisinisi e taulaʻi i ai, aua o le faʻatupulaia o tufatufaga ua faʻasolosolo faʻatasi ma le faʻatupulaia o tupe maua a kamupani i se taimi umi. I le 20 tausaga talu ai, o tufatufaga i luga o faʻasoa ua faʻatupulaia i le faaluaina o le saoasaoa o tupe maua i le sea, e tusa ai ma faʻamaumauga a Hulbert. Na ia faʻaaogaina le SPDR S&P Dividend ETF
SDY,
+ 1.19%
e fai ma fa'ata'ita'iga o se fa'asoa o fa'asoa a kamupani na fa'atupuina tufatufaga mo le itiiti ifo i le 20 tausaga fa'asolosolo.
Ae faapefea fa'asoa ta'itasi?
O tupe fefa'ataua'iga ma tupe fa'asoa atonu o le auala sili lea e teu fa'afaigaluega i kamupani e totogi tufatufaga. Ae o nisi tagata teu tupe e ono mananaʻo e umia sea o kamupani taʻitasi e maua ai tufatufaga matagofie poʻo latou latou te faʻamoemoe e faʻateleina a latou totogi i le tele o tausaga.
O se faʻamatalaga lea i le S&P 500 Dividend Aristocrats Index
SP50DIV,
-0.08%
(lea o loʻo siakiina e le ProShares S&P 500 Dividend Aristocrats ETF
NOBL,
+ 1.08%
) e su'e ai kamupani e 12 sa sili ona lelei le tu'ufa'atasia o tufatufaga i le lima tausaga talu ai.
Ose fa'asoa fa'atauga lautele
O le mea o loʻo mulimuli mai o se faʻataʻitaʻiga mo le lelei o tufatufaga faʻasoa i vaega uma o le S&P 500 e faʻaaoga ai taʻiala na faʻamatalaina ia Me 2019 e Lewis Altfest, Pule Sili o Altfest Personal Wealth Management, lea e pulea le $1.7 piliona mo tagata tumaoti i Niu Ioka.
Na fautuaina e le Altfest le aufaipisinisi ina ia aloese mai faʻasoa o loʻo i ai le maualuga o tufatufaga e maua mai i le taimi nei. "E masani lava o kamupani ia e vaivai le tuputupu aʻe ma e ono aʻafia i le tipiina o tufatufaga," o lana tala lea.
Na ia fautua mai e amata i oloa e maua ai tufatufaga e le itiiti ifo i le 3%, ma le "tuputupu aʻe o le 4% i le 5% i le tausaga i tupe maua ma tupe mama." Ona ia faʻaopoopoina lea o se isi mea: "E te manaʻo i faʻatauga lelei ma le faʻaititia - i se beta o le 1 poʻo lalo ifo."
O le Beta o se fua fa'atatau ole tau ole tau ile taimi. Mo lenei lau, o le beta e itiiti ifo i le 1 o loʻo faʻaalia ai le tau o se faʻatauga e laʻititi ifo nai lo le S&P 500 Index i le tausaga talu ai.
O le auala lenei na matou maua ai se lisi fou o tufatufaga lelei i totonu o le S&P 500:
- Beta mo le 12 masina talu ai o le 1 pe itiiti, pe a faʻatusatusa i le tau o le faʻasologa atoa: 275 kamupani.
- Tuuina atu o tufatufaga a itiiti ifo i le 3%: 57 kamupani.
- Fa'ateleina fa'atauga a itiiti ifo i le 5% i le 12 masina talu ai: 32 kamupani.
- Fa'atauga i le sea fa'asili a itiiti ifo i le 5% i le 12 masina talu ai: 24 kamupani. Na matou fa'aopoopoina lenei faamama aua e mafai ona fa'aitiitia sea a le kamupani i le tu'uina atu o sea e fa'atupe ai fa'atauga po'o le fa'aputuina o sea mo isi mafua'aga.
- Ona matou misia lea o tupe maua ona o so'o se tupe maua a le kamupani mo le 12-masina e mafai ona fa'aseseina i mea e tasi taimi, suiga tau tupe po'o mea e leai ni tupe.
- Na matou fa'apu'upu'u atili le lisi i kamupani e 23 na fa'ateleina a latou tufatufaga masani i le 12 masina talu ai.
