XLK
Technology Select Sector SPDR® Fund
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Why VOO and chill over other ETFs that outperform VOO over 1/3/5/10 yrs?
Is there any merit in investing in sector specific ETFs vs. S&P 500?
XLK: lump sum investing or sell puts to get good price
Fidelity, brokerage link and NAV funds vrs ETFs
High PE tech stocks sorted with Palo Alto, SalesForce, AMD, NVDA, ServiceNow tops the list
2023-04-27 Wrinkle Brain Plays - In the style of Velma Dinkley
2023-04-26 Wrinkle Brain Plays - In the style of Harley Quinn
2023-03-15 Wrinkle-brain Plays (Mathematically derived options plays)
Is there a free website that shows all the underlying companies' financials in the ETF?
DD: I plan to double my money within the next 3-4 weeks. Here’s how:
DD: I plan to double my money within the next 3-4 weeks. Here’s how
DD: I plan to double my money within the next 3-4 weeks. Here’s how:
DD: I plan to double my money within the next 3-4 weeks. Here’s how:
DD: I plan to double my money within the next 3-4 weeks. Here’s how:
Looking to start buying for long term, what’s better SCHG or XLK?
Investing in (ABNDX) better than riskier/ municipal bonds?
$AAPL is the main reason we didn't see a lower leg down today with $SPY
The only guide you need going into Q2 USA Stock Market...!!!
Your guide to Q2 USA stock market. April. Here we come...!!!
Everything else is always down, but my portfolio is still usually up as a whole because of XLK
8 large-cap stocks shrink more than 50% in value; is the S&P 500 about to plunge?
$DOCU - BUY ALL DAY - $175 Monday morning
Is this a good market environment to close LEAPS and reduce leverage
XLK Call up 906% with 826% up across 3 positions. Go login to Meta whatever and talk to your boomer parents so my calls keep going up.
Is there any reason to invest in any other ETFs if you buy VTI?
Western Digital's stock soars after WSJ report of talks on $20+ billion merger deal with Japan's Kioxia
Anybody know of a way to implement a sector rotation strategy?
Why is my ticker down? Add these sectors ETF’s to your watchlist to understand the big picture
Hedging an income portfolio with growth stocks
My 1yr returns using a synthetic long LEAP strategy.
Buy the dip? What are you guys buying now that everything is red?
How do you judge a company's future success outside of financial statements?
What's better for long term growth: A monthly lump sum in a specific stock/ETF that dipped or equally distribute that sum across all stocks and ETFs monthly?
What's better for long term growth: A monthly lump sum in a specific stock/ETF that dipped or equally distribute that sum across all stocks monthly?
GME, but the $TSLA version. DDD (Deep DD). I did the homework so you didn't have to.
Mentions
XLU has outperformed XLK YTD. Who would have thought utilities are outperforming tech. This is concerning but overall good for SPY.
Most in VOO, some in XLK, less in SMH.
My 20 year old has 100% VOO. My 19 year old has VOO, XLK, and SMH with about a 60/20/20 split. Both are happy with their accounts. The main thing is to keep saving and investing. The more you can put away now while you are young the better off you will be in the future when life starts happening. Keep investing and keep leaning. Keep up the good work.
Tech is the future, robots will be in homes cleaning, your fridge will have an AI chip. It's going to be everywhere. So past performance, I see a business capable of mass scaling. SMH (semi's) XLK (tech) MSOS (weed will be federally legal within 5 years imo) UNRJ (Uranium has 3-5 year cycles which just starting) QLD (x2 QQQ which I buy along with QQQ and has been my best gainer) Have also taken a tiny position in the high yield ETFs, specifically BITO for Bitcoin which pays massive dividend from futures profit, and NVDY which profits from Nvidia options profit. I'll switch this growth port to dividend port in 25 years and live of those.
I have 275 shares of BRK.B at an average price of $347.64. I keep buying periodically. My main portfolio, rebalanced periodically: - 30% BRK.B - 30% VOO - 30% XLK -10% MSFT Anyone can as much as they care to.
Well, you will have a nice write off for a while. Buy these and ditch options. Don’t even look at them for 10 years. $VOO $XLK $VTI $SPY….. there is no get rich quick scheme with money.
