SOXQ
Invesco PHLX Semiconductor ETF
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Is creating a 5 fund sector for fun a bad investment idea?
To passive investors, what numbers do you look into when picking ETFs beyond the expense ratio and market exposure?
Buying 10 stocks in one industry verse investing in an ETF?
Which individual stocks/ETFs are you buying this week?
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No one say, these many positions are good. Individual stocks can buy if you think company fundamentals are good and you anticipate possible growth in future. On ETFs to cover same industry, SMH or SOXQ semi-conductor QTUM quantum tech XAIX ai tech Btw, I have done analysis on defense and energy industries yet.
I felt pretty dang secure in my SOXQ holding. That one is the deepest in the red now lol.
My Roth IRA is pretty risky. But with everything down I feel like buying safe stuff isn't going to pan out on the way back up. Topped up on QQQM during the bloodbath on Friday. Suggestions? IF things go down more what should I add? QQQM: 60% FZROX: 10% SMH: 10% FNILX: 9% SOXQ: 5% NLR: 5% NVDA: 1%
I did something similar with SOXQ. Semiconductors are exempt from the tariffs anyway.
OP is actually rich via the boring -- but aggressive -- way. The boring? Maximize full-time income (typically via tech/sales, at least $100k-150k USD/year); max contributions to 401k, IRA, HSA, and then funnel as much extra money as possible into a taxable brokerage, like OP is showing here. Obviously, making $100k/year makes this easy, but making $200k, 300k/year or more makes this a piece of cake. As for what to invest in... just plop it all into one easy low-expense fund, just gotta choose that fund: The aggressive? Well, which fund is OP in? We know it's performance was -12.79% on April 3rd. Looking up some low-expense funds, I don't think it's any of the *typical* index funds as the worst performing today was the IT sector (Information Technology Spliced Index) with an example fund of Vanguard's VITAX (Vanguard Information Technology Index Fund) which "only" lost 7.30%. Another thought of mine was the semiconductor index (example fund SOXQ) but that was "only" down 9.85%. So it has to be even more aggressive than having $4.5M completely in the semiconductor sector. To be honest, I got bored guessing at this point and just looked through the long fucking list of funds. Honestly, best guess is something like ProShares Ultra Russell2000 (UWM), a leveraged small-cap index.
1/3 in SOXQ, 1/3 in XLK, the rest in SPLG....if you're looking to get into real estate, spend the darn money on ITB and let other people deal with the headaches. Within 2 years, the home construction market will likely ride the lower interest rates up. Throw any leftover to Amazon, since they're down now.
Been holding a large chunk of money in SOXQ for three years. Why do you think I’m only invested in INTC? I look for value plays every day. INTC is the poster child of a TBTF value play…
I am not answering your question, but perhaps a chip ETF would be a way to invest in INTC while also spreading out the risk, I like SOXQ
Why not SOXQ with the lower expense ratio?
SOXQ has AMD as a bit over 7% of its holdings and a reasonably low expense ratio for a sectory specific ETF. SMH has performed better though and keeps AMD as a bit over 4% with a bit higher ratio. I like most of the top 10 companies in both though.
That's quite interesting ... Maybe I need to redirect my SMH/SOXQ funds over here? 😂
Shares: 500 SOXL, 271 SOXQ, 407 HOOD
I'm not taking any new positions. I just have shares: 500 SOXL, 271 SOXQ, 407 HOOD
fuck. do i sell all ny SOXQ for HOOD shares? Intel is gonna shit the bed on earnings
Hoping for a good day with SOXQ
I am invested in: SCHG - US market FLIN - indian market PPA - Aerospace & defence VGT + SOXQ - tilt towards tech & semiconductors.
Kraken robotics, KRKNF, is a name I've heard mentioned here on this sub but I haven't done any research on it. I'm also thinking of starting a position in this robotics ETF, ROBT. I'm personally very overweight/bullish on NVDA and SOXQ.
I’d hammer a Semiconductor ETF. SOXQ probably
Something like this is probably better off being executed after first holding VOO for 25 years. Gambling on SOXQ and PLTR should be with a small amount. SCHD and JEPQ are dividend and income based funds, respectively, better held in retirement. I personally have no issue with these but the time horizon matters, so I would not hold them for the entire 27 years (!!) you are anticipating. Switch to stuff like this as retirement approaches.