O i latou ia na ausia tulaga uma, fa'avasega i tufatufaga e maua:
| Company | Togi | Tupe maua fua | Fa'ateleina fa'atau | Fa'atauga i sea si'itia | Siisii tufatufaga |
| Kinder Morgan Inc. Vasega P | KMI,
+ 1.41% | 6.61% | 38% | 38% | 3% |
| Williams Cos. Inc. | WMB,
+ 0.91% | 6.19% | 22% | 22% | 2% |
| Exxon Mobil Corp. | XOM,
+ 3.76% | 5.54% | 25% | 25% | 1% |
| Philip Morris International Inc. | PM,
+ 0.64% | 5.22% | 6% | 6% | 4% |
| Pinnacle West Capital Corp. | PNW,
-0.20% | 4.87% | 7% | 6% | 2% |
| Chevron Corp. | CVX,
+ 1.82% | 4.49% | 30% | 26% | 4% |
| AbbVie Inc. | ABBV,
-0.19% | 4.16% | 36% | 23% | 8% |
| Edison International | EIX,
-1.24% | 4.15% | 10% | 7% | 6% |
| Amcor PLC | AMCR,
+ 1.60% | 4.04% | 6% | 9% | 4% |
| Gilead Saienisi Inc. | GILD,
-0.51% | 3.91% | 20% | 20% | 4% |
| Southern Co. | TELE,
| 3.87% | 13% | 11% | 3% |
| Entergy Corp. | ETR,
-0.11% | 3.63% | 13% | 13% | 6% |
| O le kamupani a Newmont Corp. | LEAI,
-0.90% | 3.61% | 11% | 12% | 38% |
| Kellogg Co. | K,
+ 0.97% | 3.59% | 5% | 5% | 2% |
| American Electric Power Co. Inc. | AEP,
+ 0.05% | 3.52% | 9% | 8% | 5% |
| Bristol-Myers Squibb Co. | BMY,
+ 0.40% | 3.49% | 15% | 12% | 10% |
| Evergy Inc. | EVRG,
-0.26% | 3.36% | 12% | 12% | 7% |
| Sempra Energy | SRE,
+ 1.80% | 3.33% | 13% | 9% | 5% |
| 3M Co. | MMM,
+ 1.40% | 3.33% | 11% | 11% | 1% |
| Federal Realty Investment Trust | FRT,
+ 1.94% | 3.13% | 7% | 5% | 1% |
| Aufaigaluega a le Malo Group Inc. | PEG,
-0.26% | 3.08% | 10% | 10% | 4% |
| WEC Energy Group Inc. | WEC,
-0.25% | 3.03% | 11% | 11% | 15% |
| NRG Energy Inc. | NRG,
-0.79% | 3.03% | 141% | 144% | 8% |
| Punavai: FactSet |
E mafai ona e kiliki fa'ailoga mo nisi fa'amatalaga e uiga i kamupani ta'itasi.
Ona faitau lea mo Tomi Kilgore auʻiliʻili taʻiala i le tamaoaiga o faʻamatalaga o loʻo avanoa mo le leai o se totogi ile MarketWatch quote page.
Aua le misia: O oloa e sili ona fiafia i ai le au su'esu'e Wall Street mo le 2022 e aofia ai Alaska Air, Caesars ma Lithia Motors
Faʻatasi: O nei faʻasoa e paʻu ifo i lalo ifo o le 20% mai le maualuga o le 2021, ae o le Wall Street o loʻo vaʻaia o latou mauaina e tusa ma le 87% i le 2022.
Saini loa: Mo le atamai i talafou uma o loʻo feaveaʻi maketi aʻo leʻi amataina le aso, faitau le imeli Manaʻomia le Iloa.
Punavai: https://www.marketwatch.com/story/23-dividend-stocks-that-can-pass-this-strict-quality-screen-11641304861?siteid=yhoof2&yptr=yahoo
23 fa'asoa fa'asoa e mafai ona pasia lenei mata'i lelei atoatoa
E taugata oloa. Masalo na e faʻalogo i lena mea mo le tele o tausaga, ma e faʻavae i luga o faʻatusatusaga masani o tau-i-tupe maua e moni.
Afai e te teu faʻafaigaluega nei i se faʻamatalaga lautele, pei o le S&P 500
-0.06% ,
SPX,
o loʻo e "faʻatau maualuga," a itiiti ifo e tusa ai ma lenei siata 20-tausaga, o loʻo faʻaalia ai le faʻatusatusaina o tau-i-tupe maua e faʻavae i luga o faʻatusatusaga o tupe maua i le 12-masina i le va o tagata suʻesuʻe na suʻesuʻeina e FactSet:
Mea faʻatatau
Ole fua fa'atatau ole tau-i-tupe maua mo le S&P 500 Index e 21.1, fa'atusatusa ile 20-tausaga averesi o le 15.72.
