20K on SMH ETF hold for 10y

Semiconductor industry – My research is based on the liquidity of these companies, industry focus, barriers of entry, and the demands for semiconductors. I cannot stop considering the opportunity with recent US government investments, automation, IoT, and AI. All companies on this ETF are already well-established, and there is still much more room for innovation and improvement. I want growth, but within reason, not like ARK ETFs, in my opinion, that hold companies that are still in the infantry mode with not much demand like Coinbase.

I'm a VOO through and through type of guy, but how will I score a goal if I only play defense? (FĂștbol talk)



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