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Ark invest 2021 report

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  • 27-01-2021 3:46pm
    #1
    Timmaay
    Registered Users Posts: 11,394 ✭✭✭✭


    https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/White_Papers/ARK%E2%80%93Invest_BigIdeas_2021.pdf
    This was posted in the 2021 share picks last night but got buried several pages back by now. Anyways it an extremely useful report on several important immerging markets and trends across the next 20yrs, and definitely is useful to study it and take picks from it. I think I'll step away from the markets today and chasing afew 100e pure gambling gains with the GameStop madness and instead study it with the expectation that I'll get a far better bang for buck return across the next few yrs of trading ha.


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    #2
    TimeToShine
    Registered Users Posts: 4,881 ✭✭✭TimeToShine


    Thanks Timmaay this is great.

    Just to add, you can track all of Cathie Woods' ETF holdings here:

    https://cathiesark.com/


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    #3
    crushproof
    Registered Users Posts: 2,737 ✭✭✭crushproof


    That's great thanks for posting, I imagine a lot of good tips have been lost in the Share Picks thread over the past couple of days.

    I'll be away to read this later, as usual leave the wife wondering what I'm up to in the spare room till all hours.


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    #4
    hottipper
    Registered Users Posts: 243 ✭✭hottipper


    Yeah good idea - I could put together some sort of spreadsheet to collect ideas similar to the stock picking contest if interested. That stock picks thread is now officially broken everything getting lost in there. :D


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    #5
    Timmaay
    Registered Users Posts: 11,394 ✭✭✭✭Timmaay


    https://youtu.be/JeB84wGeJiA alot of interesting idea and point's here.


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    #6
    masterboy123
    Registered Users Posts: 5,721 ✭✭✭masterboy123


    I am relatively newbie.

    Is it good is to follow the top 10 stocks from the list?
    TimeToShine wrote: »
    Thanks Timmaay this is great.

    Just to add, you can track all of Cathie Woods' ETF holdings here:

    https://cathiesark.com/


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    #7
    patsy_mccabe
    Registered Users Posts: 10,702 ✭✭✭✭patsy_mccabe


    A very risky portfolio. A lit of new ideas, but what % will work out?

    'When I was a boy we were serfs, slave minded. Anyone who came along and lifted us out of that belittling, I looked on them as Gods.' - Dan Breen



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    #8
    Timmaay
    Registered Users Posts: 11,394 ✭✭✭✭Timmaay


    patsy_mccabe wrote: »
    A very risky portfolio. A lit of new ideas, but what % will work out?

    Agreed, definitely high risk/reward EFT. I do however like the way they very actively manage it, they will happily trim positions if they think that stock is extended. My only worry is with some stock's there might be a sort of "feedback loop", once people here ark are buying it they all jump on board also, and this effective is just pumping the stock. In terms of what percentage will work out, I'm definitely undecided about the genomics eft and space eft. Genomics is going to be massive in the future, but it's possibly heading for a dot-com alike bubble, everyone knew the internet would be revolutionary back on 99, but they were 20yrs too early. And space is hard, no two ways about it, things like starlinks broadband will be short term cashcows, but Virgin Galactic, crazy valuation already, and quite afew pilots have died during test accidents already, if a paying passager died it would be seriously bad. But overall I think following Cathie woods is very productive, but like everything, do your own due diligence on them stocks.


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