Same goal but I'm older. I'm throwing a big chunk into growth funds like CGGR, SOXQ, IVOO, SCHG, and VBK.
Hi Op. I too just opened a Roth IRA a few days ago and put 7k into it. Here my port after doing a fuck tone of research . Googl, Botz, QQQM, SOXQ, SPLV, NVDA, and VOO. I especially like SPLV AND (QQQM and VOO) SPLV being super low risk and qqq-voo being good growth ETFs. NVDA is at a dip so I'd buy a few while there on sale.
Came here to say SOXQ, same shit, less ER
You're welcome! Also look at SOXQ. Good luck!
You can do both, that what I’m doing. With society & business reducing the need for college as a requirement to work, you want to make sure you don’t overfund the account. The federal government has allowed up to 35k of a 529 to be rolled over into an IRA. We also have an UTMA for both kids. In that account we are invested in VOO 60% DGRO 20% SOXQ 15% VXUS 5%. We contribute $100/mo that is split between the 529 & UTMA. All B’Day & Xmas money goes into the account.
I'm in the same boat If you are behind in your savings you probably want to go with one of the low-cost SPX and/or a big international index fund (SPGL/VOO) (FTIHX/VXUS). You might also want to add to your cash position because life happens. It does depend what your options are in your 401k as to what you would invest in. For example my 401k offers a good SPX but nothing else is worth holding. I currently buy SPX in 401k, BND in my IRA and VXUS in my brokerage. I am a little ahead in my investing, so my extra cash is buying long positions in tickers I think could beat the market over the next 30-40yrs. Currently BRKB, IRBO, QTUM, SOXQ and XSD
First off, I call my brokerage a "charity account" for a reason. Second, SQQQ on the way down, SOXQ starting now but not holding for long until I see a trend upwards.
Or maybe sell all 3 and go SOXQ or SMH
Is this something where it makes sense to sell my SOXQ etf and just take the solid profits? Seems like the risk outweighs the reward with these cyclical stocks at this point. I feel like the hype train on semis is done. Opinions? It's only a few thousand bucks so not a huge deal but the semis are getting wrecked
Do you prefer it over SOXQ? If so, why?
I share your point of view. I’m in SMH right now but I’m probably going to start moving that position into SOXQ or SOXX
I share your point of view. I’m in SMH right now but I’m probably going to start moving that position into SOXQ or SOXX
SOXQ is another one to consider, lower expense ratio, different distribution, and less history to look at.
That’s about what I’m doing too. I’ll get railroad retirement which pays a lot more than SS. Then I have a 401k that is 100% into index funds and one mid cap fund for the next 15 years or so and then will get more into bonds. Then I have sector funds that I have in an IRA. SOXQ has done really good for me.
I am in my 40s looking to fire in 10 years. All $ in liquid equivalent form. Is setting automatic buys with 35% VTI, 35% QQQM, 5% BITB, 25% Meg 7 and SOXQ too aggressive or good for a 10 year view?
Let’s also invest in SOXQ
This is pretty standard. Like investing in SOXQ instead of SMH because you think nvda is going to tank. Why would I want to invest in an ETF if I believe the stock which holds half its weight is going to tank? Not sure what you think is weird here.
I do a combo of VOO/QQQ with SOXQ, and some LLY/NVO, and then 15% VXUS for international leverage
You could buy a basket of AI stocks by owning some SMH or SOXQ or similar AI themed ETF.
SOXQ is hard carrying my portfolio today
Why not sell and reallocate to QQQM and SOXQ so you have exposure to more than one tech name? You would take the tax hit, but you never lose taking a profit….
I personally sold my NVDA when I saw a post about someone’s grandma wanting to buy it….I think they are an amazing company with great margins but it’s too overhyped for me to have high conviction. I think the companies that support the chip manufacturing are well positioned for growth tho. LRCX, AMAT, ASML are all in my Roth. If I was an average person and wanted some exposure to the AI arms race wo the risk of concentration i’d just dollar cost average in SOXQ and QQQM.
Honestly I haven't looked at SOXQ so I don't know
5% of my ROTH is SOXQ cause I wanted a small bet on the industry. Yes, I know, I already own most of the industry through VT and VONG, but I like to play with 10% in bets and bonds. The way I see it, it's just slightly shifting my portfolio IT heavy. It's also been my biggest gainer by percentage so far so I'm standing by my decision.
