Date updated:10-04-2007
SMH is an ETF that tracks the major companies in the semiconductor industry. As of October 2, 2007, it was up 15.78% YTD. SMH is managed by Merrill Lynch and contains 20 stocks, which will not change unless there is a "reconstitution event".
I'm assembling this portfolio that tracks SMH as well as its component stocks. The question is - in the long run, is it better to buy SMH or one or more of the companies SMH tracks?

-
SMH
Ml Semicond Hldr1 - $25.40
- -0.97%
- $24.94

-
INTC
Intel Corporation - $19.11
- -1.19%
- $18.90
As of August 31, 2007, INTC was 20.36% of SMH's assets. INTC's YTD growth was 32.26%.

-
TXN
Texas Instruments - $25.25
- -0.67%
- $24.80
As of August 31, 2007, TXN was 27.03% of SMH's assets. TXN's YTD growth was 27.93%.

-
AMAT
Applied Materials - $12.29
- -1.13%
- $12.09
As of August 31, 2007, AMAT was 14.64% of SMH's assets. AMAT's YTD growth was 18.21%

-
ADI
Analog Devices - $29.75
- -0.30%
- $29.48
As of August 31, 2007, ADI was 5.17% of SMH's assets. ADI's YTD growth rate was 11.42%.

-
KLAC
Kla-tencor Corpor - $31.92
- -2.00%
- $31.61
As of August 31, 2007, KLAC was 4.45% of SMH's assets. KLAC's YTD growth rate was 11.75%.

-
LLTC
Linear Technology - $26.91
- -1.10%
- $26.21
As of August 31, 2007, LLTCwas 4.55% of SMH's assets. ADI's YTD growth rate was 17.58%.

-
NSM
Natl Semiconducto - $14.47
- -0.69%
- $14.19
As of August 31, 2007, NSM was 4.24% of SMH's assets. ADI's YTD growth rate was 19.22%.
- Top Professional Portfolios
- 1. Fidelity Contrafund - ...
- 2. Navellier & Associ...
- 3. Calamos Advisors
- 4. Argus Management
- 5. Charlie Munger
- show all
- Top Do-It-Yourself Portfolios
- » Joseph Russell Portfolio 1
- » Albo's First Portfolio
- » Darrell Werth Portfolio 1
- » Top 5 Small-Cap Stocks: N...
- » Echo5Joker's Portfolio
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Roberto Pedone Posted on Nov. 27, 2009 According to Jim Cramer, investors need to know the four enemies of all bull markets. On Wednesday’s “Mad Money” TV show...
By Roberto Pedone Posted on Nov. 27, 2009 According to CNBC’s “Fast Money” traders, the adjustment in the third-quarter GDP figure released on Tuesday from an exp...
By Jonas Elmerraji Posted on Nov. 25, 2009 With Thanksgiving fast approaching, retailers have one thing on their collective minds: Black Friday. After all, the day, whi...
By Jonas Elmerraji Posted on Nov. 24, 2009 Don’t dismiss dividends right now. While stocks may have made significant strides in the rally that’s taken hold of the m...
A. The only one I own : SLX,
too hard pick a winner out all of them
Analyst Upgrades or Estimate Increases for Nov. 27, 2009. Read more here. more
Here are some stocks that moved up on unusual volume on Nov. 27, 2009. more
Here is a list of some of the companies that will report earnings on Monday (Nov. 30, 2009). For some of the companies below, EPS estimates* are provided. * Analyst o... more













Comments not available