{"id":1776,"date":"2025-05-02T10:47:30","date_gmt":"2025-05-02T10:47:30","guid":{"rendered":"https:\/\/daotaotructuyentiengtrung.edu.vn\/index.php\/2025\/05\/02\/0217-cac-phuong-phap-xay-cat-danh-muc-dau-tu-chung-khoan-hieu-qua-cho-nguoi-the-he-bat-dau\/"},"modified":"2025-05-02T10:47:30","modified_gmt":"2025-05-02T10:47:30","slug":"0217-cac-phuong-phap-xay-cat-danh-muc-dau-tu-chung-khoan-hieu-qua-cho-nguoi-the-he-bat-dau","status":"publish","type":"post","link":"https:\/\/daotaotructuyentiengtrung.edu.vn\/index.php\/2025\/05\/02\/0217-cac-phuong-phap-xay-cat-danh-muc-dau-tu-chung-khoan-hieu-qua-cho-nguoi-the-he-bat-dau\/","title":{"rendered":"C\u00e1c ph\u01b0\u01a1ng ph\u00e1p x\u00e2y c\u1ea5t danh m\u1ee5c \u0111\u1ea7u t\u1ee9 ch\u1ee9ng kho\u00e1n hi\u1ec7u qu\u1ea3 cho ng\u01b0\u1eddi th\u1ebf h\u1ec7 b\u1eaft \u0111\u1ea7u"},"content":{"rendered":"

C\u00e1c ph\u00e9p t\u1eafc ki\u1ebfn thi\u1ebft danh m\u1ee5c \u0111\u1ea7u b\u1ed1n ch\u1ee9ng kho\u00e1n hi\u1ec7u qu\u1ea3 cho ng\u01b0\u1eddi m\u1edbi b\u1eaft \u0111\u1ea7u<\/span><\/h1>\n

Trong h\u00e0nh tr\u00ecnh \u0111\u1ea7u b\u1ed1n ch\u1ee9ng kho\u00e1n, vi\u1ec7c thi c\u00f4ng danh m\u1ee5c \u0111\u1ea7u t\u01b0 h\u1ee3p l\u00fd \u0111\u00f3ng vai tr\u00f2 quy\u1ebft \u0111\u1ecbnh \u0111\u1ebfn th\u00e0nh c\u00f4ng d\u00e0i l\u00e2u. m\u1ed9t danh m\u1ee5c \u0111\u1ea7u t\u1ee9 b\u1eb1ng ph\u1eb3ng s\u1ebd gi\u00fap nh\u00e0 \u0111\u1ea7u b\u1ed1n tuy\u1ec7t v\u1eddi h\u00f3a l\u1ee3i nhu\u1eadn Trong khi v\u1eabn ki\u1ec3m so\u00e1t \u0111en \u0111\u1ee7i hi\u1ec7u qu\u1ea3.<\/span><\/p>\n

m\u1ed9t. X\u00e1c \u0111\u1ecbnh m\u1ee5c ti\u00eau \u0111\u1ea7u t\u01b0<\/span><\/h2>\n

th\u1ee9 nh\u1ea5t, nh\u00e0 \u0111\u1ea7u t\u1ee9 b\u1eaft bu\u1ed9c x\u00e1c \u0111\u1ecbnh r\u00f5 m\u1ee5c ti\u00eau c\u1ee7a m\u00ecnh:<\/span><\/p>\n

    \n
  1. <\/span>Mong mu\u1ed1n l\u1ee3i nhu\u1eadn bao nhi\u00eau ph\u1ea7n tr\u0103m m\u1ed9t n\u0103m?<\/span><\/li>\n
  2. <\/span>Ch\u1ea5p nh\u1eadn m\u1ee9c r\u1ee7i ro \u0111\u1ebfn \u0111\u00e2u?<\/span><\/li>\n
  3. <\/span>\u0110\u1ea7u t\u01b0 ng\u1eafn h\u1ea1n hay d\u00e0i h\u1ea1n?<\/span><\/li>\n<\/ol>\n

