Solid ETFs to buy and hold for the long term 💸📈
🌎 Total Market
$VTI
$SCHB
$VT
🚀 Growth
$SCHG
$VONG
$MGK
⚖️ S&P 500
$VOO
$IVV
$SPLG
💰 Dividend Growth
$SCHD
$VIG
$DGRW
$FDVV
Simple
Diversified
Built to compound for decades 📊
Which sleeve is your biggest holding? 👇
Three semiconductor ETFs, three very different portfolios...
Here is how SMH, SOXX and DRAM compare 👇
$SMH: Invests in 26 of the biggest chip companies, with Nvidia alone making up about 22% of the fund
$SOXX: Invests in 31 semiconductor stocks and spreads the weight more evenly across its top names
$DRAM: Invests in memory chip makers like Samsung and SK hynix, the companies supplying the storage and memory inside AI servers
Which style of chip exposure do you hold?
If you're new to investing, use this list if you want exposure to…
AI Infrastructure:
$AMD
$MU
$NVDA
$SNDK
Defense:
$LMT
$NOC
$ONDS
$PLTR
Neocloud:
$CIFR
$IREN
$NBIS
$CRWV
Energy / Oil:
$CVX
$VLO
$XOM
Space:
$ASTS
$RKLB
$SPCX
If you guys want, I can share my full watchlist for all sectors? Let me know! 🫡
Unitree (688836) is now public.
And is valued at ~$53.3B, after rising +492.18%
We finally have a major public company benchmark for humanoids.
For reference, Agility (backed by $NVDA, $AMZN) via $CCXI is expected to go public at $2.5B premoney valuation Q4.
$TSLA is $1T+, but Optimus is wrapped inside a much larger company.
But I think Unitree showed that the demand for pure play humanoid players is much larger… than people expected in public markets.
Many of the richest and most famous investors in the world including Brad Gerstner, Leopold Aschenbrenner and a bunch more just updated their portfolios
This is what their portfolios look like as of the end of Q2
A thread🧵⬇️
Berkshire Hathaway $BRK.B
The entire AI-Infra stack mapped out.
These are the best positioned businesses in every sector:
Data centers
$CRWV
$IREN
$ORCL
Top pick: $NBIS
Connectivity
$AAOI
$ALAB
$LITE
Top pick: $CRDO
Energy
$OKLO
$FLNC
$EOSE
Top pick: $BE
Supply Bottlenecks
$AXTI
$IQE
$COHR
Top pick: $WOLF
Thermal Management
$NVT
$MOD
$PH
Top pick: $VRT
Save this for later use.
The LAKR stadium. The championship….cricket in America….awesome @SunilPNarine74@Jaseholder98@Russell12A and all of the team. Absolutely outstanding. You all said we are here to win not just participate….and u showed it. Love u all….Korbo Lorbo Jeetbo!
7 ETFs Dominating AI, Power, Space & Robotics
$DRAM — Invests in memory chip companies. Bets on the companies storing and moving AI data faster than ever.
$NLR — Invests in nuclear energy. Bets on uranium miners and reactors powering the AI electricity boom.
$NASA — Invests in space companies. Bets on satellites, rockets, and the businesses building the space economy.
$HUMN — Invests in robotics and AI. Bets on companies building the physical robots that will replace human labor.
$EUV — Invests in semiconductor equipment. Bets on the machines that print the world’s most advanced chips.
$SMH — Invests in semiconductors broadly. Bets on the companies designing and manufacturing the chips powering everything.
$GRID — Invests in electricity infrastructure. Bets on the companies upgrading power grids to handle surging energy demand.
Too many people think you have to stock pick to play hot sectors.
$DRAM = Memory
$SMH = Semiconductors
$VGT = Tech
$NASA = Space
$QTUM = Quantum
$CIBR = Cybersecurity
$HUMN = Robotics
$CHAT = AI
$ICLN = Clean Energy
The Invesco S&P 500 Momentum ETF $SPMO has more than doubled the return of the S&P 500 over the last year
Here are some stats you should know:
Expense Ratio: 0.13%
Assets Under Management: $18.3B
Launched: October 9, 2015
Number of Holdings: 100
Listed on: NYSE ARCA
Top 10 Holdings:
NVIDIA $NVDA 9.47% weighting
Micron Technology $MU 8.01%
Broadcom $AVGO 7.59%
Google $GOOGL 5.34%
Google $GOOG 4.24%
Johnson & Johnson $JNJ 4.16%
Advanced Micro Devices $AMD 3.59%
Exxon Mobil $XOM 3.29%
Lam Research $LRCX 3.29%
Intel $INTC 2.96%
Sector Allocation:
Information Technology - 49.00%
Industrials - 14.04%
Communication Services - 9.98%
Health Care - 7.21%
Financials - 6.10%
Consumer Staples - 4.38%
Energy - 3.69%
Materials - 1.78%
Utilities - 1.45%
Consumer Discretionary - 1.26%
Real Estate - 1.12%
Performance:
2016: +7.37% 🟢
2017: +27.75% 🟢
2018: -0.90% 🔴
2019: +25.93% 🟢
2020: +28.28% 🟢
2021: +22.65% 🟢
2022: -10.46% 🔴
2023: +17.55% 🟢
2024: +45.81% 🟢
2025: +26.57% 🟢
So far in 2026: +18.19% 🟢
Franc VS Gris (vrai empereur) pour une couronne. Ensuite, celui qui se croit roi ou empereur n'aura qu'à l'affronter ou fuire. Les amateurs vont decider qui est le vrai patron de l'arène ...
🚨 Quelle suite pour Franc Ndiago ?
Alors que Balla Gaye 2 🆚 Franc semblait en bonne voie, c’est finalement Balla Gaye 2 🆚 Ada Fass qui a été officialisé. 👀
À ce qu’il paraît, Balla Gaye aurait renoncé au combat contre Franc.
👉 Quel combat faut-il maintenant pour Franc ?
@Pa_Seydou_8 100% d'accord. Pour une couronne. Gris est le vainqueur de Siteu. Pourquoi attendre que le jeu soit dicté par Albourakh? Franc avec une couronne personne ne fera le poids!!!