ما هي أنجح الاستراتيجيات الرائدة في الاستثمار؟
In this article, we will explore the different types of investment strategies that can be used this year. Since the beginning of the coronavirus pandemic, new economic and global trends have emerged, leading to the development of some exciting new long-term investment strategies .
Learn about leading investment strategies for the main types of financial asset classes, and how to open a multi-featured investment portfolio with low fees.
Let's begin!
What is an investment strategy?
An investment strategy is simply the method or plan used to invest in different asset classes, over a specific period of time, in the hope of achieving a return on your investment.
Some investors may focus on an investment strategy based on financial assets such as fixed-interest bonds, while others may focus on an investment strategy in real estate, for example.
However, many individuals turn to financial markets for value investment strategies as well as to analyze global events. These types of investment strategies involve financial instruments such as stocks, currencies, commodities, and others.
The right investment strategy will vary from person to person. Investment strategies for retirees will be very different from those for younger individuals. Finding and implementing the best investment strategy can be challenging , as, as mentioned, it varies from person to person, and each individual has a different risk tolerance and investment capacity.
However, the first step is understanding the different types of investment strategies, so this is your first step! Did you know that with an Invest.MT5 account from Admirals, you can invest in stocks and exchange-traded funds (ETFs) from 15 of the world's largest stock exchanges ?
With this account, you can also invest with low commissions starting from just $0.01 on US stocks, and you can open an account with as little as $1. Learn more and open an account today by clicking the banner below:
What are the leading investment strategies?
In general, there are five different investment strategies used by investors. However, we will focus on the four most applicable investment strategies in the financial markets.
When trying to find the most suitable investment strategy , it is wise to first know the pros and cons of each type of strategy in order to understand the benefits as well as the risks associated with them.
Let's take a look at the different types of investment strategies:
1. Growth Investing Strategy
عادة ما يركز المستثمر في استراتيجيات النمو على الشركات التي تنمو أو تتوسع بوتيرة سريعة. يتم تحديد ذلك عادةً من خلال تحليل أهداف نمو أرباح الشركة والأرباح التاريخية والبيانات الأساسية الأخرى.
يعد قطاع التكنولوجيا أحد قطاعات سوق الأسهم المعروف بأنه يجذب العديد من مستثمري استراتيجيات النمو المختلفين. وذلك لأن معظم شركات التكنولوجيا تستمر في إعادة استثمار أي أرباح لتنمية أعمالها التجارية. وهذا هو السبب أيضاً في أنهم يميلون إلى دفع أرباح أقل للمساهمين، لأنهم يفضلون إعادة الاستثمار لتنمية أعمالها وقيمة الشركة.
المصدر: Admirals MetaTrader 5 ، #VUG ، مخطط شهري - نطاق البيانات: من 1 أكتوبر 2010 إلى 07 فبراير 2022، تم الوصول إليه في 07 فبراير 2022. يرجى ملاحظة: الأداء السابق ليس مؤشرًا موثوقًا للنتائج المستقبلية.
يوضح الرسم البياني أعلاه السعر طويل الأجل لصندوق الاستثمار Vanguard Growth ETF. وهو صندوق يستثمر في سلة من الأسهم المختلفة القائمة على شركات النمو. يتيح ذلك لمستثمري النمو الاستثمار في الصندوق دون الحاجة لإختيار أسهم شركات النمو الفردية بأنفسهم - وهو توفير كبير للوقت!
منذ الأزمة المالية لعام 2008، أبقت الحكومات أسعار الفائدة منخفضة للغاية، مما مكّن الشركات من اقتراض الأموال بثمن بخس واستثمارها على المدى الطويل. ساعدت هذه الفترة الزمنية العديد من الشركات على النمو بشكل كبير.
هل تعلم أنه من منصة التداول MetaTrader 5 المقدمة من Admirals، يمكنك عرض الأسعار المباشرة لأكثر من 3000+ أداة تغطي مجموعة واسعة من فئات الأصول المالية المختلفة؟ يمكنك أيضاً التداول مباشرة من المنصة!
انقر فوق اللافتة أدناه لبدء التنزيل المجاني اليوم!
2. استراتيجية الاستثمار في القيمة - Value Investing Strategy
يتصرف المستثمرون في القيمة بشكل معاكس تقريباً للمستثمرين في شركات النمو حيث يحاولون العثور على شركات مقومة بأقل من قيمتها بشكل كبير ولا يركز عليها الآخرون بشكل أساسي. ومع ذلك، فهم لا يبحثون فقط عن شركات ذات أسهم رخيصة، بل يبحثون عن شركات عالية الجودة بأسعار منافسة.
قد يكون سعر سهم الشركة ذات الجودة العالية رخيصاً بسبب رد الفعل المفرط لضعف إحد تقاريرها الربع سنوية مثلاً أو بسبب مواجهتها بعض مشكلات العرض لمنتجاتها. إذا اعتقد المستثمرون أن تأثير هذه العوامل مؤقت، فقد تكون فرصة للحصول على أسهم رخيصة مقومة بأقل من قيمتها.