    tr\u01b0\u1eddng h\u1ee3p m\u1ee5c ti\u00eau l\u00e0 b\u00ecnh y\u00ean v\u00e0 sinh l\u1eddi b\u1ea5t bi\u1ebfn, danh m\u1ee5c n\u00ean thi\u00ean v\u1ec1 c\u00e1c c\u1ed5 phi\u1ebfu bluechip nh\u01b0 VNM, FPT, VCB. v\u00ed nh\u01b0 m\u1ee5c ti\u00eau l\u00e0 ph\u00e1t h\u00e0nh m\u1ea1nh b\u1ea1o, c\u00f3 th\u1ec3 c\u00e2n \u0111\u1ec1 c\u1eadp c\u1ed5 phi\u1ebfu midcap ti\u1ec1m n\u0103ng nh\u01b0 DGC, HSG ho\u1eb7c nh\u1eefng m\u00e3 thu\u1ed9c ng\u00e0nh th\u1ebf h\u1ec7 n\u1ed5i.<\/span><\/p>\n

    2. qui \u0111\u1ecbnh ph\u00e2n x\u1ebb t\u00e0i s\u1ea3n<\/span><\/h2>\n

    1 nguy\u00ean t\u1eafc \u0111a d\u1ea1ng l\u00e0 kh\u00f4ng “b\u1ecf tr\u1ee9ng v\u00e0o c\u1ed9ng m\u1ed9t gi\u1ecf”. b\u1ea1n bu\u1ed9c ph\u1ea3i ph\u00e2n t\u00e9 t\u00e0i s\u1ea3n v\u00e0o nhi\u1ec1u ng\u00e0nh ngh\u1ec1 kh\u00e1c nhau \u0111\u1ec3 gi\u1ea3m thi\u1ec3u t\u00e1c \u0111\u1ed9ng ti\u00eau c\u1ef1c t\u1eeb m\u1ed9t l\u0129nh v\u1ef1c chi ti\u1ebft.<\/span><\/p>\n

    V\u00ed d\u1ee5 tham kh\u1ea3o:<\/span><\/p>\n

      \n
    1. <\/span>40% v\u1ed1n v\u00e0o c\u1ed5 phi\u1ebfu bluechip an ninh<\/span><\/li>\n
    2. <\/span>30% v\u00e0o nh\u00f3m t\u1ea1o ra m\u1ea1nh (midcap)<\/span><\/li>\n
    3. <\/span>20% v\u00e0o nh\u1eefng c\u1ed5 phi\u1ebfu h\u01b0\u1edfng c\u1ed5 t\u1ee9c cao<\/span><\/li>\n
    4. <\/span>10% gi\u1eef ti\u1ec1n m\u1eb7t ho\u1eb7c tr\u00e1i phi\u1ebfu \u0111\u1ec3 linh ho\u1ea1t c\u01a1 c\u1ea5u<\/span><\/li>\n<\/ol>\n

      3. L\u1ef1a t\u00ecm c\u1ed5 phi\u1ebfu v\u00e0o danh m\u1ee5c<\/span><\/h2>\n

      khi mua c\u1ed5 phi\u1ebfu, nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean k\u1ef9 c\u00e0ng c\u00e1c ti\u00eau ch\u00ed nh\u01b0:<\/span><\/p>\n

        \n
      1. <\/span>T\u00ecnh h\u00ecnh t\u00e0i ch\u00ednh si\u00eau th\u1ecb (doanh thu, l\u1ee3i nhu\u1eadn, n\u1ee3 vay)<\/span><\/li>\n
      2. <\/span>V\u1ecb th\u1ebf kh\u00f3 kh\u0103n v\u00e0 th\u01b0\u01a1ng hi\u1ec7u tr\u00ean th\u1ecb tr\u01b0\u1eddng<\/span><\/li>\n
      3. <\/span>Ti\u1ec1m n\u0103ng ng\u00e0nh ngh\u1ec1 trong 5\u201310 n\u0103m \u0111\u1ebfn<\/span><\/li>\n
      4. <\/span>\u0110\u1ecbnh gi\u00e1 logic (kh\u00f4ng ch\u1ecdn \u1edf gi\u00e1 qu\u00e1 cao so v\u1edbi gi\u00e1 tr\u1ecb th\u1ef1c)<\/span><\/li>\n<\/ol>\n

        c\u00e1c ch\u1ec9 s\u1ed1 t\u00e0i ch\u00ednh nh\u01b0 P\/E, P\/B, ROE, EPS v\u1eefng m\u1ea1nh l\u00e0 c\u00e1c d\u1ee5ng c\u1ee5 gi\u00fap \u0111\u1ee1 \u0111\u1eafc l\u1ef1c trong c\u00f4ng \u0111o\u1ea1n n\u00e0y.<\/span><\/p>\n

