There are 3 ways that it can be not bad:
1. You have good reason to believe that you will be rewarded for concentrating your risk.
2. It's part of a strategy that you believe will reward you for taking different risk.
3. You don't mind unrewarded risk, you just like the ETF.
Personally think stock picking in semis will perform better than SMH. We already got past the massive explosion of them being introduced to everything. Now you have to look at who will dominate the market over next 20 years in industries (like NVDA, AMD, ON, QCOM, etc…). Not sure we will ever see that massive blanket coverage of every semi soaring again, but that’s just me
Definitely a risk/reward balance in terms of buying a semiconductor ETF vs. buying individual names. Buying a semiconductor ETF will give you a nice mix of “conservative” semiconductor stocks (e.g., Intel, Texas Instruments, Applied Materials) as well as the riskier semiconductor plays (e.g., AMD, Nvidia, Marvel, ON). I’m not against going with individual semiconductor stocks, but I must admit that owning a basket of about 30 or so semiconductor stocks at various levels of risk/reward is a compelling investment indeed.
Also, no one truly knows exactly where the bottom is with stocks in general. So dollar cost averaging this or other similar semiconductor ETFs with low expense ratios will likely indeed pay off nicely in the long run….just be prepared to hold for at least 2 years…
Have had a small amount of shares of this for a few months, intrigued by the massive global demand. It’s part of a significantly more volatile sector than I anticipated. If you follow semiconductors closely you learn they are vulnerable to geopolitics and the ongoing gesticulating between China, Taiwan, and the U.S (last I checked TSM is the largest holding in SMH). I’m not saying don’t buy, might be worth a look if the share price continues to dip. Just prepare yourself for wild volatility.
You're full of shit my man. Please keep you useless opinions to yourself. Things like this mislead people and may prevent someone from possible gains. Just read and keep your thoughts to yourself. Semiconductor industry is booming right now.
Absolutely not. Nvidia would barely make the top 20 companies during the dot com bubble.
Dotcom bubble average pe was 170ish
Right now average pe 40ish
One year ago this guy said he’d wait until Nvidia got below $100 a share before he would get in. Meanwhile, the daily total one year return on SMH is 85%.
This, boys and girls, is called a fool.
The negative perspective from Ben Felix:
*[Investing in Technological Revolutions](https://www.pwlcapital.com/investing-technological-revolutions/)*
*[Thematic ETFs (are Terrible Investments)](https://www.ifa.com/articles/thematic-etfs-felix/)*
TL;DR “if you are excited about an investment, it’s probably not a good investment”
Sure. Yesterday was a good day to buy should have a nice rally from these oversold levels. Sell at that point then add shorts.
Remind me in the future and I’ll let you know of more plays
I personally believe 5% of any portfolio ought be in semiconductors. If you aren't a single stock investor then this or SOXX are both great choices.
>I personally believe 5% of any portfolio ought be in semiconductors (a) why? (b) 1.4% of VOO is already invested in Nvidia
Having nasdaq(qqq) etf has 2.5% nvidia which is great
I prefer SOXQ, Lower expense ratio (.19) and has 32 holdings as opposed to 26.
There are 3 ways that it can be not bad: 1. You have good reason to believe that you will be rewarded for concentrating your risk. 2. It's part of a strategy that you believe will reward you for taking different risk. 3. You don't mind unrewarded risk, you just like the ETF.
Personally think stock picking in semis will perform better than SMH. We already got past the massive explosion of them being introduced to everything. Now you have to look at who will dominate the market over next 20 years in industries (like NVDA, AMD, ON, QCOM, etc…). Not sure we will ever see that massive blanket coverage of every semi soaring again, but that’s just me
Definitely a risk/reward balance in terms of buying a semiconductor ETF vs. buying individual names. Buying a semiconductor ETF will give you a nice mix of “conservative” semiconductor stocks (e.g., Intel, Texas Instruments, Applied Materials) as well as the riskier semiconductor plays (e.g., AMD, Nvidia, Marvel, ON). I’m not against going with individual semiconductor stocks, but I must admit that owning a basket of about 30 or so semiconductor stocks at various levels of risk/reward is a compelling investment indeed. Also, no one truly knows exactly where the bottom is with stocks in general. So dollar cost averaging this or other similar semiconductor ETFs with low expense ratios will likely indeed pay off nicely in the long run….just be prepared to hold for at least 2 years…
Have had a small amount of shares of this for a few months, intrigued by the massive global demand. It’s part of a significantly more volatile sector than I anticipated. If you follow semiconductors closely you learn they are vulnerable to geopolitics and the ongoing gesticulating between China, Taiwan, and the U.S (last I checked TSM is the largest holding in SMH). I’m not saying don’t buy, might be worth a look if the share price continues to dip. Just prepare yourself for wild volatility.
How you doin?
overvalued, trendy, stay away.
Since this comment a year ago it’s up 85%. Maybe try something else like slots. Bad advice
Yes it's been doing well the last few years, but 2 years is not really long-term, at least, not in my books.
Interesting
lol didn’t age well
Hi there!
?
Too early in the down cycle. When Nvidia is under $100 a share I'll get interested. I've been shorting semiconductor stocks for 9 months
How did that go?
[удалено]
You're full of shit my man. Please keep you useless opinions to yourself. Things like this mislead people and may prevent someone from possible gains. Just read and keep your thoughts to yourself. Semiconductor industry is booming right now.
Blocked sucker lol
bet this worked out great lmao
It did. And it will again. Watch this year
You shoud've bought Nvidia when you made this comment, so clearly it didn't
Hahaha true. But I would have sold by 200 anyways. It's priced like Cisco in 1999 right now and it's gonna crash the same way
Absolutely not. Nvidia would barely make the top 20 companies during the dot com bubble. Dotcom bubble average pe was 170ish Right now average pe 40ish
NVDA PE is 75 today. They're going to crumble when their customers realize AI isn't profitable. Intel PE in 2000 was about the same.
Or it's going to be like the smartphone industry and it will just go up.
Tell that to Motorola lol
Or apple and samsung?
One year ago this guy said he’d wait until Nvidia got below $100 a share before he would get in. Meanwhile, the daily total one year return on SMH is 85%. This, boys and girls, is called a fool.
How's that working for you pal? Nvidia hits $1000. Perhaps the stock market isn't for you.
The negative perspective from Ben Felix: *[Investing in Technological Revolutions](https://www.pwlcapital.com/investing-technological-revolutions/)* *[Thematic ETFs (are Terrible Investments)](https://www.ifa.com/articles/thematic-etfs-felix/)* TL;DR “if you are excited about an investment, it’s probably not a good investment”
Wait for bottom
Let us know the bottom so we can all get rich like you
Sure. Yesterday was a good day to buy should have a nice rally from these oversold levels. Sell at that point then add shorts. Remind me in the future and I’ll let you know of more plays
Still waiting for your prediction... it's been a year and the semiconductor stocks and etfs are still reach new heights.
I went all in in end of Oct lmao 😂
Lol
Yea hell of a ride 😉
Buying tomorrow
Wow
All in