Hamish Maclaren : I started a small position in May 2019, and REMX has exceeded my wildest expectations.
I would be cautious about allocating any more than 2% of your portfolio to it. As you've observed too, REMX is extremely volatile. I am overlaying a risk mitigation strategy using the 200 SMA.

BLACKER-ALX Hamish Maclaren: Confirms explosion of return over the past year. Sustainability of return the issue. Still think a portion can be allocated to materials sector.

Milenko BLACKER-ALX: From the article...
"....what you have to understand is that it took us 30 years to build these supply chains. We blew it up in three years, beginning in 2018, and you can’t put it back together. This is Humpty Dumpty. It will take at least 10 years to reconstruct the supply chains if we don’t want to do it with China and globalization.”
https://dailyreckoning.com/supply-chain-disruptions-will-continue/

Henriettalew : This is on my coverage list! Completely agree with what LakeOZ boater said. Good fund, more something like an EV play (booming sector), issues with valuation. It is a buy, but a small allocation is ideal.

Krishias Future : I'd suggest WIW, leveraged TIPS. 3.78% yield (raised recently) and up 8% since I bought it six months ago.

GROW sky : Great insights. Any thoughts on $VAW vs. $RTM.

Mariela Angolo GROW sky: Equal-weighting holdings generally works, but doing so gives you some small-cap exposure too. I think in this case would stick to VAW, markets might get jittery if inflation increases, and small-caps are likely to underperform when this happens.