CHPS
Xtrackers Semiconductor Select Equity ETF
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The tariffs also hit my neopets account; 750k loss
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now and in the past I have been well invested in SMH, DRAM, SOXQ, CHPS, etc etc and these have all generated significant gains.
tell that to my CHPS and AIS I bought at the beginning of last month
I took the safe route and went to $CHPS its already paid off a bit
CHPS owns them both too but is also diversified across other semiconductor types and companies, so not as pure play as DRAM.
Everything I knew about memory until a month ago was that it’s a cyclical part of the tech sector. Until it wasn’t. My initial instinct was to get MU back around 200 and completely bypassed it. I was building out a chip portion of my portfolio. Ended up buying CHPS instead. Lots of people buy SMH but I went with CHPS for the global exposure. Top holdings are memory and the ETF ran 50 percent on me since December. However I’d have bought 10 shares of MU back at 200 and that would have gone way more than 50 percent. Woulda coulda shoulda will always make you feel burned. If you believe in tech, just wisely invest into all sub sectors of that space. My portfolio is stupid heavy on tech and I don’t care if it draws down in a bear market. I’ll keep buying. If anything, track what you like that’s under its 200 day average. MSFT is a great buy right now. Was great under 400. But still a solid long play.
I was like you... now I keep a small portion I can afford to lose into trendy shit. Right now 15% of my port is DRAM/CHPS
The PSI, FXTL and CHPS semiconductor ETFs have beaten both those the past twelve months. They all have their merits. If you are buying now, you just have to pick what you think will be best going forward. If you already hold one in an investment account with large gains, there is no good reason to switch from one to another and eat some taxes.
I was happy I put $5K into CHPS etf (semiconductor) yesterday.
\> This seems to good to be true. What am I missing here? You are missing that it is shit. Since its inception SOXY is underperforming SMH, PSI, CHPS, SOXQ, SOXX, etc. Do you hate money?
CHPS, Canadian one. We have high mers here, I know.
I wanted MU. But have so much direct exposure to semis. I bought a bunch of CHPS etf. It’s got global names. MU is number 2 holding. The top 10 are really solid. Like ASML, KLAC, AMAT, etc.
"EQT" - did you mean EWT ? CHPS has probably the closest. It has Tokyo Electronics but is more a memory heavy play, with the large SKHynix and Micron holdings. something I don't like or need. AIS : it had Nvidia and Vertiv, so more an datacenter play. Not exactly what I am looking for. CHAT is too FANG heavy. The one gap I see in etfs , is they add too much US companies in the mix. If I want a US company, I would just buy it directly or use a US company mix etf. There aren't any etfs, that just have non-US listed AI centric focus ( be in non-us memory or as I am looking for non-us chip packaging companies.). These are places of next high growth imho and it's very hard to invest in them for US investors. ETFs are still being made for novice investors. At least some have to specialize in providing access to more sophisticated investors, for non-US listed stock themes.
CHPS is a piddly .71% of Unimicron, as well as a half dozen other Taiwan tech stocks in small amounts. EQT is a broad Taiwan ETF. Not what you asked but AIS and CHAT has a large amount of tech stocks not listed in the US like SK hynix, Hua Hong, Minimax, etc.
SMH plus TSM is a good plan. It just depends on what holdings of a semi ETF you want to put your TSM on top of. CHPS is very good option currently, with its top six holdings being Micron, SK hynix and the four biggest chip equipment stocks. \> And how to split? No answer is possible to that. It's up to you. If TSM is your main interest, then decide how much you want of it, and buy whichever ETF you want then as much TSM individually so that you end up with the percentage of TSM you want.
I’m Partial to AVGO, GOOGL, NVDA. I own them already. MU can be cyclical. Even tho it’s ripping. If you want to have some general exposure, I really like the CHPS etf. I just grabbed 42 shares of it the other day and I plan to hold it for the long haul.
I have some AVGO. I’ve been weighing selling it off. Recently invested in CHPS and about 5 percent of it is in Avgo. I just have long conviction into AVGo as it’s the mother of networking chips.
In Canada the CHPS.TO ETF is a solid play that captures this market IMO.
I'm going to start googling it tonight. Interesting stuff. I'm only 6 months into investing but I did pick up some semiconductor ETFs ($CHPS) solely for it not having as heavy weight with Nvidia. It's only 8% of my portfolio but man the volatility is pretty wild.
Yup… I like CHPS personally and ya, I could have done better with AMD or NVDA but I have to think about my retirement and reducing individual stock risk. A rising tide lifts all boats.