VanEck Vectors Semiconductor ETF (SMH)

VanEck Vectors Semiconductor ETF (SMH $284.46)
- $284.46 Fwd P/E: 59.31X Cap: $26.46B
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NVIDIA Corporation (NVDA $163.21)
- $163.21 Fwd P/E: 51.05X Cap: $3.90T
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Seagate Technology Holdings PLC (STX $142.86)
- $142.86 Fwd P/E: 21.32X Cap: $32.24B
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Salesforce Inc. (CRM $270.93)
- $270.93 Fwd P/E: 42.22X Cap: $261.60B
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Celestica Inc. (CLS $219.93)
- $219.93 Fwd P/E: 44.54X Cap: $24.50B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $154.81)
- $154.81 Fwd P/E: 92.35X Cap: $199.78B
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Coherent Corp. (COHR $90.30)
- $90.30 Cap: $14.05B
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CrowdStrike Holdings Inc. (CRWD $508.61)
- $508.61 Cap: $126.54B
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VanEck Vectors Semiconductor ETF (SMH $284.46)
- $284.46 Fwd P/E: 59.31X Cap: $26.46B
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Vertiv Holdings LLC Class A (VRT $127.22)
- $127.22 Fwd P/E: 73.41X Cap: $47.97B
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Intapp Inc. (INTA $47.02)
- $47.02 Cap: $3.82B
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Credo Technology Group Holding Ltd (CRDO $95.34)
- $95.34 Fwd P/E: 319.76X Cap: $16.02B
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Nebius Group N.V. (NBIS $46.07)
- $46.07 Cap: $11.21B
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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?

Read Answer Asked by sam on March 25, 2025

iShares S&P/TSX Capped Information Technology Index ETF (XIT $71.50)
- $71.50 Fwd P/E: 38.19X Cap: $895M
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INVESCO QQQ Trust (QQQ $553.83)
- $553.83 Fwd P/E: 29.05X Cap: $354.74B
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Technology Select Sector SPDR ETF (XLK $256.50)
- $256.50 Fwd P/E: 84.87X Cap: $80.57B
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VanEck Vectors Semiconductor ETF (SMH $284.46)
- $284.46 Fwd P/E: 59.31X Cap: $26.46B
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Q: Your best 3 choices for both Cdn.$ Tech ETF and US$ Tech ETF.

Read Answer Asked by Terry on January 02, 2025

iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $242.89)
- $242.89 Fwd P/E: 59.85X Cap: $13.80B
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VanEck Vectors Semiconductor ETF (SMH $284.46)
- $284.46 Fwd P/E: 59.31X Cap: $26.46B
- View SMH Profile
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Invesco PHLX Semiconductor ETF (SOXQ $44.35)
- $44.35 Fwd P/E: 64.9X Cap: $511M
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Q: What is your opinion of SOXX or SOXQ as a means of entering the semiconductor space at this point?

Thanks.

Debrah

Read Answer Asked by Debrah on August 30, 2024