2Yr·

Hey guys ✌🏻 what do you think of an ETF like $n/a (+2.03%) or $SMH (+2.66%) with the strong positions $NVDA (+1.84%) , $AVGO (+2.13%) and $ASML (+2.14%) 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

SanSebastian@WarrenamBuffet

2Yr

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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Krush82@Krush82

2Yr

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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Michael@Mbsmoker

2Yr

<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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Olli@Olli68

2Yr

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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MarcelBuk@MarcelBuk

2Yr

@Olli68 I see what you mean.

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Olli@Olli68

2Yr

"Overrated"??? Says who? 🤔

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