SMH is a semi ETF, XLK is a tech ETF which long term is much safer than TSM who will eventually have its country at war, eventually.
I have faith in the stock market in general to make me money, and I know $XOM is a top 20 holding in VTI, but I'm not gonna outright invest in fossil fuels, so SMH is a pass for me; also isn't betting on $TSM is "going bigger" than $XLK?
Become a Boglehead, future's looking grim and bleak. If you're this young and already making this amount, go 80% Boglehead and 20% whatever you think but I'd suggest going for the 30-40 year long game. Make the real gains only gained through patience and stick with reputable ETFs. QQQM/VTI is good mix. I'm really aggressive though and don't take this advice even though I should and am holding SMH, XLK, UNRJ, BITO bunch of outliers so Uranium, Crypto, Semi's, Tech ETFs if want to get crazy with it. Imo AI will feed on chips, idk what'll happen with crypto but it's such a small amount anyways, Uranium has 3-5 year cycles we're just starting apparently, and tech is the future of course. This gives me mega cap exposure like Nvidia and MSFT without having to pick individual mega caps.
Yep one earning's from things going wrong, more saturation and market leaders hard to remove from the lead. The longer invest the more I realize don't want to pick the next Apple, rather have an ETF like SMH, XLK, QQQ, etc..
Good luck then you'll need it, holding sector funds historically has been terrible and currently is as well. All you're doing is preformance chasing as is with most XLK holders.
XLK pe ratio is 38, do you think the average stock in it will increase by 2x+? The best investment is a globally diversified fund with all sectors. Sector funds are an easy way to lose money.
It does matter. For example I bought XLK summer of 2020 and it’s nearly doubled. I bought Meta around 100 a share and it’s almost 5x which allowed me to buy PYPL, CSCO, and ENPH. All while paying 0 in taxes.
What's worked best so far out of every strategy is buying an ETF like XLK, SMH, QLD when fear and greed index dumps. Nothing has beat these consistent long term ETF gains bought at the right time.
So XLK with a sprinkle of REITs
I just have been buying shares of META, MSFT, AAPL, and AMAT. I buy weekly calls/puts on XLK because it’s pretty easy to see which way the tech sector is trending
I don't have a full position yet, I am building one, same with the XLK
Lost money for 2 years with all their picks. Same as ARK funds. Overall a complete waste of money. The investing club from Cramer has been doing better overall for the last couple of years. Best way to make money ? BUY Vanguard VOO or SPY, both ETF's that follow the S&P. If you are fixated on the Nasdaq, go with the QQQ or XLK and forget it
Put leaps on broad market ETFs are the cheapest way to hedge. Unless you're absolutely certain about a certain ticker going down, its easier to hedge to the downside with ETFs than picking individual companies. Depending on the premiums, its often cheaper to buy a 2026 leap than doing several short-term puts, say one every quarter. Theoretically, as long as you don't over size, you can run this hedge for several years before the amount spent on premiums would outweigh the gains seen during a covid-like panic or 2008 recession. IYR, XHB, XLE, XLF, and XLK would be the most fitting in this current environment imo.
Put leaps on broad market ETFs are the cheapest way to hedge. Unless you're absolutely certain about a certain ticker going down, its easier to hedge to the downside with ETFs than picking individual companies. Depending on the premiums, its often cheaper to buy a 2026 leap than doing several short-term puts, say one every quarter. Theoretically, as long as you don't over size, you can run this hedge for several years before the amount spent on premiums would outweigh the gains seen during a covid-like panic or 2008 recession. IYR, XHB, XLE, XLF, and XLK would be the most fitting in this current environment imo.
Put leaps on broad market ETFs are the cheapest way to hedge. Unless you're absolutely certain about a certain ticker going down, its easier to hedge to the downside with ETFs than picking individual companies. Depending on the premiums, its often cheaper to buy a 2026 leap than doing several short-term puts, say one every quarter. Theoretically, as long as you don't over size, you can run this hedge for several years before the amount spent on premiums would outweigh the gains seen during a covid-like panic or 2008 recession. IYR, XHB, XLE, XLF, and XLK would be the most fitting in this current environment imo.
