This looked really reasonable until I saw that there was no NVDA in there; why’s that? (You might say high PE, but note that Forward PE is much lower.)
You are implying that it is hard to get Samsung expose. Why? On their website [1] they list several ISINs. Some of them I can buy in through my usual broker. They aren’t special.
My current allocation to AI is split something like this:
Obviously this is up a fuckton
Do you have a rough estimate of how much it went up in the last 3 months?
This looked really reasonable until I saw that there was no NVDA in there; why’s that? (You might say high PE, but note that Forward PE is much lower.)
How did you get SMSN exposure?
You can buy GDR common shares via LSE on Interactive Brokers.
You are implying that it is hard to get Samsung expose. Why? On their website [1] they list several ISINs. Some of them I can buy in through my usual broker. They aren’t special.
[1] https://www.samsung.com/global/ir/stock-information/listing-Info/
https://www.investopedia.com/articles/investing/082714/how-invest-samsung.asp