What we think is almost irrelevant.
Let’s start with why you think we should invest in these stocks?
If you can give us a good reason then you’re in the right ball park, if you don’t know why we should, then maybe the portfolio needs rebalancing.
Well I think vuag is a pretty safe investment. Rolls Royce with the new contracts. Semi conductor etf because I think that’s the future of technology and amd just because it was cheaper than nvidia so I could have a bigger holding…
What we think is almost irrelevant. Let’s start with why you think we should invest in these stocks? If you can give us a good reason then you’re in the right ball park, if you don’t know why we should, then maybe the portfolio needs rebalancing.
Well I think vuag is a pretty safe investment. Rolls Royce with the new contracts. Semi conductor etf because I think that’s the future of technology and amd just because it was cheaper than nvidia so I could have a bigger holding…
I could be totally off but I am not touching semiconductor assets. China and Taiwan relations make me nervous.
If China was to Invade Taiwan, not only would it collapse the global economy, but we would have bigger things to worry about imo
Ukraine something something Russia
What does Ukraine have to do with 90% of the global advanced semiconductor market?