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VanEck Vectors Semiconductor ETF (SMH $364.37)
- $364.37 P/E (TTM): 28.66X Cap: $36.79B
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Constellation Software Inc. (CSU $3,293.42)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.13)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $80.17)
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VanEck Vectors Semiconductor ETF (SMH $364.37)
- $364.37 P/E (TTM): 28.66X Cap: $36.79B
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GLOBAL X FDS (AIQ $50.84)
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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 $179.58)
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Salesforce Inc. (CRM $238.72)
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Celestica Inc. (CLS $430.15)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.13)
- $223.13 P/E (TTM): 87.93X Cap: $290.35B
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Coherent Corp. (COHR $170.96)
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CrowdStrike Holdings Inc. (CRWD $524.17)
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VanEck Vectors Semiconductor ETF (SMH $364.37)
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Vertiv Holdings LLC Class A (VRT $178.88)
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Nebius Group N.V. (NBIS $98.92)
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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 $80.17)
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State Street Technology Select Sector SPDR ETF (XLK $289.99)
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VanEck Vectors Semiconductor ETF (SMH $364.37)
- $364.37 P/E (TTM): 28.66X Cap: $36.79B
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Q: Your best 3 choices for both Cdn.$ Tech ETF and US$ Tech ETF.
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