SOXX
opensemisindexiShares Semiconductor ETF
conviction over time
convictionbuysellcloseholds at the last score until you record another
timeline · 2 entries
- 2025-11-15thesis7/10Conviction 7 out of 10
An admission that I like the sector more than I trust my ability to pick inside it. Buying the basket alongside the singles.
would prove me wrong
If I find myself selling this to fund a single name, the thesis has quietly become stock-picking again.
- 2025-11-19bought22 @ $569.3615
- 2026-07-18update7/10Conviction 7 out of 10
Have not been tempted to sell it to fund a single name, which was the whole test. Recording that the falsifier did not fire.
review scheduled 2026-10-20
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last close
$519.10
on 2026-09-17
at your last entry
$521.81-0.52% since
close on 2026-07-17, the last before your entry on 2026-07-18