{"id":1046,"date":"2024-11-01T17:27:41","date_gmt":"2024-11-01T17:27:41","guid":{"rendered":"https:\/\/europaskolos.lt\/index.php\/2024\/11\/01\/pagrindines-turto-klases-2024-m-spalis-veiklos-apzvalga\/"},"modified":"2024-11-01T17:27:41","modified_gmt":"2024-11-01T17:27:41","slug":"pagrindines-turto-klases-2024-m-spalis-veiklos-apzvalga","status":"publish","type":"post","link":"https:\/\/europaskolos.lt\/index.php\/2024\/11\/01\/pagrindines-turto-klases-2024-m-spalis-veiklos-apzvalga\/","title":{"rendered":"Pagrindin\u0117s turto klas\u0117s | 2024 m. spalis | Veiklos ap\u017evalga"},"content":{"rendered":"


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Spalio m\u0117nes\u012f pasaulin\u0117s rinkos patyr\u0117 plat\u0173 nuosmuk\u012f. Pirm\u0105 kart\u0105 nuo baland\u017eio m\u0117n., remiantis ETF tarpini\u0173 serveri\u0173 rinkiniu, dauguma pagrindini\u0173 turto klasi\u0173 patyr\u0117 m\u0117nesinius nuostolius. I\u0161skirtin\u0117s vert\u0117s: grynieji pinigai ir prek\u0117s.<\/p>\n

U\u017esienio nekilnojamasis turtas (VNQI) pra\u0117jus\u012f m\u0117nes\u012f buvo pralaim\u0117j\u0119s. Didelis 6,9 % nuosmukis spalio m\u0117nes\u012f po trij\u0173 m\u0117nesi\u0173 i\u0161 eil\u0117s smarkaus augimo.<\/p>\n

JAV (VTI) ir i\u0161sivys\u010diusi\u0173 (VEA) bei besivystan\u010di\u0173 rink\u0173 (VWO) akcijos taip pat nukent\u0117jo. 0,8% Amerikos akcij\u0173 nuosmukis nutraukia penki\u0173 m\u0117nesi\u0173 pergali\u0173 serij\u0105.<\/p>\n

Pa\u017eym\u0117tina, kad i\u0161 JAV obligacij\u0173 nebuvo jokios diversifikacijos naudos. \u201eVanguard Total Bond Market\u201c (BND), vyriausyb\u0117s ir investicinio lygio \u012fmoni\u0173 obligacij\u0173 portfelis, spal\u012f smuko 2,5 % \u2013 tai pirmas m\u0117nesinis nuosmukis nuo baland\u017eio m\u0117n.<\/p>\n

<\/figure>\n

\u017daliavos (GSG), prie\u0161ingai, panaikino trij\u0173 m\u0117nesi\u0173 nuostoli\u0173 serij\u0105 su 1,4% avansu, o tai buvo geriausias pra\u0117jusio m\u0117nesio rezultatas tarp pagrindini\u0173 turto klasi\u0173. Grynieji pinigai (SHV) taip pat pakilo. Kitu atveju spal\u012f dominavo raudonas ra\u0161alas.<\/p>\n

Iki \u0161iol dauguma rink\u0173 vis dar augo, o tai lemia JAV akcijos (VTI) ir JAV nekilnojamojo turto investiciniai fondai (VNQ). 2024 met\u0173 nuostoliai apsiriboja \u012fvairiomis u\u017esienio obligacijomis.<\/p>\n

Pasaulin\u0117s rinkos indekso (GMI) pergali\u0173 serija nutr\u016bko pra\u0117jus\u012f m\u0117nes\u012f. Po penki\u0173 i\u0161 eil\u0117s kas m\u0117nes\u012f padidint\u0173 GMI suma\u017e\u0117jo 2,1%. Iki \u0161iol etalonas vis dar skelbia tvirt\u0105 12,9% bendr\u0105 gr\u0105\u017e\u0105. GMI yra nevaldomas etalonas (kuris palaiko CapitalSpectator.com), kuris i\u0161laiko visas pagrindines turto klases (i\u0161skyrus grynuosius pinigus) pagal rinkos vert\u0117s svorius per ETF ir yra konkurencingas keli\u0173 turto klasi\u0173 portfeli\u0173 etalonas.<\/p>\n

Vieneri\u0173 met\u0173 laikotarpiu GMI ir toliau atspindi vidutinius rezultatus, palyginti su JAV akcijomis (VTI) ir JAV obligacijomis (BND).<\/p>\n

\"\"<\/figure>\n\n

I\u0161mokite naudoti R portfelio analizei <\/i><\/span>
Kiekybin\u0117 investicij\u0173 portfelio analiz\u0117 R:
R \u012fvadas, skirtas modeliuoti portfelio rizik\u0105 ir gr\u0105\u017e\u0105\"\"<\/strong><\/span>
James Picerno<\/p>\n<\/div>\n


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Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Spalio m\u0117nes\u012f pasaulin\u0117s rinkos patyr\u0117 plat\u0173 nuosmuk\u012f. Pirm\u0105 kart\u0105 nuo baland\u017eio m\u0117n., remiantis ETF tarpini\u0173 serveri\u0173 rinkiniu, dauguma pagrindini\u0173 turto klasi\u0173 patyr\u0117 m\u0117nesinius nuostolius. I\u0161skirtin\u0117s vert\u0117s: grynieji pinigai ir prek\u0117s. U\u017esienio nekilnojamasis turtas (VNQI) pra\u0117jus\u012f m\u0117nes\u012f buvo pralaim\u0117j\u0119s. Didelis 6,9 % nuosmukis spalio m\u0117nes\u012f po trij\u0173 m\u0117nesi\u0173 i\u0161 eil\u0117s smarkaus augimo. JAV (VTI) ir i\u0161sivys\u010diusi\u0173 […]<\/p>\n","protected":false},"author":1,"featured_media":1047,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[3],"tags":[217,177,175,1676,176,247],"class_list":["post-1046","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomika-finansai-bankininkyste","tag-apzvalga","tag-klases","tag-pagrindines","tag-spalis","tag-turto","tag-veiklos"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/posts\/1046","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/comments?post=1046"}],"version-history":[{"count":0,"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/posts\/1046\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/media\/1047"}],"wp:attachment":[{"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/media?parent=1046"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/categories?post=1046"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/europaskolos.lt\/index.php\/wp-json\/wp\/v2\/tags?post=1046"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}