2Wk·

Am I the only one here? 🤔😅

Had bought another larger tranche in April during the 🍊crash $SMH (+1.3%) which has also performed well so far.

Many posts here bullish purchases of $NVDA (+0.78%)
$AVGO (+0.59%)
$QCOM (+1.28%)
$ASML (+1.56%)
$TSM (+1.48%)
$AMD (+1.57%)
$MU (+0.51%) etc.

But no posts from sector semi ETFs.

Did I miss something or why does it feel like I have an old dinosaur in my portfolio?

11.12

VanEck Semiconductor ETF A

Bought at €28.73

14 Comments

Seventrader@7Trader

2Wk

Well, your ETF just lacks the Novo spice 👻

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Stiffy_gooned@Stiffy_gooned

2Wk

I also have it in my portfolio, def a great holding

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Manuel@Variett

2Wk

Well, sector ETFs are usually more expensive than broader ETFs. And often it is not worth it, the semi has only made about 1.5% YTD against the nasdaq with 8% at 0.35%ter vs 0.05%ter

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All-in-or-nothing@All-in-or-nothing

2Wk

@Variett However, if you bought at this year's low in April, the performance looks considerably better😉 Unfortunately I didn't, but the author obviously did🚀

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Manuel@Variett

2Wk

@All-in-or-nothing well, if you buy everything at the low, individual stocks are even better :P

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K@TechNav

2Wk

@Variett YTD is not really a good history for performance comparisons, you would have to go back 5 to 10 years.

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All-in-or-nothing@All-in-or-nothing

2Wk

@Variett but you must have picked the right ones this year😉 it's not about buying at the low, but the semi ETF went down so sharply in April and is now up again that it's quite significant. YTD can of course be compared, but it doesn't make sense (at least in this case), as this was specifically about timing and of course it is always about the investment horizon or the goal of Investments🤷🏼‍♂️

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Kate🦋@Iwamoto

2Wk

We were strictly advised against themes, sectors, niches, countries and active ETFs 🥲 But I congratulate you on your investment and hope you are right.

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Michael@Mbsmoker

2Wk

20 shares with a buyin of 44 euros from June 2024...so you can also miss the mark ....

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K@TechNav

2Wk

@Mbsmoker Why didn't you buy a little more afterwards? Haven't there been any fundamental changes in the underlying semi companies since June 2024?

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Michael@Mbsmoker

2Wk

I originally bought some at €22 in 2022 or so. Realized partial profit and topped up again last year, after which there was a slump.
I'm not in the red now, but I had expected more from it.
I then topped up one or two individual shares, which definitely made sense afterwards.
Let's see what time brings.

Semiconductors are not such a big hit at the moment in my opinion, or I have the wrong ones :-D
...I'm looking forward to the figures from $IFX this week

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Kreon@Kreon

2Wk

I sold it completely in mid-July with a 103% profit

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K@TechNav

2Wk

@Kreon why sold?

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Kreon@Kreon

2Wk

@TechNav I am now invested in individual shares here at $AMD, $MU and $MPWR and have therefore moved away from the ETF sector.

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