SMH

Electronic-Buyer-468

Very reluctantly, yes. Small allocation in my tech sleeve. It's a global fund by a big backer ( QTUM ). It has performed well. I hold it in the same weight as another global tech fund: ( IXN. ) I highly despise most narrow thematic plays like this, but after much research, I grabbed a little piece. I use a 5 or 6 ticker mix of tech funds for that particular sector ( QTUM, IXN, ARKW, TRFK, SMH). I run multiple FOF portfolios, so the goal is to hold the core forever, and actively trade the satellites. Each portfolio has a different risk/volatility goal. It is the only thing that works for me. But yes I know its complicated and ultimately stupid.

NW-McWisconsin

QLD, TQQQ, XAR, SMH.... I might even buy a little SQQQ <$13, for the next "correction".

ShallotExpress2717

SMH, in my personal portfolio I day trade penny stocks in an IRA but that requires experience and capital. If we’re talking about 10k I’m throwing it in semiconductors and checking it in 10 yrs. Reason being is AI is an industry which has made huge strides over the past 5 yr which can only be expected to continue as its efficacy increases across different sectors. Saw another mention cyber security, also not a bad idea. Ties directly to AI. An example of this is in the insurance industry. As of recently we’ve seen the implementation of AI for processing claims, underwriting, and fraud detection. With this heightened cybersecurity becomes a requirement to maintain compliance, and protect consumer data. Am a big proponent of materials as well because it’s a sector which historically does well in a volatile market and with VIX up 11% on the 6mo and 8% on the 5 day doesn’t take a genius to put two and two together.

Adorable_Fly5562

SMH

e_sir

Fk SMH, MU boys are beta su Bae can have this D

ForeverInTheSun82647

Create the problem and then want praise when you fix the problem. SMH. This guy sucks

naked_space_chimp

The V is coming but of course you get bears shitting bullets and selling & ruining it... SMH!

AyumiHikaru

The problem is they never bought dips. SMH

mtol115

Was up 200% on my AMAT puts just for them to go red. Sell when you’re up. SMH

hepukesyoudie

All because Biden had to shutdown the guberment. SMH

Boys4Ever

How that work out for AMC and GME HODL mentality? I’m monitoring recent support levels. From past four weeks. Drops below that I’m out. See you on the bounce back. Burry might be driving this sentiment but his thoughts on depreciation aren’t wrong. Cut those in half and restated financials no longer show the EPS valuations holding this market up. I’m still heavy in semis and not giving up and getting a price improvement in SOXX or SMH still works longterm because ultimately everything electronic relies on them and AI demand overall likely not wavering any time soon yet pop always on the back on my mind being this and Dotcom Bubble often seem similar even if not exact.

OREG_Keith

Ouch!!! Imagine if you did?! SMH.

Revolutionary-Owl-79

Dude same! 411 on TSLA looked like the bottom. SMH.

calvintiger

Unpopular opinion: 100% SMH.

x7_omega

ORCL and META debt is sinking, SMH is sinking, whole tech-software-bs sector is sinking, but it's bers' fault... :) https://preview.redd.it/39x86gdx021g1.png?width=3440&format=png&auto=webp&s=2dd4195165afdf65c14991609fed19c7907c431f

Due-Papaya-6217

I can’t understand the price action with $LMFA at the moment. We know good news is coming, they have instituted a stock buyback and they have a treasury backing up the value with actual BTC. Never mind the value of the mining business. Why on earth is it trading at $1.07 two days before earnings SMH 🤦

fomoandyoloandnogrow

It’s keeping the other SMH players up too though

Due-Papaya-6217

Dangerous comment SMH

hemmingwayshotgun

Man that’s happened to me so many times I can’t even count. SMH. I guess we all gotta learn somehow

SpicyMayoFTW

Full ported nvda and SMH (van eck semi etf) calls today wish me luck

Theo_Cherry

This! Can't believe he's been touted as a "philosopher". SMH!,

Due-Papaya-6217

Filed for chapter 7 liquidation, utterly insane that people are even in this SMH

Far-Bit-2295

Well I officially died as you typed your reply. I imagine tomorrow will be the drop i anticipated today when I fomo into calls. SMH

