Yog koj nyiam Feem ntau S&P 500 ETF cov tub ua lag luam, koj tau ua thawj koom ruam loj ntawm 12 megacap stocks. Thiab qhov ntawd yeej ua rau koj raug nqi tam sim no.
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Shares ntawm 12 cov khoom lag luam nrog cov khoom lag luam loj tshaj plaws los rau hauv lub xyoo, suav nrog Kua (AAPL), Microsoft (MSFT) thiab Meta Platforms (META), sib sau ua ke txiav $ 5 trillion hauv kev lag luam kev lag luam xyoo no kom deb li deb, hais tias Investor's Business Daily tsom xam cov ntaub ntawv los ntawm S&P Ntiaj Teb Kev Lag Luam Kev Txawj Ntse thiab MarketSmith. Qhov ntawd yog qhov raug nqi ntau rau cov tub ua lag luam tom qab qhov ntsuas - leej twg plunked ib feem peb ntawm lawv cov ntaub ntawv pov thawj hauv cov khoom lag luam no.
S&P 500 cov tub ua lag luam tau kawm xyoo no, txoj kev nyuaj, kev phom sij ntawm ETFs uas hnyav lawv cov tuav raws li lawv cov nqi lag luam. Cov neeg lag luam hnyav dhau yuav luag tag nrho cov neeg poob loj tshaj plaws ntawm cov nqi lag luam. Tag nrho tab sis ob ntawm 12 cov khoom lag luam poob xyoo no.
Qhov ntawd tau ua teeb meem txawm tias muaj ntau hom ETFs. Kev ua lag luam-cap hnyav iShares Core S&P 500 ETF (IVV) yog nqis 21.2% xyoo no txog tam sim no. Tab sis Invesco S&P 500 Equal Weight ETF (RSP), uas tso nyiaj tib yam hauv tag nrho 500 cov khoom lag luam hauv S&P 500, tsuas yog nqis 15.6%.
"Ib txoj hauv kev sib npaug sib npaug siv Invesco S&P 500 Equal Weight ETF yuav muaj feem cuam tshuam tsawg dua hauv txhua lub tuam txhab megacap vim nws kho txhua S&P 500 Tshuag sib npaug nrog tsawg dua 0.5% rau tag nrho lawv ntawm qhov sib npaug," said Todd Rosenbluth, tus thawj coj ntawm kev tshawb fawb ntawm VettaFi.
Loj S&P 500 Cov Khoom Muag Ua Phem Tshaj Plaws
Tsuas yog ib xyoos dhau los, cov tub ua lag luam thiab ntau lub peev nyiaj ETFs tsis tuaj yeem thauj khoom nrog txaus megacap stocks. Microsoft ib leeg suav txog 5.9% ntawm S&P 500 qhov hnyav tuaj rau hauv lub xyoo. Thiab nws tuav qhov hnyav ntawm ob zaug qhov loj hauv ntau lub tshuab tsom ETFs.
Tab sis xyoo no, Microsoft shares poob kwv yees li ib feem peb ntawm lawv cov nqi. Thiab qhov ntawd tau rhuav tshem cov nyiaj txiag loj heev thaum koj tab tom tham txog lub tuam txhab muaj nuj nqis ntawm $ 2.5 trillion zoo li Microsoft tau los rau hauv lub xyoo. Tsuas yog xyoo no, cov tub ua lag luam poob $ 846 nphom hauv kev lag luam tus nqi ntawm Microsoft. Qhov ntawd yog ntau tshaj li qhov yuav luag tag nrho cov khoom lag luam hauv S&P 500 tus kheej muaj nqis.
Lub implosion yog me ntsis kho tus kheej. Tom qab Microsoft qhov kev sib tsoo xyoo no, cov software loj tshaj plaws ntawm cov khoom lag luam tsuas yog tuav 5.3% qhov hnyav hauv S&P 500. Thiab 12 cov khoom lag luam uas suav txog 33% ntawm S&P 500 cov tub ua lag luam nyob rau lub Ib Hlis tsuas yog nce 28% ntawm nws tam sim no.
