IQE and LITE held at similar weightings; recently added to LITE position on photonics sector weakness.
Photonics sell-off provided buying opportunity; maintains balanced weighting between IQE and LITE.
@rioferdy838 IQE and LITE are pretty similar weightings for me. Added to LITE the other day on that photonics sell off
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +3.9% | +2.1% |
| 1 week | -3.0% | -3.4% |
| 1 month | -16.6% | -17.6% |
| 3 months | — | — |
| 6 months | — | — |