QQQQ改變了遊戲規則
(2006-10-05 20:12:43)
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QQQQ改變了遊戲規則
伴隨著SP500采取以流通市值計算的方法代替總市值,QQQQ也改變了遊戲規則。並且,QQQQ100的計算權重被視作Nasdaq committee的property,不再免費公開,subscriber fee is $10K annually.所以無法計算其影響。
根據:
http://www.nasdaq.com/asp/indexshares.asp?symbol=QQQQ
增加了QCOM/AAPL/EBAY/SBUX 的權重,降低了MSFT/CSCO/GOOG/AMGN/INTC/ORCL的權重。其目的顯然是要保持和增強QQQQ的活躍幅度。
Naz隻玩20股的策略不變,但跟蹤對象的偏重要相應變化。所以要在每個quarter末,check top 10 update:
Data as of 3/31/2006
QUALCOMM Incorporated 6.94%
Microsoft Corporation 6.65%
Apple Computer, Inc. 5.10%
Cisco Systems, Inc. 3.27%
Google Inc. 3.25%
Amgen Inc. 2.85%
eBay Inc. 2.81%
Starbucks Corporation 2.74%
Intel Corporation 2.74%
Oracle Corporation 2.02%
Total 38.37%