📈📚 Join The Investing Academy ➤ bit.ly/theinvestingacademy Blossom Social (See My Exact Portfolio & Trades) ➤ getblossom.page.link/brandon What do you guys think of these ETFs? Comment below! :)
Nice review...except for some of that writing as you progressed! ;). raise the boards bit; I bet that will make it easier to write. I have ETHI partially because it has some semi conductors; especially ASML since they appear to make the equipment that makes the semi conductors...so they have a tight hold on the 'means of production', as the saying goes. Of those three I like SOXQ. The lower price should not make a difference since the return % doesn't look at number of shares owned... but I like owning more than 1 or 2 shares, which is all I could afford of the others.
I believe that the best strategy to invest in such an industry is to invest in the basic elements of the industry e.g copper . Better off , invest in companies that produce machines that produce these chips e.g AMAT .
This was really interesting. Great breakdown Brandon. I don't think much about industry specific ETF's. Semiconductors are an important industry nonetheless and is highly competitive. The tech sector holds a crazy amount of the market today and I like that you pointed out this industry has significant tailwinds. Gives something to think about when constructing a diversified portfolio. The question I ask myself is: will this industry in the tech sector outperform the others? If not, no ETF. If yes, then maybe the ETF route is a safe way to play the industry for a low cost.
Thanks Brandon for the video, great summary. Interesting point you're having at the end of the video about semi potentially being a sub component of your tech investment portfolio. I personally invest as a commodity sub component, along with oil ETFs. To me, it has very similar characteristics: critical for most the businesses, quite cyclical, dependant of geopolitical aspects,... In practice, I have reduced my exposure to oil and exposed myself to a semi ETF in the same proportion.
Good to see you getting interested in Semis Brandon... I see semis as almost being this century's oil. Whil still cyclical, far less so than they used to be IMO. Thanks for sharing your Semi ETF research. Well done as always. FWIW... Here's my semi specific holdings at the moment. AMAT, INTC, MCHP, MKSI, NVDA & TER & TXN... I've owned AMAT, INTC, MCHP & TXN for many years. MKSI, NVDA & TER are more recent positions that I'm still building.
Hey Brandon, have you considered Canadian version of semiconductors called CHPS? Top 10 holdings: NVDA12.82% TSM.TW9.69% ASML9.22% INTC7.04% AVGO5.91% SMH5.90% TXN5.37% QCOM5.02% AMAT4.13% AMD3.5%
Some tech ETF have exposure to semiconductors / equipment. Horizons Global Semiconductors CHPS:TSX, MER .86, 66% US with 8% in TSM very small in net assets. So there are Canadian ETFs. You have pitched Harvest HTA which holds 30% in semiconductors of its 30 holdings. It's MER is higher .96. I have been looking at TSM for a while. As long as they make chips that go in US military equipment Taiwan is "protected" but the geo-politics are volatile. Having a "hostile" takeover without affecting the industrial output is difficult.
I have been thinking of investing in SMH... I am somewhat worried about the Geopolitical issues with China.. but willing to somewhat mitigate that risk with awareness.?.. I am open to determining the best way to monitor government involvement or restrictions.... ?... and.. Do the managers, if I see correctly, are passive, can SMH start to divest from Taiwan semi conductors, TSM?..
📈📚 Join The Investing Academy ➤ bit.ly/theinvestingacademy
Blossom Social (See My Exact Portfolio & Trades) ➤ getblossom.page.link/brandon
What do you guys think of these ETFs? Comment below! :)
Nice review...except for some of that writing as you progressed! ;). raise the boards bit; I bet that will make it easier to write.
I have ETHI partially because it has some semi conductors; especially ASML since they appear to make the equipment that makes the semi conductors...so they have a tight hold on the 'means of production', as the saying goes.
Of those three I like SOXQ. The lower price should not make a difference since the return % doesn't look at number of shares owned... but I like owning more than 1 or 2 shares, which is all I could afford of the others.
Oh but didn’t you hear the current administration says everything is fine “no recession “
@@michaelchad5241 👍👍
CALM WISDOM I REALLY LOVE THIS CHANNEL BECAUSE OF THE NICE UPDATES HERE
@@amymansfield8184 Best time to make money.A recession never meant you don’t get to make the money .
I believe that the best strategy to invest in such an industry is to invest in the basic elements of the industry e.g copper . Better off , invest in companies that produce machines that produce these chips e.g AMAT .
