Long Term Stocks/ETFs for Tech/Cloud

ColdIron

mark88man said:

can I ask what you all think of Janus Henderson.  It has a blend of bigger companies, and seems to go beyond FAANG although clearly they are there

https://cdn.janushenderson.com/webdocs/GTEOTI_GB0007698847_WEB100_M_31052020%28EN-GB%29.PDF

Janus Henderson is a global asset manager like M&G. They provide and manage many active funds and investment trusts. The fund in your link refers to their Global Technology OEIC

mark55man

sorry for not being clear in my original post - yes that is the fund (Global Technology OEIC) I was seeking observations on 

Linton

mark88man said:

sorry for not being clear in my original post - yes that is the fund (Global Technology OEIC) I was seeking observations on 

I thought you wanted to avoid the FAANGS and the other major players.  50% of the Janus Henderson Fund is in:  Microsoft, Apple, Alphabet (Google),Amazon, Facebook, Samsung, MasterCard,Visa, Tencent. The other 50% is split amongst 37 companies.
If you wanted a higher % of smaller companies there are Herald Worldwide Technology and Liontrust Technology with about 30% in the larger companies. Looking at Investment Trusts, Allianz Technology Trust is even more weighted to smaller companies

MaxiRobriguez

Software cloud players would be more volatile in my view than the compute behemoths like Amazon and Microsoft as monthly flexible contracts make revenue forecast harder and can lead to customers ditching them if cash preservation becomes a necessity. ServiceNow and Zoom and the like aren't dominant in the same way the aforementioned two and could be usurped, but even if they aren't the additional traffic will end up on Amazon/Microsoft hardware....

.... Which may mean you just want to focus on those?

Tough one - I work in the IT industry, very familiar with the companies mentioned, but wouldn't like to stick my neck on the line and call the next company that will generate the sort of returns the OP seems to be after.

Voyager2002

RolandFlagg said:

I'm not going to lie. I like tech. I like cloud. I'm not an expert but I think anything along those lines will outperform the market long term.
Thing is, all the ETFs I have are heavily biased towards the the FANG stocks, and have only a tiny exposure to other long term stocks I like such as Chegg, Qualcomm, Skyworks, Nvadia etc.
Best to buy stocks in those companies to add to my ETFs or are there any ETFs out there that have higher exposure?
The few ETFs I've looked at are First Trust Cloud ETF (SKYY), Wisdom Tree Cloud (WCLD), and Investo QQQ.
I'm sure I will get some hassle about how heavily tech weighted my portfolio is, but that is my view and I'm sticking to it for the next 10 years at least.
So if anyone has taken a similar view, it would be interesting to know the stocks and funds you have found and invested in (I'm sure we are all looking for the next Apple or Netflix)
Cheers.

Personally I like the ETF EMQQ.

Ciprico

Voyager2002 said:

Personally I like the ETF EMQQ.

Looks interesting, but emerging companies in emerging countries - what could possibly go wrong...!