IM SELLING LITP IN US ETF AND TOPPING UP ON THIS EXISTING US ETF

Rudy & Rooster · Rooster Global Portfolio Mastery Club · September 09, 2026 at 14:02  | Read on Substack ↗
Summary
The author is rotating capital out of the LITP lithium ETF to increase exposure to an undisclosed Korean-themed US ETF. The trade is framed as a relative value rotation rather than a negative sector call, as the author explicitly notes they are not bearish on lithium fundamentals.
  • •The author is explicitly selling their position in the LITP ETF.
  • •Capital is being reallocated to 'top up' an undisclosed existing US ETF position focused on Korean equities.
  • •The author maintains they are 'not bearish lithium', indicating the sale is driven by better perceived opportunities in the Korean market.
Length 57 chars
Category finance
Ideas
Rudy & Rooster Substack author, Rooster Global Portfolio Mastery Club
The author is closing their position in the LITP ETF to reallocate capital to a Korean-focused ETF, explicitly noting the sale is for opportunity cost rather than a bearish fundamental view on lithium
The author is closing their position in the LITP ETF to reallocate capital to a Korean-focused ETF, explicitly noting the sale is for opportunity cost rather than a bearish fundamental view on lithium.
LITP HIGH
Rudy & Rooster Substack author, Rooster Global Portfolio Mastery Club
The author is rotating capital into a Korean-focused US ETF ('THESE KOREAN LADIES'), implying bullishness on South Korean equities or specific Korean sectors (likely battery manufacturers or cosmetics
The author is rotating capital into a Korean-focused US ETF ('THESE KOREAN LADIES'), implying bullishness on South Korean equities or specific Korean sectors (likely battery manufacturers or cosmetics) that trade via US ETF proxies. Risk: The specific target ETF is paywalled, meaning broad Korean exposure (EWY) might not capture the exact thematic alpha or specific sub-sector the author is targeting.
EWY
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This newsletter, published September 09, 2026, features Rudy & Rooster discussing LITP, EWY. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Rudy & Rooster  · Tickers: LITP, EWY