VanEck Uranium and Nuclear Tech ETF A Forum

ETFETF

ISIN: IE000M7V94E1

Ticker: NUKL

IE000M7V94E1

NUKL

Discussion about NUKL

Posts

soylent_black

@soylent_black

2Wk·

Portfolio Feedback

Hi guys! Any thoughts on my portfolio? I started investing on march 2024, starting from 100€ and 0 knowledge. I’ve done many mistakes and already sold some positions (every time with profit, even if only 10€ profit). I’m still a noob and keep studying every day so please be kind 🤣

As you can see I also have some single stocks, these are just fun money and I’m using them just for buy and sell and make profit. I’m reinvesting on ETFs all the profits I make from stocks.

Basically I’m going to build my portfolio this way:

50% $VWCE (+0.51%) (this one will always be the core)

10% $WGLD (-0.43%)

10% $ZPRV (-0.07%)

5% $CHIP (-1%)

5%/10% fun money (single stocks and a just a lil bit of cripto)

Aside from this portfolio I also have 10k on $XEON (+0.03%) (this is basically my “emergency funds”, since I don’t like/know a lot single bonds and etf bonds).

Thank you in advance!

2 Comments

2Wk

You can sell anything under 3% allocation to simplify it.

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Show answer

dOk

@doks

3Wk·

$OKLO, backed by #openai's Sam Altman and $PLTR (+2.5%)'s Peter Thiel made over 176% this month only.

#ai systems need huge power and nuclear could be the solution

My investment in $NUKL (+2.27%) ETF is starting to pay off.

What do you think guys?

1 Comment

Maximilian@Max095

1Wk

$NUKL 🚀🚀🚀

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MrStonkss

@MrStonkss

2Mon·

Hello everyone,

I often think about investing in the $NUKL (+2.27%) ETF. I have heard that the US has imposed an import ban on Russian uranium. Therefore, I assume that North American uranium companies could benefit from this. Is this just a vague assumption, or do you think there are solid reasons for this?

Facts:

Import ban on Russian uranium:

The USA has taken measures to reduce its dependence on Russian uranium. As part of the sanctions against Russia due to the Ukraine conflict, imports of Russian uranium are being restricted.

North American uranium companies:

There are several major uranium producers in North America, including Cameco in Canada and Energy Fuels in the USA. These companies could benefit from reduced competition from Russian suppliers.

Rising uranium prices:

The reduced availability of Russian uranium could increase demand for North American uranium, which could lead to higher uranium prices. Higher prices could increase the profits of uranium producers.

Political support:

The US government has announced its intention to promote domestic uranium production in order to secure the national energy supply and become less dependent on foreign suppliers.

Long-term demand:

With the global movement towards clean energy and the increasing need for nuclear power as a low-emission energy source, demand for uranium is expected to continue to increase in the long term.

In summary, there are some solid reasons to believe that North American uranium companies could benefit from current geopolitical developments. An investment in the $NUKL (+2.27%) ETF could therefore make sense in the current situation.

What do you think?

13 Comments

~ Michael 💎 🏅@Michael-official

2Mon

@Der_Dividenden_Monteur

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Jacopo

@Jouble

5Mon·

Just buying some Nuclear etf and wait at least 200 years

14.05

VanEck Uranium and Nuclear Tech ETF A

Bought x40 at €27.05

€1,082.00

2 Comments

Joker@Blizzard

5Mon

Best guy in the movi

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MrMister

@MrMister

1Yr·

$NUKL (+2.27%) Today I have expanded my position in this particular ETF. And will also currently put my focus on it.

According to Vaneck, the ETF invests in the following areas:

Access to leading uranium mining companies and nuclear technology companies.
Investing in reliable nuclear power as a fundamental energy source
Supporting the decarbonization of the global power grid
Diversification across at least 25 companies

My personal view on the future of this ETF:

Increase of uranium needed by at least 25% ( more than 100 new reactors worldwide)
Elements needed for initial construction will increase
Revisions, maintenance and periodic inspections will increase
Energy companies from France, Poland, Switzerland, Belgium, Netherlands profit from nuclear phase-out in Germany

As I work in nuclear energy myself, I see this ETF very positive for the future.

No investment advice or anything like that.

How do you see this ETF?

12 Comments

NiMe@NiMe

1Yr

"Energy companies from France, Poland, Switzerland, Belgium and the Netherlands benefit from the nuclear phase-out in Germany" is a milkmaid's calculation: German energy companies suffer in return from the nuclear phase-out in Germany. Sector ETFs would be neither fish nor fowl for me. If you bet on the sector, then take one or three stocks. That way, even the bad ones pull you back down. If you want to diversify, take an index ETF. Betting, yes, but not really. Diversify, yes, but not really. That and in terms of TER, I would stay away from it.

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