SMH

PriorCaseLaw

I have a few that I will not sell any time soon. ARM, RDDT, JPM, PH, Chubb(CB), COST, HD. I hold other things like SCHG, SMH. The first has a lot of mag7 concertation so i just shovel money in there when the market dips.

whatislifebruh

SMH calls hoping TSM hits and raises the tide

lurker165473

Lol SMH RIPPIN 🤌🤌🤌

moosewithamuffin

Who would pay $210 for an apple? SMH regards

Spankynpetey

Horrible reporting! ASML projected 15% sales growth YOY for 2025 and CNBC decides to dwell on CEO stating he can’t guarantee growth in light of US tariffs. Guess what? No CEO can guarantee future sales. SMH...

macdryshaving

Got some SMH 275’s myself. Good luck man

lurker165473

SMH calls at open 🤌🤌

Any-Inspection-3325

congrats to all who have heed our call to sell semis and rotate into defensives and small caps, enjoy ur big gains later! we are intending to bring QQQ down to .7-.9% along with SMH -2% while rotating to XLV XHB XBI and consumer defensives

SolanaToTheMooon

LMAO when will Intel bagholders learn?! Might as well just dump this position into SMH, SMHx or hell even AMD, TSM or SMCI

richbeezy

Still super long and have been for the past 5 years, but had to buy some puts on SMH, IVG, and calls on QID. All expiring 8/15. Got a month for a decent pullback.

PM_STOCKS_TO_BUY

yeah I can also trade sector specific which is decent like SMH, XBI etc… but not as freeeing as individual stocks. Keep me more risk averse at least!

95Daphne

I mean sure, -0.4% in a vacuum is nothing, but it’s more about the intraday reversal on good news (NVDA) and how every sector except for tech was incredibly weak, the opposite of what we saw on June CPI’s report in July last year. Silver lining I suppose is that the SMH candle is uncertain, but otherwise those are legit potential topping candles for SPY/QQQ for now. The NDX pattern even looks similar to Feb 2025 from early this year.

AxelFauley

Doesn't look very toppy on SMH tbh lol

distillenger

What I recommend you buy, in order of most aggressive to most conservative: Bitcoin, SMH, VGT, VOO, VTI, VT

95Daphne

Yeah, SMH is now off the highs by 0.5%. Can we really do this like July 2024 with June CPI and have the Nasdaq set a medium term top on June 2025 CPI too?  Apparently it's very much a maybe here based off price action.

Baume12

Buy $SMH and forget 

racks_long

MMs pumped NVDA and SPY overnight to trap us in buying calls SMH

jil2507

Since he is young, growth etfs exposure is better. Having said that, I would prefer to spread Roth into 3 parts 33% in SMH, 33% QQQM and 34% in VOO. Current allocation is too conservative with his age. In fact, he needs to learn and decide at this age.

MagJack

chatgpt says if you dont full port into SMH you dont deserve to retire

macdryshaving

I heard someone on the earnings thread mention playing SMH options instead because ASLM is also this week I guess was the logic. Cheaper anyway I think

No_Tie9686

it slowed down for me at work, but the market is boring as hell today. can't even stare at a graph while gambling at work, SMH.

thetreece

VOO- there is no compelling reason to buy VOO rather than VTI QQQM- there is no compelling reason to buy a fund that is only the top 100 companies listed specifically on the NASDAQ exchange. It's tech heavy. Tech has done well recently. That is literally the only reason people talk about QQQM. Tech will not always be the big winner. I say this as somebody that owns 30k of QQQM that I bought before I read more books. SMH and ITA- sector funds are not a wise investment, and they do not offer a risk premium. Watch Ben Felix's video on thematic funds. EMXF- ESG funds are a meme. The criteria from one organization to another for what counts as ESG is highly variable, and often doesn't make any sense. Don't mix your investing and charity. Invest well, and give to causes you care about. I recommend heading to r/bogleheads and making yourself a nice 3-fund portfolio (total US, total international, and bond).

Greedy_Anybody_6705

so calls on SMH on both Tuesday and Wednesday'?

bet_more_u_whore

There's only 2 earnings that matter here: ASML and TSMC If you wanna bet, the safest way to play is options on SMH (semi etf). These 2 are critical to the whole semi industry, SMH offers less IV crush with potentially asymmetric erection.

