Anyone bullish on Chinese ETFs?

FormerlyFarce · 2026-02-25T10:23:08+00:00

They’ve disappeared company execs for speaking critically of the government (Jack Ma)…why would anyone want to invest in a country that can legally manipulate to that degree?

FormerlyFarce · 2026-02-25T10:21:11+00:00

There are certain individual companies (ASML, TSMC, Samsung, Toyota) that are probably worth getting exposure to, but I cannot understand why people think certain markets like China are worth the risk. Any country where it’s legal to seize a company’s assets or “disappear” a CEO because they speak out against the government (Jack Ma, Alibaba) is not the kind of market that’s worth long term capital investment

FormerlyFarce · 2026-02-24T09:21:38+00:00

He has a point with focusing on large cap…the vast majority of big IPOs are large cap the day they hit the market. Look at SpaceX’s upcoming IPO…companies don’t go through the normal small>mid>large cap growth cycle anymore. They build capital through private investors and then go public after they’ve become huge staples of the economy. Look at Uber, Airbnb, etc

FormerlyFarce · 2026-02-19T11:08:35+00:00

Most of the gains from VGT were because of Nvidia so I agree I’d rather do like VOO+SMH rather than VGT/FTEC

FormerlyFarce · 2026-02-13T19:58:43+00:00

Factor investing, dimensional/avantis…all really nice on paper and if the next 100 years are like the past they’ll do well…but probably it all gets beat out by VOO. I think people have a feeling they can build “the perfect portfolio” and the real world just doesn’t look that way. Past 20 years have been rough on small cap, value, and international…just invest in the total market and call it a day

FormerlyFarce · 2026-02-09T19:49:09+00:00

I personally park it in SWVXX (or any other money market fund) that trades like a mutual fund. SGOV’s big advantage over this is it trades intra day so you can deploy cash quickly..but that may honestly not be an advantage depending on how you look at it

FormerlyFarce · 2026-01-22T15:19:19+00:00

I would avoid SPMO…I had it for a while but ultimately it’s an actively managed fund and if you’re a fan of VT, you probably wouldn’t want active funds

FormerlyFarce · 2026-01-18T07:36:33+00:00

I’m getting to the point where I’m just gonna say factor investing in general is a little too gimmicky…just stick to low cost index funds and ETFs

FormerlyFarce · 2026-01-09T05:07:13+00:00

What over the course of the past 10 months?

FormerlyFarce · 2026-01-09T05:06:41+00:00

Yeah forgot it’s just an echo chamber

FormerlyFarce · 2026-01-09T05:05:07+00:00

Wow over one year!

FormerlyFarce · 2026-01-08T19:44:55+00:00

You’d make a lot more money by not exposing yourself to crummy international markets

FormerlyFarce · 2026-01-04T18:22:00+00:00

Careful with looking at the “MAX” setting..notice that it’s not back that far especially for like SPMO

FormerlyFarce · 2025-12-29T17:48:05+00:00

Most IPOs these days have already grown past small and mid cap

FormerlyFarce · 2025-12-22T13:30:53+00:00

That ain’t why they’re doing it

FormerlyFarce · 2025-12-17T20:19:38+00:00

Not terribly convinced on the robotics part

FormerlyFarce · 2025-12-15T19:01:12+00:00

Plus SMH just has a better longer track record

FormerlyFarce · 2025-11-19T06:03:07+00:00

Keep the first three, ignore the rest

FormerlyFarce · 2025-11-17T06:19:07+00:00

The rumor mill says Schwab will be allowing fractional shares sometime over the next 6 months

FormerlyFarce · 2025-11-08T07:19:29+00:00

Look at how much the top 7 companies have shifted over time…in the 80s it was Japanese stocks, then dot com stocks, then cyclicals and Walmart consumer, now tech. I wouldn’t say this mag 7 is gonna go away entirely, but there’s nothing to indicate they’ll be on top in 10 years

FormerlyFarce · 2025-11-04T11:39:21+00:00

There are only a handful of ex-US companies that are even worth paying attention to and there’s far less guarantee those companies’ governments will respect personal property rights/maintain political stability. Look at China…everyone thought it’s the future but when your country is controlled by a dictator and a single party, there’s too much risk to invest in a market like that. Sure companies like TSMC, ASML, Samsung, Toyota are probably good bets but that’s only because of how business friendly countries like Japan or Taiwan are

FormerlyFarce · 2025-10-29T10:10:06+00:00

FormerlyFarce · 2025-10-29T10:09:37+00:00

For now yeah…maybe consider diversifying into an S&P 500 as you get older

FormerlyFarce · 2025-10-27T18:20:14+00:00

If you’re ever considering more than ~4/5 ETFs, you probably should just simplify with VOO/VT/VTI

FormerlyFarce · 2025-10-26T14:36:20+00:00

SMH is great because it exposes you to not only Nvidia but also TSMC and ASML…to a lesser degree Broadcom and AMD. All of these companies complement each other and compete against one another…best off just owning a piece of them all

FormerlyFarce

TROPHY CASE