على سبيل المثال، خلال جائحة فيروس كورونا، انهارت أسهم شركات الطيران. وركز العديد من المستثمرين على استراتيجيات الاستثمار في بعض هذه الشركات المتضررة بشدة.
المصدر: Admirals MetaTrader 5 ، #AIR ، مخطط شهري - نطاق البيانات: من 1 يوليو 2000 إلى 07 فبراير 2022، تم الوصول إليه في 07 فبراير 2022. يرجى ملاحظة: الأداء السابق ليس مؤشرًا موثوقًا للنتائج المستقبلية.
الرسم البياني أعلاه يوضح سعر سهم إيرباص على المدى الطويل. من الواضح أن نرى الانهيار في سعر سهم صانع الطائرات خلال جائحة عام 2020. ومع ذلك، بعد انخفاض السعر بأكثر من 60٪، تعافى سعر السهم وارتفع أكثر من 200٪ منذ مارس 2020 إلى أوائل عام 2022.
كان هذا مثالاً على شركة عالية الجودة - كما يتضح من ارتفاع سعر السهم قبل الوباء - تم تداوله بخصم كبير من قيمته الفعلية خلال تلك الفترة. إنه أحد الأسباب التي تجعل المستثمرين يركزون على شركات مثل هذه بعد الوباء.
3. Contrarian Investing Strategies
A contrarian investor is someone who goes against the market trend or consensus. It's a highly skilled and specialized type of investment. If the market is rising, it takes a lot of patience and courage to consider investing against the current trend and using downward-moving investment strategies.
This has been the case with Tesla for many years. Tesla's stock price continued to rise, while many hedge fund managers continued to short the stock. Indeed, this demonstrates that even the biggest players in the market with years of experience can make mistakes.
This also highlights the importance of ignoring market noise at times—investment apps and programs that promise to trade for you and generate profits, and investment strategies used by Reddit traders to force a stock in a particular direction. Instead, it may be wiser to focus on sound, long-term investment strategies.
Fortunately, you have some support from us whether you are a beginner or focused on professional investment strategies and looking to improve your skills and experience in financial markets and investment.
Through the Premium Analytics offered by Admirals, you can access the latest technical analysis that provides you with actionable ideas and trading in thousands of different markets!
Source: Admirals Premium Analytics
For example, in the screenshot above of the Technical Insight Lookup section, we looked at Apple stock (#AAPL). At the time of writing, the indicator found 14 technical events on the price chart occurring in the short, medium, and long term.
This can be a great addition to your trading toolkit and is also a great educational tool to learn more about the various technical trading indicators and how traders use them to make decisions.
4. Momentum Investing Strategies
Momentum investors focus on stocks that are rising or falling within a particular trend and invest in them on the assumption that they will continue in that trend. They look for momentum to continue and are often called trend investors.
The currency market is known for momentum trading. This is due to the high liquidity available for trading in the currency market and the potential to profit from both rising and falling markets using Contracts for Difference (CFDs).
In fact, with CFDs, you can trade on the rise and fall of prices on a variety of different financial asset classes such as stocks, indices, currencies, commodities, and others.
With Admirals, you can open a Trade.MT5 account for trading CFDs and an Invest.MT5 account for investing - then manage both from one place, your dashboard!
Why choose to invest with Admirals?
Open an Invest.MT5 investment account to buy stocks and ETFs from 15 of the world's largest exchanges and collect all dividends from the MetaTrader 5 trading platform!
Open a Trade.MT5 trading account to access over 3000+ CFDs to trade in rising and falling financial markets!
Real account holders can access the Premium Analytics platform and use technical analysis for free, finding actionable ideas in thousands of different markets.
One of the best ways to get started is by opening a free demo trading account.
This means you can buy and sell financial assets in a virtual environment until you are ready to start real trading in live markets!
Click on the banner below and open your account today!
If you have any questions or inquiries, feel free to register your details here , and one of our best financial advisors will contact you to clarify any inquiries or questions you may have, and provide the best information from their practical experience.
If you liked the article, share it with your friends. Here are some other articles that might interest you:
2. How to choose a trading company that suits you in 2025
3. How to download MetaTrader 5
About Admirals
As a licensed trading company , Admirals offers you access to global financial markets through leading platforms and various account types to suit your needs. Whether you choose a demo or live account , you have the opportunity and ability to trade forex and over 8,000 trading instruments, including CFDs on stocks, energy, precious metals, and global indices, all under competitive terms and with competitive services. Open an account now and begin your new trading experience with Admirals.
This article does not contain, and should not be construed as containing, investment advice, investment recommendations, or an offer or solicitation for any transactions in financial instruments. Please note that this prior analysis is not indicative of current or future performance, as conditions may change over time. Before making any investment decisions, you should seek advice from independent financial advisors to ensure you understand the risks involved .
