Kev yuav cov khoom lag luam yeej tsis tau ua haujlwm tsis ntev los no, yog li nws tuaj yeem yog lub sijhawm los pib khaws cov neeg poob.
Cov khoom lag luam ua tau zoo tshaj plaws, aka lub sijhawm cov khoom lag luam, feem ntau nyob hauv qhov kub vim tias cov tub ua lag luam ib txwm nyiam rau qhov ua tau zoo. Nws yog ib lub tswv yim ncig, tab sis feem ntau tsis muaj kev sib cav nrog cov txiaj ntsig.
Tsis yog li ntawd tam sim no. Lub iShares MSCI USA Momentum Factor pauv nyiaj pauv-kev lag luam (ticker: MTUM) tau poob 24% hauv 2022, phem tshaj qhov
S&P 500's
18% poob. Momentum yog ib qho ntawm qhov ua tau zoo tshaj plaws rau xyoo no, tsuas yog taug qab kev loj hlob xwb. Tab sis txawm tias cov khoom lag luam loj hlob tau nce siab thaum Lub Xya Hli - Invesco S&P 500 Pure Growth ETF (RPG) tau nce 5.1% - thaum lub sijhawm Momentum ETF nce tsuas yog 1%. Yog li, chasing winners yog ib lub tswv yim poob.
Kev yuav losers tsis tau txais txiaj ntsig, ib yam.
Netflix
(NWS),
PayPal tuav
(PYPL), thiab
Da Dej & Lub Cev Ua Haujlwm
(BBWI) muaj bib qho ntawm S&P 500 tus ua yeeb yam phem tshaj plaws hauv 2022, thiab txhua tus tau muab yam uas zoo li yog lub sijhawm zoo los xaiv hauv qab - tsuas yog ua kom poob mus ntxiv. Muaj ib qho laj thawj lawv hais tias "yeej tsis sim ntes rab riam ntog"ntawm Wall Street.
Tab sis ib qho khoom lag luam yuav tsum tau qis qis ntawm qee qhov taw tes, thiab yog tias koj ntes rab riam raug cai ntawm lub sijhawm, cov txiaj ntsig tuaj yeem muab koj cov ntaub ntawv ntawm ntug. Peb pom zoo buying
Chewy
(CHWY) nyob rau lub Tsib Hlis 27, ua ntej nws cov nyiaj khwv tau los thawj peb lub hlis twg raug tso tawm. Cov khoom lag luam tau poob 54% hauv 2022, tab sis tau nce 63% txij li tau xaiv. Qhov ntawd yog txhua tus tub luam txoj kev npau suav, tab sis nws yuav tsum tau txais lub sijhawm zoo - thiab muaj hmoo heev.
Tam sim no tej zaum yuav yog lub sijhawm zoo los sim qhov koob hmoov ntawd. Cov
Russell 2000 Loj Hlob
index tau poob 26% xyoo no, tab sis tau nce 4.6% thaum Lub Xya Hli. Nws yog ntxov, tab sis nws tuaj yeem yog lub cim qhia tias qhov ua lag luam cov khoom lag luam phem tshaj plaws tuaj yeem raug teeb tsa ua yam tsawg kawg nkaus.
Xaiv Tsa
Technical Analyst Ari Wald. muab ib qho screen rau shares uas zoo li yuav tsim "bases." Nws pib nrog hauv qab 40% ntawm cov neeg ua yeeb yam los ntawm
Russell 3000,
kom paub tseeb tias nws tsuas saib cov stinkers tiag tiag. Tom qab ntawd nws tau mus yos hav zoov rau cov khoom lag luam nrog tus nqi tam sim no siab dua lawv 50-hnub txav nruab nrab thiab qhov ntawd tau ua lag luam siab dua lawv qib los ntawm lub quarter thib plaub ntawm 2020, ib qho kev qhia tias lub zog mus sij hawm ntev tseem tsis zoo.
Cov npe tau los nrog cov lus ceeb toom: "Tag nrho cov hauv paus no tseem qis dua lawv qhov nruab nrab 200-hnub, txhais tau tias lawv cov qauv tseem nyob rau sab-rau-qis thiab kev lag luam tuaj yeem nyob twj ywm," Wald sau. Cov khoom lag luam uas haum rau daim nqi suav nrog
Acushnet Holdings
(GOLF),
LeMaitre Vascular
(LMAT),
SPS Kev Lag Luam
(SPSC), thiab Danaher (DHR).
Wald tsis yog tus kws tshuaj ntsuam xyuas nkaus xwb tab tom nrhiav xaiv cov hauv qab hauv cov khoom lag luam. MKM Partners 'JC O'Hara sau tseg tias sib koom ntawm
Upwork
(UPWK), uas pab cov tuam txhab nrhiav cov neeg ua haujlwm ywj pheej, tsis ntev los no tau tsoo lawv qhov nruab nrab ntawm 50 hnub thiab tuaj yeem nce ntxiv mus rau yam tsawg kawg lawv 200-hnub mus nruab nrab, lossis $ 30.38. Qhov ntawd yuav yog 25% siab dua hnub Friday kaw ntawm $ 24.25. Nws tseem nyob ze ntawm $ 31 lub hom phiaj los ntawm MKM tus kws tshuaj ntsuam Rohit Kulkarni, uas sau tseg tias qhov kev thov rau Upwork cov kev pabcuam tseem muaj zog.
Nrog cov nyiaj tau los txog rau Lub Xya Hli 27, tej zaum cov shares tuaj yeem ua rau qhov ntawd sai dua, tsis yog tom qab.
Sau rau Ben Levisohn ntawm [email tiv thaiv]