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The top 10 positions in this ETF alone are 54%. If you like semiconductors, look into the top positions and grab the ones you deem as good businesses. No need to own so may (possibly)bad businesses, if you’re not even getting a good diversification.
Just my option, I am not a huge fan of ETF with low diversification or high concentrations on a small number of stocks.
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@Benjafar fair enough, but i prefer an ETF instead of 5 single picks, but every investor has different rules and that makes everything interesting 👍