John Petrides
Global X Robotics & AI ETF
BOTZ-Q
HOLD
Oct 24, 2017
Continue adding to a technical stock portfolio, or buy this ETF? This is a very specific play on robotics, a niche within tech in and of itself. It depends on what percentage of your portfolio is technology stocks, and what size would you make BOTZ. There are 2 investment themes that have been tremendous home runs over the past 12 months. One is investors pricing in what is going to happen to robotics and how that is going to be disruptive to the labour economy, and the other one is artificial intelligence (AI). If you own a position in this ETF, he would continue to hold, but he would be careful about chasing this investment here.
Very highly talked space: robotics and AI. Very volatile. Many small cap. Long-term this is the right space. Like the name but be careful about the volatility.
BOTZ vs. ROBO: The difference is that ROBO is an equal-weighted ETF and BOTZ is market-cap weighted. ROBO you get more mid- and small-cap, with maybe a better long-term return. But essentially both ETFs are very similar.
A great ETF. Put some money in. Trump’s strategies are misguided. Factories are going to have more robotics in them, and people are going to have to learn to use them.
What A.I. stock? Now, it's about machine-learning and algos. Patterns. The faster the chips become, the more they will grasp patterns. Difficult to find a pure play in this space, though he invests in it. The space is volatile, so he relies on BOTZ, the ETF, which covers robotics and A.I.
Any recommendation on how to capitalize on the AI market? Long term obviously this space looks promising. There are many ETF and ways to play this space. It is down 20% over the last year. You have o be very careful about valuations.
10-year horizon If you're worried that robots will take your job, use this ETF as a hedge. In Canada, you can get the similar RBOT which may be easier for investors holding Canadian dollars. Robotics will take over the industrial landscape. This will be very volatile because speculators are watching the AI space.
Good exposure to A.I. boom and robotics bubble. Risky bet in tech space. Not good for defensive investors. Not any yield, but provides opportunity for large capital gains.
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Continue adding to a technical stock portfolio, or buy this ETF? This is a very specific play on robotics, a niche within tech in and of itself. It depends on what percentage of your portfolio is technology stocks, and what size would you make BOTZ. There are 2 investment themes that have been tremendous home runs over the past 12 months. One is investors pricing in what is going to happen to robotics and how that is going to be disruptive to the labour economy, and the other one is artificial intelligence (AI). If you own a position in this ETF, he would continue to hold, but he would be careful about chasing this investment here.