億萬(wàn)富豪炒股最?lèi)?ài)——蘋(píng)果
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????跑贏大盤(pán)的方式有幾百萬(wàn)種，而iBillionaire選擇的方式我猜比任何一種都不差。 ????iBillionaire最開(kāi)始只是一款iOS應(yīng)用軟件(iBillionaire)加一個(gè)網(wǎng)站(iBillionaire.me)，去年10月底，它搖身一變，成了一個(gè)交易型開(kāi)放式指數(shù)基金(ETF)，為投資者提供一個(gè)30只股票的投資組合，復(fù)制沃倫?巴菲特、喬治?索羅斯和卡爾?伊坎等21位億萬(wàn)富翁投資者的投資策略。 ????下面是iBillionaire的宣傳詞： ????“我們對(duì)20多位億萬(wàn)富翁持有和管理的2500多億美元資產(chǎn)進(jìn)行分析。每個(gè)季度我們會(huì)查看約1,500項(xiàng)投資，其中93%是股票，7%是其他資產(chǎn)類(lèi)型。我們的軟件處理SEC申報(bào)文件已有10年多，確保iBillionaire指數(shù)是一個(gè)由優(yōu)質(zhì)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(biāo)很簡(jiǎn)單：跑贏標(biāo)普500。 ????實(shí)際表現(xiàn)如何？ ????迄今為止，還不錯(cuò)。10月31日以來(lái)，iBillionaire基金的漲幅為7.3%，高于標(biāo)普500指數(shù)的4.8%。我想，可能出現(xiàn)的一個(gè)問(wèn)題是，如果事態(tài)快速發(fā)展，iBillionaire可能總是比真正的億萬(wàn)富翁慢一拍。 ????下圖是iBillionaire指數(shù)的前十大股票以及它們?cè)跇?biāo)普500指數(shù)中的相對(duì)權(quán)重。 ????值得注意的是，蘋(píng)果(Apple)在這兩個(gè)指數(shù)中的權(quán)重都排名第一，但在iBillionaire指數(shù)中的權(quán)重是在標(biāo)普500指數(shù)中權(quán)重的3倍還多。（財(cái)富中文網(wǎng)） |
????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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