Bryn TalkingtonGlobal X Cybersecurity ETFBUGBUYFeb 07, 2025

It was -20% year to date earlier this year, and now it's +20% YTD. Sitting still was the right thing to do. Cybersecurity is a secular growth trend and investors got the chance to buy this last spring when they got scared that software would replace these stocks. This will grow. Happy to hang onto BUG.

This sector goes in and out of favour, though cybersecurity is essentially now and in the future. So, this sell-off is a buying opportunity. BUG is starting to recover. Always be a dip buyer in cyersecurity. He doesn't think AI will threaten cybersecurity stocks.

You could own the HACK and/or BUG ETFs as well as CRWD so you get overall sector exposure as well as the leader in the group.

A good entry point and a way to play cybersecurity.

There's a secular tailwind for cybersecurity but who this ETF avoids huge downturns in a single name, like CRWD who caused that tech outage, though won't enjoy the huge gains of a stock either. Prefers to play cyber this way.

The space responds a lot to headline risk. Cyberhacks generate trading activity and those stocks get a pop. Growing industry. Demand has whipsawed around. Risky. Alternatives in Canada include CYBR and HBUG.