Put leaps on broad market ETFs are the cheapest way to hedge. Unless you're absolutely certain about a certain ticker going down, its easier to hedge to the downside with ETFs than picking individual companies. Depending on the premiums, its often cheaper to buy a 2026 leap than doing several short-term puts, say one every quarter. Theoretically, as long as you don't over size, you can run this hedge for several years before the amount spent on premiums would outweigh the gains seen during a covid-like panic or 2008 recession. IYR, XHB, XLE, XLF, and XLK would be the most fitting in this current environment imo.
Put leaps on broad market ETFs are the cheapest way to hedge. Unless you're absolutely certain about a certain ticker going down, its easier to hedge to the downside with ETFs than picking individual companies. Depending on the premiums, its often cheaper to buy a 2026 leap than doing several short-term puts, say one every quarter. Theoretically, as long as you don't over size, you can run this hedge for several years before the amount spent on premiums would outweigh the gains seen during a covid-like panic or 2008 recession. IYR, XHB, XLE, XLF, and XLK would be the most fitting in this current environment imo.
This is from one of my portfolios: 33% Foundational: SPLG (or IVV or VOO) 33% Growth: QQQM and VGT (or XLK) 33% Dividend: DGRO (or SCHD) I’d make it 40% in foundational, 40% in growth, and 20% in dividend if as young as 21 years old :-)
Why not XLK? Fuckin pussy *puts away on moped to clock into Wendy's*
Stocks. Park 100shares of Disney, Costco, Microsoft, Lockheed Martin, Coca Cola. This will be a solid foundation of safe, blue chip stocks (and could cost a little over $100K). I’d also recommend index-tracking ETFs like XLK, XLF, XLV (tech, financial, healthcare). Finally, a personal favorite is CIBR — the cybersecurity ETF. I work in tech M&A and it’s very apparent Cyber is increasingly growing in tech stack. I would not hire any financial advisors/managers; $155K is still generic ETF-territory without need for complex strategies. Investing in brick & mortar franchises is ill advised unless you will be the franchise manager.
That's odd. I had SPY 505 calls 1d that I bought (tastytrade) for 1.00 and set up a closing order for 3.00. It was filled thee minutes after close. Super sus, but still I'm not going to get too upset by a 200% gain. Still have my XLK calls.
I have XLK 4/26 200c I almost bought META calls but decided to play it safe and go for XLK instead. Praying that MSFT carries the etf price and I can at least stay flat on the trade.
Don’t buy semis at the peak of the business cycle. Zoom out and you’ll find that semiconductor chip business cycles are actually fairly predictable. Just throw in some XLK if you want the exposure. Better risk/reward and less impact from semis experiencing a trough (semis still present in XLK but at least you’re not buying into one cycle at peak valuations). Or, instead of chasing, sit tight with VOO and wait for a correction to load up on semis.
The morning after the stock market shut down because of the dumb Iran thing, I dumped the rest of my dry powder into QQQM and XLK and it’s feeling damn good right now. Pro tip: when disaster strikes and the fucking stock market has to put the breakers on and shut down, put some money into it as soon as it goes back online.
I know you’re all a bunch of bears in here, but the morning after the stock market shut down because of the dumb Iran thing, I dumped thethe rest of my dry powder into QQQM and XLK and it feels damn good. Lesson: when disaster strikes in the fucking stock market has to shut down, put some money into it when it goes back online
That said I would probably do PUTS on QQQ or XLK. Tech stocks got wrecked and I have a feeling that might continue.
I have a few percent in XLK myself. I consider QQQ to be more of a growth fund than a tech fund. - XLK will have companies that aren’t on the Nasdaq and thus aren’t eligible for QQQ, like Salesforce and ServiceNow. - QQQ includes companies aren’t strictly speaking tech, like Amazon (Consumer Discretionary) and Alphabet (Communication Services). - The Nasdaq-100 also explicitly [excludes Financial companies](https://www.nasdaq.com/articles/10-fun-facts-about-the-nasdaq-100-index-2018-08-03-0) and implicitly excludes Energy, Utilities, & Materials because none of them are big enough to make the cut. Whether that’s a good thing or a bad thing really [depends on when you look](https://novelinvestor.com/sector-performance/).
