I don't think it makes much difference in the long term whether I take Tokyo Electron or ASML into my portfolio. Because there is hardly any technical difference between the two performances. I also wrote a post about this once
@Tenbagger2024 simply both. A little more diversification. They control the high-end sector and are indirectly dependent on each other. Tokyo Electron is even cheaper and also pays more dividends for those who are interested.
