• ġ, ߱  ַ
  • 20240329_ũ__
  • 20240125_ũ_
  • 20240123_ũ_繫ǥ
  • 20240117_ũ_ǿƮ
  • 20240112_ũ_ֽİġ
  • 20240108_ũ_ι
  • 20240103_ũ_ȸ繫ǥ
  • 20231229_ũ_ġڴ¿Ǵ
  • 20231222_ũ_λ

home ֽ м

[ؿֽ] 3

̱ ġ ũ м

| 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 зϾ󼼴밡-- 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/





ƮƮ ũα (0) ֱֱ(0)
:
|

 Ѹ ( 0)

ϴ. ù° ּ.

* HTML ± Ͻ ϴ.

Է

Powered by Stockwatch


20231222_ũ_λ20240103_ũ_ȸ繫ǥ

츮-