CHPS
Xtrackers Semiconductor Select Equity ETF
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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.