Pristine-Still4457

You’ve just swapped stock picking risk for index risk...and the indices you’ve picked are bloated, crowded trades that rely on everything continuing to go right. Let’s break this down. * VOO (S&P 500) is now top-heavy with the Mag 7 — massively overpriced and priced for perfection. * QQQM and SMH are riding a tech/AI narrative that’s already had a parabolic run. You're not early. You’re the exit liquidity. * ITA (aerospace & defense)? Fine if you're betting on endless war spending — but everyone else is too. * EMXF (emerging markets ex-China) — finally, something outside the U.S., but it’s still a passive ETF that doesn’t separate quality from garbage. Here’s the real issue: None of these positions offer true asymmetry. You’re long everything that’s already had capital inflows. There’s no contrarian edge. No margin of safety. No sectors that are hated, ignored, or priced for bankruptcy (which is where real upside lives). Instead, you’re just buying the consensus. That’s not investing... that’s trend-following. And at this stage of the cycle, it’s dangerous. Here’s an alternative approach: * Rotate out of what’s expensive and loved, into what’s cheap and hated. * Build a basket of asymmetric setups... things like uranium, offshore oil, shipping, gold miners, ag plays. * Stick to profitable, low-debt companies in these spaces...or ETFs that only hold those. * Size small, spread wide. Don’t bet the farm on one theme. If your goal is to hit $100K...great. But the way to get there isn’t by riding what's already run. It’s by getting in before the crowd. This isn’t about throttling tech later. It’s about escaping the bubble before it pops. You don’t need more rebalancing. You need a completely different lens. [Look for asymmetry](https://substack.capitalistexploits.at/p/1-welcome-to-asymmetric-investing). Not popularity. That’s how you actually build wealth.

95Daphne

The issue with the .com thesis involving AI though is that once semis topped and reversed last year at about the same time and then went into distribution mode instead of being able to continue with the Nasdaq, that really, really dropped the chances of us potentially seeing a market implosion with it being AI led. There was a shot in April for something interesting in a REALLY bad way (even worse than what we had), but it wasn't as good as it could've been because of the way semis were acting. Need SMH to hold $260 on a pullback and then really start zooming upward and not stop if you want for us to start getting to where you have a better setup for a big collapse.

Far_Lifeguard_5027

Then I guess if someone wanted all tech, they would have to go with a semiconductor's fund like SMH.

madcheeks25

Not sure why anybody believes anything this guy says. It’s all made up shit, lies and false promises. He did it his first term so why would he not do it all over again the second term? Dude is a real big POS. SMH you really have to be an uneducated ignorant MOFO to listen to what he says

hypeaze

Someone said Apple CEO Tim Cook created more shareholder value than Steve Jobs... SMH. People are so gullible.

Man_to_Men

SMH my head

Objective_Chest_1697

What does Saudi Arabia have other than oil? SMH

annoyed_meows

I want VGT and SMH to get down to 500 ANT 200. THANK YOU FOR YOUR ATTENTION TO THIS MATTER!!!

ksleepwalker

People overreact on a 0.2% dip SMH

night_shredder

lmao SMH! I was finally even after 1 year and dumped that shit

MagJack

chat GPT is telling me in my long account to ditch SPY and QQQ for SMH and AIQ. Says I can retire 5 years early if I do.

HolyKnightHun

Missed "Copper Age" SMH.

LastChans1

Be employed, stay employed. Max out Roth IRA and HSA annually, get as close to maxing out 401k annually. Keep healthy, or at least maintain weight. Jeez, if only saving for retirement was as easy as gaining weight.... SMH 😅🥹😭

TortaTorturer-_-

• $4,000 – TQQQ • $2,000 – ARKK • $2,000 – SMH • $1,000 – NVDA or TSLA • $1,000 – Cash 1 year run ? Weekly runs ??! Idk😋

95Daphne

The thing is, is if this is .com, we probably are in early 1999 at the latest. The setup in April was decent for something bad to transpire financial market wise with AI leading the way downward in April, but it ulitmately wasn't "great" in the end because semis had peaked in July last year and were already in distribution mode by then, well off the highs. A good setup for a ramp hard, then collapse deal would mean that SMH has a lot more upside now.

LookOk1623

So much for the round of afternoon tariff letters SMH

Affectionate-Idea690

lol, imagine mailing a letter today, when we have emails and other ways to communicate using diplomatic embassies etc...real channels of professionalism. A letter SMH....

