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Editor’s Note: This is the second part of my summer mandate breakdown. In the first edition, I covered the 40/40 foundation — the institutional stabilizers and AI infrastructure sleeve. Now, I want to focus on the final 20% of the portfolio: the high-beta side.
The final 20% of this summer mandate is where the portfolio takes its most aggressive swing…
This is the space velocity and high-beta sleeve. It is intentionally smaller than the two 40% sleeves because the volatility profile is different.
The goal is to create room for outsized movement without allowing the most speculative part of the portfolio to control the entire outcome.
That is the core of the barbell. The portfolio is not built around one idea, one ticker or one catalyst. It is structured so the stabilizing names and AI infrastructure positions carry most of the weight, while the high-beta sleeve adds upside potential.
The Space Velocity Sleeve
Tema Space Innovators ETF (NASA) receives a 10% allocation, or $23,500. Ouster (OUST) receives a 5% allocation, or $11,790. Redwire (RDW) also receives a 5% allocation, or $11,790.
This is where the mandate is most tactical. The allocations are smaller, but the exits are more specific.
NASA has a partial exit at $42. Once that first target is reached, half the position is sold and the capital is rotated elsewhere. The remaining portion is governed by the July 15 exit.
RDW follows a similar structure. Half the position is sold at $26, with the proceeds rotated elsewhere. The remaining portion is also governed by the July 15 exit.
OUST has a price target exit at $62.50 or a July 15 exit, whichever comes first.
Why the Exit Rules Matter
This is the part of the mandate that matters most from a process standpoint.
A high-beta sleeve can move quickly, but that is exactly why the rules need to be set before the move happens.
The plan defines where to take partial profits, when to rotate capital and when to stop waiting.
That keeps the trade from becoming emotional. It also keeps the portfolio tied to the original objective: 10% to 15% aggregate net growth over a 30-to-45-day window.
This mandate reflects Graham Lindman’s personal holdings and is for informational purposes only. It does not guarantee future results. Do not risk more than you can afford to lose.
Prospectus Tracking Sheet: Click Here
Graham Lindman
Graham Lindman Trading
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*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.
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