Nikolay Nedyalkov
๐—ฆ๐—ฒ๐—บ๐—ถ๐˜€ (๐—ฆ๐— ๐—›) ๐—ฎ๐—ฟ๐—ฒ ๐—ฟ๐˜‚๐—ป๐—ป๐—ถ๐—ป๐—ด ๐—ฎ๐—ด๐—ฎ๐—ถ๐—ป. ๐—œ๐—ก๐—ง๐—– +๐Ÿญ๐Ÿฎ% ๐˜๐—ผ๐—ฑ๐—ฎ๐˜†, ๐—”๐— ๐—— +๐Ÿฐ% $SMH (VanEck Vectors Semiconductor ETF) has delivered 31% annualized over the last 10 years, one of the best performing non-leveraged ETFs of the decade. About 25% of the fund is in equipment makers like $ASML (ASML Holding NV), not just chip designers, so you get full supply chain exposure in one ticker. My $SMH position is up 110% since entry and I'm not touching it soon. I am still planning to add on dips. Sharing all my portfolio positions performance for visibility. Rest of the portfolio holding strong: $NVDA (NVIDIA Corporation) +67%, $GE (General Electric Co) +64%, $QQQ (Invesco QQQ) +54%. Keeping European exposure with $VGK (Vanguard FTSE Europe ETF) and $IEUR (iShares Core MSCI Europe ETF) as a hedge against USD weakness. Copy me in case you are interested in investing in Semiconductors and diversified ETFs.
Not investment advice. The author may have financial interests in the mentioned instruments.