>Any thoughts on diversifying my portfolio? Over 80% of SOXQ is already in VTI, so it wouldn't really be adding diversification, it'd be adding concentration (VTI also fully holds FXAIX as well). To add diversification within stocks, look outside the US: VXUS or similar (despite what the past decade looks like, there's been plenty of times where it was the US dragging behind). >since I’m more of a set it and forget type of investor for now. Then avoid (sub)sector bets. It sounds like you may be either trying to chase performance or falling for a narrative, both can be hazardous to long term returns.
Turn 20 in 2 months. Just got my first few paychecks from my summer internship. I'll probably have ~ $5k into the market by the end of the summer. My Portfolio Plan: VOO 37.5% , QQQM 37.5% , SOXQ 25% Very risk/growthy I know.. but why wouldn't it be? I'm quite privileged in the sense that I have a full scholarship for covering college, and I have my parents whom I live with and they cover many costs for me like food/bills/home...etc. blessed to have no financial burdens. Is my very high risk portfolio stupid? or does it make sense in my context. all the stock gurus say their biggest regret was not taking risks when they were younger and had time to play with.
QQQ, SOXQ? I know they’re both ETFs but stock picking is usually a losers game. Obviously it’s more interesting but I have belief in one stock and that’s Nintendo. It’s a Japanese stock but let’s remember past performance doesn’t mean anything. The Japanese markets could be a completely different beast in 20 years who knows. Plus they’re finally expanding outside of video games and they’re not scared of letting their IPs shine in other form factors. Whether it be movies, theme parks, etc. ASTS is mentioned a few times here I love the company and I think it’d be amazing for the world. There’s still a ton of work to be done but the backing from the government, AT&T and Verizon is promising. It’s pumped a shit ton lately so that’s a bit worrisome. Throwing $500 at it might not hurt though.
Whatever you think is best… there’s general guidelines to follow. Your backbone (60% or more) of any account should be carried mostly by a s&p 500 index fund or a total US index fund. This provides you with stability and a long term plan. You then may want to diversify your portfolio a bit by adding an international index fund (0-40%). You could also look into adding etfs such as QQQM or SOXQ. I have these in my taxable since my 401k and Roth are already heavily S&P 500 and international indexes. It really just depends whatever you’re comfortable with and knowing what you are investing yourself in.
I would maybe lower the VTI to 6%, and lower VT to 12%. And put 8% into SSO, and 2% into SMH or SOXQ, which are semiconductor etfs.
I think you’re better off buying VT. Lol. If u wanna be risky u can sprinkle in some QQQM and maybe SOXQ if u wanna be exposed to semis. It’s underrated but I added some money to BNDW for stability recently because if they cut rates bonds tend to rise. Always good to have a little bonds as a buffer in case there’s a downturn
I’m 23. I’ve maxed out my Roth this year and not sure what VOO related ETF next. Ie: VOO VTI VXUS. As it’s been about 2 months since my last deposit into FXIAX. Wanna keep the snowball method rolling. TIA. Taxable: SOXQ NVDA SCHD ROTH IRA: FXIAX SCHD
More like this is bullish for SOXQ or any semi ETF
How about u just DCA into SOXQ and call it a day
Just yesterday I discovered BrokerageLink on my 401k. Moved 95% of my account (the max) to that account, and dumped half into QQQ/SOXQ/AIQ. Left the rest in FXAIX. It may backfire in the short term, but I'm getting in 20 years it's gonna seem like one of the best decisions I ever made.
>What's the best ETF to pair with VOO? VXF, VXUS, and a bond fund. >3 of the Golden 5 ETF's. What are the "Golden 5"? I've only recently started seeing this and am afraid it is the newest thing being spread by influencers that do little more than performance chase the last few years. >Am I too young to have SCHD since I'm younger and have more risk to take? Dividends aren't free money: they stop the share price by the distribution amount. So best case scenario, they're a neutral event. >Since I have higher risk should I have a large cap growth like SCHG? Small value, not large growth, tends to have the best long term returns. >The 4 others I am considering to buy are SCHD SCHG SOXQ and QQQM (do not plan to hold VXUS) That definitely sounds like performance chasing.
