dOk@doks

1Mo

About "cloud", I have a portion of my portfolio invested in the $FSKY ETF and I am quite satisfied

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Demas@Demas

1Mo

@doks that one is a lot better mate! I will sell mine in future because not good companies in the etf

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dOk@doks

1Mo

@Demas yes, $ORCL $ANET $LUMN $AMZN $MSFT $GOOGL $PSTG $NTNX make up the bulk of this ETF, but I think I'll get rid of it anyway because I already have a lot of overlap on these positions through other ETFs that I prefer to this one anyway, also because it has a not insignificant TER of 0.6%: the biggest companies in "Cloud Computing" are always those that also drive AI (and therefore I prefer this "theme" for my ETFs)

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Demas@Demas

1Mo

@doks yes very true. Sector etfs ar not always that good. Just normal etfs are the better options I think

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dOk@doks

1Mo

@Demas I almost always agree, except when we talk about tech "sector", and that's why I will prefer to increase my positions on $XAIX (AI >> cloud) or $XLKS (more generic S&P tech) getting rid of this "cloud" position

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