স্ট্যান্ডার্ড অ্যান্ড পুয়ারের 500 এর চেয়ে বেশি রিটার্ন অর্জনকারী বিশ্বের শীর্ষ আর্থিক পেশাদারদের দ্বারা পরিচালিত ফান্ডগুলির মধ্যে কোনগুলি রয়েছে?
দীর্ঘমেয়াদে, সক্রিয়ভাবে পরিচালিত ফান্ডগুলি স্ট্যান্ডার্ড অ্যান্ড পুয়ারের 500-এর চেয়ে স্থিরভাবে ভালো পারফরম্যান্স দেখানো খুবই দুর্লভ। আমি ডেটা পরীক্ষা করেছি:
15 বছরেরও বেশি সময়ের জন্য, 88% এরও বেশি ফান্ড স্ট্যান্ডার্ড অ্যান্ড পুয়ারের 500 (SPY) কে পিছনে রেখেছে।
যদি সময়কালকে 10–20 বছরের দিকে বাড়ানো হয়, তবে নির্দিষ্ট কৌশল, শিল্প-থিম বা শীর্ষস্থানীয় ফান্ড ম্যানেজারদের পরিচালনায়, কিছু সংখ্যক ফান্ড সত্যিই স্ট্যান্ডার্ড অ্যান্ড পুয়ারের 500-এর চেয়ে ভালো করেছে।
স্ট্যান্ডার্ড অ্যান্ড পুয়ারের 500-এর চেয়ে ভালো পারফরম্যান্স দেখানো ফান্ডগুলির 4টি প্রধান শ্রেণি:
প্রথমটি: প্রযুক্তি এবং সেমিকনডাকটর শিল্প
গত 10–15 বছরে, US-এর আয়কেন্দ্রিকভাবে প্রযুক্তি-বড়দের (Tech Giants) উপরই কেন্দ্রীভূত। ।প্রযুক্তি এবং সেমিকনডাকটর-ভিত্তিক শিল্প-ফান্ডগুলি, S&P 500-এর চেয়ে ।অনেকগুলি।
$SMH-এর 10-বছরের CAGR 30%+; ।একইসময়কালে S&P 500-এর CAGR 12–14%। ।এটি ।গত 10।বছরে US-এর।সবচেয়ে।ভালো।পারফরমিং।সেকটর।
$VGT, Vanguard Information Technology ETF, ।প্রযুক্তি-সেকটরকে।ট্র্যাক।করে, ।প্রযুক্তি-লিডারদের।উপর।ভিত্তি।করে।এবং।গত।10।বছরে।S&P 500-এর।চেয়ে।সহজেই।উপরে।ছিল।
দ্বিতীয়টি: Bigger Growth Funds
S&P 500, ।মার্কেট-ক্যাপ-ওয়াইটেড, ।মূলত।বড়।ভ্যালু।এবং।গ্রোথ।সহ।বিস্তৃত।ইনডেক্স।আবার, ।উচ্চ-গ্রোথ।লিডারদের।বিশেষভাবে।চয়ন।করা।ফান্ডগুলি, ।নিম্ন-সুদহার, ।প্রযুক্তি-বুম-এর।পটভূমিতে, ।সমগ্র।বজটকে।পিছনে।ছেড়েছিল।
$QQQ, Nasdaq-100 Index-এর.ট্র.অন.ক.র.এ.ব.স.স.প.এ.স.স.এ.প.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.আ.
$VUG, US Large-Cap Growth Index-এর .টি .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .অল .সস .
Fidelity Blue Chip Growth Fund (active), Microsoft, Amazon, NVIDIA-এর মতো blue-chip giants-এ long-term heavy positioning; 10-year return outperformed S&P 500.
তৃতীয়টি: Classic Active Fund with Long-Term Track Record
কিছু active fund, quality-growth or high-concentration stock-picking approach-following, stock selection accuracy with long-term outperformance.
UK’s renowned investor Terry Smith, following “buy great companies, don’t overpay, hold long-term” principle, has consistently outperformed S&P 500 since inception.
Edinburgh-based Ark Investment Management’s US fund, by concentrating holdings in only a few ultra-high-growth giants, achieved exceptional long-term returns.
চতুর্থ: Factor & Dynamic Allocation ETFs
S&P 500 constituents’ re-weighting or factor-based filtering through quantitative strategies has led to some funds with superior long-term performance:
$XLG selects only the top 50 largest-cap stocks from S&P 500; due to the structural feature of US markets where top ~4% stocks generate most returns, the Top 50 outperformed the entire S&P 500 over the last decade.
$SPMO Momentum Factor ETF regularly buys stocks from S&P 500 with strongest recent price momentum and trend strength; has delivered significant long-term alpha.
এখনও, S&P 500-এরচেয়েভালওপারফরম্
ওপারফরম্’এবংটি’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্’ড’প্”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ড”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड”ड"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ડ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"ଡ"
ওহ'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'ও'
হইছিল—বিশদভাবে—শুধু—টেক—শিল্প—উপর—ভিত্তি—করা—হইছিল—তবু—বর্তমান—উচচ—মূলধন—উচচ—হইছিল—তবু—টেক—শিল্প—এখন—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—অন—ভিত—হইছিল—
বাসত, —1 —বছর —10 —গুণ —ফান —খুব —বেশি —কিন —10 —বছ —10 —গুণ —খুব —কম —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —ত —
দশকগুলি – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – –
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I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and now, investing in technology is essentially betting on humanity’s own future.
I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and now, investing in technology is essentially betting on humanity’s own future.
I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and now, investing in technology is essentially betting on humanity’s own future.
I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and now, investing in technology is essentially betting on humanity’s own future.
I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and now, investing in technology is essentially betting on humanity’s own future.
I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and now, investing in technology is essentially betting on humanity’s own future.
I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and now, investing in technology is essentially betting on humanity’s own future.
I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and now, investing in technology is essentially betting on humanity’s own future.
I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and now, investing in technology is essentially betting on humanity’s own future.
I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and now, investing in technology is essentially betting on humanity’s own future.
I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and now, investing in technology is essentially betting on humanity’s own future.
I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and now, investing in technology is essentially betting on humanity’s own future.
I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and now, investing in technology is essentially betting on humanity’s own future.
I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and now, investing in technology is essentially betting on humanity’s own future.
I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and now, investing in technology is essentially betting on humanity’s own future.
I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and now, investing in technology is essentially betting on humanity’s own future.
I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and now, investing in technology is essentially betting on humanity’s own future.
I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and now, investing in technology is essentially betting on humanity’s own future.
I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and now, investing in technology is essentially betting on humanity’s own future.
I recently watched a documentary (Homo Deus) and found that in hundreds of thousands of years of human history, our evolution and dominance over all other species came from constant innovation in new forms of labor and efficiency gains—and
