Help me design a growthy port please.

[fenders53]

(02-05-2021, 03:01 PM)ken-do-nim Wrote:

(02-05-2021, 12:27 PM)fenders53 Wrote:

(02-05-2021, 11:46 AM)ken-do-nim Wrote:

(02-05-2021, 11:33 AM)fenders53 Wrote: Sold my share of SOXX in my growthy port because ETFs are boring and it's up nicely since October when I parked the cash.  Adding a little to QCOM-DG-APD today.  As silly as it sounds I am really enjoying my new port even if it's still a rounding error on my overall performance.  It's growing fast as I deploy 2500 of my monthly option income to it though.  I need to update my spreadsheet.   I didn't realize I was so far behind updating it here.  It's up nicely.  That's all I know for sure.  No way the performance will continue at this clip.

My biggest gainer is SOXL.  Love me my semi-conductor ETF!

SOXX is a great ETF.  Wish I had put some money there most years when I was doing more mutual funds.  I own AVGO-SWKS, TSM and QCOM in this port.  I'll cull at least one more this year but I think they will all have a good year so no hurry.

SOXX does look awesome.  
5 years ago: $91.62
Now: $406.28
Net: x4.43 your initial investment

SOXL is one of my crazy triple leveraged funds. 
5 years ago: $27.01
Now: $553.20
Net: x20.48 your initial investment

Can it keep that pace up?  I don't know but I hope so.

Only when semis are in an upcycle.  The upcycles seem to be getting longer before the nexy bust comes. 5G is going to accelerate the growth of smart everything in the home.  I am more optimistic on this sub-sector than any other the next few years.  Lighten up when growth slows. The leverage works both ways of course.