I recently discovered $TMGT (+2,79 %) and I’m actually pretty excited about it :) I just opened a position
It gives exposure to some of the more interesting corners of tech: AI, cybersecurity, robotics, space, quantum, data centers, semiconductors and more, basically a basket of sectors that are excited but probably will overcomplicate your portfolio if you try to expose yourself to each.
What really caught my attention are the holdings: $NBIS (+7,72 %)
$MRVL (+5,79 %)
$AMD (+9,62 %)
$MU (+4,29 %)
$PANW (+1,08 %)
$CRWD (+0,15 %)
$S (+2,76 %)
$EQIX (+4,15 %)
$DLR (+1,08 %)
$IREN (+17,11 %)
$VRT (+4,29 %)
$IONQ (+19,98 %) and many other smaller/niche companies with a lot of potential and barelly or really small existed in other ETFs and the big names doesn't dominate it. Also it has China and tiny bit small caps.
It also helped me finally get rid of my individual stock positions. A lot of the companies I was looking at for extra upside simply weren’t in my Nasdaq 100 or World Momentum ETFs, but many of them are here.
So instead of trying to guess which one will outperform, I can own the whole basket.
For me it’s a small aggressive satellite position, not a core ETF.
One small correction for Getquin: the TER is 0.50%, not what is currently shown here.
The fund is still pretty small, so hopefully more people discover it.
There is also $ITEP (+1,51 %) but i like the exposure of $TMGT (+2,79 %) better also it doesn't perform good when you conpare to $TMGT.
It has also more global thematic brother $WMGT (+2,68 %) which is performing really good since the inception.
What do you guys think about $TMGT (+2,79 %)
? Would you add something like this alongside Nasdaq/Momentum, or is it too thematic for you?
$TMGT (+2,79 %)
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$EQQQ (+2,49 %)
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$CHPX
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