That is why the best proactive in tax loss harvesting is to simultaneously buy a near equivalent security, That is easy for most ETFs, but more difficult, but possible, for individual stocks. But it does make it so you can stay invested. For example, sell Coca Cola and buy Pepsi. Then 30 days later sell the Pepsi and move back into Coke. Or alternatively, you sell the stock and then for 30 days buy and hood a sector ETF. For example sell AMD or Intel and then immediately buy and hold SOXX or SOXQ for 30 days before selling it and buying back into the AMD or Intel.
I have nothing but SGOV and SOXQ in my taxable brokerage. I have strictly SGOV in my Roth as well that I’ve been maxing out for the past few years. I’m going to sell SGOV eventually obv but I’m scared of the market at the moment. I would hate to dump it all into a growth fund tomorrow and then the market dump 25%.
Take an opportunity to learn when you are only down $10 bucks. Took me 10s of thousands before I really got serious. VOO is a long term play. Nobody is waking up the next day and retiring because their low cost index fund went to the moon. Millionaires are made over decades not over weeks. The general trend is up and to the right. Over a 20 year period S&P has been profitable 100% of the time. That said picking and choosing which 20 years the rate of return could be 5% could be 25%. NVDA has been going up fairly parabolic since the beginning of 2023. A single stock has more risk. Is it overvalued; truth is nobody knows but between those taking profits, those unsure, and those panic selling because it’s anything but nothing but gains; buying at the top or on hype comes with inherent risks. I’m heavily invested in NVDA through multiple index funds that said if you are DCAing into your position and have a 20+ year time horizon. Then cut out NVDA and build a foundation in VOO. If you are going to buy a single stock look into Warren Buffets strategy. Spoiler: it ain’t easy. What’s more he suggests the average investor invests in a low cost S&P index fund. If you want exposure to AI then look into semi conductor index funds SMT, SOXX, SOXQ…I own SOXQ which is about 12% NVDA, QQQM is about 7%, VOO is over 5%. Finally I’d suggest a 3 fund portfolio. Representing a foundation, defensive, and growth sectors. Foundation-VOO or VTI Defensive-SCHD or VYM Growth-QQQM or SCHG Bottom line don’t do what I did. If you want to maximize profits sacrifice your time to do your research. If you don’t then you’ll sacrifice your money to learn those lessons. Good luck!
I’ve started dca’ing into SOXQ the past month. I prefer it over SMH because of the current cost, cheaper exp ratio and it’s evenly distributed, not top heavy to NVDA.
Not financial advice. Do your own research High returns 1. Risky but lower risk - Semiconductor ETF (SOXX or SOXQ). Highest ETF return in the last 5 years. 2. Risky - Coinbase stock and Bitcoin ETF (IBIT or BTCO).
I think a Roth IRA is the best investing tool in the world. I mean, my gains will be tax free, for 30 years. I wish I started earlier. You’re talking at a 8% rate (historically) I’ll see $300k+ of gains that I can withdraw completely tax free. If my traditional 401k shows a million at retirement, it won’t be a ‘true’ million since I’ll get taxed on every withdraw. If my Roth shows a million in retirement, it’s a true million that I have access too. What I personally do is contribute to my work 401k that gets a match, our limit is $100 a week, so I put in $100 to get the full $50 match, and then whatever I have leftover that I’m able to, I contribute to my Roth. Some weeks it’s more, some weeks it’s less, depending on my payments and bills that week. Some weeks it’s only like $20 I can put in my Roth, others it’s $100. Idk, it’s just pretty cool all my dividends and gains are completely tax free, plus I use my Roth for my more aggressive investing since my work 401k has pretty limited funds. So I use my Roth to invest in QQQ, AVUV, and SOXQ to where I leave my traditional work 401k in a pretty standard investment portfolio.
My Roth IRA is a bit more risk, my work 401k with most of my capital is safer and ‘typical’. My work 401k and pension will be enough to get by when I retire, so I ‘he to play around’ in my Roth. 65% qqq 25% AVUV and 10% SOXQ.
**Roth IRA:** 50% VTI; 30% SCHG; 12% GOOGL and AMZN; 8% SCHD. **Individual Acct:** 33% SOXQ; 31% GOOGL and AMZN; 11% SCHD; 9% XLK; 8% QQQM; 4% VONG; 3% FBTC. ​ 29 years old. Currently contributing $300/week.