Puzzleheaded-Image-4

LOL! Mid North Americans. SMH

loftyhogan

Who is a wittle piece of shit? Gaga goo Google FUCK OFF HATE THIS STOCK SMH

WhiteColllarCrime_69

Imagine being turned down because you are too good looking. SMH

Generic_Commenter-X

So far, every time Tesla has tanked, it has also recovered. I should be buying fist fulls of Tesla right now, with a stop order at 10 or 12 percent. Wash. Rinse. Repeat. But every time I say to myself: This will be the time it tanks for real. SMH.

GlobeTrobet

SMH you missed the point. Why would you compare with PLTR? It’s not related to ASTS in anyway. Compare with SpaceX if you want or with each other if you want. Don’t compare with random companies just because.

SnS2500

SMH is the best performing non-leveraged ETF for the past ten years. If you want to be aggressive, there is no reason to \_not\_ have SMH in your portfolio.

kingshuk3

That makes sense VONG overlaps significantly with your other investments so rotating it into SMH could help further diversify your portfolio, especially if you want to increase your exposure to the semiconductor industry SMH does have higher volatility, but if you are a young investor focused on long-term investing this could be a wise high-growth-oriented choice

SnS2500

Midstream energy, yes... MLPX Insurance, yes... IAK Cars, no. Banking, yes... KBWB These particular ones have done about as well as tech (IGM, SMH) or industrials (AIRR) the turbulent last five years.

Wooden-Archer-8848

So who made him the boss bully of the world. SMH.

MagJack

anyone else ready to just throw everything into SMH or AIQ and not look for 10 years? this daily stress sucks

IllBuyYourCar

SMH sold my MVST so I could derisk before vacation and this mf lays a shrek dong in my lap right now

AltruisticRoyal5901

The future is tech. AI, quantum computing, fusion, EV (once battery density increases). Buy a tech focused fund. Or SOXX or SMH…look at the 10 year return of semiconductors versus the Nasdaq (or just buy QQQ). The return on Semis is double the Nasdaq over the decade. And we are just starting a new tech revolution in the areas I mentioned. I also own QQQI which is tech based but spits off like 12% dividends. DRIP that and let it go. Upside is capped but that reinvested decedent grows like gang busters.

CEOofBeanz

LinkedIn be like: My son came up to be this morning and asked “Mom, how come most sales teams don’t follow up with their leads after the first 2 contacts, don’t they know persistence is the key to closing deals? That’s how I’m sharpening my teeth in B2B sales part-time in the 3rd grade. SMH THESE MFS SOFT LMAO” So proud!

LookOk1623

Four day weekend and this is the boring ass market we come back to? SMH

Pin-Last

Spot on. Hoping my google, TSM, and AVGO, & MRVL can do the same.     If you bought XBI at 65 and sold at 90 every time for the last 9 years, you beat every ETF out there except SMH (by a *hair*). I do stuff like that too, lets me stay in cash usually, rn at 4.5% interest. 

MagJack

gonna move all my everything into SMH and close my account for 10 years

johnappleplease

You’re probably in good shape no matter what, but I’d lean toward making SCHG the core of the portfolio since it’s a broader, rules-based growth fund that tracks the Dow. Let that fund anchor your allocation. I’d probably go with 80% in SCHG and 20% in SMH or VGT to double down on tech. That said, all of these funds are strong, and honestly, at your age, you could probably pick allocations out of a hat and still be fine. The one thing I’d be cautious about is leaving SCHG out entirely—without it, your portfolio would be exclusively tech-focused. But ultimately, it’s up to you.

mayorolivia

A lot of bad and wrong info in this thread. If you know nothing about this sector, just buy SMH. Semiconductor industry will likely outperform the broader market over the long run but it’s very volatile so have a smaller position in your portfolio.

DivineBladeOfSilver

You can always look into ETFs like SMH and SMHX for heightened chip exposure with diversification. I personally am VERY chip heavy long term. It has paid off amazingly for years and is expected to continue to beat the market on average over a long timeframe despite the run up in recent years (with periods of less so because it’s cyclical, but still beating on average). It’s a very aggressive high risk strategy but with high reward typically for those willing to stomach it. A lot of stocks during the tariff war stuff fell even around 30% or so this year and are now up 10-20%. A massive swing hard for some to sit through. There is no one like Taiwan because no one has their technology capabilities. That’s why they basically have a monopoly on advanced chips. Taiwan also has extremely talented and aggressive leaders and workers dedicated to rapid and consistent growth as they never want to fall behind.

