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VanEck Vectors Semiconductor ETF (SMH $360.10)
- $360.10 P/E (TTM): 28.66X Cap: $36.13B
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Constellation Software Inc. (CSU $3,308.81)
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Celestica Inc. (CLS $417.49)
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Kinaxis Inc. (KXS $175.80)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $234.07)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $81.22)
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GLOBAL X FDS (BOTZ $36.58)
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Bitfarms Ltd. (BITF $3.76)
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VanEck Vectors Semiconductor ETF (SMH $360.10)
- $360.10 P/E (TTM): 28.66X Cap: $36.13B
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GLOBAL X FDS (AIQ $51.18)
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Q: Retired, dividend-income investor with a well diversified portfolio (in my opinion anyway). My proxy for the technology sector is XIT and it has performed very well over the long time period I have held it. I like using your charting ability to compare XIT to QQQ or other related tech companies or ETFs....great feature!
Question #1 = With all of the "AI" interest right now, I wonder how much exposure does XIT have to the AI theme? Which of the embedded companies within XIT have AI exposure?
Question # 2 = Is there is an ETF that focuses on AI-related companies or is there an ETF that focuses on AI-generated stock picks (in any sector) and what your thoughts are?
Thanks....Steve
Question #1 = With all of the "AI" interest right now, I wonder how much exposure does XIT have to the AI theme? Which of the embedded companies within XIT have AI exposure?
Question # 2 = Is there is an ETF that focuses on AI-related companies or is there an ETF that focuses on AI-generated stock picks (in any sector) and what your thoughts are?
Thanks....Steve
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NVIDIA Corporation (NVDA $183.34)
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Seagate Technology Holdings PLC (STX $288.66)
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Salesforce Inc. (CRM $263.27)
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Celestica Inc. (CLS $417.49)
- $417.49 P/E (TTM): 49.03X Cap: $46.86B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $234.07)
- $234.07 P/E (TTM): 148.84X Cap: $304.23B
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Coherent Corp. (COHR $192.90)
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CrowdStrike Holdings Inc. (CRWD $483.09)
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VanEck Vectors Semiconductor ETF (SMH $360.10)
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Vertiv Holdings LLC Class A (VRT $166.26)
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Intapp Inc. (INTA $47.19)
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Credo Technology Group Holding Ltd (CRDO $150.33)
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Nebius Group N.V. (NBIS $93.14)
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Q: Sorry for the long list, but that's my IT holdings and I need help to get to a more disciplined IT portfolio. About equal weight, except for SHOP which was owned and is currently on watchlist. Question 1- please advise a limited high conviction IT - does 5 sound about right? It would really help me if you could explain why these are chosen as I want to understand my investments. Question 2 - which ones to sell outright so that can redeploy funds? Any to hold for potential high growth potential?
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $81.22)
- $81.22 P/E (TTM): 54.66X Cap: $743M
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INVESCO QQQ Trust (QQQ $619.51)
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State Street Technology Select Sector SPDR ETF (XLK $145.25)
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VanEck Vectors Semiconductor ETF (SMH $360.10)
- $360.10 P/E (TTM): 28.66X Cap: $36.13B
- View SMH Profile
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Q: Your best 3 choices for both Cdn.$ Tech ETF and US$ Tech ETF.
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