ARK Invest: ARKK etc "active" ETF's: die "Disruptors"-Blase am US-Markt (Seite 38)

[faultcode]

Antwort auf Beitrag Nr.: 66.230.730 von faultcode am 29.12.20 20:50:18

und wieder zurück -- hier $ARKK (ARK Innovation ETF):

[faultcode]

ARK Invest nun unter Dauerbeschuss:

27.2.
Cathie Wood’s Power in Some Stocks Is Even Bigger Than It Seems
• Ark, Nikko Asset Management own at least 25% of three firms
• Outflows could ripple through heavily concentrated securities
https://www.bloomberg.com/news/articles/2021-02-27/cathie-wo…
...
Ark now owns more than 10% of at least 29 companies via its exchange-traded funds, up from 24 just two weeks ago, according to data compiled by Bloomberg.

Less discussed are holdings of Nikko Asset Management, the Japanese firm with a minority stake in Ark that it has partnered with to advise on several funds.

When combined, the pair own more than 25% of at least three businesses: Compugen Ltd., Organovo Holdings Inc. and Intellia Therapeutics Inc. Together they control 20% or more of an additional 10 companies.

These concentrations would appear to exist because several Nikko products follow the investment blueprint provided by Ark. The company Wood founded in 2014 invests in disruptive themes like genomics and fintech -- and the Nikko products do, too.

Because there are only so many stocks that fit these emerging themes and Wood has been so successful at attracting new cash, much of it floods into the same companies.

“At arms-length, Ark provides non-discretionary investment advisory services to certain Nikko products, and Nikko is a distributor of Ark’s products,” a spokesperson for the U.S. firm said. Ark’s website identifies five of its strategies as being “available in Japan in partnership with Nikko Asset Management.”

Ark and Nikko did not respond to requests for comment on the concentration risk.
...

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ein paar Listen:


https://twitter.com/BradMunchen/status/1366028957540257792
...


...


ein Beispiel: MTLS -- Materialise N.V. ADR:

[faultcode]

Antwort auf Beitrag Nr.: 67.229.820 von faultcode am 27.02.21 01:42:45

📢


https://twitter.com/StockJabber/status/1365891480884289541

[faultcode]

Antwort auf Beitrag Nr.: 67.226.496 von faultcode am 26.02.21 19:51:29

ein Skandal:




...
https://twitter.com/funwithnumberz/status/136545177060082483…

[faultcode]

https://twitter.com/SternJatta/status/1365170383570296835

[faultcode]

Antwort auf Beitrag Nr.: 67.210.629 von faultcode am 26.02.21 03:01:22

Bump and Run Reversal ?

[faultcode]

Antwort auf Beitrag Nr.: 67.210.611 von faultcode am 26.02.21 02:30:21

und dreimal darf man raten, wer noch rechtzeitig in die Blase eingestiegen ist:


https://twitter.com/cppinvest/status/1365050237069496320


Ross Gerber


Arun Chopra war mal so nett, und hat das zu Gerber in 2020 zusammengetragen:




=> ich leite daraus ab, daß er Mitte 2020 von der weiterlaufenden Rally überrascht wurde und dann voll reingegangen ist. Er sollte damit aber immer noch im Plus bei ARKK sein:

[faultcode]

https://twitter.com/Keubiko/status/1365067622275022850

sehr oft, wenn's dem Ende entgegengeht, werden die merkwürdigsten/verrücktesten/schrägsten Äußerungen gemacht.

Aber der "Rest" sagt kein Ton (außer hier und da in den sozialen Medien), weil das toxische Zeug nun leise raus muss aus den Depots mit Inhaber-IQ > 100, während die Dame bei CNBC/Bloomberg/Yahoo redet.

[faultcode]

Antwort auf Beitrag Nr.: 67.177.812 von faultcode am 24.02.21 14:39:02

diese Liste (>XX% holdings) ist besser:

CERS
CGEN
EDIT
EVGN
MCRB
NTLA
NVTA
ONVO
PSNL
SSYS
SYRS
TWOU
XONE

https://twitter.com/StockJabber/status/1365012420851347470

[lord_nibbler]

https://twitter.com/QTRResearch/status/1364996009751838723