VHT and XAR already seem very specific. How long have you been in XAR, I was thinking to add something in that sector. VOO would be a broader bet than XLK.
I have a TSP with 100% allocation to the C fund (65% of my total portfolio). I max it out. I just opened a Roth IRA and brokerage account and between the two I’ve added 10% XMHQ (mid cap quality) 5% AVUV (small cap value) 10% XLK (tech sector) 5% FBTC (bitcoin spot) and the rest FSELX (semiconductor etf)…..and oh yeah about $200 a month into TSLA. I have no experience in this but after the last 7 days of looking around, that’s what I came up with. I have no international exposure and I’m ok with that.
XLK already has a big weighting towards AAPL.
For me too much Apple. Since you have 20+ years might not be a bad idea. I would recommend to just stick with XLK though. Another Tech etf I would look at is IYW. Higher expense ratio but higher returns and includes meta and google.
Here's my contribution: XLK, the technology sector ETF, is pretty much a less diversified version of QQQ and tracks it fairly well. Likewise, QQQ is a more technology focused version of a stock index fund like VTI. I would question why you have both XLK and QQQ. Either you believe heavily in the tech sector and do something like 50/50 XLK and VTI, or you don't and just keep QQQ. Note that sector based ETFs are going to go in and out of favor, so be prepared to move around that allocation, or hold through some pretty gnarly years. Speaking of which, I would also warn you to watch your portfolio's total volatility. I assume you're monitoring the market and looking at historical performance to figure out how to invest. So something like XLK is going to look amazing compared to VTI, because the last five or ten years have mostly been a rocket ship upward. But what isn't obvious to a new investor is that rocket ship investments can go down as quickly as they go up - even index funds. The last time we saw a real ~50% across-the-board stock crash was right after you were born, so just be aware that no recent investors <40yo have much experience with that kind of pain. Based on performance in the short term, you may be tempted to put more and more % into the "winner". But the performance may flip if we go into a recession or a major stock market crash. Make up an asset allocation strategy in advance, separate it from any recency bias, and be prepared to follow that strategy.
No way to know but valuations are starting to make sense. Big tech below 25 pe, no debt, cash reserves, divs, buybacks . . . Chips got us ahead of our skis but there’s a logical point where buying makes sense. Especially when tech corrects over 10%. Avoid the meme crap, buy good companies with low debt and fair valuations. You’ll be just fine. Even buying XLK or QQQ should reward you at these levels.
Yeah...thanks for the peptalk. Let's see when we can start buying back. VOO at 430, XLK ~170ish. I'm in! =)
Big Tech drove the market action, with Nvidia (NVDA) falling almost 4% and Meta (META) sliding over 1%. The tech sector (XLK) was the worst-performing sector in the S&P 500, falling nearly 1.5%.
While the article in the other reply is a good one, the tickers they list for each sector aren't always the best for option traders. You can just stick with the X\*\* series of tickers, since they all have decent options liquidity. Some are better than others, like Tech (XLK) and Energy (XLE) are really good, while Consumer Staples (XLP) and Consumer Discretionary (XLY) are fair to poor. What sector are you interested in? There might be better choices if I knew the exact target. Like if it's China Tech, KWEB is the go-to.
Really after looking at all the sector-focused ETFs most everything was either down between last October-November at some point OR in the last part of 2022. I'm just looking at surface lwvel stuff tough. XLY, XLK, XLRE, XLB etc....
Want to be as aggressive as possible but still have relatively broad exposure in a specific sector? 70/30 mix of XLK/SMH
Seeking Advice to Improve Investment Strategy: Hello everyone,I've been learning investing for six months through E*TRADE, initially with $500 monthly, now doubled. My portfolio includes ETFs like XLK, VOO, QQQ, VIG, and stocks such as NVO and AAPL. Despite my efforts, my total gain is only 3.24%, lower than my HYSA's 4.5%.I aim for long-term growth with low risk but realize my strategy lacks research and analysis. I don’t have any strategy in place except for consistent monthly investments in above said avenues, not selling anything as of yet too. Seeking advice on: Effective research methods, Risk mitigation strategies, Tools/resources for informed decisions, Portfolio diversification. Thank you for your help.
