1Mes·

Am I the only one here? 🤔😅

Had bought another larger tranche in April during the 🍊crash $SMH (+1,32%) which has also performed well so far.

Many posts here bullish purchases of $NVDA (+1,1%)
$AVGO (+2,08%)
$QCOM (+2,38%)
$ASML (+3,22%)
$TSM (-0,1%)
$AMD (+4,85%)
$MU (+1,19%) etc.

But no posts from sector semi ETFs.

Did I miss something or why does it feel like I have an old dinosaur in my portfolio?

11.12

VanEck Semiconductor ETF A

Acquistato a 28,73 €

14 Commenti

Seventrader@7Trader

1Mes

Well, your ETF just lacks the Novo spice 👻

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Stiffy_gooned@Stiffy_gooned

1Mes

I also have it in my portfolio, def a great holding

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Variett@Variett

1Mes

Well, sector ETFs are usually more expensive than broader ETFs. And often it is not worth it, the semi has only made about 1.5% YTD against the nasdaq with 8% at 0.35%ter vs 0.05%ter

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Visualizza tutti 4 ulteriori risposte

Kate🦋@Iwamoto

1Mes

We were strictly advised against themes, sectors, niches, countries and active ETFs 🥲 But I congratulate you on your investment and hope you are right.

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Michael@Mbsmoker

1Mes

20 shares with a buyin of 44 euros from June 2024...so you can also miss the mark ....

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K@TechNav

1Mes

@Mbsmoker Why didn't you buy a little more afterwards? Haven't there been any fundamental changes in the underlying semi companies since June 2024?

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Michael@Mbsmoker

1Mes

I originally bought some at €22 in 2022 or so. Realized partial profit and topped up again last year, after which there was a slump.
I'm not in the red now, but I had expected more from it.
I then topped up one or two individual shares, which definitely made sense afterwards.
Let's see what time brings.

Semiconductors are not such a big hit at the moment in my opinion, or I have the wrong ones :-D
...I'm looking forward to the figures from $IFX this week

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Kreon@Kreon

1Mes

I sold it completely in mid-July with a 103% profit

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K@TechNav

1Mes

@Kreon why sold?

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Kreon@Kreon

1Mes

@TechNav I am now invested in individual shares here at $AMD, $MU and $MPWR and have therefore moved away from the ETF sector.

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