Qee qhov kev kwv yees S&P 500 cov khoom lag luam yuav tau txais qee qhov nqa xyoo no. Tab sis tsis txhob yuam kev - tus nqi stocks tseem nyob rau hauv kev tswj.
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Thiab yog vim li cas cov kws tshuaj ntsuam tseem pom cov sijhawm loj hauv cov khoom muaj nqis. Tsib cov khoom lag luam hauv S&P 500 Pure Value Performance index - suav nrog Phaj Network (DISH), Centene (Cnc) thiab CVS Kev Noj Qab Haus Huv (CVS) - txhua tus xav tias yuav dhia tsawg kawg yog 25% ntxiv rau xyoo no, hais tias Investor's Business Daily tsom xam cov ntaub ntawv los ntawm S&P Ntiaj Teb Kev Lag Luam Kev Txawj Ntse thiab MarketSmith.
Muab qhov kev sib tw hauv Nasdaq 100, ntau tus tub ua lag luam yuav xav tias cov khoom lag luam loj hlob tau rov qab rau xyoo no. Tab sis qhov ntawd yog kev xav ntxov ntxov - thiab tsuas yog tsis muaj tseeb.
Nigel Green ntawm deVere Group hais tias "Cov neeg lag luam yuav tsum zam qhov 'yuav txhua yam' mus kom ze, vim tias yuav muaj cov yeej loj thiab cov neeg poob qis," "Lawv yuav tsum mloog zoo rau cov tuam txhab muaj txiaj ntsig zoo, muaj txiaj ntsig zoo uas tuaj yeem tswj hwm los yog tsis tu ncua cov paj."
Sib cais qhov tseeb los ntawm ntawv tseeb
Tech stocks tau nce loj xyoo no. Tab sis qhov ntawd tsis txaus los nqa tag nrho S&P 500 cov khoom lag luam loj hlob.
Cov lej qhia qhov tseeb. Invesco S&P 500 Pure Loj hlob ETF (RPG), uas tsuas yog tuav 73 feem ntau cov khoom lag luam loj hlob hauv qhov ntsuas, tsuas yog nce 3.0% xyoo no. Qhov ntawd yog mais tom qab 14.9% nce los ntawm Invesco S&P 500 Pure Value ETF (VPN), uas suav rau hauv nws cov ntaub ntawv khaws tseg qhov Performance index 85 feem ntau tus nqi-tus nqi.
Nws tsis yog ib qho quirk ntawm ETF. Qhov nruab nrab cov khoom lag luam hauv S&P 500 Pure Growth Performance index nce tsuas yog 4.1% xyoo no, tom qab 13.9% qhov nruab nrab nce ntawm cov khoom lag luam hauv S&P 500 Pure Value Performance index.
Tus nqi tseem cai yog tias koj nthuav dav lub ntsiab lus, ib yam nkaus. SPDR Portfolio S&P 500 Tus Nqi ETF (SPYV), uas muaj kev txhais dav dav ntawm dab tsi ua rau tus nqi Tshuag, yog nce 9.9% xyoo no. Qhov ntawd tawm ntawm 8% nce los ntawm SPDR Portfolio S&P 500 Kev Loj Hlob ETF (SPYG).
Tab sis dab tsi txog qhov loj heev los ntawm S&P 500 thev naus laus zis cov khoom lag luam xyoo no? Lub Invesco QQQ (QQQ) yog nce 17.0% xyoo no.
Feem ntau qhov ntawd yog vim muaj kev sib tw loj heev hauv cov khoom lag luam nyiam Meta Platforms (META). Tab sis ua raws li nws 60% poob hauv 2022, Meta yog tam sim no nyob rau hauv S&P 500 Tus nqi ntsuas, tsis yog kev loj hlob. Giant technology stocks nyiam Cov tsiaj ntawv (GOOGL) thiab Nvidia (NVDA) tsis suav tias yog S&P 500 cov khoom lag luam loj hlob, txawm tias Kua (AAPL) yog.
Meanwhile, kev loj hlob stocks nyiam Enphase Zog (ENPH) thiab Pfizer (PFE) tab tom ua rau S&P 500 Kev Loj Hlob Performance index nrog 13%-ntxiv rau xyoo no.
