The Full Ledger

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Page 296

How Much of Your Portfolio Should Actually Be in DRAM

The Roundhill Memory ETF has roughly doubled since April, making it one of the fastest-gaining thematic funds in recent memory. Before you chase that return, there is a sizing question that could protect your…

Austin Smith · 1 month ago

How Much of Your Portfolio Should Actually Be in FTXL

Most retirement investors already hold a concentrated chip bet without knowing it, and adding FTXL can quietly double down on the same handful of names. Getting the sizing right separates a smart tilt from…

Austin Smith · 1 month ago