> I really like TSM > so expensive Meaning $224? Then either wait to save up the $224 to get the 12%+ of TSM you can get in SMH, or if you literally have only $50 right now, and it will take you the rest of the year or something like that to get $224, then sure SOXQ is a good choice. And when you get enough $ to buy a share of SMH, you can switch from SOXQ to SMH.
I buy SMH, it is almost 12% TSM and SOXQ is only a little over 4% TSM
I love Semis. I have SOXQ, and AVUV for small caps
Portfolio allocation growth question 50% VTI 10% VXUS 15% AVUV 5% BTC 20% (XLK, SOXQ, VUG) I’m 23 creating, hopefully, a simple first portfolio, I plan to start a lump sum investment of about $5k-$7k and invest about $200 per month. Using the 3 fund (core, dividend, growth) model as my base but cut dividends since I do not believe I need them or the tax consequences at my age. I increased the core position to compensate (VTI+VXUS) but am not sure about the growth portion. I do like VUG but the Semi conductor weight to add diversification in the AI heavy growth funds seems appealing aswell. With, possiblely, some use of AVUV as a small cap tilt into the growth category with, max, 10% into BTC? This is from some pretty basic research the last few weeks and I am starting to get some investment paralysis from my indecision.
Hey everyone, need some advice : Portfolio 1 : 56.91% VOO 23.06% NVDA 10.51% QQQ 4.12% AAPL 3.81% SCHD 1.31% BOTZ Portfolio 2 (Due to moving between banks i had issues continuing depositing to the first portfolio, so i didn't want to lose time... so i opened another) need to talk to a lawyer... : 53.39% VOO 27.86% SOXQ 17.75% NVDA Generally about me, I'm 27, believing in NVDA for a long time (prior to AI) and I truly believe AI is going to be significant and NVDA will be leading that for a long time therefore i do want to be exposed to NVDA aggressively and willing to take risks... anyhow my i think i made some mistakes along the way with my portfolio like VOO and QQQ which are sort of redundant? , thinking about getting rid of BOTZ/ SCHD and moving it into NVDA or VOO or QQQ Having real hard time deciding between VOO or QQQ , need some advise
Generally about me, I'm 27, believing in NVDA for a long time (prior to AI) and I truly believe AI is going to be significant and NVDA will be leading that for a long time therefore i do want to be exposed to NVDA aggressively and willing to take risks... anyhow my i think i made some mistakes along the way with my portfolio like VOO and QQQ which are sort of redundant? , thinking about getting rid of BOTZ/ SCHD and moving it into NVDA or VOO or QQQ Having real hard time deciding between VOO or QQQ , need some advise Portfolio 1 : 56.91% VOO 23.06% NVDA 10.51% QQQ 4.12% AAPL 3.81% SCHD 1.31% BOTZ Portfolio 2 (Due to moving between banks i had issues continuing depositing to the first portfolio, so i didn't want to lose time... so i opened another) need to talk to a lawyer... : 53.39% VOO 27.86% SOXQ 17.75% NVDA
I had invested jn some of the companies mentioned above but decided I don’t have the attention span to constantly monitor the smaller bets so I put all of that money into SOXQ (seems to track SOXX but with a lower expense ratio).
AMD is up 158% in 1Y and TSM is up 68% in 1Y both at all time highs. I like SMH for an ETF SOXQ holding%: Nvidia 11% AMD 10% TSM 4% SMH holding %: Nvidia 27% AMD 6% TSM 9%
AMD and TSM are the next, or invest in a semiconductor eft like SOXQ
People saying bitcoin are of the "buy high sell low" inclination. The time to buy bitcoin was when it wasn't tickling the balls of its all-time high. There also is a non-zero possibility of the whole thing being unwound at some point in the future when quantum computers get powerful enough. The sensible answer is to DCA into a broad market index fund like VTI. A little more aggressive would be growth ETFs like SCHG. If you want even more risk/reward then you can try to ride the AI wave with semiconductor companies (like NVDA) or ETFs (SOXX/SOXQ/SMH). But again, you'd be buying at all-time highs - time will tell whether the AI meme is a bubble or not.
Not individually, but I’m getting more exposure on them via SOXQ!
SOXQ basically since inception. lower expense ratio than SOXX.
