tag:blogger.com,1999:blog-2027792730823998344.post5089146912321231660..comments2009-04-09T10:21:14.761-07:00Risk Manager Jeffhttp://www.blogger.com/profile/14994763012317049832noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-2027792730823998344.post-24170731273506743602009-04-09T10:21:14.761-07:002009-04-09T10:21:14.761-07:00howdy!<BR/><BR/>hey, i like the semis too, but you should look into the composition of SMH<BR/><BR/>its 25% INTC and 20% TI<BR/><BR/>i would like more diversity, and i would like intl exposure as well (STM etc)<BR/><BR/>i have looked at all the semi ETFS (PCI, USD, SMH, XSD) and they all suck<BR/><BR/>i am thinking about throwing together my own basket of 5 or 10nullpointerhttp://www.blogger.com/profile/17897635156865956509noreply@blogger.com