What are your Top ETFs Picks so far this year? Beyond VOO, VT, VXUS?
I have made substantial changes to my portfolio this year to incorporate the changing AI dynamics. While I am not actively managing my stock portfolio, I believe actively managing allocation (even semi-annually) to some focused ETFs can deliver superior returns.
Top ETFs that I bought this year are:
* DRAM: These stocks are benefitting from exploding memory prices and should continue to rally given the supply demand imbalance.
* SOXX: I remain bullish on semiconductor stocks as AI capex by hyperscalers and other corporates would not let these stocks go out of favor anytime soon.
* XOVR: Many major disruptors are still private and have filed or are planning to file for IPO soon. This provides huge money making opportunity by investing in pre-IPO companies. XOVR has been the most liquid, very well-managed in this area (given its success with SpaceX IPO relative to NASA/DXYZ)
* QTUM (quantum computing): A very longer term theme but it also includes a lot of AI beneficiaries.
What ETFs would you all pick if you had to choose only 3-5 ETFs?