I wouldnt sell all 200 shares, i would trim the position since you already have a high ROI in it maybe get your initial invesment plus 100% of return on it and hold the rest or sell half so 100 shares and take the Tax hit and re-invest it. MSFT and XLK have an almost identical 1-5yr chart yet MSFT has had over a 250% gain in the last 5 years. You are reaping higher ROI in MSFT then if you sell all and move to XLK.
I recommend starting with 100% allocation in VOO. I wouldn't overthink it past that if your just starting out with $1k. Setup auto invest for 5-20% of your take home pay into VOO no matter if it's going up or down. I do half of that 5-20% in my wealthfront HYSA for a guaranteed 5% return and quick access to my money in an emergency. don't withdraw anything until absolutely necessary. define your budget, automate your payments, and forget about. fine tuning your portfolio has minimal value when just starting out, but if you want to nerd out then look into some ETFs like QQQM, XLK, SPAXX, and SCHD.
If you just want US tech, there are cheaper options like XLK, FTEC, and VGT (0.08-0.10%, as opposed to 0.41% for IXN). IXN is different though because of its international exposure, with its holdings including Taiwan Semiconductor, ASML, and Samsung.
Check out XLK if you want tech exposure without loading entirely on aapl.
Holding several shares of XLK since 120$ it’s the best investment I made and held
Newbie requesting advice on how to improve I have been investing or learning invest since 6 months. I use e trade. I invest $500 each month and now have started investing double. I hold etfs like XLK, VOO, QQQ, VIG and stocks like NVO, AAPL that’s it. I have just earned total gain of 3.24% till now and which is lower than my HYSA which gives 4.5%. My goals are long term investing and low risks. I just invest in the above investments at a random date time not checking anything much or researching much. I know I’m screwing up a lot of it. But please be kind and give me your best advice. What should I improve on ? And how?
DONT sell 100% if you want XLK sell 50% of msft
Keep MSFT. Get rid of XLK and find a different ETF that is more diversified. ETFs have fees while individual stocks don't and your MSFT shares are already doing very well.
Keep MSFT and just add XLK from here on out.
Don’t sell, just put new money in to XLK
Why not keep MSFT and also buy XLK?
XLK's dividend looks to be nearly identical.
XLK is absolutely more diversified than MSFT; that they’re both tech doesn’t change that fact.
Personally I wouldn’t sell MSFT. However if you are trying to “rebalance” your portfolio to manage risks then that’s a different story. However, that doesn’t sound like what you are planning to do buying XLK instead though
Msft will outperform XLK forever. Tax free account right? So just take the gain.
If it was me, personally, I would keep all of my MSFT. But then, to really add diversity, buy a total market fund. Buying XLK is just adding more to that same segment
OP- I support your view of leaving an individual stock to go to an index. An individual stock can crash due to numerous uncontrollable things: news headlines, accounting fraud, regulatory reform, etc. If you want to keep exposure to tech, go XLK. I don’t know your total net worth but I’d consider using total market ETFs for a portion of the funds and maybe limit your total tech exposure to less than 30%. In practice, do you have any long term losses that you can use to offset the gains? I don’t know your income but a portion of the long term gains maybe taxed at zero % so look into a tax calculator to optimize. If you are high earning for this year and next, I’d rip the bandaid off and sell at once and reinvest immediately. Time in the market is better than timing the market.
Do you want everything else in XLK? If not, just pick your own stocks to own. Seems like youre a newbie overall tho.
MSFT is tech. XLK is tech. You aren't going to diversify by selling one and buying the other. If you want to diversify, ditch XLK and buy entirely different sector, like utilities or energy. Or better yet, buy a whole market fund.
No reason to sell Microsoft for XLK with a 43$ dollar cost basis
XLK is still too concentrated. I’d sell it all and just invest in the SP500 or something undervalued like Small Cap Value. Tech is so overbought it isn’t funny. https://www.aqr.com/Insights/Perspectives/Value-Spreads-Back-to-Tech-Bubble-Highs-Are-You-People-Crazy I know you think that tech is the future and it can’t fail but we know nothing.
