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 (+0,52 %)
$AAPL (+0,5 %)
$GOOGL (+1,55 %)
$GOOGL (+1,55 %)
$UBER (+0,81 %)
$AMD (+0,34 %)
$NVDA (+0,27 %)
$TSLA (+0,39 %)
$LYFT (+0,89 %)
$MBLY
$INTC (+0,38 %)
$IE00BMC38736 (+0,63 %)

AMD AI event live today from 18.00 on YouTube:

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

$AMD (+0,34 %)
$NVDA (+0,27 %)
$INTC (+0,38 %)
$IE00BMC38736 (+0,63 %)
#youtube
#ai
#ki

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

$INTC (+0,38 %)
$AMD (+0,34 %)
$NVDA (+0,27 %)
#intel
#halbleiter
$IE00BMC38736 (+0,63 %)#semiconductor

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

Semiconductor shares since their 52-week highs

-61% Intel $INTC (+0,38 %)

-54% Aixtron $AIXA (+1,29 %)

-45% STMicroelectronics $STMPA (-0,24 %)

-44% Micron Technology $MU (+0,41 %)

-37% Globalfoundries $GFS (+0,24 %)

-36% BE Semiconductor $OXVE

-33% Lam Research $LRCX

-29% AMD $AMD (+0,34 %)

-29% Qualcomm $QCOM (+0,34 %)

-28% ON Semiconductor $ON (+0,45 %)

-27% ASML $ASML (+0,35 %)

-26% Applied Materials $AMAT (+0,19 %)

-26% Elmos Semiconductor $ELG (+1,13 %)

-24% Microchip Techn. $MCHP (-0,56 %)

-23% ARM $ARM (+0,47 %)

-23% Synopsys $SNPS (+1,11 %)

-23% Infineon $IFX (+0,9 %)

-22% NXP Semiconductors $NXPI (-0,23 %)

-20% Cadence Design $CDNS (-0,58 %)

-17% Nvidia $NVDA (+0,27 %)

-17% VanEck Semicon. ETF $IE00BMC38736 (+0,63 %)

-17% Nordic Semi $NRS

-17% KLA Corporation $KLAC (+0,39 %)

-13% Marvell Technology $MRVL (+0,45 %)

-12% TSMC $2330

-11% Broadcom $AVGO (+0,25 %)

-7% Texas Instruments $TXN (+0,69 %)

-6% Monolithic Power Syst. $MPWR (-1,14 %)

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

$IE00BMC38736 (+0,63 %) - VanEck Semiconductor ETF records its biggest one-day decline since March 2020 and closes down more than 7.5%

$NVDA (+0,27 %) has experienced the largest one-day loss of any company in stock market history

$NVDA (+0,27 %) : -10%.

$TSM (+1,54 %) : -7%.

$AMD (+0,34 %) : -8%.

$ARM (+0,47 %) : -7%

$INTC (+0,38 %) : -9%

$QCOM (+0,34 %) : -7%

$AVGO (+0,25 %) : -6%

$MU (+0,41 %) : -8%

From the $CHIP (+0,19 %) to the $IE00BMC38736 (+0,63 %) shift?

Entered on 10.07., which was probably a very unfavorable time (from a current perspective). The share of over 30% $NVDA (+0,27 %) is $CHIP (+0,19 %) 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 (+0,63 %)
@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 (+0,43 %) (weighting 40%) 500 €

$n/a (+0,63 %) (weighting 23%) € 500

$XAIX (-0,15 %) (weighting 22%) € 1000

$EQQQ (+0,4 %) (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 (+0,63 %) or $SMH (+0,43 %) with the strong positions $NVDA (+0,27 %) , $AVGO (+0,25 %) and $ASML (+0,35 %) 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.