Dad_just_puked

🥭 has already helped seniors so much. And this is before Mamdani does his thing. SMH, Democrats

MagJack

my AI overlord says: Turning $250K into $1 million is ambitious—but absolutely possible with the right mix of strategy, time, and risk tolerance. Let’s break down a few realistic paths someone could take, depending on how fast they want to get there and how much risk they’re willing to stomach: 🧠 Option 1: The Long Game (10–15 Years) - Approach: Invest in a diversified portfolio of broad-market ETFs like VTI, QQQ, or SCHG. - Expected Return: ~8–10% annually (historical average) - Outcome: At 10% annual growth, $250K becomes $1M in ~15 years. - Risk: Moderate. Market volatility, but historically reliable over time. ⚡ Option 2: Accelerated Growth (5–10 Years) - Approach: Tilt toward high-growth sectors like tech (SMH, AIQ), clean energy (QCLN), or biotech (XBI). - Expected Return: 12–15% annually (with higher volatility) - Outcome: $250K could 4x in 8–9 years if trends hold. - Risk: Higher. Sector-specific downturns can delay or derail progress. 🎯 Option 3: Aggressive Strategy (3–5 Years) - Approach: Mix of individual high-growth stocks, 0DTE options, or leveraged ETFs like TQQQ or SOXL. - Expected Return: Potentially 25–40%+ annually—but highly variable. - Outcome: $250K could hit $1M in 3–4 years, but with serious drawdown risk. - Risk: Very high. One bad year could cut the portfolio in half. 🏘️ Bonus Option: Real Estate or Business - Approach: Use $250K as a down payment on income-generating property or seed capital for a business. - Upside: Leverage and cash flow can accelerate returns. - Risk: Depends on execution, market, and management. If this were a real scenario, I’d suggest building a tiered plan: anchor with stable ETFs, layer in some growth, and carve out a small slice for high-risk/high-reward plays. Want to sketch out a sample portfolio or timeline based on one of these paths?

New_Association9786

SMH in 2020

95Daphne

Yeah, I doubt we get as crazy as we did in late 99/early 00, but if we really want to go there, we're probably in early 99 with tariff fest being this version's Asian financial crisis. Technically at least, once semiconductors stopped zooming higher this time last year, the odds of us seeing a bubble implosion with it being AI led really dropped. If we really want to do this like .com, SMH is going to need to keep zooming from here (and I do have a healthy dose of skepticism).

Kantmzk

If I had 500k I would happily put it into VGT, then quickly watch it instantly go down 20% because that always seems to happen when I buy something, and after a year or two maybe, finally, become happy again once it is cruising up. SMH is also another great buy to bet on semis, although in general nothing can seem to touch NVDA and when NVDA is taking a pause or going down a lot, that seems to show semis are in trouble (again, cyclical, downturns are tough and can last). However, as risky as people think semis and tech are, I would take MSFT and ASML over VOO, for example. They are wonderful big companies with wiiide moats, and will continue growing and making insane amount of money.

Extension-Remote1243

Thought I was late to the SMH party at 180 Now it’s on 283 GIGGITI

henry122467

U fell for it. SMH.

Own-Sugar3942

Buy some ETFs: SMH, VEU, PPA, BAR, VFMO, XLE. These themes hold both quality small and big companies. OR you could see the ETF holdings and invest in single stocks, although I don't like that method as much.

Chance_Prior9819

Watched it, great recommendation. I'd say there's a difference between thematic ETF's and SMH though, more a sector ETF. I'm thinking of buying to hold long term when I get some extra cash in a few months and DCA.

Open_Nobody149

Why is your post being downvoted…you make a lot of sense. SMH.

binga001

ChatGpt isn't stupid, ur prompt was. In this extremely uncertain scenario, what game theory one could apply. SMH

deadinsideNYC

BBAI 😍😍😍😍 I wrote a post on BBAI last week and mods removed it. SMH. Still holding a monster position. She is going double digits soon and with 78M shares short, could gamma squeeze. *

FargoWoodchipperr

Look at capitoltrades.com see what politicians are doing. Otherwise ITA etf, SMH etf maybe cyber security; Palantir, anything tech billionaires are investing in.

weedmylips1

AI is gonna need lots of semi's, SMH has a bunch of companies that design and manufacture Semi's and equipment for semi's

Extropian

Good thing we don't tax non-profits like churches so they stay apolitical. SMH

Ok_GAINZ

they killed mah boi SMH

Fearless_Strike5651

Run for the hills !!! Increase of 0.1%. Oh no!!!! Lmao retail SMH

95Daphne

Yeah, if you wanted a setup that's more similar to .com, you needed for SMH to continue zooming higher in July of last year, instead, thanks to a yen carry unwind and things getting very off balance with the dispersion trade, the semi sector/Nasdaq set a medium term top in the 2nd week of July last year and got hammered for the next 3 weeks. We did get the Nasdaq to recover and set a new ATH later in the year, but semis were never able to fully pick it up after that for several months, and frankly, the action here turned out to be a short-term warning, but not long-term.

