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Cooldown of the sexy AI and big tech stocks: nvidia, google, etc. But Im still all in on the unsexy AI backbones for datacenters, semiconductors, and ai real estate : DTCR and TRFK. Those are long contracts that the big tech companies have signed and that infrastructure isnt gonna go away easily even if big tech drops.
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.
Is investing in DTCR, TRFK and TCAI good for covering a sort of general "data infrastructure" basket, or is there too much overlap between the three? Of course you're going to end up with three different stakes in NVDA, for example, but is the overall makeup of these three good or would you eliminate one? Also, if you did stick with all three, would you keep the weights even or lean into one more than the others?
Are TCAI, TRFK and DTCR good buys for investing in AI and data center infrastructure, or is there a lot of overlap?
ETFs... SMH, XLK, WCBR, TRFK, IGV and others.
Please rate my portfolio. I have just started seriously learning about investing and hence need honest advice. **About me:** 32 year old, working in tech (have ESOP and also contributing to pre-tax 401k and ESPP). Married and wife also works in tech. **Individual investing account:** Contributing $1800 every month into this. Targeting an aggressive growth mix. Any thoughts? || || |BKCH| |FTEC| |SMH| |SMIN| |TRFK| |VIG| |VOO| |XMHQ|
Please rate my portfolio. I have just started seriously learning about investing and hence need honest advice. **About me:** 32 year old, working in tech (have ESOP and also contributing to pre-tax 401k and ESPP). Married and wife also works in tech. **Individual investing account:** Contributing $1800 every month into this. Targeting an aggressive growth mix. Any thoughts? || || |BKCH| |FTEC| |SMH| |SMIN| |TRFK| |VIG| |VOO| |XMHQ|
Look at the most overlap of the underlying stocks in AI ETFs like TRFK, LRNZ, THNQ, AIQ, WTAI and CHAT. NVDA, MSFT, SMCI, CRM, NOW, META... there are many choices, so you might want to consider one or more ETFs in addition to or instead of individual stock picking. AI as a technological advance will make money; one or more individual companies might screw up their opportunity.