Defiance Connective Technologies ETF (SIXG)

Defiance Connective Technologies ETF (SIXG $57.47)
- $57.47 P/E (TTM): 30.65X
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Meta Platforms Inc. (META $738.70)
- $738.70 P/E (TTM): 27.25X Cap: $1.85T
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Alphabet Inc. (GOOG $213.53)
- $213.53 P/E (TTM): 22.64X Cap: $2.58T
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Netflix Inc. (NFLX $1,208.25)
- $1,208.25 P/E (TTM): 52.47X Cap: $513.41B
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TELUS Corporation (T $22.64)
- $22.64 P/E (TTM): 35.34X Cap: $34.75B
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Take-Two Interactive Software Inc. (TTWO $233.27)
- $233.27 Cap: $43.03B
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T-Mobile US Inc. (TMUS $251.99)
- $251.99 P/E (TTM): 23.66X Cap: $283.59B
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Nebius Group N.V. (NBIS $68.32)
- $68.32 Cap: $16.26B
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Defiance Connective Technologies ETF (SIXG $57.47)
- $57.47 P/E (TTM): 30.65X
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Q: In process of rebalancing growth leaning portfolios, so for the Communications sector, what would be your top five or six "must own" holdings, any market in this sector. Currently I have a notional 6% allocation to sector and small positions in GOOG, SIXG (FIVG), NBIS, and Telus. At a 3.6% position I have room to grow and looking for ideas.

Read Answer Asked by William Ross on February 25, 2025