Damn I didn't realize that ant design could look so clean
Show HN: I built a comprehensive Ark ETF tracker
31–40 of 90 posts
Re: Show HN: I built a comprehensive Ark ETF tracker
#32Never heard of Ark. I checked out their site but can anyone give me some context on why they're notable?
Ark creates ETFs that focus entirely on publicly-traded future tech companies. They operate in four segments: Genomics, Robotics, Internet, and FinTech. You will find very few, if any, companies in the Ark ETFs that would be considered "safe" picks for most investors. This is a testament to the nature of choosing companies working on the forefront of technological breakthroughs. My summary spin on what they're doing…
> You will find very few, if any, companies in the Ark ETFs that would be considered "safe" picks for most investors.
That is an understatement! This table looks like a wallstreetbets word cloud!
Re: Show HN: I built a comprehensive Ark ETF tracker
#33The website looks good, but you should change the name. It gives the wrong impression that it is associated with them.
Re: Show HN: I built a comprehensive Ark ETF tracker
#34Never heard of Ark. I checked out their site but can anyone give me some context on why they're notable?
Just a stock noob, but they are an investment company which markets things like ETFs for buying baskets of stocks. They are known for being big proponents of Tesla stock before it blew up. Now they seem to be considered thought leaders on what is the next tech stock to achieve Tesla-like returns.
Tesla is 9% of their portfolio. Tesla has a P/E of over 1000. It seems incredibly risky to hold Tesla now.
Re: Show HN: I built a comprehensive Ark ETF tracker
#35Do you update the share prices every day? How do you get the data?
They update their holdings every day at https://ark-funds.com/investor-resources - I've been scraping that to https://github.com/tigger0jk/ark-invest-scraper for almost a month now (I did not make this website).
They also will email you daily trade notifications if you request them: https://ark-funds.com/subscribe (I'm not scraping those)
Re: Show HN: I built a comprehensive Ark ETF tracker
#36Do you feel like Ark will be able to perform as well as they had in the past in the upcoming years?
Like how does Ark do it? How are they able to perform way better than other investors? Isn't there a mental model that sooner or later they wouldn't be able to have returns higher than market returns
Disclaimer: I do hold ARK shares and options
Re: Show HN: I built a comprehensive Ark ETF tracker
#37Earlier quoted context omitted.
Just a stock noob, but they are an investment company which markets things like ETFs for buying baskets of stocks. They are known for being big proponents of Tesla stock before it blew up. Now they seem to be considered thought leaders on what is the next tech stock to achieve Tesla-like returns.
Tesla is 9% of their portfolio. Tesla has a P/E of over 1000. It seems incredibly risky to hold Tesla now.
It's their strongest conviction holding. They're limited to 10% exposure to any 1 company...
Re: Show HN: I built a comprehensive Ark ETF tracker
#38Do you feel like Ark will be able to perform as well as they had in the past in the upcoming years? Like how does Ark do it? How are they able to perform way better than other investors? Isn't there a mental model that sooner or later they wouldn't be able to have returns higher than market returns Disclaimer: I do hold ARK shares and options
I don’t know.
Early Jan could be sketchy as people sell their best performers to defer taxes on their high gainers.
I would be surprised if ARK didn’t outperform the market average over any 3 year period. But I also worry about Cathie and her team’s continuing motivation after Resolute and Kelso & Company took control of Ark Invest. I wouldn’t be surprised if Cathie and her team issued a new set of replacement ticker symbols under a new name.
Disclaimer: I do hold ARK shares and some bullish options positions.
Re: Show HN: I built a comprehensive Ark ETF tracker
#39I'm surprised to see Roku as such a big holding for them. I wonder what their thesis. Apparently I'm not the only one confused by this https://www.reddit.com/r/investing/comments/f3my4w/why_would... https://investorplace.com/2020/08/roku-stock-is-poised-for-l...
It's not like they bought it big. It grew up. Same as TSLA.
Re: Show HN: I built a comprehensive Ark ETF tracker
#40Earlier quoted context omitted.
Just a stock noob, but they are an investment company which markets things like ETFs for buying baskets of stocks. They are known for being big proponents of Tesla stock before it blew up. Now they seem to be considered thought leaders on what is the next tech stock to achieve Tesla-like returns.
Tesla is 9% of their portfolio. Tesla has a P/E of over 1000. It seems incredibly risky to hold Tesla now.
Tesla is expected to 4x it’s revenue in 2 years. So in 2 years that could be a much lower PE. Maybe try a PEG ratio or discounted future cash flows