| Ʒ ġ÷Ŭ ƴ Դϴ. ؿ ֽĿ ظ Ұϰ ΰ Ϲ ȸ մϴ. ġ÷Ŭ Ʒ ؿֽ 2~3ȸ Ұϸ Ʈ ǥ ÷ Դϴ.
[ : ڿ Ư ̱ ũ(valuewalk.com) Ʈ м 2~3 Ұմϴ. ̱ Ȳ ظ ּ ߰ Դϴ. ũ ̱ ǥ ġ Ʈ ϳ ġڿ پ ڷḦ մϴ.]
* Ʒ Ư ũ(valuewalk.com) 1 22 Դϴ. ֽĿ ǰ Դϴ.
ð ȣȲ 3
Ŭ 2002 ó NFL Ʈ ¸ߴ. Ʒķ Covid-19 Ȯڰ ϴ ٶ ̷ ߴ.
Ȯڰ ұϰ Ʒ ʾҴ. 忡 ġ (Zoom: ZM) Ʒߴ. ̷ ƿ ϵī ÷̿ ¸߰, 17 ó Ʈ ¸ ÷̿ ߴ.
2 7 ֵǴ ۺ ¸ Ѵ ص, Ŭ -- Ʒϸ鼭-- MVP ൿ Covid-19 ҵ̶ Ư ñ⸦ ǥϴ ϳ ¡ 翡 ϵ ̴.
ݾ ߴ
, ñٹ ݾ ش ʿ Dz鿡Դ ̻ ƴϴ. Ⱑ ̵鵵 Ʒϰ Ȱ ִ.
Covid-19 ҵ ȸ ܱδ ݾ Ⲩ Ƶ̰ Ǿ. ۷, Ŭ Ʈ, ϵ ̵ ֵ ̹ ũ ߴ.
ٸ ū ִ ? Ȩ( ü) 캸 .
ܱ Ӵü ָ
26~40 зϾ ͳ ̸ ִ ̰, ̵ , ý, īó ø ִ ̴. ̵ ΰ ܿ ū ִ ƴϸ, Ϻδ ܱ ϰ ִ.
ý Ʈ/ Ӵü մ(Sonder) 14 ̻ Ӵ û ȸ ü 60% Ѵٰ ߴ. ̴ ҵ 25% ̸ ̴. մ , Ʈ/ Ӵ ִ غ(Airbnb: ABNB) ֱ ڿ ߴ.
[] غ: ְ
غ ÷ 570 ϰ , 2019 2 5,000 Ҹ ߴ. ݾ ӵǴ , غ ȴ.
, ̴
ε ϴ , ̵ ε Կ ū ϰ ִ. Ϲ ħü ð ϶, 2020 ݴ .
[] ̱ ð (S&P/Case-Shiller U.S. National Home Price Index)
* κ 2020 ð ش.
ڷ: Ʈ ̽ غ
̷ ְ ũ ߴµ, SPDR S&P Ȩ ETF(SPDR S&P Homebuilders ETF: XHB) 2020 3 86% ߴ. ̷ зϾ ż ǰ ִ.
[] SPDR S&P Ȩ ETF 2020 ְ
зϾ Դµ, ž ڱ , ġڴ ð, żϱⰡ . Ư зϾ밡-- κ ϰ ִ--뵵ÿ ұ żϱⰡ . ̵ 뵵 ֺ żϴ Ұɿ .
зϾ ϸ鼭 ְ Ǿ, þ -- ־ -- ý ִ ̴.
̷
Ӱɼ(Dividend Sustainability Index: DSI) Ҿѡ ֿ ѡ ָ ϴ ȴ. 谨 2020 Ŀ ڽ ƴ ߿.
̷ Ʈ Խų ġ ִ ָ Ұϸ .
1) Ǯ(Whirlpool: (WHR): No.1
Ǯ Ź ǰ ִ ǰ ǰ . Ǯ ǰ ξ Ǯ ͷ̴.
Ǯ 缺 2.4% ſ ͷ ϰ ִ. 帧 ä Ǯ DSI 100 96̴.
2) Ȩ(Home Depot: HD): ε ι
Ȩ ִ ð ְŰ ǰ Ǹžü. 2,300 鼭 ̱ 5 ڻŷ ̱ ϴ.
Ȩ 2009 ų 缺 Դ. Ȩ 2.1% ͷ ο DSI 100̰, Ȩ 濵 缺 иϴ.
3) & ÷(Leggett & Platt: LEG): ǰ
& ÷ кǰ , ȸ縦 ˰ ִ. , & ÷ 25 ̻ λߴ.
& ÷ λ δ ʴ´. 帧 װ & ÷ DSI 90 Ҵ. ̴ & ÷ 3.6% ͷ ߱ϴ ڵ Ʈ ϴٴ ǹѴ. <>
* ó: ιƮ ν(Robert Ross), Mauldin Economics ֽ ֳθƮ, 3 DIVIDEND-PAYING STOCKS TO RIDE THE NEW HOUSING BOOM," 2021 1 22, https://www.valuewalk.com/high-dividend-yield-stocks-housing-boom/
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