DRAM is one of the best ways to invest in memory stocks without depending on one winner; it is up 67% since its April launch yet still 42% below its June high. He limits his own position to 10% because he already owns Micron and SK Hynix and won't overweight memory ahead of a cycle peak.
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If you want to invest more in the memory sector without relying on a single winning stock, check out the Roundhill Memory ETF, ticker symbol DRAM.
Approximately 75% of the fund consists of shares in Micron, Samsung, and Korean shares of SK Hynix. Therefore, you can avoid most of the American increase.
Furthermore, the fund’s fourth largest investment is in CXMT , the same Chinese memory manufacturer that triggered the sharp sell-off. Therefore, when it comes to investing in memory stocks, a DRAM fund is one of the best ways to get rich without relying on luck .
DRAM is actively managed with an annual fee of 0.65%. It was launched last April, and it's still up 67% since day one, even after all these tough days. The stock is still down 42% from its June high.
The DRAM allocation is 10% because I already own a good stake in Micron and SK Hynix through Chat and SMH, and I don't want to overweight the memory in anticipation of us reaching the peak of the economic cycle.