QQQQ改变了游戏规则
(2006-10-05 20:12:43)
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QQQQ改变了游戏规则
伴随着SP500采取以流通市值计算的方法代替总市值,QQQQ也改变了游戏规则。并且,QQQQ100的计算权重被视作Nasdaq committee的property,不再免费公开,subscriber fee is $10K annually.所以无法计算其影响。
根据:
http://www.nasdaq.com/asp/indexshares.asp?symbol=QQQQ
增加了QCOM/AAPL/EBAY/SBUX 的权重,降低了MSFT/CSCO/GOOG/AMGN/INTC/ORCL的权重。其目的显然是要保持和增强QQQQ的活跃幅度。
Naz只玩20股的策略不变,但跟踪对象的偏重要相应变化。所以要在每个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%