8Lun·

Investment in semiconductors

Dear Community,


What has been $ASML (-1,9 %) on everyone's lips. I sold before the figures and placed a small short, like many of you.

The short burst, the share price rose sharply - at first!

Now it is almost back to the prices before the figures. Many have used the good figures and the reaction to take profits.

I, too, am in a wait-and-see position, but have looked to the left and right and bought directly into $AVGO (+3,65 %)
$TSM (-0,92 %)
$AMAT (-2,56 %)
$MU (-2,07 %)
$LRCX (-3,88 %) and even $ASML (-1,9 %) invested.


Irritated?


After I $ASML (-1,9 %) sold, I discovered an ETF $SEMI (-0,86 %) that contains all these stocks and of course many more, which I like.

I am still convinced of ASML, but the price of the share is slowly becoming too high for me to be able to invest sensibly in other stocks. So I have decided to open a position of 435 shares in the ETF, as I continue to see high growth in the entire sector.


Even if it is not a presentation of a share, I hope that this idea of investing in the sector will be of interest to some of you.


Best regards 🐰 André

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7 Comentarios

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This ETF is interesting because $NVDA finally does not make up the largest share of the ETF👀
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@Aktienhauptmeister I also found that charming. Other ETFs in the sector have a high proportion of Nvidia.
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I'm sorry, it can't always work.
But it's still better to have a bird in the hand, the next strategies will show where things are heading.
Got
$ESGB
Is an alternative to USA values, i.e. OST Japan, Korea, Taiwan
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@Smudeo It's becoming more and more established even here. I don't know how to assess it overall. 🤷🏼‍♂️
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Here the rabbit looks happier again 😄🥕but thank you very much lands on my WL
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There's always a lot of garbage in themed ETFs.😅 But in principle and if you don't want to make a decision, it's certainly a viable option.👍🏻
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@All-in-or-nothing I didn't want to leave the sector unplayed. This interim solution was the most convenient for me.
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