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What place should cannabis and cryptocurrency ETFs have in my portfolio?

Featured writing by Allan Norman · M.Sc. · CFP · CIM

The Short Version

Themed funds built around buzzy areas like cannabis or cryptocurrency can be tempting, and a natural question is whether they deserve a spot in your portfolio at all. Rather than hyping or dismissing them, this piece brings the decision back to fundamentals: how wealth is actually built over time, how a sensible portfolio is put together, and how a particular holding fits your goals and your comfort with risk. The framing is that what is right for you flows from those basics rather than from whatever sector happens to be in the headlines. It is a steadying read for an investor feeling the pull of a hot trend who wants a clear-eyed way to size up speculative, concentrated bets, decide how much risk they can genuinely live with, and keep any such position in proportion to the rest of their plan.

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