Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi James, thank you I am finding MM very helpful. I am interested in buying, Apple, Google, Microsoft and Amazon. I am waiting for the market to have a taper tantrum / Jackson Hole commentary. What is your view and what would be your buy price for these stocks please?(not advice). What is your favoured USA ETF for semiconductors and view on this thematic? - Cheers, Jill
Hi Jill,
MM likes the US FANG+ stocks but as they push to fresh all-time highs as we said during the week we wouldn’t chase these fresh highs – yet!
Our favourite US ETF to buy exposure to US tech is the major $US196bn Invesco QQQ Trust which MM has used before in our Global Macro ETF Portfolio. For specific exposure to Semiconductors, iShares have a useful ETF which trades in the US under code SOXX, while in Australia, ETF Securities have just launched a new ETF for the ASX for Semiconductors which trades under the ASX code SEMI.
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