Adam Camilleri

I buy chips and wait.

How I invest: index funds as the base, a semiconductor tilt on top, held long term.

The vehicles

Position structureTICKERS
Broad index ETFsThe base · total-market exposure, held forever
SOXXiShares Semiconductor ETF · the US sector index
CHPSGlobal X Semiconductor Index ETF · the TSX-listed version, CAD
RebalanceOccasionally · when the tilt outgrows its job

These are notes on my own approach, not financial advice.

Next up

Pizza