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专栏 - 苹果2_0

亿万富豪炒股最爱——苹果

Philip Elmer-DeWitt 2014年02月21日

苹果(Apple)公司内部流传着一个老笑话,那就是史蒂夫·乔布斯周围是一片“现实扭曲力场”:你离他太近的话,就会相信他所说的话。苹果的数百万用户中已经有不少成了该公司的“信徒”,而很多苹果投资者也赚得盆满钵满。不过,Elmer-DeWitt认为,在报道苹果公司时有点怀疑精神不是坏事。听他的应该没错。要知道,他自从1982年就开始报道苹果、观察史蒂夫·乔布斯经营该公司。
新锐交易型开放式指数基金iBillionaire分析了20多位亿万富翁持有、管理的2500多亿美元资产,其中93%是股票。结果发现,这些顶级富豪最中意的股票是苹果。

    资料来源:iBillionaire

    跑赢大盘的方式有几百万种,而iBillionaire选择的方式我猜比任何一种都不差。

    iBillionaire最开始只是一款iOS应用软件(iBillionaire)加一个网站(iBillionaire.me),去年10月底,它摇身一变,成了一个交易型开放式指数基金(ETF),为投资者提供一个30只股票的投资组合,复制沃伦•巴菲特、乔治•索罗斯和卡尔•伊坎等21位亿万富翁投资者的投资策略。

    下面是iBillionaire的宣传词:

    “我们对20多位亿万富翁持有和管理的2500多亿美元资产进行分析。每个季度我们会查看约1,500项投资,其中93%是股票,7%是其他资产类型。我们的软件处理SEC申报文件已有10年多,确保iBillionaire指数是一个由优质公司组成的多元化投资组合。”

    

    There are a million ways to try to beat the market, and the one iBillionaire has chosen is as good as any, I suppose.

    What started as an iOS app (iBillionaire) and website (iBillionaire.me) morphed at the end of October into an exchange-traded fund (ETF) that offers investors a portfolio of 30 stocks selected to mirror to the investment strategies of 21 billionaire investors -- people like Warren Buffett, George Soros and Carl Icahn.

    Here's the iBillionaire pitch:

    "We analyze more than 250 billion dollars in assets held and managed by a pool of over 20 billionaires. Each quarter, we look at roughly 1,500 investments, 93% in equities and 7% belonging to other asset classes. Our software has processed over a decade of SEC filings to ensure that the iBillionaire Index is a diversified portfolio of high-quality companies. "

    

    资料来源:iBillionaire
 

    它的目标很简单:跑赢标普500。

    实际表现如何?

    迄今为止,还不错。10月31日以来,iBillionaire基金的涨幅为7.3%,高于标普500指数的4.8%。我想,可能出现的一个问题是,如果事态快速发展,iBillionaire可能总是比真正的亿万富翁慢一拍。

    下图是iBillionaire指数的前十大股票以及它们在标普500指数中的相对权重。

    值得注意的是,苹果(Apple)在这两个指数中的权重都排名第一,但在iBillionaire指数中的权重是在标普500指数中权重的3倍还多。(财富中文网)

    The goal is simple: Beat the S&P 500.

    And how's that working?

    So far so good. Since Oct. 31, the iBillionaire fund is up 7.3% compared with 4.8% for the S&P 500. The catch, I suppose, is that when events unfold quickly iBillionaire will always be a beat behind the real billionaires.

    Below: The top 10 stocks in the index and their relative share in the

    Note that in both cases, Apple (AAPL) is the No. 1 security, although it is weighted more than three times as heavily in the iBillionaire fund than in the broader index.

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