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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Nebius Group N.V. (NBIS)
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)
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INVESCO QQQ Trust (QQQ)
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Technology Select Sector SPDR ETF (XLK)
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VanEck Vectors Semiconductor ETF (SMH)
Q: Your best 3 choices for both Cdn.$ Tech ETF and US$ Tech ETF.
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iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
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VanEck Vectors Semiconductor ETF (SMH)
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Invesco PHLX Semiconductor ETF (SOXQ)
Q: What is your opinion of SOXX or SOXQ as a means of entering the semiconductor space at this point?
Thanks.
Debrah
Thanks.
Debrah
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