8Mon·

Hey guys ✌🏻 what do you think of an ETF like $n/a (-0.41%) or $SMH (-0.36%) with the strong positions $NVDA (+2.32%) , $AVGO (-1.21%) and $ASML (+0.06%) which are weighted over 10%, as a replacement for the individual positions where they are now so high and overrated? It also seems somehow lucrative for me as an investor with little cash, as I couldn't just buy the individual stocks like this.

6 Comments

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Well, as you say. You just minimize the risk of who wins the race here.

If the whole sector underperforms at some point, then the ETF also sinks, which is why sector / themes ETfs are difficult :D

Although it's somehow hard to believe that semiconductors will underperform for the next few years^^
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I think the etf is good if you can't decide on a company. For the next 1-3 years you shouldn't be able to do much wrong with it
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<security:n/a:IE00BMC38736> I had for a long time, unfortunately SL too tight...and sold when the sector collapsed...with some profit

But now I have bought again.
In my opinion, can only perform positively for the time being
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I don't understand the reason for going into a sector ETF if you think the stocks in it are overvalued. The ETF is then actually too expensive and overvalued.
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"Overrated"??? Says who? 🤔
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