Tus nqi tseem coj kev loj hlob
ETF | cim | Hloov xyoo mus rau hnub tim | 2021 hloov |
---|---|---|---|
Invesco S&P 500 Tus Nqi | (VPN) | 14.68% | -3.5% |
SPDR Portfolio S&P 500 Tus Nqi | (SPYV) | 9.98 | -7.4% |
SPDR Portfolio S&P 500 Kev Loj Hlob | (SPYG) | 8.07 | -30.1% |
Invesco S&P 500 Kev Loj Hlob | (RPG) | 3.39 | -28.1% |
Cov Khoom: IBD, S&P Kev Lag Luam Kev Lag Luam Thoob Ntiaj Teb
Ntshiab muaj nuj nqis zog
Yog li dab tsi ntawm cov khoom lag luam muaj txiaj ntsig zoo hauv S&P 500 cov kws tshuaj ntsuam nyiam tshaj plaws?
Qhov siab tshaj plaws ntawm daim ntawv teev npe ntawm S&P 500 Tus Nqi Ntshiab yog tshaj tawm Dish Network. Cov kws tshuaj ntsuam xav tias cov Tshuag, twb tau nce 11.1% xyoo no, yuav tsum nce ntxiv 105% hauv 12 lub hlis mus rau 31.93 ib feem. Nws yog ib tug nqi ua si. Lub tuam txhab cov nyiaj tau los hloov pauv tau pom tias poob qis dua 30% hauv 2022 thiab 38% hauv 2023. Yog li dab tsi yog qhov kos? Tus nqi: Zaub mov yog trading rau tsib lub sij hawm kho trailing profit, a feem ntawm S&P 500.
Txawm li cas los xij, tsis yog txhua tus kws tshuaj ntsuam xyuas cov khoom lag luam nyiam, txawm li cas los xij, tau nce xyoo no.
Cov kws tshuaj ntsuam xav tias Centene, tus kws kho mob rau cov neeg mob tsis muaj ntawv pov hwm, yuav dhia ntau dua 36% hauv 12 lub hlis tom ntej mus rau 98.72. Nco ntsoov, txawm li cas los xij, qhov sib koom xyoo no tau qis dua 11%.
Muaj ntau txoj hauv kev, Centene tsis yog qhov muaj txiaj ntsig tob npaum li Dish. Nws pauv ntau dua 21 npaug ntawm nws cov txiaj ntsig tom qab. Tsis tas li ntawd, cov kws tshuaj ntsuam xav tias lub tuam txhab cov nyiaj tau los yuav nce ze li ntawm 11% hauv 2023 tom qab dhia kwv yees li qhov qub hauv 2022.
Yog li thaum muaj ntau lub peev txheej thev naus laus zis tau rov qab los, qhov ntawd tsis txaus los muab kev loj hlob rov qab los ntawm tus thawj coj ntawm S&P 500.
Cov kws tshuaj ntsuam 'Favorite S&P 500 Pure Value Stocks
lub tuam txhab | Ticker | Upside rau cov kws tshuaj ntsuam '12-mo. tus nqi hom phiaj | Sector |
---|---|---|---|
PHAJ Network | (DISH) | 104.7% | Cov Kev Sib Txuas Lus |
Centene | (Cnc) | 36.0% | Health Care |
CVS Kev Noj Qab Haus Huv | (CVS) | 34.4% | Health Care |
Warner Bros. Kev Tshawb Nrhiav | (WBD) | 33.1% | Cov Kev Sib Txuas Lus |
Delta Cua Kab | (DAL) | 26.6% | Chaw Tsim Tshuaj |
Cov Khoom: IBD, S&P Kev Lag Luam Kev Lag Luam Thoob Ntiaj Teb
Ua raws li Matt Krantz ntawm Twitter @matkrantz ua
KOJ UA LI CAS:
Vanguard Predicts Tshuag rov qab - Koj tsis mus nyiam lawv
Cov no yuav yog 9 Qhov Zoo Tshaj Plaws Hauv 2023, cov kws tshuaj ntsuam hais
Kawm Yuav Sij Hawm Li Cas Kev Ua Lag Luam Nrog IBD Txoj Kev Lag Luam Li ETF
Tau qhov twg los: https://www.investors.com/etfs-and-funds/sectors/sp500-value-stocks-are-still-beating-growth-analysts-like-these-best/?src=A00220&yptr=yahoo