Selling DRAM on today's strength. Not because the memory thesis broke, but because I bought a cycle and cycles get sold. Launched April 2 at $28, ran to $81, sitting around $50 last I looked, still way up from launch and where I bought.
I missed the opportunity to sell near highs but I don't want to be too greedy anymore.
Planning to re-invest DRAM proceeds into other fund/funds.
I thought about NASA as I am bullish on the Space theme but we all saw how dramatically poor the performance has been since SpaceX IPO.
ARKVX is really interesting. I like having exposure to the private markets but just a little concerned about high expense ratio and poor liquidity.
XOVR solves many of the issues I have with ARKVX, particularly around liquidity and fees (0.75% expense ratio vs ARKVX's 2.9%). The holdings are well positioned for the future. I'd just like to see a bit more pre-IPO exposure.
Or May be it is best to just buy **VOO.** Would appreciate any suggestions. SOX/SOXQ also interesting.