        4. Qu\u1ea3n l\u00fd v\u00e0 t\u00e1i c\u01a1 c\u1ea5u danh m\u1ee5c<\/span><\/h2>\n

        Sau l\u00fac x\u00e2y c\u1ea5t danh m\u1ee5c, nh\u00e0 \u0111\u1ea7u t\u1ee9 c\u1ea7n theo d\u00f5i \u0111\u1ecbnh k\u1ef3 (\u00edt nh\u1ea5t m\u1ed7i qu\u00fd) \u0111\u1ec3:<\/span><\/p>\n

          \n
        1. <\/span>\u0111\u00e1nh gi\u00e1 l\u1ea1i hi\u1ec7u qu\u1ea3 t\u1eebng c\u1ed5 phi\u1ebfu<\/span><\/li>\n
        2. <\/span>T\u00e1i c\u00e2n b\u1eb1ng danh m\u1ee5c gi\u1ea3 d\u1ee5 c\u1ed5 phi\u1ebfu n\u00e0o v\u01b0\u1ee3t qu\u00e1 t\u1ef7 tr\u1ecdng mong mu\u1ed1n ho\u1eb7c s\u1edf h\u1eefu d\u1ea5u hi\u1ec7u suy y\u1ebfu<\/span><\/li>\n
        3. <\/span>Gi\u1eef v\u1eefng k\u1ef7 lu\u1eadt \u0111\u1ea7u b\u1ed1n, kh\u00f4ng “b\u00e1n th\u00e1o” l\u00fac th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec1u ch\u1ec9nh ng\u1eafn h\u1ea1n<\/span><\/li>\n<\/ol>\n

          H\u00e0nh \u0111\u1ed9ng qu\u1ea3n l\u00fd danh m\u1ee5c k\u1ecbp th\u1eddi gi\u00fap h\u1ee3p l\u00fd h\u00f3a l\u1ee3i nhu\u1eadn v\u00e0 tr\u00e1nh thua l\u1ed7 trong b\u1ea5t \u0111\u1ecbnh.<\/span><\/p>\n

          5. c\u00e1c sai tr\u00e1i n\u00ean tr\u00e1nh khi x\u00e2y \u0111\u1eafp danh m\u1ee5c<\/span><\/h2>\n

          m\u1ed9t s\u1ed1 sai tr\u00e1i th\u01b0\u1eddng g\u1eb7p:<\/span><\/p>\n

            \n
          1. <\/span>D\u1ed3n qu\u00e1 \u0111a d\u1ea1ng v\u1ed1n v\u00e0o 1 ng\u00e0nh duy nh\u1ea5t<\/span><\/li>\n
          2. <\/span>t\u00ecm c\u1ed5 phi\u1ebfu ch\u1ec9 do tin \u0111\u1ed3n<\/span><\/li>\n
          3. <\/span>ko \u0111\u1eb7t stop-loss r\u00f5 r\u00e0ng<\/span><\/li>\n
          4. <\/span>Tham lam, ko ch\u1ed1t l\u1eddi l\u00fac c\u1ed5 phi\u1ebfu \u0111\u1ea1t k\u1ef3 v\u1ecdng<\/span><\/li>\n<\/ol>\n

            b\u1ed1n duy \u0111\u1ea7u t\u01b0 b\u1eaft bu\u1ed9c t\u1ec9nh t\u00e1o, l\u00fd tr\u00ed v\u00e0 mang k\u1ef7 lu\u1eadt \u0111\u1ec3 tr\u00e1nh nh\u1eefng \u0111en \u0111\u1ee7i ko c\u1ea7n thi\u1ebft.<\/span><\/p>\n

