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Main positions are FSKAX (Total US) and FXAIX (S&P 500). SOXX (Semiconductors) is the only sector specific ETF I have(~10% of my portfolio).

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I'm surprised there aren't more mentions of sector specific funds. I know Vanguard has/had sector specific mutual funds, so maybe I'll see if there are ETF variations of those.

Thanks for the pointer on semiconductors.

Why do SOXX over SMH?

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