I wanted to hate here first, but after I have looked at the positions there is also a lot of reasonable. Coupa was bought for 8 billion a few weeks ago. Garbage like UI Path which is not growing anymore and Microstrategy with the big Bitcoin bet are of course questionable. And the Getquin darling Brainchip is also in there 🙃 I would even almost get myself, but maybe there are still ETFs that are cheaper 👀
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@KapriolenCapital A bit of a mixture of everything. A few big names, interesting smaller individual stocks (without going deep into the numbers), companies I'm also involved with myself. Brainchip with incredible 0.18% weighting. I celebrate purely from a professional point of view $AUTO. Great product for space-saving storage.$ZBRA would still be missing for me.
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@KapriolenCapital Another plus point is the geographical distribution: 51% USA 16% Japan 20% Europe, 5% of which is DE. Other IT ETFs are simply much more US-based. That was definitely one of the reasons why I chose it at the time.
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•@Fabzy I noticed that too, so I don't think it's so wrong. I like the Japan and Europe portion and investment banks have also rated these zones as interesting or undervalued in the reports shared by @TheRealRapha.
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