DRAM 是在不依赖单一赢家的情况下投资存储股的最佳方式之一；自 4 月推出以来上涨 67%，但仍较 6 月高点低 42%。他将自己的仓位限制在 10%，因为他已持有 Micron 和 SK Hynix，不愿在周期见顶前超配存储。
逐段跳播
如果你想更多地投资存储板块，又不想依赖单一一只赢家股票，可以看看 Roundhill Memory ETF，股票代码是 DRAM。
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.
该基金约75%由 Micron、Samsung 的股票以及 SK Hynix 的韩国股票构成。因此，你可以避开美国市场的大部分涨幅。
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.
此外，该基金第四大持仓是 CXMT，正是那家引发这轮大幅抛售的中国存储制造商。因此，在投资存储类股票时，DRAM 基金是不靠运气也能致富的最佳方式之一。
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 是主动管理型基金，年费为0.65%。它于去年4月推出，即便经历了这些艰难的日子，自成立以来仍上涨了67%。该股较6月高点仍下跌42%。
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.
DRAM 的配置比例是10%，因为我已经通过 Chat 和 SMH 持有了 Micron 和 SK Hynix 的相当仓位，而且考虑到我们正接近经济周期的顶部，我不想在存储板块上超配。
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.