ä»åã¯ç±³åœåå¥æ ªã®æšæºåå·®ãªã©ã®åçš®ããŒã¿ãèŠãŠã¿ãŸãã
æ¯èŒãšããŠã¯åçé åããŒããã©ãªãªãS&P500ãNASDAQ100ãMSCI-KOKUSAIãFTSE Global allcap indexãšããŸãã
åæ
ä»åæ±ãåå¥æ ªã¯ã»ã»ã»
MOãPGãMCDãGOOGãAAPLãAMZNãMSFTã®ïŒéæãšããŸãã
æ¯èŒã¯ãMO+PG+MCDã¹ã¿ãŒãæåçé åãããGOOG+AAPL+AMZN+MSFTã¹ã¿ãŒãæåçé åãVOOãQQQãTOKãVTãšããŸãã
ããŒã¿ã¯2010幎09æïœ2020幎09æãŸã§ã®10幎éãšããŸãã
ç¡ãªã¹ã¯éå©ã¯0.018358ïŒ ãšããŸãã
åºæã¯ãæ ªäŸ¡ããŒã¿ã«ã€ããŠã¯ç±³åœã€ããŒãã¡ã€ãã³ã¹ãçºæ¿ã¬ãŒãã¯æ¥æ¬ã€ããŒãã¡ã€ãã³ã¹
ç¡ãªã¹ã¯éå©ã¯æ¥éãŠã§ããµã€ãã§ãã
FBã¯ããŒã¿äžè¶³ã®çºã察象å€ãšããŸãã
ããŒã¿ã¯å šãŠåæç®ããŠãããŸãã
ä»åæ±ãåå¥æ ªã¯ã»ã»ã»
MOãPGãMCDãGOOGãAAPLãAMZNãMSFTã®ïŒéæãšããŸãã
æ¯èŒã¯ãMO+PG+MCDã¹ã¿ãŒãæåçé åãããGOOG+AAPL+AMZN+MSFTã¹ã¿ãŒãæåçé åãVOOãQQQãTOKãVTãšããŸãã
ããŒã¿ã¯2010幎09æïœ2020幎09æãŸã§ã®10幎éãšããŸãã
ç¡ãªã¹ã¯éå©ã¯0.018358ïŒ ãšããŸãã
åºæã¯ãæ ªäŸ¡ããŒã¿ã«ã€ããŠã¯ç±³åœã€ããŒãã¡ã€ãã³ã¹ãçºæ¿ã¬ãŒãã¯æ¥æ¬ã€ããŒãã¡ã€ãã³ã¹
ç¡ãªã¹ã¯éå©ã¯æ¥éãŠã§ããµã€ãã§ãã
FBã¯ããŒã¿äžè¶³ã®çºã察象å€ãšããŸãã
ããŒã¿ã¯å šãŠåæç®ããŠãããŸãã
æ©éããŒã¿ãèŠãŠã¿ãŸããã
ïŸïœšïœ¯ïœ¶ïœ° | æšæºåå·® | ïŸïŸïœ°ïŸ | ïŸïŸïŸïœŒïœµ |
---|---|---|---|
MO | 22.10% | 13.11% | 0.592 |
PG | 16.96% | 14.86% | 0.875 |
MCD | 18.40% | 17.53% | 0.952 |
MO+PG+MCD | 16.24% | 15.30% | 0.941 |
VOO | 17.23% | 16.38% | 0.950 |
GOOG | 24.71% | 21.64% | 0.875 |
AAPL | 29.04% | 32.53% | 1.120 |
AMZN | 28.62% | 38.16% | 1.333 |
MSFT | 23.57% | 29.92% | 1.269 |
GOOG+AAPL+AMZN+MSFT | 21.41% | 31.71% | 1.480 |
QQQ | 18.62% | 22.99% | 1.234 |
TOK | 17.32% | 12.53% | 0.722 |
VT | 17.42% | 11.26% | 0.645 |
PGã¯å¯äžãS&P500ãããæšæºåå·®ãäœãã§ãã
ããã§ãMO+PG+MCDãã«ããåçé åã§èŠããšæšæºåå·®ã¯åå¥ã«æ¯ã¹ãŠå€§ããäžãããŸãã
ããã«ãã£ãŠS&P500ãããæšæºåå·®ãäœããªããŸãã
次ã«GOOGãAAPLãAMZNãMSFTã®æšæºåå·®ãèŠããšã¿ããª20ïŒ ã倧ããè¶ ããŠããŸãã
ããã§ãGOOG+AAPL+AMZN+MSFTãã«ããåçé åã§èŠããšæšæºåå·®ã¯21.41ïŒ ãšå€§ããäžãããŸãããããã§ãNASDAQ100ãMSCI-KOKUSAIãªã©ã«æ¯ã¹ããšæšæºåå·®ãé«ãã§ãã
ãã¯ãITäŒæ¥ã ãã§åºãããšãã©ãããŠãæšæºåå·®ãé«ããªããŸãã
NASDAQ100ã ãšITäŒæ¥ã§ã¯çŽ50ïŒ ãå ããŠããŸãããçæŽ»å¿ éåãéä¿¡ãäžè¬æ¶è²»è²¡ããã«ã¹ã±ã¢ãªã©ãå ¥ã£ãŠããã®ã§ãåæ£æè³ã®å¹æãšã¯å¥ã«æšæºåå·®ã®äœãã»ã¯ã¿ãŒãå ¥ã£ãŠããŸãã
ãªã¹ã¯ã®åãããã«æ³šæ
æè¿ã¯GAFAMã§åºããŠããæè³å®¶ãèŠãããŸãããããã§ã¯æšæºåå·®ã20ïŒ ãè¶ ããŠããŸãå¯èœæ§ãé«ããäœããã£ãæã«ã¯è³ç£è©äŸ¡é¡ã倧ããäžããå¯èœæ§ããããŸããäžæ¹ãMO+PG+MCDã®ãããªå Žåã§ã¯æšæºåå·®ã§èŠãã°å€§ããªåé¡ã¯èŠåœãããŸããããããã§ãå°ãåã«ãã£ãKHCãLKã®äžç¥¥äºãèŠãéããå®æ³°ãšã¯èšããŸããã
åå¥éæãçµã¿å ¥ããäºèªèº«ã¯ééã£ãŠã¯ããŸããããäœããã£ãæã«ã¯è³ç£è©äŸ¡é¡ã倧ããäžããå¯èœæ§ã¯ããã®ã§ãäŸãã°ãåå¥æ ªã®æ¯çãäžãããªã©ã®å¯Ÿçã¯å¿ èŠã§ããã
å¿æŽãããããé¡ãããŸãã
ã€ã³ããã¯ã¹æè³ã©ã³ãã³ã°
æµ·å€ETFã©ã³ãã³ã°