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I have the $IUIT and the $IS3R as performance ETFs. That's enough. I wouldn't specialize any further.
I don't think much of these pure sector ETFs.
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@Olli68 Yes, I'm also a little undecided about the defense and semiconductor sectors. But let's put it this way.... If China were to pull something off the fence, one would fall and the other would rise - but then we would have completely different problems overall.