Due-Papaya-6217

$DFLI would be in a much better position and over $2 if they didn’t dilute the last time round, resulting in a loss of momentum. Now its under a dollar which brings with it a whole host of problems. Why do management teams do this? SMH

NormalFucker

Update as per my knowledge Healthcare 25% CSL Clean energy and Minerals 15% ICLN - iShares Global Clean Energy ETF 7.5% LIT - Global X Lithium & Battery Tech ETF 7.5% Tech infrastructure - 30% HACK - Betashares Global Cybersecurity ETF 10% SMH - VanEck Semiconductor ETF 10% NDQ-NASDAQ 100 ETF 0% Defence/Energy 15% DFND - VanEck Global Defence ETF Global Economic Utility 0% 100 - iShares Global 100 AUD ETF U.S. Economic Utility 0% VTI - Vanguard Total Stock Market Index Fund ETF Keep extra as a liquid for opportunity 😁

ForeverInTheSun82647

Calling Americans who don’t support him Fools. SMH. This guys needs to fucking go away.

Fine_Watercress_3613

Why SMH? Nvidia has already factored in about 10 years of profits in its price; it's much easier for AMD to double its price by only grabbing a small piece of the market that Nvidia already dominates. SOXX is a much better option for the future than SMH (speaking of the future, not the past).

likeblumeth

BRK.B - 50% MSFT - 20% LLY - 15% SMH - 15%. cashing out SMH gradually, put more into LLY ? im also eyeing DG

Nianque

So. Personally, I got out of AMD and NVDA and chose the etf SMH instead. Decent expense ratio and it gives me exposure to the entire semiconductor industry in all stages. When ASML or TSM do well? I profit. If NVDA somehow looses the ball? I haven't lost everything.

OrdinaryMix4013

holy shit even dealing with terrorist is easier than dealing with these duchebags SMH offer them a great deal and they just reject it.

Professional-Bat8593

I mean I get it, if you were approaching retirement I’d agree but being so young I don’t think it matters. Sit on those stocks (especially Google & Nividia) and just cost average down when/ if it does crash. At this point I’d keep a healthy cash position to ounce when needed and throw the rest in a safer ETF (if you want to maintain AI play look at SMH or QTUM) or just go VTI and call it a day

HobbitFeet_23

And you would have had a lot more if you had put it all in QQQ, even better if you had put it all in SMH, even better if you had put it all in NVDA and still even better if you had just hold BTC, but that doesn’t mean that putting it all in either of those would have been a good (ex ante) decision. My point is that it’s arbitrary to blame diversification and stop at the difference between VXUS and VTI (or VOO or whatever US fund you hold). Even within VTI, it’s not like all 3500 stocks did better than VXUS. It was a really small percentage of stocks that had a massive outperformance and carried everything else. Why, instead of just criticizing VXUS, don’t you also criticize the 3300 (or whatever number that is still pretty large) stocks within VTI that didn’t have a comparable performance to the few that did really good. Only when you know what already happened can you (unjustifiably) beat yourself up for having a diversified portfolio. You don’t know what’s going to happen in the future and, just in recent history, the 1990s, 2000s and the 2010s show that it’s usually not the best idea to invest in what did best during the last 10 years. By diversifying you made the right choice, because even if you didn’t have the best outcome possible, you assured that you did good enough to achieve your financial goals. Of course, if you diversify you’re going to do worse than whomever does best, but you also do a lot better than whomever does worst. You’re not or should not be in the get as rich as possible game. You’re or should be in the assure that I get enough to fund my spending goals game. Please stop your FOMO from making good decisions, because you don’t know what’s going to happen in the future.