False_Comedian_6070

For tech ETFs, I like FTEC for general tech, SMH for semiconductors, and IGV for software. I do think just doing ETFs is better just in case stronger companies come along. But I personally like investing in the top 1-3 holdings of SMH and IGV short term. NVDA has beaten SMH significantly every year for the past decade. I’ll likely keep investing in that for 5-10 years and then move the money to SMH eventually.

GhettoSuperhero

It dropped just low enough on the dip today to hit my stop loss and then it was right back off to the races, SMH! Oh well, over 200% profit

DivineBladeOfSilver

I retire in approx 33 years (unless I get lucky and can/want to retire earlier). This is my current layout and it/similar older versions have worked amazing for me since the late 2010s: 70% S&P 500 30% SMH (right now 15% in both SMH and SMHX) I tend to primarily just do an S&P 500 anchor and using a 30% satellite branch that targets what I believe are high growth ETFs/mutual funds/or stocks. I will sell off if I feel an opportunity in my satellite investments are no longer worth it. I will of course get more conservative as I age but for now I am willing to take high risk and high growth and it’s paid off as long as I hold through my down periods. I still believe despite their huge run up semiconductors have a ton of room to room for the foreseeable future even if we see a pullback. I prefer simple stupid and something I can stick to over something complicated I keep second guessing and obsessing over

95Daphne

If we proceed much further than this, then subprime won’t work as a compare and contrast involving market technicals, and honestly, it’s likely we do towards the end of the year. There’s very much a path out there where Trump holds the bag on a secular bear market starting, but it’ll have to play out over a longer period of time here. April had a shot to be “The One”, but it just wasn’t the best setup for it. It would’ve been better had semiconductors kept running hard and for a better shot in the future, you’ll need to see SMH break ATH at some point this year and run nonstop for several months again.

Music_Is_Life_BOWA

How did life start seeming like a constant cross between Simpsons and South Park episodes? SMH.

qw1ns

>Is it dumb to buy in now with the market at an all time high? If you have doubts (about timing), just buy SPYI hold long. When there is a pullback/crash/correction etc, whatever percentage drop(say 6%) you see, just take that percentage of SPYI and move to SPY or QQQ or even SMH. You always stay invested and will gain more than blind SPY (of course taxed for whatever you traded depending on the state and country tax laws).

Degen55555

I was looking into something similar to improve my existing strategy but seeing SSO trails SMH (safer for buynhold, nonleverage) so I wasn't exactly impressed with holding leveraged etfs. If you want to try, and it is the best I have found so far is using a spy signal instead of qqq signal, and exactly close above or below 200 day moving average, and not 5% or 3%. Also, you want to trade with QLD instead of TQQQ. I found this to be tolerable. I'm still thinking about it.

False_Comedian_6070

I started investing in my mid to late 40s as well. Since I don’t have a lot of time I don’t invest conservatively at all (I’ll either have the money in retirement or I won’t) so I avoid bonds, high dividends and large value. I invest heavily into tech because it has doubled the performance of the SP 500 over the last 30 years. Tech is very volatile but if you can get extra cash and invest when it’s down it will have even better. I have more faith that it will outperform everything else over the next 20 years. A very risky portfolio that has been recommended to me: 20% SPHQ, 20% SPMO, 15% XMMO, 15% FTEC, 15% IGV, 15% SMH. This will cover you in all phases of the market cycle but you’ll be betting on US outperforming international long term. I think that’s a fair bet because if international outperforms over the next 20 years you’re screwed unless you invest 100% international. So bet one way or the other. This portfolio will either get you the returns you need to retire in 20 years or it will do poorly. But in my opinion some money is the same as no money if you can’t retire on it, so it’s worth the gamble. At or near retirement if you have enough money built up, switch to 25% AVIV, 25% SCHD, 25% VOO, 10% SPMO, 10% FTEC, 5% XMMO. I’m sure 99% of people on here would disagree with me, but most of them have the luxury of taking a more conservative route and coming out on top no matter what happens because they either have more time or money to invest. Any other suggestion will work fine too if you have at least $2500 to invest every month.

