(Bloomberg) - Fidelity Investments tab tom hais kom cov tswv lag luam kos npe tawm ntawm qhov kev pom zoo uas yuav tso cai rau 13 ntawm lub tuam txhab cov nyiaj loj hlob kom dhau qhov kev txwv ntawm qhov loj ntawm cov ceg txheem ntseeg hauv ib tus neeg cov khoom lag luam.
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Cov nyiaj - uas tuav yuav luag $ 140 nphom txij li lub Kaum Ib Hlis 30 - twb muaj kev tuav pov hwm loj hauv cov tuam txhab thev naus laus zis suav nrog Apple Inc., Amazon.com Inc. thiab Microsoft Corp.
Yog tias cov tswv lag luam pom zoo rau qhov kev thov rau lub lim tiam dhau los, cov nyiaj loj hlob yuav muaj peev xwm yuav tau ntau tshaj tawm hauv cov tuam txhab no thiab coj kom zoo dua xyoo no kev lag luam poob. Tus cev lus rau Boston-based Fidelity tsis kam tawm tswv yim.
Cov tuam txhab thev naus laus zis loj tshaj plaws hauv Asmeskas tau poob qis rau xyoo no, nrog Apple thiab Amazon poob 21% thiab 47%, feem, txog rau hnub Wednesday kaw.
Apple, Microsoft thiab Google-niam txiv Alphabet Inc. "tus account rau feem loj ntawm lub ntiaj teb kev loj hlob," Morningstar Inc. tus kws tshaj lij Robby Greengold tau hais hauv kev sib tham hauv xov tooj. Nws tau hais tias "Nws nyuaj heev rau txhua tus thawj tswj hwm kev loj hlob kom hnyav dhau cov khoom lag luam no" vim tias muaj kev sib koom ua ke ntawm kev sib txawv, nws hais.
Cov ntaub ntawv tsis tau qhia meej tias txoj haujlwm twg Fidelity yuav nrhiav kev txhawb nqa.
Risk, Volatility
Feem ntau cov nyiaj sib koom ua ke xaiv kom muaj ntau haiv neeg, ib qho xwm txheej uas cov tub ua lag luam feem ntau koom nrog kev pheej hmoo tsawg thiab tsis muaj zog. Raws li cov cai no, cov nyiaj yuav tsum txwv tus naj npawb ntawm cov kev nqis peev uas sib npaug ntau dua 5% ntawm lawv cov peev txheej - xws li cov ceg txheem ntseeg tsis tuaj yeem tsim ntau tshaj li ib feem peb ntawm tag nrho cov khoom muaj nqis.
Ntau cov peev nyiaj sib koom ua ke tuav txog 92% ntawm kev lag luam $ 24 trillion ntawm tag nrho cov cuab tam raws li xyoo 2020, US Securities and Exchange Commission hais rau Congress hauv Lub Ob Hlis. Txawm li cas los xij, qee qhov nyiaj loj hlob tau rov faib lawv tus kheej li "tsis muaj ntau haiv neeg," tso lawv kom dhau 25% qab nthab.
Piv txwv li, T. Rowe Price Group Inc., tau txais kev pom zoo los ntawm cov tswv cuab xyoo tas los kom rov faib nws cov Blue Chip Kev Loj Hlob thiab Kev Loj Hlob Nyiaj Txiag raws li tsis muaj ntau haiv neeg. Blue Chip Kev Loj Hlob tau tuav yuav luag ib nrab ntawm nws cov cuab tam hauv cov ceg txheem ntseeg ntau dua 5% thaum kawg ntawm lub Cuaj Hli, thaum Kev Loj Hlob Tshuag sib npaug li 32%, raws li cov neeg ua lag luam qhia.
Fidelity's board twb tau pom zoo rau qhov rov muab faib. Yog tias cov tswv lag luam pom zoo, nws yuav pib siv lub Tsib Hlis 1.
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