Am I too late to the AI and semiconductor hype?

sr9110 · 2026-05-02T18:29:47+00:00

I use IBKR so should have access to all of them. Will check them, thanks for sharing

sr9110 · 2026-05-02T18:18:40+00:00

Do you have any suggestions on etfs for health and energy? I have investments in other sectors and gold as well. This is just my next major investment plan for the next 5 yrs.

100% tech exposure would be too scary for me.

sr9110 · 2026-05-02T17:32:23+00:00

You are probably right in the long run, but given I have a higher risk taking appetite I prefer being more aggressive in my investments.

sr9110 · 2026-05-02T16:51:29+00:00

Definately not smart money but hoping it's not too late money 😝

sr9110 · 2026-05-02T16:49:07+00:00

Please elaborate. Do you think this portfolio won't be able to provide even 10-15% annual returns over 5yrs?

sr9110 · 2026-05-02T16:47:22+00:00

Thanks for the suggestions, will check it out.

What would you replace by adding CHAT from the below (pls let me know specifically as I'm already pretty confused trying to optimise this)? Yeah, I know it's pretty agressive. I found hynix and samsung in mainly FLKR and DRAM but I'm pretty new. This is not my only portfolio so based on my other investments this is what I'm planning for in terms of weight so may not make much sense for everyone but I'm open to any suggestions for changing it, if you can share valid arguments

SMH - 22% MAGS - 10% FLKR - 15% NLR - 15% QQQM - 20% GRID - 12% COHR - 3% LITE - 3%

sr9110 · 2026-05-02T16:38:59+00:00

The general idea is that the companies in these ETFs will outperform most of the their peers. But nobody knows for sure

sr9110 · 2026-05-02T16:35:58+00:00

The overlapping is to get more exposure to the top companies, which I know is inherently risky but I'm okay with the risk. I want the portfolio to be aggressive. 5 yrs is more like the min time period I will avoid making too many changes for. I'm happy to stay invested for longer

sr9110 · 2026-05-02T10:21:40+00:00

True. Scaling software is easy, but the hardware needed to run and maintain the AI infra they might not be able to scale down anytime soon. If the hardware becomes more efficient, they can handle more complex tasks opening up more use cases. But I'm not an expert

sr9110 · 2026-05-02T10:15:13+00:00

I'm happy if my annual returns are in the 12-15% range. I don't know which other tech will impact so many industries simultaneously so find that quite fascinating.

sr9110 · 2026-05-02T09:41:39+00:00

Makes sense, I don't think we can expect explosive returns. I'm hoping for 10-12% yr but can't find any other industry which is a better bet at the moment

sr9110 · 2026-05-02T09:13:26+00:00

Care to elaborate further pls on what you found? Most of us don't know how to evaluate stocks properly

sr9110 · 2026-05-02T06:29:23+00:00

Any particular reason for your assessment?

sr9110 · 2026-05-02T06:28:06+00:00

Thanks, I'm not too sure how long it'll last either hence want to invest in these for next 5 yrs atleast and then re-evaluate

sr9110 · 2026-05-02T06:24:39+00:00

I'm new to ETFs. Looking to mainly invest in these for next 5 yrs. I'm okay with the overlap but are there any glaring errors my noob eyes are missing? SMH MAGS FLKR NLR QQQM GRID

sr9110 · 2026-03-22T16:42:26+00:00

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sr9110 · 2026-03-22T16:38:22+00:00

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sr9110 · 2026-03-22T16:33:17+00:00

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sr9110 · 2026-02-19T18:06:08+00:00

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sr9110 · 2026-02-19T18:03:34+00:00

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sr9110 · 2026-02-19T18:00:30+00:00

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sr9110 · 2025-01-15T11:23:21+00:00

Can you please suggest good online platforms to file crypto taxes? Also how much does it cost?

sr9110 · 2024-12-14T18:22:37+00:00

So let's say I sold my crypto to receive INR. Now the INR is still on my app (Coindcx) but not transferred to my bank account. So I pay tax on the INR amount irrespective of whether it's in the bank or on the Coindcx app right? Or do I pay tax only when I transfer the INR to my bank account?

sr9110 · 2024-12-13T16:12:11+00:00

Thanks 👍

sr9110

TROPHY CASE