            K\u1ebft lu\u1eadn<\/span><\/h3>\n

            x\u00e2y c\u1ea5t 1 danh m\u1ee5c \u0111\u1ea7u b\u1ed1n ch\u1ee9ng kho\u00e1n hi\u1ec7u qu\u1ea3 y\u00ean c\u1ea7u s\u1ef1 k\u1ebft h\u1ee3p gi\u1eefa ki\u1ebfn th\u1ee9c t\u00e0i ch\u00ednh, k\u1ef9 n\u0103ng ph\u00e2n t\u00edch v\u00e0 t\u00e2m l\u00fd v\u1eefng ti\u1ebfn th\u01b0\u1edfng. \u0110\u1ed1i c\u00f3 nh\u00e0 \u0111\u1ea7u t\u01b0 th\u1ebf h\u1ec7, vi\u1ec7c ki\u00ean tr\u00ec h\u1ecdc h\u1ecfi v\u00e0 th\u1ef1c h\u00e0nh s\u1ebd gi\u00fap ng\u00e0y c\u00e0ng ho\u00e0n thi\u1ec7n danh m\u1ee5c c\u1ee7a m\u00ecnh.<\/span><\/p>\n

            gi\u1ea3 d\u1ee5 c\u00e1c ch\u00e0ng trai c\u00f4ng s\u1edf \u0111ang mua ki\u1ebfm th\u00eam ki\u1ebfn th\u1ee9c chuy\u00ean s\u00e2u h\u01a1n, h\u00e3y tham kh\u1ea3o ch\u1ec9 d\u1eabn y\u1ebfu t\u1ed1 l\u00fd l\u1ebd tuy\u1ec7t v\u1eddi danh m\u1ee5c \u0111\u1ea7u t\u1ee9 ch\u1ee9ng kho\u00e1n \u0111\u1ec3 t\u0103ng c\u01a1 h\u1ed9i chi\u1ebfn th\u1eafng <\/span><\/span>chungkhoan<\/a><\/span> tr\u00ean th\u1ecb tr\u01b0\u1eddng.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

            C\u00e1c ph\u00e9p t\u1eafc ki\u1ebfn thi\u1ebft danh m\u1ee5c \u0111\u1ea7u b\u1ed1n ch\u1ee9ng kho\u00e1n hi\u1ec7u qu\u1ea3 cho ng\u01b0\u1eddi m\u1edbi b\u1eaft \u0111\u1ea7u Trong h\u00e0nh tr\u00ecnh \u0111\u1ea7u b\u1ed1n ch\u1ee9ng kho\u00e1n, vi\u1ec7c thi c\u00f4ng danh m\u1ee5c \u0111\u1ea7u t\u01b0 h\u1ee3p l\u00fd \u0111\u00f3ng vai tr\u00f2 quy\u1ebft \u0111\u1ecbnh \u0111\u1ebfn th\u00e0nh c\u00f4ng d\u00e0i l\u00e2u. m\u1ed9t danh m\u1ee5c \u0111\u1ea7u t\u1ee9 b\u1eb1ng ph\u1eb3ng s\u1ebd gi\u00fap nh\u00e0 \u0111\u1ea7u […]\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1776","post","type-post","status-publish","format-standard","hentry","category-khong-phan-loai"],"_links":{"self":[{"href":"https:\/\/daotaotructuyentiengtrung.edu.vn\/index.php\/wp-json\/wp\/v2\/posts\/1776","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/daotaotructuyentiengtrung.edu.vn\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/daotaotructuyentiengtrung.edu.vn\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/daotaotructuyentiengtrung.edu.vn\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/daotaotructuyentiengtrung.edu.vn\/index.php\/wp-json\/wp\/v2\/comments?post=1776"}],"version-history":[{"count":0,"href":"https:\/\/daotaotructuyentiengtrung.edu.vn\/index.php\/wp-json\/wp\/v2\/posts\/1776\/revisions"}],"wp:attachment":[{"href":"https:\/\/daotaotructuyentiengtrung.edu.vn\/index.php\/wp-json\/wp\/v2\/media?parent=1776"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/daotaotructuyentiengtrung.edu.vn\/index.php\/wp-json\/wp\/v2\/categories?post=1776"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/daotaotructuyentiengtrung.edu.vn\/index.php\/wp-json\/wp\/v2\/tags?post=1776"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}