Индекс VOO: Возможности и перспективы

The situation, you see, presents itself in a rather curious fashion. The Vanguard S&P 500 ETF (VOO), a chap of considerable popularity on the Robinhood platform, finds itself rather widely embraced, particularly amongst those younger gentlemen and ladies inclined towards a spot of calculated risk. In fact, it’s become the sixth most favoured investment amongst Robinhood’s clientele – a rather remarkable achievement, I must say. A decided preference, one might even call it, for a stalwart and generally sensible collection of American equities.

"Покупай на слухах, продавай на новостях". А потом сиди с акциями никому не известной биотех-компании. Здесь мы про скучный, но рабочий фундаментал.

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Now, while some might raise a cautionary eyebrow at the prospect of investing in the markets, I confess I see little cause for alarm, particularly for those of a patient disposition. Mr. Tom Lee, a gentleman of considerable acumen at Fundstrat Global Advisors, anticipates that the venerable S&P 500 (^GSPC) might, with a bit of luck and a favourable breeze, reach a notional 15,000 by the year 2030. A most agreeable proposition, implying a potential upside of a staggering 138% from its present level of 6,297! A simply ripping return, what?

Naturally, such a prediction carries with it a corresponding promise for the Vanguard S&P 500 ETF. One ought to be aware of the details, of course, to avoid any unfortunate surprises.

The Vanguard S&P 500 ETF: A Symphony of American Enterprise

The ETF, you understand, follows the movements of no fewer than 500 of America’s finest companies – a veritable constellation of value and growth, hailing from all eleven sectors of the market. It constitutes, if one is to be precise, over eighty percent of the nation’s stock market value. Though, I must add, there’s a certain fondness for the technological sphere; it enjoys a disproportionately large share of the attention, a rather understandable preference in these modern times.

Nvidia: A robust 7.3%, a most impressive showing.
Microsoft: A solid 7%, demonstrating consistent strength.
Apple: A cheerful 5.8%, continuing its reliable performance.
Amazon: 3.9%, a presence that can scarcely be ignored.
Alphabet: 3.5%, a company radiating confidence.
Meta Platforms: 3%, venturing into new and intriguing territories.
Broadcom: A dependable 2.4%, a solid performer.
Berkshire Hathaway: 1.6%, the wisdom of Mr. Buffett at work.
Tesla: A spirited 1.6%, driving forward with considerable zeal.
JPMorgan Chase: A steadfast 1.5%, a pillar of the financial world.

Without factoring in those delightful dividends, the S&P 500 has enjoyed a rather splendid increase of 95% over the past five years, a compound growth rate of 14.3% annually. Mr. Lee’s projections suggest an even more dazzling spectacle awaits us in the coming half-decade. Achieving that lofty 15,000 target would necessitate a return exceeding 17% annually – a challenge, certainly, but not entirely beyond the realm of possibility!

The Reasoning Behind Mr. Lee’s Optimism: Artificial Intelligence and a Generation of Inheritors

Mr. Lee, bless his insightful heart, attributes his rosy forecast to the combined influence of artificial intelligence and a particularly well-endowed generation of millennials. As I mentioned previously, the index harbours a considerable affection for technology, a sector poised to reap the benefits of the burgeoning demand for AI hardware, software, and the myriad services it provides. A remarkably opportune position, wouldn’t you agree?

The global labour shortage, a rather inconvenient situation, is predicted to reach a staggering 80 million workers by 2030. Over forty percent of the companies within the S&P 500 discussed AI during their recent earnings calls – a clear indication that automation is rapidly becoming the order of the day. Historically, such shifts have proven exceedingly profitable for technology stocks, often propelling the S&P 500 to unforeseen heights.

Mr. Lee elucidates the matter thus:

«Between 1948 and 1967 there was a global labour shortage and technology stocks went parabolic. And between 1991 and 1999 there was global labour shortage and technology stocks went parabolic. So this is what’s happening today.»

And then there are the millennials – the largest living generation, brimming with youthful enthusiasm and, crucially, poised to inherit a staggering $46 trillion in wealth from their baby boomer forebears. Their spending habits, I venture to suggest, will provide a considerable boost to the U.S. economy, propelling the S&P 500 to ever greater glories.

While I confess that Mr. Lee’s optimism strikes me as perhaps a trifle exuberant—the S&P 500 currently trades at a somewhat elevated 22.2 times forward earnings—historical precedents suggest that such valuations often correlate with modest three-year returns. However, the advent of AI represents a transformative moment, a catalyst of almost unprecedented scale, coupled with the economic ascendancy of the millennial generation. The result, I suspect, will be reasonably robust returns in the years ahead.

The bottom line, as they say, is this: irrespective of whether one agrees with Mr. Lee’s predictions, S&P 500 index funds, such as the Vanguard S&P 500 ETF, have consistently demonstrated their worth as reliable investments. The index has delivered a positive return over every rolling eleven-year period within the past three decades. A most encouraging statistic, wouldn’t you concur? Indeed, anyone who purchased an S&P 500 index fund since 1995 has, without exception, emerged a winner, provided they possessed the fortitude to hold onto their investment for at least eleven years.

Therefore, it strikes me as eminently sensible for investors to allocate a portion of their portfolios to an S&P 500 index fund. The Vanguard S&P 500 ETF, with its remarkably modest expense ratio of 0.03% – a mere three dollars per ten thousand invested annually – represents a particularly attractive option. A dashedly clever bit of code, what!

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2025-07-21 10:59