Semi Conductor Pie

[DIRK053]

Afternoon guys

Does anyone know of a good Semi Conductor Pie, have been searching through the library and can’t see an obvious one without checking each slice.

Thanks

[topher]

Not aware of one, but you could sample or copy SMH’s holdings easily enough.

[Hbomb]

I just buy SMGB which is the same as one @topher says, its a good semi ETF.

[DIRK053]

Thanks for the info guys

[Gfclappah]

Qualcomm getting burnt, watch out lads.

[EquityInvestor]

@DIRK053

Does anyone know of a good Semi Conductor Pie

Not quite a pie, but @kali shared his “buy list” in August, with a large portion allocated to semiconductors, broken down. You might want to take some ideas from his list:

My current buy list (future pies)

Disclaimer: Obviously this is not financial advise, I am not qualified and not even close! My overall investment strategy for the last two decades have been buy and keep until forever. For the last 5 years or so I’ve started selling things as well but very rarely. I only sell stocks under two conditions It is bought with a theory in mind and despite giving it plenty of time market has not proved the theory correct. These shares go into “doghouse” to be sold at an acceptable price point. Rece…

Not investment advice though.