I would just invest going forward in XLK. Leave the tax hit for another day.
Why slaughter the goose that lays golden eggs when you want gold? If you think your portfolio is overweight, instead of selling MSFT, increase the other one (e.g. XLK). Diversify the portfolio with new additions.
>XLK (tech **etf**) delivered 195% return in the past 5 years, which would outperform almost every non-tech stock on that list with a fraction of the work. > >XLK 554% in the past 10 years. My post is about individual **stocks**, not ETFs. Apples and oranges. ​ >That's a big problem. You would have filtered out NVDA 10 years ago since they didn't beat SP500 and missed out on the biggest winner. (which implies you could be filtering out the biggest winner for the next 5 years) Wrong. Using my same methodology 10 years ago (April 2014) I would have compared the total return of NVDA from its IPO on January 22, 1999 to this date 10 years ago (April 7, 2014) and the total return of the S&P 500 index during the same time period. The results would have been: * S&P 500 (SPY) total return 1/22/1999 to 4/7/2014: **+97.4%** * NVDA total return 1/22/1999 to 4/7/2014: **+1,046.8%** * [https://totalrealreturns.com/n/SPY,NVDA?end=2014-04-07](https://totalrealreturns.com/n/SPY,NVDA?end=2014-04-07) That's a ratio of 10.75. NVDA had 10.75x the total return of the S&P 500 index 10 years ago and definitely would **not** have been filtered out. As for everything else you commented, you can always find stocks that outperformed the S&P 500 the past 5 years, or for cherry-picked 5 year intervals. That isn't the point. My goal was to find S&P 500 stocks - not non-S&P 500 stocks, not ETFs - that outperformed the S&P 500 index **over a long period of time** \- since 1993, or for the entire existence of the stock if it had its IPO was after 1993 - not just for the past 5 or 10 years, or some cherry-picked 5 or 10 year interval. That should have been very clear from the title of my post and my detailed description of my methodology.
Try looking at the 'X' ETFs, OP. XLF, XLK, XLV, etc. They're the SPY sectors broken into individual ETFs, so for the most part they move with SPY. However, since each ETF is onyl one sector, they don't share exactly the same exposure to price action that SPY does. For example XLF, the finance ETF, would not benefit from NVDA price action. That would be XLK, the tech fund.
Yes, do it soon so you can contribute for 2023 prior to April 15. Then start working on your 2024 contribution. I like spdr funds, but SPY is almost identical to VOO with higher fees. I do use XLK though as I don't think Vanguard has an equivalent fund (correct me if I'm wrong anyone.) There is also XSD for semiconductors.
No I was thinking of retaining my VT shares for a while. Even though its already over 60% US companies I feel like I want more of the large cap in my portfolio. I’m very new to this so I try to bounce ideas to maximise my portfolio. Hence XLK being in the mix.
If you’re up for a high risk/reward. Go for VGT tech heavy. Personally I went for VT and XLK (same as VGT with less holding for tech). The younger you are the more risk you can afford, unless you can’t.
Try my set up: - 30% BRK.B - 30% VOO - 30% XLK - 10% MSFT Backtest as much as you like
**Roth IRA:** 50% VTI; 30% SCHG; 12% GOOGL and AMZN; 8% SCHD. **Individual Acct:** 33% SOXQ; 31% GOOGL and AMZN; 11% SCHD; 9% XLK; 8% QQQM; 4% VONG; 3% FBTC. ​ 29 years old. Currently contributing $300/week.
Sell it and put it in something that is more likely to be profitable, qqqm, XLK, even with the run up smh will likely destroy her long term as far as gains go
Market is at all time high, and market can still go higher. If you do not touch the money for 40 years, the best approach is to invest all immediately. Over time, the leadership will change among the various sectors. We can only make intelligent guesses, and my guesses are: * Tech and AI will continue to lead, as we need to innovate to compensate for the loss of human labor due to aging * Healthcare and biotech will not go away, but there is risk of regulations and policies changed because I think we will eventually have medicare for all at some point in the future * Energy should continue to profit as the demand for energy will increases; it won't surprise me if the fossil energy giants also invest into renewable energy Assuming the ETF's we know today are still available in the next 40 years, I think I would have the following allocation: 60% SPY, 15% XLK, 15% XLE and 10% XLV.
