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Originally Posted by NobodyHere
Definitely some impressive returns for ARKK, but it makes me wonder if the shipped has already sailed for jumping on.
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You're betting on the manager to be able to see & bet on future trends, technologies and ultimately companies. If you have faith in her, then the ship has not sailed yet because there is always new up-and-coming disruptors.
But yeah, Tesla is like 10% of the portfolio and a big reason why it's done so well. My guess is Tesla will keep on going up but not near the pace this past year. Her other picks will have to pick up the pace if ARKK huge returns are to continue.
Here are its' top holdings.
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Tesla Inc
Invitae Corp
Square Inc A
Roku Inc Class A
CRISPR Therapeutics AG
Teladoc Health Inc
Proto Labs Inc
2U Inc
Slack Technologies Inc Class A
LendingTree Inc
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