方舟投資(Ark Invest) 女巴菲特Cathie Wood的超強年化報酬率ETF

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創立於2014年的方舟投資(ARK Investment Management),近期高績效的表現引起許多投資人的注意。

綱要:

關於ARK

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傳統估值方式的盲點

最佳的例子:特斯拉(TESLA)

Cathie Wood介紹

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Tesla Stock Is Soaring. It’s Controversial. And Soon, It Could Be In Your Portfolio
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Warren Buffett — Berkshire Hathaway Holdings(2020/05/31

ARK旗下有哪些ETF?

【主動型】

【被動型】

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左邊為主動型ETF,右邊則是被動型ETF
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ARKK報酬率,年化報酬率高達30.98%(2020/09/30)
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ARKW報酬率,年化報酬率高達36.30%(2020/09/30)

ARKK

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ARKK持股(2020/09/30)

ARKW

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ARKW持股(2020/09/30)

共同持股

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Tesla的目標價…可能在火星?

ARK訂閱服務&研究報告

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除了觀察買賣哪些標的,也必須注意其在ETF當中的比重。

應該要投資嗎?

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藍色-ARKK;綠色-NASDAQ;紅色-S&P500(2020/10/22)

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