VanEck Semiconductor ETF A

Podcast episode 59 "Buy High. Sell Low."

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00:00:00 Q3 Performance Max

00:16:30 Q3 Performance Juri

00:27:00 Q3 Performance Stephan

00:41:00 China money printer

01:04:00 Tesla Cybercab

01:34:00 Uber

01:44:45 AMD & Nvidia

02:01:10 €1,000 work bonus

Spotify

https://open.spotify.com/episode/0USfiCifdd77nT5AdkHRaE?si=312891I_SW2vQl-MNsLhQQ

YouTube

https://youtu.be/OAy7hzY2r9o

Apple Podcast

https://podcasts.apple.com/us/podcast/folge-59-tesla-amd-nvidia-uber-china-q3-portfolio-performance/id1695869891?i=1000672811885

#podcast
$SPOT (+0,79 %)
$AAPL (+0,65 %)
$GOOGL (+1,22 %)
$GOOGL (+1,22 %)
$UBER (+0,63 %)
$AMD (+0,08 %)
$NVDA (-0,34 %)
$TSLA (+0,15 %)
$LYFT (+1,18 %)
$MBLY
$INTC (+0,39 %)
$IE00BMC38736 (+0,28 %)

AMD AI event live today from 18.00 on YouTube:

https://www.youtube.com/watch?v=vJ8aEO6ggOs

$AMD (+0,08 %)
$NVDA (-0,34 %)
$INTC (+0,39 %)
$IE00BMC38736 (+0,28 %)
#youtube
#ai
#ki

Next Intel-quarterly figures could disappoint again, as so often. Would sell (even if negative) and reallocate. Opinions?

$INTC (+0,39 %)
$AMD (+0,08 %)
$NVDA (-0,34 %)
#intel
#halbleiter
$IE00BMC38736 (+0,28 %)#semiconductor

https://www.pcgameshardware.de/CPU-CPU-154106/News/Verkaufszahlen-bei-Mindfactory-1457168/

Semiconductor shares since their 52-week highs

-61% Intel $INTC (+0,39 %)

-54% Aixtron $AIXA (+0,04 %)

-45% STMicroelectronics $STMPA (-1,63 %)

-44% Micron Technology $MU (-0,05 %)

-37% Globalfoundries $GFS (-0,37 %)

-36% BE Semiconductor $OXVE

-33% Lam Research $LRCX

-29% AMD $AMD (+0,08 %)

-29% Qualcomm $QCOM (+0,07 %)

-28% ON Semiconductor $ON (+0,41 %)

-27% ASML $ASML (-0,68 %)

-26% Applied Materials $AMAT (+0,29 %)

-26% Elmos Semiconductor $ELG (-0,4 %)

-24% Microchip Techn. $MCHP (-0,58 %)

-23% ARM $ARM (+0,16 %)

-23% Synopsys $SNPS (+1,09 %)

-23% Infineon $IFX (-0,18 %)

-22% NXP Semiconductors $NXPI (-0,47 %)

-20% Cadence Design $CDNS (-0,09 %)

-17% Nvidia $NVDA (-0,34 %)

-17% VanEck Semicon. ETF $IE00BMC38736 (+0,28 %)

-17% Nordic Semi $NRS

-17% KLA Corporation $KLAC (+0,65 %)

-13% Marvell Technology $MRVL (+0,23 %)

-12% TSMC $2330

-11% Broadcom $AVGO (+0,23 %)

-7% Texas Instruments $TXN (+0,99 %)

-6% Monolithic Power Syst. $MPWR (-0,96 %)

>> Which stocks are you invested in and how are they performing? Which of these stocks do you have on your watchlist? #semiconductor
#halbleiter

$IE00BMC38736 (+0,28 %) - VanEck Semiconductor ETF records its biggest one-day decline since March 2020 and closes down more than 7.5%

$NVDA (-0,34 %) has experienced the largest one-day loss of any company in stock market history

$NVDA (-0,34 %) : -10%.

$TSM (+1,82 %) : -7%.

$AMD (+0,08 %) : -8%.

$ARM (+0,16 %) : -7%

$INTC (+0,39 %) : -9%

$QCOM (+0,07 %) : -7%

$AVGO (+0,23 %) : -6%

$MU (-0,05 %) : -8%

From the $CHIP (-0,16 %) to the $IE00BMC38736 (+0,28 %) shift?

Entered on 10.07., which was probably a very unfavorable time (from a current perspective). The share of over 30% $NVDA (-0,34 %) is $CHIP (-0,16 %) already very strong. Which makes it heavily dependent on NVIDIA, which in retrospect bothers me a little. What do you think? Is it worth reallocating?

$N/A (+0,28 %)
@Kundenservice Can you please correct the ticker name here and the allocation in is not displayed in the #DeepDive function. (IE00BMC38736)

Thank you.

Go on and on and on !!! Get the coal in! :-)

Hello my investors, brimming with massive potency,

I hope things are going as well for you as they are for me ? The first hurdle I have taken. The 100k are now OFFICIAL reached. #stolzwiesau

Nonetheless, this is only hurdle 1/2... The further goal is to have 100k invested in my ETF's by 31.12.2024. Therefore continue FULL GAS!!!!!!! But it will be a bit tougher now, because I am also building up a cash reserve, which should reach the 10k mark relatively quickly. Let's wait and see.

Portfolio consists of:

72% ETFs

21% commodities (18% gold; 3% silver)

5% cash

2% individual shares and derivatives

What was going on for me in February?

-€4,000 in the overdraft facility because I wanted to make an investment immediately

+1,500 € partial sale of my Nike shoe collection

+3,000 € sale of AMG forged rims

+ €4,000 special income

+ 2,500 € savings plan

I am currently continuing to build up a cash reserve. This currently consists of € 5,000, of which I will invest € 2,500 via a savings plan on 04.03.2024. The breakdown will be as follows:

• Vanguard S&P 500, Xtrackers Artificial Intelligence, VanEck Semiconductor UCITS ETF, Invesco EQQQ NASDAQ-100 ETF

$VUSA (+0,4 %) (weighting 40%) 500 €

$n/a (+0,28 %) (weighting 23%) € 500

$XAIX (-0,21 %) (weighting 22%) € 1000

$EQQQ (+0,31 %) (store of value for reallocation to Bitcoin) (weighting 15%) € 500

Performance of the portfolio:

TotalTTWROR +48.4 %

Since 01/2024 (without commodities) = TTWROR +8.46 % (+5,500€)

Of course, the performance would have been better if I had invested the entire 70 k immediately in January and not spread it over January / February, but you're always smarter afterwards.

Have a relaxing weekend :)

Hey guys ✌🏻 what do you think of an ETF like $n/a (+0,28 %) or $SMH (-0,1 %) with the strong positions $NVDA (-0,34 %) , $AVGO (+0,23 %) and $ASML (-0,68 %) 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.