E fa'afefea la ona fa'ateleina lou avanoa e fa'atino lelei ai pe a alu i totonu i tau maualuluga?
Na faia e Mark Hulbert le mataupu mo tufatufaga lelei e avea o se vaega mo le aufaipisinisi e taulaʻi i ai, aua o le faʻatupulaia o tufatufaga ua faʻasolosolo faʻatasi ma le faʻatupulaia o tupe maua a kamupani i se taimi umi. I le 20 tausaga talu ai, o tufatufaga i luga o faʻasoa ua faʻatupulaia i le faaluaina o le saoasaoa o tupe maua i le sea, e tusa ai ma faʻamaumauga a Hulbert. Na ia faʻaaogaina le SPDR S&P Dividend ETF
+ 1.19%
SDY,
e fai ma fa'ata'ita'iga o se fa'asoa o fa'asoa a kamupani na fa'atupuina tufatufaga mo le itiiti ifo i le 20 tausaga fa'asolosolo.
Ae faapefea fa'asoa ta'itasi?
O tupe fefa'ataua'iga ma tupe fa'asoa atonu o le auala sili lea e teu fa'afaigaluega i kamupani e totogi tufatufaga. Ae o nisi tagata teu tupe e ono mananaʻo e umia sea o kamupani taʻitasi e maua ai tufatufaga matagofie poʻo latou latou te faʻamoemoe e faʻateleina a latou totogi i le tele o tausaga.
O se faʻamatalaga lea i le S&P 500 Dividend Aristocrats Index
-0.08%
+ 1.08%
SP50DIV,
(lea o loʻo siakiina e le ProShares S&P 500 Dividend Aristocrats ETF
NOBL,
) e su'e ai kamupani e 12 sa sili ona lelei le tu'ufa'atasia o tufatufaga i le lima tausaga talu ai.
Ose fa'asoa fa'atauga lautele
O le mea o loʻo mulimuli mai o se faʻataʻitaʻiga mo le lelei o tufatufaga faʻasoa i vaega uma o le S&P 500 e faʻaaoga ai taʻiala na faʻamatalaina ia Me 2019 e Lewis Altfest, Pule Sili o Altfest Personal Wealth Management, lea e pulea le $1.7 piliona mo tagata tumaoti i Niu Ioka.
Na fautuaina e le Altfest le aufaipisinisi ina ia aloese mai faʻasoa o loʻo i ai le maualuga o tufatufaga e maua mai i le taimi nei. "E masani lava o kamupani ia e vaivai le tuputupu aʻe ma e ono aʻafia i le tipiina o tufatufaga," o lana tala lea.
Na ia fautua mai e amata i oloa e maua ai tufatufaga e le itiiti ifo i le 3%, ma le "tuputupu aʻe o le 4% i le 5% i le tausaga i tupe maua ma tupe mama." Ona ia faʻaopoopoina lea o se isi mea: "E te manaʻo i faʻatauga lelei ma le faʻaititia - i se beta o le 1 poʻo lalo ifo."
O le Beta o se fua fa'atatau ole tau ole tau ile taimi. Mo lenei lau, o le beta e itiiti ifo i le 1 o loʻo faʻaalia ai le tau o se faʻatauga e laʻititi ifo nai lo le S&P 500 Index i le tausaga talu ai.
O le auala lenei na matou maua ai se lisi fou o tufatufaga lelei i totonu o le S&P 500:
O i latou ia na ausia tulaga uma, fa'avasega i tufatufaga e maua:
E mafai ona e kiliki fa'ailoga mo nisi fa'amatalaga e uiga i kamupani ta'itasi.
Ona faitau lea mo Tomi Kilgore auʻiliʻili taʻiala i le tamaoaiga o faʻamatalaga o loʻo avanoa mo le leai o se totogi ile MarketWatch quote page.
Aua le misia: O oloa e sili ona fiafia i ai le au su'esu'e Wall Street mo le 2022 e aofia ai Alaska Air, Caesars ma Lithia Motors
Faʻatasi: O nei faʻasoa e paʻu ifo i lalo ifo o le 20% mai le maualuga o le 2021, ae o le Wall Street o loʻo vaʻaia o latou mauaina e tusa ma le 87% i le 2022.
Saini loa: Mo le atamai i talafou uma o loʻo feaveaʻi maketi aʻo leʻi amataina le aso, faitau le imeli Manaʻomia le Iloa.
Punavai: https://www.marketwatch.com/story/23-dividend-stocks-that-can-pass-this-strict-quality-screen-11641304861?siteid=yhoof2&yptr=yahoo