SMHX
VanEck Fabless Semiconductor ETF
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I’d continue to DCA into my usual ETFS and crypto (QQQM 50%, SMHX 35%, URA/NLR 5%, BTC/ETH/XRP 10%). For context, I’m less than 1 year into investing with a 20-30 year horizon so not a lot of money right now. Very heavily weighted in tech & AI so all the bubble talk is making my tummy bubble, but I have an emergency fund so I am sticking with the plan and mentally preparing for up to 80% drop like 2008. If there’s a crash, I’ll buy more of the same. Not planning on diversifying until portfolio value is ~$100k (which is a fairly arbitrary number based on 1 years’ expenses/what I consider a lot of money). Who knows what the future holds, but I also plan on never selling anything ever — if all goes to hell and I need more money than I have access to otherwise, I’ll take up to 25% of portfolio value out on margin loan. Fingers crossed.
There’s much more to this as to why they aren’t a smart choice. Just invest in SMHX or TSM, over the long run all of those companies will end up being the beneficiaries of all of this stuff.
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
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.
What caused SMHX to pop after hours? Is this a glitch or did one of their holdings absolutely rocket?
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.
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
Trying, SMHX SOXL NVDA/U
Go fabless SMHX our scope NVDA/AVGO
Meaning I would buy/calls on SMHX 🍀
Teetering on SMHX and SOXL… 60k, all in on one or split heavy with SOXL? Thoughts
Mid 30s. SMH and SMHX are 8% of my overall portfolio. Most is in total stock market index and total international except my Roth IRA.
I think my biggest fear is SMHX. It seems to bleed badly on red days and is in the same market as SMH which I like better. But they have different holdings.
If you want to be risky and try to win, Nebius, Rubrik, and ASML are good bets. If you want to play it safe SMHX, VOO, SCHD are solid plays. Maybe even throw some SQQQ in there to make your returns insane if there is somehow a market crash during your time doing the project.
Yeah I just bought 200 shares of SCHD and kinda regretting it… it’s not really the dividends. I’m after so much is just value aspect ofthe stocks.…SCHD is less then 15% allocation most is in SPLG and SCHD and SMHX
I like SMHX more since it doesn’t have losers like Intel and hardware companies more prone to boom and bust cycles and China risk
SMHX has only fabless companies in their ETF so Cadence and Synopsys, but they also hold Astera labs and Nvidia, its kinda hard to find something that doesn’t have Nvidia in it