iShares PHLX Semiconductor ETF. (SOXX) Buy,…

iShares PHLX Semiconductor ETF. (SOXX)

505.75

+3.82 (0.76%)

as of Oct 20, 2026, 4:08:00 pm Market Open.

71 watching

COMMENT

SOXX vs. QQQ vs. TDOC QQQ and SOXX, he has no idea where the market's going to be next month, next quarter, or this year. All he knows is that there's going to be a lot of volatility. So it's an environment of less investing, more trading. Have to be nimble, active. SOXX charts very well, it's the DOW modern day Transport Index, so you need to watch it. He was in TDOC a year ago, and backed away. Healthcare and biotech have had a difficult time.

WEAK BUY

Are semiconductors a solid bet for the next 5 years? He doesn't look at it that way. He'd rather look at the indices themselves for strategy. This is a new ETF, founded in June, and contains big names like Qualcomm. That's fine. The sector is hurt of supply chain issues. It's okay as a sector trade.

DON'T BUY

Unless you're currently in semiconductors and have done well, you're effectively buying top of market. The two big names you want are TSM and Samsung, or Lam Research and Applied Materials on the equipment side. The ETFs are heavily influenced by these 4 names. If you're not there already, don't do it. Semiconductors are very extended right now. You never go bankrupt taking a profit.

HOLD

The space is cyclical. There is a greater trail wind in place right now. He prefers companies that can consistently grow earnings and generate returns regardless of cycles. He would continue to hold this but remember that it is a cyclical industry,

BUY

Be cautious on the semiconductors that are cheap, as they're losing market share to the growthier names. Nvidia is a great name. Or, instead, you could look at an ETF such as SOXX in the US.

BUY ON WEAKNESS

Companies like Apple are now bringing semi-conductors back in-house and the sector is seeing many changes. It's hard to see who will be the winner. The sector has run tremendously so he would wait for a pullback before putting money in.

WEAK BUY

SOXX vs. XSD You don't need to own every industry, you want to own those that are going through some sort of structural change for the better. Semis are the building blocks of today's economy. Secular tailwind. Tech will continue to perform well, but you want to own things more tied to the business cycle. Semis have had a giant move. You can get sharp pullbacks. His favourite place to be in technology. He also owns XSD, more equally weighted. For example, Intel is challenged, but it forms a big piece of SOXX. For that reason, XSD is more attractive.

BUY

You are hitting at the heart of technology, largely in the semiconductor space. Very, very large cap tech. With COVID, you will swing back and forth between large mega cap tech and then with vaccines you will see small caps come into action. This is a play on tech and the way we work and interact with one another. You might want to stay close to the door incase things correct in some fast fashion.

COMMENT

ETF recommendation? There are a number of them out there. The ones he uses add diversification and are used primarily as a short term trading vehicle for him. He mostly uses SOXX, IGV and FDN.

COMMENT

He does not own it outright, but it is part of the SOXX ETF. The company is involved in semi-conductor chips. He has other companies that he owns in this space. He likes the diversification of SOXX instead. The semi's have become the engine of the tech sector, so it is a good place to be in.

HOLD

He owns SOXX, the semi-conductor ETF. He likes it as a trading tool. He also owns several individual semi-conductor companies.

COMMENT

A Semiconductor ETF? He owns a few key companies in semiconductor -- about 11% of his portfolio. He uses the SOXX etf to provide liquidity when he needs it.

BUY

XIT-T Shopify, CGI and Open Text are the biggest holdings in XIT-T. This is a great play on Canadian tech. He's owned the component stocks, but he prefers holding tech stocks internationally for the diversification, so he recommends SOXX-Q.

BUY

A tech ETF for an RRSP? There are three. SOXX for semi-conductors, the ammunition which drives tech around the world. IGV is a great way to get diversification in software. FDN is the internet index is extremely liquid and massive. These ETFs cover the three pillars that drive tech today. He uses these ETFs to offset volatility. When an ETF approach 5-7% of his price target, he sells a third off. Holding single stocks isn't as nimble. For example, he sold a lot of these ETFs in early-spring, then bought them back in the May swoon.

COMMENT

Did very well coming off the December lows. He thinks it is overbought here. A trade agreement would help this sector. From a technical perspective he likes some of the individual names on the ETF.

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iShares PHLX Semiconductor ETF. (SOXX)