美國衰退了嗎?投資全球還是投資美國?

本帖於 2025-05-31 12:46:27 時間, 由普通用戶 gladys 編輯

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
    Apple Inc.11.40%
    Microsoft Corporation10.49%
    NVIDIA Corporation9.52%
    Amazon.com, Inc.6.21%
    Alphabet Inc.3.31%
    Broadcom Inc.3.22%
    Alphabet Inc.2.72%
    Eli Lilly and Company2.53%
    JPMorgan Chase & Co.2.44%
    Exxon Mobil Corporation1.64%

     

所有跟帖: 

QQQ 不錯啊,不過今年YTD 1%?今年能漲10%嗎? -BrightLine- 給 BrightLine 發送悄悄話 BrightLine 的博客首頁 (0 bytes) () 05/31/2025 postreply 12:27:51

我估算的QQQ今年高點是561,AI估計的是 -gladys- 給 gladys 發送悄悄話 gladys 的博客首頁 (829 bytes) () 05/31/2025 postreply 12:48:34

這是見識問題。類似於49年在大陸的是走是留,在美國的歸不歸。 -QuantFields- 給 QuantFields 發送悄悄話 QuantFields 的博客首頁 (0 bytes) () 05/31/2025 postreply 13:30:59

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