It's too early. As Jason Zweig wrote in 1999, when [pets.com](http://pets.com) and the like were going crazy: "Imagine that 90 years ago you had foreseen that the automobile industry, then in its infancy, would change the world. You would have been absolutely right — but your investments would have been absolutely wrong. You couldn’t have bought Ford, even though the company was already 10 years old: Ford didn’t go public until 1956. Chrysler did not yet exist. General Motors was only a year old. Instead, you would have bought the industry’s dominant companies: hot stocks like Hupp, Packard, Pierce-Arrow, Road-Runner Auto and Stanley Motor. But other companies — like Hudson, Nash, REO and Studebaker, not to mention GM and Ford — quickly zoomed past the early leaders. Over the next 20 years you would have lost nearly all your money — even as the auto business was going through one of the great booms of all time. The same thing happened with radio in the 1920s. Now imagine that it’s 1982, and you sense that the PC will become the hottest technology product of all time. Which stocks would you buy? Not Compaq, which didn’t go public until 1983; not Dell, which wasn’t founded until 1984; not Microsoft, which was privately owned until 1986. No, you would have bought one of the computer industry’s early leaders — Commodore, for example. Nearly all of these companies, despite their “first-mover advantages,” went bust; investors in several of these stocks lost nearly all their money." If you really want an AI bet, then bet on a relatively broad ETF. Maybe QQQ or XLK or one of the even more targeted AI etfs. If you're still focused on the 5 stocks, at the very least put your mom's choice of NVDA in there, for god's sake- if that thing skyrockets even more and does hold on as one of the leaders and you didn't include it, you'll likely feel guilty and her resentful.
I was trying to figure out how much of my investments are really making a difference because I keep seeing these stocks with less than 1% (some as low as 0.01%) in the ETF positions. So, if I invested $100K each in FDVV, QQQM, SCHD, SMH, VOO, XLK that would be $600K total. There are 567 stocks in these ETFs that have less than $5000 (range is anywhere from $5000 to $10 in a stock) invested and these add up to $282K. To me thats $282K wasted. Hope this clarifies.
For example - XLK has these positions. If I invested $100K in XLK, it translates to the below stock holdings. And I am taking a very small portion of such positions to illustrate. What I was trying to get at is $190 in a stock has no material impact on my portfolio's performance. Hope this clarifies. JBL Jabil Inc 0.19 $190.00 NTAP NetApp Inc 0.19 $190.00 WDC Western Digital Corp 0.19 $190.00 ENPH Enphase Energy Inc 0.18 $180.00 VRSN VeriSign Inc 0.18 $180.00 EPAM EPAM Systems Inc 0.18 $180.00 STX Seagate Technology 0.18 $180.00 FSLR First Solar Inc 0.17 $170.00 SWKS Skyworks Solutions 0.17 $170.00 AKAM Akamai Technologi 0.17 $170.00 TER Teradyne Inc 0.16 $160.00 ZBRA Zebra Technologies A 0.15 $150.00 TRMB Trimble Inc 0.15 $150.00 JNPR Juniper Networks Inc 0.12 $120.00 GEN Gen Digital Inc 0.12 $120.00 QRVO Qorvo Inc 0.11 $110.00 FFIV F5 Inc 0.11 $110.00
The best way to see something similar is by going on the yardeni website for his charts, you can then look at the forward p/e for individual s&p 500 sectors (take information technology for example instead of XLK). It's not perfect but it does give you a good 25 years of data in a similar sector.
>many tech-focused ones for example, delivering average returns far in excess of global all caps (30% returns per year on average for the last 5-10 years for example). Wrong benchmark. You should compare an all-tech portfolio to something like XLK (ETF of S&P's tech sector). There's also a heavy skew because of covid and AI hype, both unlikely to repeat themselves.
