1Anno
I understand that you find semiconductors interesting. If you are convinced by ASML and Broadcom, I would still kick the ETF. Rather spread the money across the stocks. Either you think you know the industry winners or you don't. I'd kick the ETF out, otherwise broadly diversified. If you can keep track, I think it's otherwise pretty good.
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•1Anno
@KevinC fair point I make me Mal thoughts about it
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