Long term value in Tech – what to look for?

Tech related investment seem to be a no brained for a long-term portfolio. Yet, such sector appears way more diversified, once starting to consider the large range of possible indexation.

To name a few:

  • Broad Nasdaq
  • Large Tech Giants (Google, Facebook, Amazon, Alibaba, Microsoft…)
  • Cyber security
  • Robots

Given the size of Tech giants, if you are already buying broad based investments (like global markets Equity ETFs), you are likely to be exposed to some of the blue chips names.

You can also increase allocation to some specifics sub-sectors of technology (namely as part of your satellite allocation – for more on satellite allocation please read here. ETFs can be an efficient way to gear your portfolio toward technology mega trends yet make sure to check the costs (they can be quite heavy for niche ETFs) and the allocation (some ETFs may display a very fancy name yet just given you basic access the large tech companies in the US).

We namely like Robotics, and especially Industrial Robotics and have been using the ETF BOTZ US to gain access to such stocks.

Alternatively, the HACK US ETF provides access to companies involved in Cyber-security, an other sub-sector attracting increasing interest.

In order to build-up your knowledge on Robotics, we encourage you to read Martin Ford’s The Rise of the Robots.

Let us know how you gain exposure to Tech! We will keeping adding to the post as we received comments and ideas.

Note: we you buy books on Amazon through the provided links, we get some commission back via Amazon Affiliate program. Your item is not more expensive that if you were buying directly on Amazon & that helps us to keep the site running.

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