Jumpy-Impact3265

Yeah if there's one thing Canadians are legendary for its they're notoriously difficult to get along with. SMH

toasterbbang_

Trust me you don’t know the half of it. We’re estranged now. But when he first wanted to start investing in the market several years ago (when Tesla was surging upwards, and right before the stock split) he asked me to set up his portfolio with an initial investment of 400k. So I kept it simple, I bought Nvidia, Microsoft, Coca Cola, an ETF (I forgot which), like 2 other stocks, and of course Tesla because he really wanted it. I got 100k of Tesla and the rest spread across the other stocks. I remember reading some news about pltr, and got him some of that too after selling some of the etf. It was like $8 at that time so I put in like 20k into the position. Let’s just say, if he kept that initial portfolio as is…well he’d be up an incredible sum of money. Especially from Nvidia, Microsoft, and PLTR with how much it’s surged since 2022. Well, after I set all this up, about a month or two after he finally goes into the E*trade portfolio and goes wtf, I told you to buy Tesla. To which I explained that I did, but it honestly wasn’t the best time to invest so much into it. And that he’d be better off spreading his money especially with Nvidia. He apparently had been doing his “research” which was basically talking to his brother who made a couple hundred thousand off Tesla and told me to sell off the other crap and only buy Tesla. SMH. 🤦‍♂️. I told him that would be the dumbest thing he could do, and that in the interest of his money I wouldn’t do it. Well I guess he had one of his friends help him because when I checked a week later his portfolio was 100% Tesla. And a year or so later he sold his position at a loss and in his mind I am somehow at fault for it because he’s never wrong. Lmao.

svpa3991

All these stocks to choose from during that dip and I went with ASTS. Prob part of the 1% of stocks that somehow managed to end lower SMH 🤦

SnS2500

You can't cherry pick his winners from his monstrous losses. Shorting AAPL (at 120!) and the SMH craziness were catastrophes for him. Your thesis is wrongheaded, both in terms of Burry's disastrous bearishness in a massive bull market, and in terms of how obsolete information is a month or more after an initial trade.

SnS2500

Burry has lost a fortune since Covid, but if you were late to his trades you would have done even worse. (Total LOL at him shorting SMH in 2023.)

PlanetSaturn777

Imagine not taking profit. SMH

Straight-Annual8687

Canada doesn't even matter, SMH - this too shall pass

GigaChadTrensDad

I feel like I missed out on my entire life. SMH

SolanaToTheMooon

Only regret for me was selling my MU at $90 Oh well I still had exposure with SMH

RED-DOT-MAN

Why TF I bought oxy like it’s the 80s! SMH

ClothedKing

Nah i got some $SMH $VOOG $IBIT

greenpride32

ASML is part of the supply chain, but they don't get revenue from chip designers, they get it from foundries such as TSM. ASML sells lithography machines which are used by foundries to manufacture the chips. In addition to the cost of machines, they collect revenue on service and consumable parts. While it's true ASML does have a monopoly, their growth is somewhat limited because foundries don't just pop up like datacenters. And lifecycle of machines is years. If you're looking for a play that gets the business of all chip designers, that is TSM. SMH ETF is also an option to diversify. In recent years it has outperformed QQQ. Expense ratio is a bit on the higher side, but it has all the semis you'd want to hold - NVDA TSM ASML LCRX AMAT MU AVGO KLAC AMD. Although keep in mind as NDVA is bouncing from 1-3 position by market cap, it will be the top weight in SMH. You're still adding some amount of NVDA buying SMH, but I think it's a still a worthwhile consideration.

nirvana_always1

Like I said I wish I sold but I didn't so it turned out fine. But been selling since last week and going cash and selling puts for QQQ, SPY, SMH and NVDA.

Chance_Prior9819

Hey! I'm a beginner investor and would love feedback. 29M My portfolio is 80% CSPX and 20% ETF's in my country(whole market, banks etc..). I want to add to my portfolio some other ETF'S like SPMO, SMH. I was thinking 50% CSPX, 20%SPMO 20%SMH 10% my country's ETF'S. Is it worth it to divide the portfolio to like 5 ETF's or is too much and I should choose 2-3? Thank you very much in advance!