Important_Ad_161

I was working for MCI WorldCom at that time and was putting everything I could into the stock. I lost so much. SMH

LunarPayload

That board chair. SMH

HardStroke

They started to work on GTA VI after RDR2, not straight after GTA V. SMH

etzel1200

Why did none of y’all hype post FRGE? SMH.

ArmyofJuan

Buying more shares of SMH

Ill-Consideration892

39 years in Congress is crazy. No one can be effective for that long - especially in government. SMH at our system that only furthers corruption in government. Why does Congress get essentially tenure and not a defined term limit. Why does Congress have their own healthcare and decide on their own pay. It’s crazy!!

Sober_Alcoholic_

What are you all freaking out about, you didn’t buy QQQ calls at $610? SMH.

ThatsAllFolksAgain

And the unemployed old guy can’t even muster energy to raise his hand. SMH.

xReMaKe

SMH. All I had to do was put the money in LLY instead of NVO in early August and I would be up 50% instead I’m …. 😞😞

PajamaBoyz

https://preview.redd.it/70s57sathbzf1.png?width=1344&format=png&auto=webp&s=7b196c27130b3ec5023dab519af948a85b37f005 34% drawdown on this specific set for 670s is roughly $5k in size. Keep in mind these trades pictured are only for SPY & Qs. I am also short a few other names like NVDA, SMH, AMZN, AAPL, BAC, JNJ, etc...

Due-Papaya-6217

Not this guy again SMH

buried_lede

I own VGT, SMH, and added IGM and SMHX as extras. VGT and SMH (which is just semiconductors)  serve well.  I wanted also to grab some of the rapid AI data center buildouts happening and grabbed a crypto miner ETF because many miners are expanding into AI data centers. I landed on etf WGMI. (I wouldn't otherwise buy the miners unless i wanted an indirect bitcoin investment because before they expanded to data centers, the miners stock price just rose and fell ( a lot!)  with crypto- their only value really was the value of the crypto they were mining.  All of these have really rallied this year. I wouldn’t consider that typical 

EliteTrader6969

Can never rely on AMD to do anything right SMH

Otterpoopie

Told you fucking bers it’s time to buy calls SMH

jazzrz

SMH my head. We just say “bingo”. 5/7, perfect.

Pleasant_Gold_3634

I sold IREN too early two weeks ago SMH

Dude_HaHa

Just woke up, why didn't PLTR get culled? Barely red SMH

csr8765

On its worst days the SMH still goes up 1% as a default, every day. I don’t understand how people can be losing money in this market

Sea-Communication-98

I would divide among ETFs of different types to be exposed to the Tech Upside and track the S&P. 25% - SMH/SMHX - here's your NVIDIA, Broadcomm, etc. 25% - SKYY, FDN or similar - here's your tech and exposure to the big AI gains with more risk. 25% - VOO, VYM something with a larger # of holdings to help with diversification and other companies outside of Tech. VYM or similar will give ya some dividends too.

CaptainChris1990

Some of em are younger! SMH!

TestingLifeThrow1z

This is not always a better option and is a slippery slope, you can make the same one for BTC or another fund like SMH and see even better returns. VOO is picked for stability and stress-free investing. QQQ is fine if there's a small allocation and very long term horizon.

SophisticatedLogic

Anyone hoping for a $SNAP pump after 11/5 earnings? My bags are heavy. Bought shares at 8.27 weeks back. Full port as well. SMH.

TheInkDon1

I only trade ETFs now because I've been burned too many times by individual stocks. And I trade them on 3-month momentum. My 3 current favorites (which along with GLD and TLT make up my whole portfolio) are: ICLN, SMH, XBI [This is what they look like](https://imgur.com/a/jebeFaQ) over the past 3 months. If they continue that average 9%/month rate for just the next month or two, capture it with the \~3x leverage of 80-90-delta LEAPS Calls. And when those taper off, find replacements.

SuperRed2019

I'm just a little mouse buying VOOG and SMH sense 2012 not one night of lost sleep.

