The S&P 500 had 715 additions and 711 deletions between January 1995 and June 2021, averaging around 27 constituent adds and drops per year 投资指数或者大盘的好处就是不需要担心你选择的TOP 10在10年后会不会连TOP 100都进不了，指数自动帮你take care好了，self cleansing
Roundhill Magnificent Seven MAGS / Invesco S&P500 Top 50 XLG
The Roundhill Magnificent Seven ETF MAGS offers equal weight exposure to the “Magnificent Seven” stocks – Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla. MAGS is the first-ever ETF to track the Magnificent Seven.
XLG is a straightforward ETF that does exactly what its name suggests: targeting the top 50 stocks by market-cap weight in the broader S&P 500 index. Compared to the S&P 500, investors can expect a much higher weighting towards technology at around 41%, and much lower materials, energy, utilities, and industrial exposure. Real estate is absent altogether.
This ETF is very top-heavy, with around 25 dominated by Apple and Microsoft, followed by the other Magnificent Seven stocks. I like this ETF better than QQQ (which tracks the Nasdaq-100) because it includes financial titans like Berkshire Hathaway, Visa, and Mastercard. The ETF charges a 0.20% expense ratio
SPY主要是几个大公司支撑的，比如magnificent seven。为什么不直接买这几年一只在前10的几个大公司的股票？是不是因为起伏太大，涨的多，跌的也可能多，长期增值反而比不上SPY平缓的起伏？
TOP 10 的风险就是在TOP 1 和TOP 100 之间，还是比较大。TOP100 有人认为风险已经比较大了。TOP500 风险比TOP1000 风险大，但是收益会高一点，我想综合风险和收益，TOP500 比较好。
我没有细想，不过我的猜想是，很长很长时间里，TOP10 应该比TOP500 收益好。
https://www.spglobal.com/spdji/en/documents/research/research-what-happened-to-the-index-effect.pdf
The S&P 500 had 715 additions and 711 deletions between January 1995 and June 2021, averaging around 27 constituent adds and drops per year 投资指数或者大盘的好处就是不需要担心你选择的TOP 10在10年后会不会连TOP 100都进不了，指数自动帮你take care好了，self cleansing
The Roundhill Magnificent Seven ETF MAGS offers equal weight exposure to the “Magnificent Seven” stocks – Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla. MAGS is the first-ever ETF to track the Magnificent Seven.
Expense Ratio 0.29%
Avg Vol 109,750
Inception date 04/11/23
Invesco S&P 500 Top 50 ETF (XLG)
XLG is a straightforward ETF that does exactly what its name suggests: targeting the top 50 stocks by market-cap weight in the broader S&P 500 index. Compared to the S&P 500, investors can expect a much higher weighting towards technology at around 41%, and much lower materials, energy, utilities, and industrial exposure. Real estate is absent altogether.
This ETF is very top-heavy, with around 25 dominated by Apple and Microsoft, followed by the other Magnificent Seven stocks. I like this ETF better than QQQ (which tracks the Nasdaq-100) because it includes financial titans like Berkshire Hathaway, Visa, and Mastercard. The ETF charges a 0.20% expense ratio
Management Fee 0.20%
Most Recent Dividend 0.088 on 12/18/23
Avg Vol 855,335
inception Date 2005-05-04
Fund Holdings
现在是 Mag 7 + 2
在Top100就比较comfortable， 上下30-50% 都无动于衷。 我LG就喜欢Top 500, 但是人性使然，Top500 太悠闲时，他又以为自己能找到那下一个Top 1. 然后就没然后了。
居士的定投方法不新奇，但是他的定力却是异于常人。有闲钱就放两个基金里，而不是去找下一个Top 1.