Rate this ETF

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Animal
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Joined: Mon Jan 21, 2019 11:18 pm

Rate this ETF

#1

Post by Animal »

Since buying ETF's is so much easier than mutual funds, I have started looking at them more and more in recent years. Last night I was looking for one that had a large holding in Oracle, which is a company that you don't very often see in the VOO's or other common ETF's today.

I found one called IGV. Its owned by Blackrock and it has a pretty good track record lately (obviously from the type of stocks that it is invested in). But once I looked at the holdings in this ETF, its a pretty solid mix of some of the tech stocks we hear about lately.

Here's a general breakdown of the holdings:
Oracle Corp.......8.88%
Microsoft Corp......8.74%
Palantir Technologies Inc Ordinary Shares - Class A........8.16%
Salesforce Inc.....7.98%
Intuit Inc.......6.61%
ServiceNow Inc........5.12%
Palo Alto Networks Inc......4.23%
Adobe Inc......4.17%
CrowdStrike Holdings Inc Class A......3.96%
Strategy Class A......3.10%
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CHEEZY17
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Posts: 16600
Joined: Mon Jan 07, 2019 8:25 pm

Re: Rate this ETF

#2

Post by CHEEZY17 »

Love me a good ETF.

Some good names in that one but wow is it tech heavy. Looks like a really good track record though especially since 2022-23.
Seems like a good way to get a good presence in tech while still diversifying (within the sector at least). Lots of growth potential.

I like dividends. My 2nd biggest holding right now is the ETF QYLD. It's not going to do a lot of growing but it pays a fucking whopping 11% dividend while being fairly diverse in its holdings. Minor ups and downs are easily overshadowed by that ginormous dividend I see deposited in my account every month.

Information Technology
51.21%
Communication Services
15.45%
Consumer Discretionary
13.91%
Consumer Staples
5.66%
Health Care
5.11%
Industrials
4.76%
Utilities
1.45%
Materials
1.38%
Energy
0.46%
Financials
0.43%
Real Estate
0.18%
"When governments fear the people, there is liberty. When the people fear the government, there is tyranny."
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Animal
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Posts: 29417
Joined: Mon Jan 21, 2019 11:18 pm

Re: Rate this ETF

#3

Post by Animal »

CHEEZY17 wrote: Thu Jul 03, 2025 12:51 pm Love me a good ETF.

Some good names in that one but wow is it tech heavy. Looks like a really good track record though especially since 2022-23.
Seems like a good way to get a good presence in tech while still diversifying (within the sector at least). Lots of growth potential.

I like dividends. My 2nd biggest holding right now is the ETF QYLD. It's not going to do a lot of growing but it pays a fucking whopping 11% dividend while being fairly diverse in its holdings. Minor ups and downs are easily overshadowed by that ginormous dividend I see deposited in my account every month.

Information Technology
51.21%
Communication Services
15.45%
Consumer Discretionary
13.91%
Consumer Staples
5.66%
Health Care
5.11%
Industrials
4.76%
Utilities
1.45%
Materials
1.38%
Energy
0.46%
Financials
0.43%
Real Estate
0.18%
Wow, interesting. I have been trying to move more and more into dividends. I am going to take a look at this one.
Morningstar only has it rated as 3 stars. But I can't really figure out the dividend side of it. Its not paying dividends because of the stocks it holds paying dividends. It does some kind of covered calls. I don't really understand how it works. But the list of stocks that it holds are not dividend paying stocks (Nvidia, Apple, Microsoft, Amazon, Broadcom, Tesla, Netflix, Meta, Costco, Google, etc.)
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CHEEZY17
Libertarian House Cat
Posts: 16600
Joined: Mon Jan 07, 2019 8:25 pm

Re: Rate this ETF

#4

Post by CHEEZY17 »

Animal wrote: Thu Jul 03, 2025 1:38 pm
CHEEZY17 wrote: Thu Jul 03, 2025 12:51 pm Love me a good ETF.

Some good names in that one but wow is it tech heavy. Looks like a really good track record though especially since 2022-23.
Seems like a good way to get a good presence in tech while still diversifying (within the sector at least). Lots of growth potential.

I like dividends. My 2nd biggest holding right now is the ETF QYLD. It's not going to do a lot of growing but it pays a fucking whopping 11% dividend while being fairly diverse in its holdings. Minor ups and downs are easily overshadowed by that ginormous dividend I see deposited in my account every month.

Information Technology
51.21%
Communication Services
15.45%
Consumer Discretionary
13.91%
Consumer Staples
5.66%
Health Care
5.11%
Industrials
4.76%
Utilities
1.45%
Materials
1.38%
Energy
0.46%
Financials
0.43%
Real Estate
0.18%
Wow, interesting. I have been trying to move more and more into dividends. I am going to take a look at this one.
Morningstar only has it rated as 3 stars. But I can't really figure out the dividend side of it. Its not paying dividends because of the stocks it holds paying dividends. It does some kind of covered calls. I don't really understand how it works. But the list of stocks that it holds are not dividend paying stocks (Nvidia, Apple, Microsoft, Amazon, Broadcom, Tesla, Netflix, Meta, Costco, Google, etc.)
Honestly, I'm not entirely sure how it works either. All I know is I get a nice dividend deposit every month like clockwork on the 30th.
"When governments fear the people, there is liberty. When the people fear the government, there is tyranny."
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