美國衰退了嗎？投資全球還是投資美國？

結論：IOO 投資全球100家最大公司，其前10的倉位仍舊是美國公司。QQQ長期表現勝過IOO, 所以投資QQQ就是/好過投資全球。之前矽穀居士也做過功課，他說過投資全球不如投資VOO, VGT, 因為美國大公司就是全球公司。

論據如下：

The iShares Global 100 ETF (IOO) is an exchange-traded fund (ETF) that aims to replicate the performance of the S&P Global 100 Index. This index is composed of 100 large-cap multinational companies selected by the S&P Committee, providing broad exposure to international markets. IOO allows investors to diversify into a basket of global stocks in a single fund. 

Key features of IOO:

• Broad global exposure:

  The fund provides access to 100 of the largest multinational companies, covering a diverse range of sectors and countries.
• International diversification:

  IOO offers a way to diversify an investment portfolio with international stocks, potentially reducing risk.
• Long-term growth:

  IOO is designed to provide long-term growth potential, similar to the performance of the S&P Global 100 Index.
• Easy access:

  IOO is an ETF, meaning it can be traded like a stock on an exchange, making it easy to buy and sell. 

   

  Top 10 Holdings (53.47% of Total Assets) of IOO

  SymbolCompany% Assets

  AAPL

  Apple Inc.11.40%

  MSFT

  Microsoft Corporation10.49%

  NVDA

  NVIDIA Corporation9.52%

  AMZN

  Amazon.com, Inc.6.21%

  GOOGL

  Alphabet Inc.3.31%

  AVGO

  Broadcom Inc.3.22%

  GOOG

  Alphabet Inc.2.72%

  LLY

  Eli Lilly and Company2.53%

  JPM

  JPMorgan Chase & Co.2.44%

  XOM

  Exxon Mobil Corporation1.64%