Tab sis kev puas tsuaj yog ua tiav. Meta Platforms yog qhov piv txwv zoo heev. Thaum Lub Ib Hlis, cov khoom lag luam yog thib rau qhov loj tshaj hauv S&P 500 ntawm 2.2%. Tab sis tom qab 70% implosion hauv Tshuag - tshem tawm $ 665 nphom hauv kev lag luam tus nqi - tam sim no nws tsuas yog suav rau 0.7% ntawm S&P 500.
Ua Dab Tsi Tam Sim No
Yog tias koj tab tom nqis peev hauv S&P 500 ETFs, nws tseem ceeb heev uas yuav tsum nco ntsoov qee qhov ntawm cov khoom lag luam tseem muaj qhov hnyav hnyav. Apple, txawm tias poob 24% xyoo no thiab tshem tawm $ 765 nphom hauv kev lag luam tus nqi, tseem yog 6.5% ntawm S&P 500, nqis los ntawm 6.8% thaum pib ntawm lub xyoo.
Thiab lwm tus, zoo li JPMorgan caum (JPM) tau nce. Cov khoom lag luam nyiaj txiag tam sim no suav txog 1.2% ntawm S&P 500, nce marginally los ntawm nws qhov hnyav 1.1% thaum pib ntawm lub xyoo. Cov tub ua lag luam yuav xav siv qee qhov ETFs los sib sau cov npoo hauv cov ntaub ntawv.
Piv txwv li, lub zog tsuas yog suav nrog me me 5.6% qhov hnyav ntawm S&P 500, txawm tias yog ib qho kev lag luam tawm ntawm 11 kom nce xyoo no. Koj tuaj yeem txhawb nqa cov haujlwm qis dua nrog ETFs xws li Zog Xaiv Sector SPDR (XLE), uas yog nce ze li ntawm 60% xyoo no. Thiab Rosenbluth hais tias sib npaug-hnyav ETFs tsim nyog saib, ib yam nkaus.
Kaum Ob Tug Loj
Cov khoom lag luam nrog qhov hnyav tshaj plaws hauv S & P 500 tuaj rau hauv lub xyoo
| lub tuam txhab | cim | Xyoo-rau-hnub Tshuag % ch. | Sector | Qhov hnyav hauv S&P 500 thaum pib ntawm lub xyoo |
|---|---|---|---|---|
| Kua | (AAPL) | -23.9% | Information Technology | 6.8% |
| Microsoft | (MSFT) | -33.0 | Information Technology | 5.9 |
| Cov tsiaj ntawv | (GOOGL) | -39.4 | Cov Kev Sib Txuas Lus | 4.5 |
| Amazon.com | (AMZN) | -48.0 | Tus Neeg Siv Khoom Siv Tawm | 3.9 |
| Tesla | (TSLA) | -48.7 | Tus Neeg Siv Khoom Siv Tawm | 2.5 |
| Meta Platforms | (META) | -69.6 | Cov Kev Sib Txuas Lus | 2.2 |
| Nvidia | (NVDA) | -52.9 | Information Technology | 1.7 |
| Berkshire Hathaway | (BRKA) | -3.0 | Nyiaj txiag | 1.6 |
| UnitedHealth Group | (UNH) | 8.1 | Health Care | 1.1 |
| JPMorgan caum | (JPM) | -18.3 | Nyiaj txiag | 1.1 |
| Johnson & Johnson | (JNJ) | 1.3 | Health Care | 1.1 |
| tsev Depot | (HD) | -30.7 | Tus Neeg Siv Khoom Siv Tawm | 1.0 |
Qhov chaw: S&P Ntiaj Teb Kev Lag Luam Kev Txawj Ntse, IBD
Ua raws li Matt Krantz ntawm Twitter @matkrantz ua
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Tau qhov twg los: https://www.investors.com/etfs-and-funds/etfs/sp500-investors-lose-trillions-on-stocks-they-bet-the-farm-on/?src=A00220&yptr=yahoo