This was really interesting. Great breakdown Brandon. I don't think much about industry specific ETF's. Semiconductors are an important industry nonetheless and is highly competitive. The tech sector holds a crazy amount of the market today and I like that you pointed out this industry has significant tailwinds. Gives something to think about when constructing a diversified portfolio. The question I ask myself is: will this industry in the tech sector outperform the others? If not, no ETF. If yes, then maybe the ETF route is a safe way to play the industry for a low cost.
What about CHPS eff?
Thanks Brandon for the video, great summary. Interesting point you're having at the end of the video about semi potentially being a sub component of your tech investment portfolio. I personally invest as a commodity sub component, along with oil ETFs. To me, it has very similar characteristics: critical for most the businesses, quite cyclical, dependant of geopolitical aspects,... In practice, I have reduced my exposure to oil and exposed myself to a semi ETF in the same proportion.
Time to revisit
Thanks for sharing brother!
Benn holding SMH for about 2 years now. Glad to see it featured here
How was the ride been? Did it fluctuate a lot, did it worry you, how were the past 2 year returns?
@@muhammadbaki1124 semi conductors are here to stay. This is a long term hold for me, so I don’t worry about the fluctuations.
@@jcpcga Yes of course, I'm with you on this, but how was the performance overall?
@@muhammadbaki1124 i mean look at the performance on the website or anywhere, beaten every index on earth
Nice information - TYVM.
Great Video Brandon - I personally like Texas Instruments and just did a deep dive on the company on my channel - keep up the great work - Thanks! 👍
Amazing video, really good job!
this was a great video. thanks so much for this knowledge. cant wait for the next one!!! good job Brandon!!!
Good to see you getting interested in Semis Brandon... I see semis as almost being this century's oil. Whil still cyclical, far less so than they used to be IMO. Thanks for sharing your Semi ETF research. Well done as always.
FWIW... Here's my semi specific holdings at the moment.
AMAT, INTC, MCHP, MKSI, NVDA & TER & TXN...
I've owned AMAT, INTC, MCHP & TXN for many years.
MKSI, NVDA & TER are more recent positions that I'm still building.
SOXQ AUM according to Seeking Alpha is 67.21 M
Can't get Soxq in Canada.
Ty sir.
Hey Brandon, have you considered Canadian version of semiconductors called CHPS?
Top 10 holdings:
NVDA12.82%
TSM.TW9.69%
ASML9.22%
INTC7.04%
AVGO5.91%
SMH5.90%
TXN5.37%
QCOM5.02%
AMAT4.13%
AMD3.5%
Us stocks have always outperformed Canadian
Some tech ETF have exposure to semiconductors / equipment. Horizons Global Semiconductors CHPS:TSX, MER .86, 66% US with 8% in TSM very small in net assets. So there are Canadian ETFs. You have pitched Harvest HTA which holds 30% in semiconductors of its 30 holdings. It's MER is higher .96.
I have been looking at TSM for a while. As long as they make chips that go in US military equipment Taiwan is "protected" but the geo-politics are volatile. Having a "hostile" takeover without affecting the industrial output is difficult.
How close are you to YVR?
XSD 😁
SOXQ ETF has net assets of 62.71M. source : Yahoo Finance.
Ticker for Vaneck reads SHM instead of SMH in Description. Just a heads up! Thanks for the great content.
Do you feel better about yourself that you were so magnificently able to point this out ?
@@Gunieapower33 trying to be helpful, dipshit. How do you feel about your comment?
What does staking in wealth simple mean
What do u think about Proshares Ultra Semiconductor Etf's(USD) ETF?
What do you think about the VanEck ETF now that Buffet seems to exit his TSMC position?
I have been thinking of investing in SMH... I am somewhat worried about the Geopolitical issues with China.. but willing to somewhat mitigate that risk with awareness.?.. I am open to determining the best way to monitor government involvement or restrictions.... ?... and.. Do the managers, if I see correctly, are passive, can SMH start to divest from Taiwan semi conductors, TSM?..
I like MRVL.
I'm holding Broadcom, Texas Instruments. Taiwan Semiconductors
Regarding SMH, if that’s only 25 stocks, why shouldn’t we invest in those 25 holdings by ourselves and get zero fees?
You don't talk about SOXL?
just bought 2 shares of soxx for me and 2 shares of smh for my grandson.
SOXQ
Amundi !
Smh and amat for the win
Description says SHM ETF. Should be SMH.