DTCR/BNKL

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Hi Dan

What do you think of these ETF? thanks

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Asked on July 29, 2025 4:27 pm
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awesome thanks Dan

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Posted by mike.repluk@gmail.com
Answered on August 4, 2025 9:40 am
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For DTCR, it is effectively a way for investors to get exposure to the data center infrastructure. It looks to have a few chip/semiconductor plays in there. The thesis on this one would be pretty simple, if you think data center infrastructure will boom, it's likely a fund that should do well as a result.

For BNKL, it is very similar to HCAL. It holds the big 6 but with leverage. I don't actually mind this strategy because the banks typically exhibit low volatility, so the leverage could be comfortable for most. Obviously it's a personal decision, but the idea here is you look to own the Big 6, leverage it by 25%, and earn more returns if they go on a run. The fees charged by these funds are higher, but they're usually lower than what a retail investor could get access to the leverage for.

I like both of the funds.

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Posted by Dan Kent
Answered on August 4, 2025 8:13 am