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Buy Hold Sell, by Livewire Markets

Buy Hold Sell, by Livewire Markets

Buy Hold Sell: Hot themes, cold calls - 6 thematic ETFs rated

Aug 18, 2026 · 13 min · 10 segments

Thematic ETFs offer something that broad index funds can't - a concentrated, conviction-driven vehicle built on the belief that a particular trend will define the future. Just look at the space tech…

Thematic ETFs offer something that broad index funds can't - a concentrated, conviction-driven vehicle built on the belief that a particular trend will define the future. Just look at the space tech ETFs that launched this year. But as we know, what's in favour today can be out of favour tomorrow. Markets follow narratives, and yesterday's hot thing can become next year's toxic ex. In this episode of Buy Hold Sell, Adam Dawes from Shaw and Partners and Andrew Wielandt from DP Wealth Advisory sort the hot from the not, the break-ups from the make-ups, across six thematic ETFs in technology, semiconductors, healthcare, cryptocurrency and property. *This episode was filmed Friday 14th August, 2026.*

Thematic ETFs offer something that broad index funds can't - a concentrated, conviction-driven vehicle built on the belief that a particular trend will define the future. Just look at the space tech…

Speakers: Andrew WielandtGuestAdam DawesGuestAnna DadicHost

Top entities: Computershare×7 Exchange-traded fund×9 Bitcoin×6 Anna Dadic×6 Apple×2

Global Technology ETF1:06 – 2:49

A

1:06

Let's start with the hot themes, and Adam, I will kick off with you.

A

Adam DawesGuest

1:09

Yeah.

A

1:09

Uh, the Vanguard Global Technology Index ETF, VTECH, only listed in March.

A

1:14

It's made up of 299 of the world's largest tech companies.

A

Adam DawesGuest

1:18

Yeah.

A

1:18

Buy, hold, or sell?

A

Adam DawesGuest

1:20

Look, I think y- you, you can't go a day without talking about AI or Donald Trump, right? So tech is definitely in the centerpiece for any client's portfolios, and, and how do they get that? Is that via the NASDAQ? Is that via IVV, or do we go for some more thematic style ETFs that are really in that space? The issue with thematics is that, as we've rightly pointed out, some are hot, and then some are not, right? And so you've just gotta make sure that you're comfortable in that, uh, theme for you to be investing.

A

Adam DawesGuest

1:50

For me, I'm comfortable with this one.

A

Adam DawesGuest

1:51

It looks really good.

A

Adam DawesGuest

1:52

It's done really, really well, uh, out of the gate.

A

Adam DawesGuest

1:54

It's done very, very well, so it's a buy from me.

A

Adam DawesGuest

1:57

Um, I just think that you've gotta...

A

Adam DawesGuest

1:59

Y- y- you can't...

A

Adam DawesGuest

2:00

It's not a set and forget, uh, passive style.

A

Adam DawesGuest

2:02

It's active.

A

Adam DawesGuest

2:03

It need, you need to be understanding of the thematic, and you need to be nimble.

A

Adam DawesGuest

2:08

If it does turn or does change, you can ne- need to get out pretty quickly, so but it's a buy from me.

A

2:13

Okay.

A

2:13

Andrew?

Andrew WielandtGuest

2:14

Yeah.

A

2:14

Do you agree?

Andrew WielandtGuest

2:15

I, I agree certainly on two fronts.

Andrew WielandtGuest

2:16

I agree with the thematic piece.

Andrew WielandtGuest

2:17

Like, nothing...

Andrew WielandtGuest

2:18

So these are satellites we're talking about.

