41–50 of 90 posts
I'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...
The real question. Remove tsla from arkk, how well did they perform?
thank you, what your view for ARK as first investment ?
It depends on what your goals are and how you rank those goals.
You’ll probably make more money with ARK funds but you won’t learn as much about picking stocks. Instead you’ll learn about picking ETFs.
You’re pretty likely to wake in 10 years in a world you’re happy to live in with ARK funds. Even though that’s not the primary objective like performance is, it can help you sleep better at night.
If you’re afraid of a stock market correction happening soon, SHV is likely a better short term holding for you. It’s hard for any meaningful correction to last though with QE firing up the M1 and M2 supplies.
Best to only start with money you’re willing to lose so that you have the mental fortitude to ride out the INTENSE volatility you will be experiencing in Ark’s funds.
I'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...
Very cool! The weight rankings over time and performance views you have are awesome. I actually just started git-scraping [1] Ark's EOD holdings a few weeks ago [2] (although I'm not scraping trades out of emails since I couldn't find a trivial way to integrate them into my scraper) I wanted to be able to justify to a friend that despite 10% of their entire portfolio oftentimes being TSLA they ARE selling shares as i…
The real question. Remove tsla from arkk, how well did they perform?
this is great. Before, i was just getting the ARKK emails and trying to "feel" what they are accumulating and selling.
Do 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
one thing they definitely get right is risk control/management - they cap individual holdings to 10%, so it provides profit-taking and cuts down single-holding risk by design