Stockchase Opinions

Larry Berman CFA, CMT, CTA Bluestar Israel Technology ETF ITEQ-US BUY ON WEAKNESS Jan 21, 2019

2/3rds of the stocks are Israeli stocks. Israel is the original hub of the chip. He loves the play as a long term theme. During periods of weakness it is something you accumulate. He is looking to add it to growth portfolios over the next few years.
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BUY ON WEAKNESS

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Some of the best technology and cyber security companies in the world. This is a great ETF to play it. Wait for another market swing down. Don’t over concentrate in this.
BUY ON WEAKNESS
Recommended this a few years ago as his favoured tech play. 5-10 years, there will be relative outperformance. In the near term, tech is out of favour. Thinks it will dip even further. Would wait for a pullback before putting new money in.