ComputershareCompanyFinancial company
98%7 mentions
Exchange-traded fundEntity
94%9 mentions
BitcoinEntityCryptocurrency
90%6 mentions
Anna DadicPersonFilm producer
86%6 mentions
AppleCompanyTechnology company
82%2 mentions
The Vanguard GroupCompanyInvestment management company
78%1 mention
Global X ETFsCompanyCompany
74%2 mentions
Art Gallery of New South WalesMuseumArt gallery in Sydney, Australia
70%4 mentions
AustraliaCountryCountry in Oceania
66%11 mentions
XeroCompanySoftware company
62%5 mentions
Artificial intelligenceEntityProfessional field
58%1 mention
Livewire Markets Pty LtdCompanyCompany
54%3 mentions
United StatesCountryCountry in North America
50%4 mentions
NvidiaCompanyAI company
46%2 mentions
Real estate investment trustEntityOrganization type
42%2 mentions
TechnologyOneCompanyCompany
38%1 mention
SK HynixCompanySemiconductor company
34%2 mentions
South KoreaCountryCountry in East Asia
30%2 mentions
Samsung ElectronicsCompanyConsumer electronics company
26%1 mention
Donald TrumpPerson45th and 47th U.S. President
22%1 mention
NasdaqEntityStock exchange
18%1 mention
Software as a serviceEntity
14%1 mention
StocklandCompanyReal estate investment trust company
10%1 mention
Charter HallCompanyReal estate company
6%1 mention
DexusCompanyCorporation
2%1 mention

InvestmentsFinance
Vanguard Global Technology Index ETFFinance > Investments > Exchange-Traded Funds > Technology ETFs
Global X Semiconductor ETFFinance > Investments > Exchange-Traded Funds > Semiconductor ETFs
Global X S&P Biotech ETFFinance > Investments > Exchange-Traded Funds > Biotech ETFs
Global X 21 Shares Bitcoin ETFFinance > Investments > Cryptocurrency > Bitcoin ETFs
Australian Technology ETFsFinance > Investments > Exchange-Traded Funds
Betashares S&P ASX Australian Technology ETFFinance > Investments > Exchange-Traded Funds > Australian Technology ETFs
Semiconductor ETFsFinance > Investments > Exchange-Traded Funds
CryptocurrencyFinance > Investments
Exchange-Traded FundsFinance > Investments
Technology ETFsFinance > Investments > Exchange-Traded Funds
Bitcoin ETFsFinance > Investments > Cryptocurrency
Biotech ETFsFinance > Investments > Exchange-Traded Funds
Finance

Global Technology ETF1:06 – 2:49

A

1:06

Let's start with the hot themes, and Adam, I will kick off with you.

A

Adam DawesGuest

1:09

Yeah.

A

1:09

Uh, the Vanguard Global Technology Index ETF, VTECH, only listed in March.

A

1:14

It's made up of 299 of the world's largest tech companies.

A

Adam DawesGuest

1:18

Yeah.

A

1:18

Buy, hold, or sell?

A

Adam DawesGuest

1:20

Look, I think y- you, you can't go a day without talking about AI or Donald Trump, right? So tech is definitely in the centerpiece for any client's portfolios, and, and how do they get that? Is that via the NASDAQ? Is that via IVV, or do we go for some more thematic style ETFs that are really in that space? The issue with thematics is that, as we've rightly pointed out, some are hot, and then some are not, right? And so you've just gotta make sure that you're comfortable in that, uh, theme for you to be investing.

A

Adam DawesGuest

1:50

For me, I'm comfortable with this one.

A

Adam DawesGuest

1:51

It looks really good.

A

Adam DawesGuest

1:52

It's done really, really well, uh, out of the gate.

A

Adam DawesGuest

1:54

It's done very, very well, so it's a buy from me.

A

Adam DawesGuest

1:57

Um, I just think that you've gotta...

A

Adam DawesGuest

1:59

Y- y- you can't...

A

Adam DawesGuest

2:00

It's not a set and forget, uh, passive style.

A

Adam DawesGuest

2:02

It's active.

A

Adam DawesGuest

2:03

It need, you need to be understanding of the thematic, and you need to be nimble.

A

Adam DawesGuest

2:08

If it does turn or does change, you can ne- need to get out pretty quickly, so but it's a buy from me.

A

2:13

Okay.

A

2:13

Andrew?

Andrew WielandtGuest

2:14

Yeah.

A

2:14

Do you agree?

Andrew WielandtGuest

2:15

I, I agree certainly on two fronts.

Andrew WielandtGuest

2:16

I agree with the thematic piece.

Andrew WielandtGuest

2:17

Like, nothing...

Andrew WielandtGuest

2:18

So these are satellites we're talking about.

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