SMH, does not disappoint. IYW -Top Heavy and 0 40 Expense Ratio after 40K might not fit well with your overall financial bottom line in fees. Then again, maybe so.
@Kevinw4040 It’s because you are multiplying your last year result by 1,26 every year. So you begin at 1, then at the end of year one, you have 1,26, then year two is 1,59…… till year 10 is around 9.
@@hugoloquet9686 ok I get that the last 10 years of SMH are like 26% average. But with the last 1 year average of SMH at 70% can’t we assume the next 10 years will be similar with the AI revelation coming? Or am I missing something?
I believe I will put an investment there is a non taxable account and let it grow over the decades to come. And maybe a small piece of the taxable index portfolio for short term gain as well
@NolanGouveia agreed, just curious how you see this or SMHX fitting into the 3 ETF portfolio, less of SCHG and more of this, 50/50 on the growth portion? If so have you done backtesting to see how it performs, and what results have you seen.
What do you think about USD ETF? More risky, obviously because the leverage. But I think it's behavior is very similar to SMH and the x3 factor makes it more interesting. Will you add it like a booster on your portfolio? By the way, I love your channel. It's so useful! Keep doing it! Best wishes for you and for everybody!
SMH has done well - YES! But Do NOT buy this. Expense ratio is High at 0.35% ! There are similar semiconductor ETFs with expense rations around 0.04-0.08%.
@@NolanGouveia Thanks. But the P/E ratio is less than 20, at least according to Yahoo Finance. wouldn't mean it's not too overvalued? I'm a newbie so just trying to understand.😊
It would depend on what else I’m invested in and how much $$ I have invested elsewhere. It’s still a riskier ETF so I’d stick to 10-15% of my entire portfolio for this
As a value investor, the individual stocks that are in this ETF even tick all the important fundamental boxes. Companies like ASML, Taiwan Semiconductors, Nvidia and Broadcom are fundamentally great companies. The only downside is that Nvidia is heavily overvalued but luckily that doesn’t matter for ETF investing
keep pumping out those financial shorts Professor G!!!!
Tech is the future ESPECIALLY AI! Get with it or get left behind
Agree!!
Just picked up a couple shares, let the journey begin!
bro you missed to alert us on SMCI and NVDIA , when it was low, we could have made 100%
Can you do a comparison between Fselx vs smh and other semiconductor etfs
Got it at $190. Loving it
Soxx its good too
That would be SOXL, 3xed my money in the last few months along with a big run post Covid.
I would still keep the entire economy considered, but yeah SMH is a very good ETF to diversify in. 🙏💯
I was looking at the ETF called IYW, which is their US technology etf. But SMH looks great, too! Will do further research 👌
IYW is another good one too yes!
I have both!!
SMH, does not disappoint. IYW -Top Heavy and 0 40 Expense Ratio after 40K might not fit well with your overall financial bottom line in fees. Then again, maybe so.
I have a three fund portfolio consisting of Schd Voo and vug which has been doing amazing would adding smh be smart?
That’s not smart at all, a lot of the same stocks lead each etf. Sell it all and put it in just one etf like QQQ, SMH or VGT for the most growth
@@wread1982 You are an idiot. Why tf would he do that. Throwing all your money in a high volatility growth etf is just stupid
Isn’t expense ratio is but high .35 ? Should we still consider adding in growth portfolio?
How come SOXQ has a inception date of 2021 but you show a 10 year return? What am I missing?
Ok have a question- the 10 year return on Webul shows SMH has over 900% return. Why is that a 26% return and not like 90%? I’m confused.
@Kevinw4040 It’s because you are multiplying your last year result by 1,26 every year.
So you begin at 1, then at the end of year one, you have 1,26, then year two is 1,59…… till year 10 is around 9.
@@hugoloquet9686 ok I get that the last 10 years of SMH are like 26% average. But with the last 1 year average of SMH at 70% can’t we assume the next 10 years will be similar with the AI revelation coming? Or am I missing something?
They are two different ways of calculating the same thing
June 26th 2024 the stock price is 258.78.
great info
Here's a fun fact if u invested 60,000. U would of made 942k . That's just 2 years of work for most people. Be wise young lads and invest early.
Hey Nolan,
In short, do you think its better to invest in SMH or FSELX?
Dying to hear what he thinks! Haha
Where we can buy SMH etf?
I have professor 3 fund portfolio VOO, I QQM,SCHD…added 10k worth of SMH in my growth sector
Nice!
Two much overlap, you’d compound quicker with one etf
Great 👍❤
Wish you’d told us this last year
You’ll be happy with it in 10 years
How about SOXQ? 😁
I went with Soxx though.
Hi, can you examine fidelity funds, please?
Can you do DXJ or PPA please?
Why not SOXQ?
What do you think about BOTZ?
It’s a good question. You have to think the future is automation and that will be made possible with robotics.
I believe I will put an investment there is a non taxable account and let it grow over the decades to come. And maybe a small piece of the taxable index portfolio for short term gain as well
Professor G - how do you still feel about this guidance, considering you are now pushing SCHG as your core growth ETF?
Smh is still a solid AI etf
@NolanGouveia agreed, just curious how you see this or SMHX fitting into the 3 ETF portfolio, less of SCHG and more of this, 50/50 on the growth portion? If so have you done backtesting to see how it performs, and what results have you seen.
How come my smh is only 40€ per share?
Can you please cover $CARK?! Thank you
Can i put that on ira?
What do you think about USD ETF?
More risky, obviously because the leverage. But I think it's behavior is very similar to SMH and the x3 factor makes it more interesting.
Will you add it like a booster on your portfolio?
By the way, I love your channel. It's so useful! Keep doing it!
Best wishes for you and for everybody!
Wondering same thing
Same question, same reasoning. Thoughts Prof G?
SMH has done well - YES! But Do NOT buy this. Expense ratio is High at 0.35% ! There are similar semiconductor ETFs with expense rations around 0.04-0.08%.
It's now at $218.90. Is it now overvalued?
It is definitely in overvalue territory but it might go up!
@@NolanGouveia Thanks. But the P/E ratio is less than 20, at least according to Yahoo Finance. wouldn't mean it's not too overvalued? I'm a newbie so just trying to understand.😊
key word might go up
@@NolanGouveia
i dont how many bots there are probb 90% but the video and the actual price dont match its as off today around 40 dollar and not 202 .
@@alexadrian415
224 now
Gold is a better conductor than semiconductors ( grin )
Be careful
If you bought SMH in 1999 it took you till July 2016 to break even !
That’s strange… SMH didn’t exist till 2011!!! 😂
@@stevenkrupp5732
July 1 2000 I think.
It still took till 2016 to break even
That’s cap semiconductors chips will be inside of everything we use in the future
Based on historical returns. Would you feel comfortable investing 100,000 in this?
It would depend on what else I’m invested in and how much $$ I have invested elsewhere. It’s still a riskier ETF so I’d stick to 10-15% of my entire portfolio for this
I will say not in one FTE
Yehh I will listen to Prof G
Fxaix, schd, iyw. Good 3?
Yes
As a value investor, the individual stocks that are in this ETF even tick all the important fundamental boxes.
Companies like ASML, Taiwan Semiconductors, Nvidia and Broadcom are fundamentally great companies. The only downside is that Nvidia is heavily overvalued but luckily that doesn’t matter for ETF investing
Risky at this price right? I believe it’s at ATH
This thing is still a baby
SOXQ ❤
I’ll take SOXQ
SOXQ for me
Me too…it’s cheap right now so eat it up
FSELX
Fselx
My favorite fund!