億萬富豪炒股最愛——蘋果

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????跑贏大盤的方式有幾百萬種,而iBillionaire選擇的方式我猜比任何一種都不差。 ????iBillionaire最開始只是一款iOS應用軟件(iBillionaire)加一個網站(iBillionaire.me),去年10月底,它搖身一變,成了一個交易型開放式指數基金(ETF),為投資者提供一個30只股票的投資組合,復制沃倫?巴菲特、喬治?索羅斯和卡爾?伊坎等21位億萬富翁投資者的投資策略。 ????下面是iBillionaire的宣傳詞: ????“我們對20多位億萬富翁持有和管理的2500多億美元資產進行分析。每個季度我們會查看約1,500項投資,其中93%是股票,7%是其他資產類型。我們的軟件處理SEC申報文件已有10年多,確保iBillionaire指數是一個由優質公司組成的多元化投資組合。” ???? |
????There are a million ways to try to beat the market, and the one iBillionaire has chosen is as good as any, I suppose. ????What started as an iOS app (iBillionaire) and website (iBillionaire.me) morphed at the end of October into an exchange-traded fund (ETF) that offers investors a portfolio of 30 stocks selected to mirror to the investment strategies of 21 billionaire investors -- people like Warren Buffett, George Soros and Carl Icahn. ????Here's the iBillionaire pitch: ????"We analyze more than 250 billion dollars in assets held and managed by a pool of over 20 billionaires. Each quarter, we look at roughly 1,500 investments, 93% in equities and 7% belonging to other asset classes. Our software has processed over a decade of SEC filings to ensure that the iBillionaire Index is a diversified portfolio of high-quality companies. " ???? |

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????它的目標很簡單:跑贏標普500。 ????實際表現如何? ????迄今為止,還不錯。10月31日以來,iBillionaire基金的漲幅為7.3%,高于標普500指數的4.8%。我想,可能出現的一個問題是,如果事態快速發展,iBillionaire可能總是比真正的億萬富翁慢一拍。 ????下圖是iBillionaire指數的前十大股票以及它們在標普500指數中的相對權重。 ????值得注意的是,蘋果(Apple)在這兩個指數中的權重都排名第一,但在iBillionaire指數中的權重是在標普500指數中權重的3倍還多。(財富中文網) |
????The goal is simple: Beat the S&P 500. ????And how's that working? ????So far so good. Since Oct. 31, the iBillionaire fund is up 7.3% compared with 4.8% for the S&P 500. The catch, I suppose, is that when events unfold quickly iBillionaire will always be a beat behind the real billionaires. ????Below: The top 10 stocks in the index and their relative share in the ????Note that in both cases, Apple (AAPL) is the No. 1 security, although it is weighted more than three times as heavily in the iBillionaire fund than in the broader index. |
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