Investing Simplified - Professor G发布 2026-09-26
《🚨 Stock Market is Set to Do the UNTHINKABLE》
$SPMO看涨
SPMO是组合中的关键持仓；其每半年更新前20大持仓，有效跟踪市场动能。
最重要的是，我会快速过一遍我的 SPMO 和 SCHD 基金的再平衡，因为这些是非常重大的变化。对我来说，SCHD 和 SPMO 都排在我关注清单的最前面。
Most importantly, I'll go quickly over the rebalancing of my SPMO and SCHD funds because they were very significant changes . For me, both SCHD and SPMO were at the top of my list of interests.
首先，我会谈谈 SPMO，也就是 S&P 500 Momentum Fund。这只基金总是令人惊讶，因为它每 6 个月就会彻底更换其前 20 大公司名单。它完美地跟上了市场正在发生的事、当前表现非常好的东西，以及未来六个月可能表现出色的东西。
First, I will talk about SPMO, which is the S&P 500 Momentum Fund. This fund is always surprising because it radically changes its list of the top 20 companies every 6 months. It is keeping up perfectly with what is happening in the market, what is performing very well at the moment, and what may perform excellently over the next six months.