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EUV- Corgi lithography and semi-conductor photonics ETF
Posted on 6/3/26 at 12:12 pm
Posted on 6/3/26 at 12:12 pm
Have a small limit order on this one. Fairly new ETF but has a phenomenal too 10 holding that are crushing it. TSM, LAM research, APD, Coherent, Lumentum, Corning…
Looking forward to see where this ends up 10 plus years from now.
Looking forward to see where this ends up 10 plus years from now.
4
Posted on 6/4/26 at 1:43 pm to DUKE87
I have had this on watchlist for a couple weeks now. I’m intrigued
Posted on 6/4/26 at 1:54 pm to DUKE87
Why not just buy the top 10 and not pay the etf fee?
Posted on 7/2/26 at 2:35 pm to Rouge
Well.. im not in a position to buy nearly enough shares of the top 10 to have a large stake. I do have enough to buy a good amount of this ETF though.
Posted on 7/2/26 at 5:24 pm to DUKE87
quote:
Well.. im not in a position to buy nearly enough shares of the top 10 to have a large stake. I do have enough to buy a good amount of this ETF though.
I am not sure I understand, your broker wont let you buy partial shares?
You could match this ETF almost the same against the top 10, without paying the huge fee
This post was edited on 7/2/26 at 5:25 pm
Posted on 7/2/26 at 5:36 pm to DUKE87
quote:but you’ll have exactly the same exposure to the top 10 in the ETF as you would buying shares of that top 10 in proportion to the ETF holdings, even if it’s just a few shares of each. How do people not understand this?
im not in a position to buy nearly enough shares of the top 10 to have a large stake. I do have enough to buy a good amount of this ETF though
you’re paying a fee and getting nothing for it
Posted on 7/3/26 at 9:34 am to DUKE87
those are some good names .... especially Coherent , Lam, and Corning
"Don't mine the gold, sell the picks and shovels"
"Don't mine the gold, sell the picks and shovels"
Posted on 7/3/26 at 9:37 am to DUKE87
We bought FOTO last week.
Gotta be similar huh?
Gotta be similar huh?
Posted on 7/3/26 at 1:12 pm to bayoubengals88
quote:
We bought FOTO last week. Gotta be similar huh?
Yes. Good time to pick up photonics while they have been sold off heavily in last couple weeks.
Posted on 7/3/26 at 1:24 pm to bayoubengals88
Expense ratio is double but seems similar.
Posted on 7/6/26 at 11:35 am to DUKE87
quote:Went with EUV.
Expense ratio is double but seems similar.
The portfolio is elite.
Even includes a good chunk of OUST!
Posted on 7/6/26 at 9:56 pm to bayoubengals88
Yeah. It’s solid. Although, there could be an argument as said for buying individual stocks in top 10 holdings.
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