QQQM is better for long holds. But it’s not pure tech. Pepsi co is in it. SOXX or SOXQ is semi conductors
Maybe. As far as I'm concerned NVDA is more of a meme stock than TSLA. I would buy NVDA if I wanted to eat the premium, and I suppose I always worry I'll buy right when the market breaks, so I've held back until now. UMC seemed safer to me just because I think it's undervalued after its' last earnings, and like 35% of SOXQ is NVDA and AMD anyway.
I agree. SOXL and SOXQ overall, but I bought calls on UMC, because NVDA and AMD are already priced in (but surely bullish).
Heading into 2023 all the “metaverse stocks” were the big hype. All pretty much busts. “AI stocks” could end up the same but I do like semiconductor ETFs like SOXX / SOXQ. Buy the shovels.
>How do you know this isn't already priced in? The AI hype was this year and MSFT benefited from it immensely. Yes, the level of hype that *currently* exists has been priced in. As AI advances, it will be such an earth-shattering transformative force that hype will continue to increase at a near exponential level. How much is a true AGI worth? I would value it at a minimum of 100's of trillions of dollars personally. An AGI could replace 100% of human labor. I know "VOO and chill" is probably my safest bet, but you may be familiar with the phrase "in a gold rush, sell shovels". I believe AI will be the biggest gold rush we have ever seen, and I believe semi-conductors (and eventually quantum computers) will be the shovels. Therefore, I am taking a risk that I believe will pay off, and I'm buying ownership in as many semi-conductor companies as possible, primarily through the ETF SOXQ.
I went Spy s&p500 etf, and SOXQ.
10% pre-tax 401k, maximum HSA contribution (whatever percentage that is), and 10% after tax income split between HYSA and VOO/SOXQ in a brokerage account.
It's not a new asset class, and it's not even a new technology, but the advancements being made in AI, over the next 30 years will create a multi-trillion dollar industry, all of which will be fueled by semiconductors. Most people here will tell you to buy VOO and chill, and don't get me wrong, that's great advice, and I do that to an extent, but I am also betting big on the future of AI. I believe SOXQ will outperform the S&P 500 over the next 30 years. That being said, I'm just some asshole on the internet, so don't take my financial advice. Do your own research.
You should just buy SOXQ off you want everything. Otherwise, just keep NVDA and shitcan the rest.
Hello, I was looking into investing for a good while now, and wanted to start a relatively hands off, long term portfolio that I could just hold for around 30 years or so if everything went well. Initially I plan on doing a few lump sumps, and eventually, DCA, most likely a monthly set amount to this, keeping the percents the same. Here's the rough distribution. Any feedback would be much appreciated as I'm very new to investing. My main question is would this long term provide better return than the s&p most likely? I know it's going to be higher risk but not sure if that extra risk is even worth it. All investments would be made through Charles Schwab. I live in the USA. SWPPX 60% QQQM 20% SOXQ 10% APPL 3% GOOGL 3% NVDA 3% AMD 1% Thanks!
I'm 24. 401k is solo and I won't be keeping my business long term so short term tax deferral is the reason for planning on a backdoor Roth. The only issue I've seen with SCHD is the unnecessary tax drag from the dividends and putting most of it in Roth avoids that. Even more so with the unqualified dividends but I haven't heard of the tax credit so I'll look into that. The shift from SCHG to SCHD is because from my understanding SCHD looks a little more conservative for when my contributions drop. SOXQ is absolutely a gamble but I have the risk tolerance and it does more to fill in gaps than it does to overweight anything. The highest weights are still ~5% in AAPL and MSFT. It's an alternative to VGT/QQQ with a lot less overlap. Glad to have a thumbs up on the small cap value lmao.
You get a tax credit for foreign withholdings. Is there a reason you're focusing on dividend funds? I'd think you would want the highest growth funds in the Roth IRA. Your 401k probably won't have these ETFs available. How old are you? It seems strange to plan on a conversion if you're on the younger side. SOXQ is a gamble. What is the thought behind SCHG/SCHD and the shift in allocation over time? You'd probably be better off just being simpler and boring. I do like some AVUV for the very long term, though.
SOXQ would make me nervous as it's so new. What's your rationale for having so much in that one? Not trying to argue - genuinely curious. Did it recently split off something else?
Longing with QQQM would be a bit more advisable due to the expense ratio. I'd consider SCHD and maybe SOXQ if you like semiconductors also.