Defiance Connective Technologies ETF (SIXG)

Defiance Connective Technologies ETF (SIXG $56.71)
- $56.71 P/E (TTM): 29.06X
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Meta Platforms Inc. (META $769.30)
- $769.30 P/E (TTM): 27.64X Cap: $1.93T
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Alphabet Inc. (GOOG $202.09)
- $202.09 P/E (TTM): 21.03X Cap: $2.44T
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Netflix Inc. (NFLX $1,211.64)
- $1,211.64 P/E (TTM): 50.29X Cap: $514.85B
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TELUS Corporation (T $22.10)
- $22.10 P/E (TTM): 34.52X Cap: $33.45B
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Take-Two Interactive Software Inc. (TTWO $217.37)
- $217.37 Cap: $40.09B
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T-Mobile US Inc. (TMUS $244.98)
- $244.98 P/E (TTM): 22.94X Cap: $275.70B
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Nebius Group N.V. (NBIS $68.78)
- $68.78 Cap: $16.37B
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Defiance Connective Technologies ETF (SIXG $56.71)
- $56.71 P/E (TTM): 29.06X
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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