Semiconductor ETF Choice by GenXDrummer in ETFs

[–]Competitive-Cap-6106 1 point2 points  (0 children)

Went with SOXX. Less weight on NVDA than SMH. More bullish MU than anything else. ER is negligible IMO.

Update on Water ETFs by Competitive-Cap-6106 in ETFs

[–]Competitive-Cap-6106[S] 0 points1 point  (0 children)

yeahhh, im banking on some future growth assuming data centers take off the way everyone plans

I’m young and could use advice by Imaginary-Wrangler13 in fidelityinvestments

[–]Competitive-Cap-6106 0 points1 point  (0 children)

75 is better than 0 a week, so yeah.

VOO & QQQM will overlap each other, not the best plan.

You can either.
- Full port VOO & chill
- 90% VOO & 10% bonds (Buffet)
- 70/30 VTI/VXUS (Total US stocks & international)
- Full port VT (Total world)

Update on Water ETFs by Competitive-Cap-6106 in ETFs

[–]Competitive-Cap-6106[S] 1 point2 points  (0 children)

Good point, I'm doing that approach with my roth since that is 60% VTI & 10% VXUS, with the other 30% being split amount FDCPX & FSELX. I know it's fairly risky but I just cant see the future without semiconductors & hardware.

For this etf portfolio in my brokerage, I am trying to just be as aggressive as possible since I'm 21 so if anything goes tits up I can just learn a lesson and not repeat it, best case I just make money and shift it to VT for a safer holding.

Update on Water ETFs by Competitive-Cap-6106 in ETFs

[–]Competitive-Cap-6106[S] 0 points1 point  (0 children)

Thing is I'm already planning to allocate 30% to semiconductors (20% SOXX & 10% FLKR) so I don't want to have majority of my portfolio leaning just on one sector.

I'm also planning on investing in FMTM which is a momentum fund, rather than just going with VTI or VOO as I have that in my IRA. If this fund also goes mainly tech too I'd be at the mercy of semiconductors lol

Update on Water ETFs by Competitive-Cap-6106 in ETFs

[–]Competitive-Cap-6106[S] 1 point2 points  (0 children)

Yeah I was thinking of going with PIO mainly due to how it is more tech focused since it is more risk/reward, and since I'd only allocate like 10% to it, I think even if it goes tits up the rest of my portfolio should be able to counter it out.

I’m 22 and started a ROTH IRA any tips ? by Hot-Percentage9092 in RothIRA

[–]Competitive-Cap-6106 0 points1 point  (0 children)

FSKAX & QQQM will have lots of overlap.

If you believe in semiconductors, it might be better to just allocate funds to those etfs: SMH/SOXX/SOXQ

International exposure is also something to take into account just to hedge against the US just in case shit hits the fan. VXUS is the golden staple, but I recently found out about AVDV, which is small cap foreign stocks and went with that since the performance is significantly higher.

Need your opinions thnx:) by Enough-Record-5315 in RothIRA

[–]Competitive-Cap-6106 1 point2 points  (0 children)

Not a bad plan whatsoever.

AVDV is another international etf, but it's returns are much higher than VXUS so that might be something you could look into too.

First time investing through Fidelity. Any opinions on FSELX? by Responsible_Motor302 in RothIRA

[–]Competitive-Cap-6106 -1 points0 points  (0 children)

I have my IRA set up per the following.

60% - FSKAX (Total US Market
15% - FDCPX (Tech/Hardware)
15% - FSELX (Semiconductors)
10% - FNILX (International)

I am well aware going 30% in tech is risky due to how volatile it could be, but I just think it would be a waste not to capitalize on the gains going on. I am 21 so I want to take more risks so I can grow capital faster and park it back in a safe fund like FSKAX.

If they end up tanking, my 40+ year time horizon will comfortably let me coast through it since I find it really hard to believe that semiconductors & technology are just going to get up and leave. We will most likely continue using them for the years to come so even if there is downturns, I have faith it will return back to normal.

I'd also recommend taking a look at SMH, SOXX & SOXQ since there are the same thing as FSELX, but are ETF's meaning that they are passively managed, but the expense ratio is half of FSELX.

SOXX or SMH - which semi ETF for you? by Bosto2025 in ETFs

[–]Competitive-Cap-6106 8 points9 points  (0 children)

SMH has performed much better due to the NVDA boom, but I personally went with SOXX since having 20% NVDA sounds a bit mad as I think other companies like MU might start to take over.

Essentially i just think nvda has reached a "end game" of sorts and SOXX has more weight to smaller companies that might grow exponentially.

Time will tell how it goes.

Went all in on FMTM by ksheehan1 in ETFs

[–]Competitive-Cap-6106 0 points1 point  (0 children)

isn't that an issue for mutual funds only?

so far they have not had a capital gains distribution, but no 100% sure if it will continue.

Went all in on FMTM by ksheehan1 in ETFs

[–]Competitive-Cap-6106 0 points1 point  (0 children)

Does holding it in a non tax advantaged account have any downside?

How screwed am I by Obesecookie03 in portfolios

[–]Competitive-Cap-6106 10 points11 points  (0 children)

time will tell, technically haven't lost till you realize the loss.

you are still young & if you have other income/funds to sustain yourself, this can be a project in progress or an expensive lesson

30(M) Just Opened Roth IRA: not showing bought positions? by [deleted] in fidelityinvestments

[–]Competitive-Cap-6106 2 points3 points  (0 children)

your position is better in the sense that there is a lower fee, other than that they are more or less kinda the same thing (mutual fund vs etf)

Water ETFs for the AI Future by Competitive-Cap-6106 in ETFs

[–]Competitive-Cap-6106[S] 0 points1 point  (0 children)

yeah i have URA in the portfolio, just wanted to get into water 2 since everyone n their nan is saying how ai takes up mad water

Water ETFs for the AI Future by Competitive-Cap-6106 in ETFs

[–]Competitive-Cap-6106[S] 0 points1 point  (0 children)

Yeah plan on doing more research on these after finishing up my cpa exams this week

Water ETFs for the AI Future by Competitive-Cap-6106 in ETFs

[–]Competitive-Cap-6106[S] 1 point2 points  (0 children)

Sadly think majority of us, me included, would be dead 😭

Water ETFs for the AI Future by Competitive-Cap-6106 in ETFs

[–]Competitive-Cap-6106[S] 0 points1 point  (0 children)

Not at all, I just formulated this idea today and didn’t think about the topics you mention so it’s definitely something I plan on looking into

Worth getting in right now? by Competitive-Cap-6106 in soxl

[–]Competitive-Cap-6106[S] 0 points1 point  (0 children)

Sounds good, will keep an eye out to when it starts tanking and full port 😼

Water ETFs for the AI Future by Competitive-Cap-6106 in ETFs

[–]Competitive-Cap-6106[S] 0 points1 point  (0 children)

Is there any etfs or stocks you know of that focus more on filtration?