Long EWJ & short XLK would be the pair trade. No, not with weeklies...
I'd recommend 34/33/33% split between XLK, SPY, SCHD NASDQ ETF - XLK 0.09% operate expense. S&P 500 ETF - SPY 0.09% OE; dividend ETF - SCHD 0.060% OE
Portfolio allocation growth question 50% VTI 10% VXUS 15% AVUV 5% BTC 20% (XLK, SOXQ, VUG) I’m 23 creating, hopefully, a simple first portfolio, I plan to start a lump sum investment of about $5k-$7k and invest about $200 per month. Using the 3 fund (core, dividend, growth) model as my base but cut dividends since I do not believe I need them or the tax consequences at my age. I increased the core position to compensate (VTI+VXUS) but am not sure about the growth portion. I do like VUG but the Semi conductor weight to add diversification in the AI heavy growth funds seems appealing aswell. With, possiblely, some use of AVUV as a small cap tilt into the growth category with, max, 10% into BTC? This is from some pretty basic research the last few weeks and I am starting to get some investment paralysis from my indecision.
If you are big on tech, consider actual tech ETFs (that include ASML and TSM) like XNTK and SMH; or those where you would still need ASML and TSM like XLK/IGM/IYW. If BRK means BRK.B, you might as well just get AAPL instead, but of course BRK.B is a solid conservative choice if you want a part of the portfolio that isn't as volatile.
If you compare the list to something more tech-biased like XLK instead of SPY, it doesn't look as bad. NANC, which follows Nancy Pelosi trades (I think? Or is it a more broadly democrat based fund?) did slightly worse than XLK over the past 12 months. I'm not denying there isn't any funny business going on, but SPY probably shouldn't be used as the baseline. Tech funds have done a lot better than SPY over recent years. Also Nancy Pelosi retired. Time to move on to the next boogeyman.
If that’s your savings account, then you should leave a good chunk of it in the HYSA to keep it super liquid. Doesn’t have to be crazy, maybe 10 or 20K. The rest, assuming you don’t need it for anything, I would have no reservations about investing it. If you want it all in one place, then I’d put it in VOO. However, I would personally break it up a bit. Maybe 20K VOO, 25K XLK, 10K SOXX, and 5K to have fun with, if there’s individual stocks you like or a sector you want to invest in, like Pharma or Energy.
I’m 23 and looking to start a simple Porfolio to put a portion of my check into. Would this ratio be well balanced? I’m mostly looking for a 20ish year investment for a home or even longer for retirement. 50%- VTI 20% - VXUS 30Growth (can’t decide between QQQM, FTEC, VGT, or XLK) The ratio I’ve come up with is mostly arbitrary but it’s still a rough ratio I’m looking for. I also would like more advice on growth ETF’s, like the ones listed or any others I should look out for.
Lot wrong with this. Growth doesn’t historically outperform market (and even less so value). XLK has had a great run, but it won’t continue forever. Ignore dividends, total return is what matters. 8% ex-US is low. Recency bias getting you again. I’d just buy AVGE and call it a day. You’ll get one fund with tax efficient rebalancing between 70/30 US/ex and a tilt to small/value/profitability.
Quitters never win and winners never quit. Forst, get of WSB, it’s toxic. Second, Avoid options and leverage. Third, Buy good companies, ETFs, and index funds and hold long term. You will recoup your losses and eventually see steady solid yoy growth. Be patient. Consider: SPY, DIA, XLK, QQQ, VTI, IWY, IWD, SCHD, VWO, VIOG, Fidelity ContraFund
I’m buying/bought —XLF XLK XLY RSP SPY DIA &RJR For cash in lieu of HYSA ——SGOV @4-5% pays monthly Good luck.
Not an issue today with fractional shares. Also, don't overly invest into 1 company. Too much time and research. Just go with a tech ETF for 30% of your investment and call it a day. Examples: FTEC, XLK, or VGT. The other 70% portion of your investing portfolio, invest into a Total USA fund. VTSAX, VTI, SWTSX, SCHB, FSKAX, or ITOT.
ETFs... SMH, XLK, WCBR, TRFK, IGV and others.