Tracker sur la 5G

Pourquoi pas carrément un tracker sur Taiwan?

IShares en a un bon.

Luc

j'en ai trouvé 3 mais sont-ils accessibles pour nous ?

Global X Internet of Things ETF (SNSR) : connected electronics, if you want to play the end-user perspective of 5G technology. For those unfamiliar with the buzzphrase, "internet of things" refers to a network of physical objects connected to the web – from TVs and smartwatches to thermostats and doorbells. Top holdings include GPS giant Garmin (GRMN) as well as wireless communications company Skyworks Solutions (SWKS). If you're most interested in investments that play how people will be plugging in to the new 5G networks, SNSR could be the right fund for you. This ETF has an expense ratio of 0.68%.

Vanguard Communication Services ETF (ticker: VOX) : one of the largest telecom-related ETFs out there with about $3 billion in total assets under management, this Vanguard fund is among the simplest and most liquid ways to play the 5G revolution by getting exposure to all the big names – from service providers such as Verizon Communications (VZ) and Comcast Corp. (CMCSA) to internet and cloud computing giants such as Google parent Alphabet (GOOG, GOOGL). If you want to broadly play the fact that people are heavily reliant on data services and will only use more bandwidth in the future, VOX is an easy way to get exposure to the dominant names out there across both tech and telecom. The fund comes with a low annual expense ratio of 0.1%.

First Trust Indxx NextG ETF (NXTG) : a smaller ETF, but this fund holds its own with the big guys as it boasts almost $700 million in total assets at present. Thanks to a "next gen" focus on telecom, you'll find the portfolio biased to hardware manufacturers supplying the parts that are in demand among the Big Telecom stocks upgrading their networks as well as the devices consumers will be using to stay connected. That includes Chinese electronics firm Xiaomi Corp. (1810.HK) as well as chipmaker Qualcomm (QCOM), among others. If you want to play the 5G revolution without buying the typical telecom names, NXTG is a good alternative. The fund comes with an expense ratio of 0.7%.

Dernière modification par MarcG (04-02-2021 21:04:14)

@Marc,
Merci pour tes avis, je vais regarder les ETF que tu mentionnes.

Nokia, ai revendu, Huawei, plus simple à acheter probablement. HTC, remarque pertinente la 5G B2B sera sûrement plus répandue que 5G at home, quoique avec télétravail, télé enseignement, télé amusement, scène classique: 1 parent en zoom, 1 autre à discuter en Skype etc, tout en préparant le repas, un enfant en devoirs virtuels, un autre à jouer, (pour ne pas embêter les 3 autres) et l'ado geek qui mine des bitcoins pour se faire des sous, bonjour la connection.

Ok, peut-être pas HTC, mais alors qui?

Amicalement,

Birdie