Cathy Woods - ARK Investment

Last 5 years of performance (Morningstar):

ARKK +87.34% +3.51% +35.58% +152.82% -2.58%
QQQ +32.66% -0.12% +38.96% +48.62% +23.50%

I also calculated the cumulative return per annum for last 5 years & since start date (10/30/2014):

20141030 arkk 30.68 qqq 21.8 vot 20.7 tqqq 56.5
20161114 arkk 43 qqq 27.7 vot 20.1 tqqq 75.3

VOT = Vanguard Mid-Cap Growth
TQQQ = Direxion 3X QQQ

Since ARKK is classified I compared it to the mid-cap growth index.

My interpretation of the results and looking at the charts is that her hyper growth play really outperforms when there is deflation and any hint of prolonged inflation means that these stocks will under perform by a lot. I believe she even stated that on some interviews I saw with her on CNBC.

ARKK is down 22.7% from the 2/16/2021 high whereas the QQQ is up 18.6% since then. That is a 41.3% underperformance. Even the VOT is up 15%.

ARKK_QQQ_VOT.YTD.JPG ARKK_QQQ_VOT.5yr.JPG
 
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{The Big Short} Burry has been vocal about warning about our current stock market bubble.

"People say I didn't warn last time. I did, but no one listened. So I warn this time. And still, no one listens. But I will have proof I warned," he Tweeted about markets about a year ago.

He also commented on Tesla golden child Cathie Wood, earlier in the year, Tweeting:

"It is too early, she is too hot, and, today, short sellers are timid, but Wall Street will be ruthless in the end."
 
SunTrader said:
Now -11.37% for the year with a month and a half to go.
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Cherry picking short-term results makes you sound both unknowledgeable and desperate to bolster your case.

If you compare ARKK to either the QQQ or SPY since the inception of ARKk, you will find ARKK has crushed the market.

I am not implying that a track record starting in 2014 is all one needs to think about. However, I am highlighting your ineffective cherry picking.
 
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On a separate note:


Cathie is a trader who can quickly cut a position that has a thesis gone wrong, as well as an investor:

See BABA and Z.

(I own no Cathie ETF. However, I like this quality and many people do not have it)
 
777 said:
On a separate note:


Cathie is a trader who can quickly cut a position that has a thesis gone wrong, as well as an investor:

See BABA and Z.

(I own no Cathie ETF. However, I like this quality and many people do not have it)
More...

I do not think we can cut quickly as some holdings will be be easy to get out off.
 
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777 said:
Cherry picking short-term results makes you sound both unknowledgeable and desperate to bolster your case.

If you compare ARKK to either the QQQ or SPY since the inception of ARKk, you will find ARKK has crushed the market.

I am not implying that a track record starting in 2014 is all one needs to think about. However, I am highlighting your ineffective cherry picking.
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And then you cherry-pick as well.

What about new clients to the fund this year. Do they care what the fund did last year?

Jeezuz
 
RedDuke said:
I do not think we can cut quickly as some holdings will be be easy to get out off.
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Illiquidity and excessive leverage have been the downfall of many, from overally optimistic day traders all the way up to King Term Capital.

The best traders successfully weave together:

Edge
Risk Management
Opportunity Cost
 
One buys the ARK ETFs to get exposure to certain areas of technology. Comparing them to a broad market index is apples and oranges.
 
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