MrEZ3

Hyperscaler cloud computing etfs SMH, XSD, SOXX, WTAI, and SMHX

MrEZ3

Just invest in a hyperscale cloud computing etf (SMH, XSD, SOXX, WTAI, SMHX)

007CalamityJane

I used to work in manufacturing. I was in electronic assembly and then an electronics buyer. Company was bought by a company in Singapore or I'd still be there. I understand how important chips are. I would be in SMH along with you but I already own 7 individual stocks of the top 11 and have been in and out of 6 others. NVDA, MU, AVGO make up 33% of my holdings. The only thing I love more than chips is Cheetos.

Defiant_Departure270

I am buying $2880 per month into $SMH over the next four years then at 67 I will increase it to $10,000 per month dollar cost averaging into $SMH for another 8 years. I believe in dollar cost averaging into SMH vs bonds. Chips will outperform everything over the next 12 years in my opinion.

annoyed_meows

VGT is my fav. Maybe VGT/SMH combo. I kinda hope they crash so I can load up, way way overpriced right now. But idk in 5 years they will probably be 3x

Smooothoperat0r

Yeah that looks beautiful. Too bad for the fall for all of us. I didn’t expect such a big drop off and didn’t sell at open like I planned (WORK! SMH)

Defiant_Departure270

I am dollar cost averaging bi monthly into $SMH and with DCA all market action is fine. It no longer matters as I DCA into $SMH. I do the same with $ACHR to capture the evolution in the global eVTOL industry.

Machine8851

I like semiconductors the most, SMH and FSELX

csr8765

SMH puts if you want to make some good money on a 1-2 week tactical trade.

Due-Papaya-6217

CEO lives in a shipping container SMH

Emotional-Price-4401

The real economy is crumbling literally all around us. The MAG 7 are only up on cope and hope of AI actually producing results that usher in a new age a la dot com era. I invest in both VTI and VOO about evenly but then I also invest in SMH and QQQ to lean heavier into tech.

Available-Risk5989

You like AMZN as a long term hold, yet you sell a covered call. SMH

GengisKhansLeftNut

just look at how the bottom feeders talked a few hours ago SMH gonna use the strong pimphand to keep them in place next time

Ill-Expression1737

i meant to gamble on x3 QQQ 610puts for tomorrow but ended up buying x33 SMH…

meltbox

Almost like the CEO who did Chipotle is now at Starbucks. And somehow they think he’s good. SMH… it’s the same profit enshitification game.

Karl151

I should've held on to my $GOOG calls, I was up so much just from yesterday I wanted to lock in gains SMH

OkMistake4850

Had higher hope for DFLI SMH barely any movement

Lensmaster75

Yeah what’s the harm of putting more radioactive material in the atmosphere? SMH

sergeNsoop

Moron order to test nuclear weapons asap!.. SMH .. keep the distractions going

Majestic-Judgment-92

Alright guys I spent it all. This is what I did. VOO - 35% QQQM - 20% VGT - 10% SMH - 10% VXUS - 10% O - 5% EPD - 5% Play money - 5%

RoaringHiveMind

He even averaged down...... lol SMH

cowardunblockme

SMH, NLR would be my recommendation but not what I would do. Instead, I look at top 10 holdings of ETFs i believe in and only buy their top 3-7 holdings. My return year to date is triple S&P. I'm looking at drone stocks and nuclear power lately.

OhNoNotAFinrand

Too many ETF's to be a boglehead, not enough risk to be accepted by apes or WSB degens. Most of my port is in VTI. Then I have a mixture of themed ETF's like: VGT SMH SHLD SPMO % wise right now VGT and SMH are far outperforming my VTI but that's because of Nvidia. Something something past performance something future results.

Old-Cauliflower1499

Sounds like winning to me... SMH

underground_14_91

It’s funny, if you invested all the money you had in those rocks and minerals into SMH, you’d be up pretty good this week.

