| : Ʒ Ư ũ(valuewalk.com) 2023 12 22 Դϴ. ֽĿ ǰ Դϴ. Ǵܿ å ο ֽϴ.
ذ , ظ ƺ ظ ϸ鼭 ڽ Ʈ ϰ ؾ ̴.
Ư, 12 21 42%, S&P 500 23%, ٿ 12% ϸ, Ʈ ʿϴ.
2024 ٸ ? ۵ɱ, ƴϸ ħü ? Ȯ , ȭǰ, ݸ ϶ϱ ̸, Ư ݱ ټ ȭ ϰ ִ.
ϸ鼭, ־ ϶ ̴. Ȳ , ̴ ʹ ̱ ̴. ĵ Ϸ̴ ٴٸ Ǵ ִ.
ġֿ ָ
12 ϸ鼭 ֽĵ ̼ǵ ũ ߴ. ̴ Ư ι . ݱ 40% ̻ ߰, ̴ ռͷ̱ ϴ. ְ 80%, 90%, ڸ ֽĵ ִ.
ְ ߴ, ƴϸ Ͱ ߴ ִ ְͺ(PER) ̴. Ϲ PER ġֺ . ڽ Ʈ ְ ũ ֽ ְ ֽ PER PER ξ ʰߴٸ, ̴ ְ Ϳ å ְ, ȭǸ ϶ ִ.
÷ ƴ϶, ؾ Ѵ. ְ(PSR) ְ Բ ̴, ִ Ȯؾ Ѵ. 忡 ϰ ִ ŸƮ̳ Ż ս ִ ̻ ƴϴ. ʰ ִٸ, ̴ ȣ.
ݸ, PER ֽ ν ̱ ġ ִ. ȭǰų ħü 쿡 Ϲ ġְ ȸϱ , ġָ ã ִ.
϶忡 ƿ ִ Ʈ л
ġָ ã Ϳ , ڽ Ʈ л µ ̴. 2024 ǰų ũ ϶ --, , Ȥ ڻ -- ֽ ϰ ϰ ִ ʴ. ̷ ֽĵ Բ ̴ ְ, ϶ ξ ū ս ֱ ̴.
پ ֽ лϸ Ȳ ֽĵ ( Բ ս) ʰ ִ. ̷ л ؼ ϶ 忡 ִ ġ, , Ȥ õ ֽ ϴ ؾ Ѵ.
äǵ
ֽ Ʈ л꿡 , ߰ л ä̳ äݵ带 żϴ ͵ . 2024 ä-- ȭ , Ư-- ȴ. Ϻ äݵ ϴ ͷ ū ֽĿ ŷ δ. Ƹ Ϲݱ ݸ ϶ϱ ϸ, ä ͷ ξ ̴.
ħü ȭ ΰ ߰, ȯ ġ л ο ΰ Ʈ ϴ ̵. ̴ ξ ߿ ̴. <>
* ó: ̺ ڹ߷Ű(Dave Kovaleski), ̳ ַ̼ (Financial Regulation News) , Ʋ Ǯ(The Motley Fool) ֳθƮ, "How to Prepare Your Portfolio for a Market Downturn," 2023 12 22, https://www.valuewalk.com/prepare-your-portfolio-for-a-market-downturn/
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