Eric (@EricHarmsen) on getquin

5D·

Hello everyone,

I'm thinking about regularly saving additional amounts in the ETF plus my 70/30 portfolio? What do you think and do you still see a lot of potential?

$SEMI (+4.2%)

4 Comments

FunFun@__FunFun__

If you absolutely want to weight semiconductor stocks more, I would simply save 1-3 individual stocks, even if the selection is not too large - in my opinion you can save the 0.35% TER

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Play R.@Playrio

Don't think much of it. But it's a matter of taste and a question of personal risk appetite. The values are already included in your current allocation.

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Wachstums_Aktionär@schokosahne

If you have a 70/30 portfolio, why don't you focus more on semiconductor stocks in the 30% portfolio and not try to cover the entire market?

For me, such an etf is mostly unexciting, as there are also companies in the semiconductor sector that are clearly underperforming, but there are some goodies here that achieve significantly better returns than tech stocks.

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Luffy@Luffy3D2Y

You can do that if you believe that the semiconductor industry will continue to generate excessive returns in the future. It's just a bet you're making. However, semiconductors can also fall sharply from time to time. You just have to be able to withstand it and firmly believe in your strategy. In addition, shares are sometimes recommended here. If you want to deal with the companies yourself and stay up to date, you can clearly use shares, but ETFs are there so that you don't have to do that... So, if semiconductors fit into your strategy and you are fundamentally convinced of them, there is nothing to be said against them in my opinion.

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