Doughnutpower

I got stoned from all the rocks and minerals I held to long. SMH

SlfImpr

I just sold NVDA covered calls yesterday when NVDA hit $193. Thought that was the top ::SMH::

Eternalbaron

It never fail right? SMH

TheInkDon1

Sounds like you've made a lot of progress, and I'm glad my trading plan fit with other things you've heard and thought. Once you started looking at ETFs it was eye-opening, wasn't it? If we can find those ones doing 30, 40, 50% per quarter and ride them for a month or two of that, then we ought to be able scalp some of that return ourselves. And then the leverage of LEAPS Calls makes them all the more worthwhile. Good for you starting to sell CCs! They're the simplest thing you can do with options, but few do them. They do have drawbacks when the stock runs too hard and they cap gains, but I like the dampening effect they have when the stock goes down. So read up on them more, and play with them more, but know that you literally can't lose money if you sell them above the Cost Basis of your stock. Yesterday I put on these 5 ETFs in my sister's rollover IRA, and today the same 5 in mine and my wife's: GLD TLT ICLN SMH XBI Gold and Treasuries will always be part of my accounts, then 3 ETFs chosen on momentum. 20% in each. As the momentum choices flatten and roll over, they'll be replaced with the current best ones.

iceV

VRNS getting sold like it’s gonna get delisted, SMH

rightaroundhere_

> B-b-b-but holding SMH, QQQ, and NVDA in addition to VOO is uncompensated risk 😱 Pretty sure I just got compensated bitch 😂😂🤣

TCNNF_Moon-_

How many billions of dollars of legal cannabis do they have to sell illegally before enough is enough. Maybe if they deschedule, they can use the tax dollars to reopen the government. SMH

SlfImpr

Lol, ::SMH::

Content_Election_218

Y'all thought "get a tech job" meant "work with powerpoint"? SMH.

TheInkDon1

Ah, I see now that I did promise to capture fills on all 3. In my mind it was only on XBI, because that was the one So-I-Fink had called out specifically. SMH & ICLN spreads were much tighter, and I was able to walk them in from the beneficial side of Midpoint also. When I've decided to buy, I just buy. I should wait for a down day at the very least, but I don't have the patience. I figure it all works out in the end.

tumblatum

Thanks for the update. I assume you didn't go for SMH and ICLN? Just trying to understand how one makes decisions when buying

Barlored

She can offset gains elsewhere with it without needing to realize the capital gains, unlike a normal cash donation. This is a unique situation, retard. It depends on the total numbers, but yes, this can work out for a net gain. C avg high schoolers can't even solve a two variable equation still SMH

NaiveAdministration3

I was worried. I moved from slightly risky plays to the slightly safer ones. Sold stuff like SMH to move to QQQ. As we know now, staying with SMH was a better choice, but we don’t have 🔮 yet, and I have no guilt for taking profits and derisking.

Mr_UBC_Geek

This stuff only works out great for short term bull markets. ARTY would be in the red if you brought at the peak of early 2021. ARKK would be red over 5 years and I'm red on my 5 year ARKG hold. XLK is great, SMH is good for exposure but VONG isn't giving the growth you'd want with the mega caps dominating. Future can't be determined, but most would do VOO over VONG.

RayU_AZ

The simple sucessful ETF portfolio I had used in the past is below. It's over- weight in tech, but thats where the returns have been the last couple of years. You can add other EFTs for other sectors to target, Xbi-biotech. I use the VOO/VEA combination before for non-US stocks and emerging markets. I like having a Cathy Wood's active managed ARK fund to boost returns, ARKK, ARKG or others. 1. VONG 80% 2. SOXX or SMH 5% 3. XLK %5 4. ARTY 5% 5. ARKK 5% I like VONG, 1000 Large cap growth over the plain VOO, S&P-500. I'm retired now with more time on my hands and have migrated over from hold & forget ETFs to pure stocks. Good luck.

Pleasant_Gold_3634

To think I sold last week SMH

AyumiHikaru

Too much short tsla posts over the weekend. SMH

eldreamer86

It's gayns bro. SMH.

Jaded-Influence6184

And again: Canadians are not paying more, AMERICANS are paying more. SMH