Video Games & Esports ETF

Posted on | by Leon Hinde | Leave a Comment on Video Games & Esports ETF

Betashares Video Games and Esports Strong conviction Buy with stop loss at $14.68

Update 17/3:

The ETF is highly international, with close to 100% exposure to international equities (primarily USA and Japan). Key holdings typically include:

  • Roblox (RBLX)
  • Nintendo (7974.JP)
  • Electronic Arts (EA)
  • Take-Two Interactive
  • Bandai Namco

### Performance Summary

3-Year Return: ~ 21.3% p.a. (showing strong

1-Year Return: ~ -4.92% (as of late Feb 2026).

Soul Pattinson

Posted on | by Leon Hinde | Leave a Comment on Soul Pattinson

Washington H. Soul Pattinson and Company Buy with a stop loss at $37.77

Update 17/3:

Brickworks Merger: In late 2025/early 2026, SOL simplified its corporate structure by merging with Brickworks (BKW) to eliminate a complex 56-year cross-shareholding arrangement. This was a massive $14 billion deal aimed at increasing transparency and unlocking value in their property and private capital portfolios.

Artificial Intelligence ETF

Posted on | by Leon Hinde | Leave a Comment on Artificial Intelligence ETF

Global X Artificial Intelligence is likely to find buying support above $13.00.

The Global X Artificial Intelligence ETF (ASX: GXAI) tracks the Indxx Artificial Intelligence & Big Data Index. It invests in companies involved in the development and utilization of AI, as well as those providing the hardware (semiconductors) and infrastructure (big data) that power these technologies.

As of early March 2026, the fund’s top holdings represent a mix of global semiconductor leaders, software providers, and major tech platforms.

Top 10 Holdings
Samsung Electronics | 005930.KS | ~3.96% |
SK Hynix | 000660.KS | ~3.91% |
Netflix | NFLX | ~3.80% |
Cisco Systems | CSCO | ~3.39% |
Apple | AAPL | ~3.32% |
TSMC (ADR) | TSM | ~3.32% |
Broadcom | AVGO | ~3.25% |
Meta Platforms | META | ~3.19% |
NVIDIA | NVDA | ~3.08% |
Palantir Technologies | PLTR | ~3.04% |