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결론: 캐시 우드의 ARK Invest 포트폴리오는 테슬라 등 파괴적 혁신 성장주 중심으로 구성되어 있어 높은 수익 잠재력과 함께 하락장에서의 큰 위험도 동시에 지닌다. 포트폴리오 구성: 1.6조 원이 아닌 16억 달러 규모의 운용자산을 가진 ARK Invest의 상위 10개 종목을 소개한다. 테슬라: 포트폴리오 1위로 402,293주, 시가 5억 7천만 달러(비중 9.63%). 10년 수익률 7000% 이상, 5년 500% 이상, 3년 약 350% 수익을 기록했다. 에너지 사업이 자동차 사업만큼 커질 것이라는 머스크의 전망이 언급되었다. 스퀘어(블록): 2위로 약 330만 주, 4억 5,600만 달러(비중 7.73%). 2016년 주당 10달러에서 현재 120달러 이상으로 약 12배 상승. 캐시 우드는 네트워크 효과와 디지털 지갑 확산으로 은행에 파괴적 영향을 줄 것이라고 평가했다. 인비테이(Invitae, NVTA): 3위로 약 4억 5천만 달러(비중 7.6%). 주가 약 30달러, 시총 약 37억 달러이며 현재 연구 투자로 적자 상태라 리스크가 있다. 크리스퍼 테라퓨틱스: 4위로 3억 7,500만 달러(비중 6.4%). 유전자 편집 기술로 암·당뇨 등 난치병 치료를 목표로 한다. 로쿠(Roku): 5위로 230만 주, 3억 6,600만 달러(비중 5.9%). 2017년 IPO 가격 26.5달러에서 약 150달러까지 상승했다. 유닛(2U 계열 온라인 교육): 약 2억 7,200만 달러(비중 4.4%). 2018년 고점 98달러에서 14달러까지 폭락한 사례가 언급되었다. 마크로랩(Desktop Metal 계열 3D프린팅 등 언급): 주가 약 140달러, 시총 약 37억 달러, PER 60. 고성장 기대 기업으로 소개. 랜딩트리: 대출 중개 플랫폼으로 약 2억 2,700만 달러 보유(비중 3.7%). 루미나: 맞춤의학용 생명과학 도구 기업으로 현재 주가 400달러 미만, 2년 전 130달러 수준이었다. 비중 3.65%. 질로우: 10위로 약 2억 1,160만 달러(비중 3.4%). 온라인 부동산 플랫폼으로 광고와 야후 제휴로 수익을 낸다. 성과와 리스크: 최근 1년 수익률 49%, 펀드 설립 이후 연환산 수익률 26.7%. 다만 약세장에서는 고성장 기술주가 가장 크게 하락할 수 있다는 위험이 강조되었다. 출연자 전망: 캐시 우드가 혁신 기업에 장기 투자하는 전략을 높이 평가하며, 그녀를 우수한 투자자로 인정하는 결론으로 마무리된다.
다듬은 글
kathy woods you'd have to say she is one of the best investors of the modern era and what do i mean by this well the 21st century it's really been the decade of technology the rise of computers social media electric cars artificial intelligence etc cathy is an investment manager who focuses on these areas these pockets of high growth and she's done a pretty good job of picking the specific companies in those sectors who have gotten the highest returns so what we're going to do in this video is we're going to go over her portfolio and by her portfolio i mean the portfolio that she manages with her investment fund arc invest which has 1.6 billion dollars of assets under management these are the top 10 stocks that she owns this has rarely been the stock that has made kathy woods the semi-famous investor that she is today the fact that she invested in tesla early on and it's still her number one position currently if we look at arc invest portfolio they own 402 293 tesla shares with a market value of 570 million dollars making up 9.63 of the total portfolio and tesla it's been one of those stocks that has made any of its early investors a lot of money if you had invested in tesla just 10 years ago you would have made an over seven thousand percent return five years ago and over five hundred percent return three years ago about a three hundred and fifty percent return and for those who don't know which i'm sure most of you already do tesla is the electric car and energy company the head of the company is probably one of the greatest geniuses of our time elon musk so tesla's goal is to accelerate the world's transition to sustainable energy they're obviously doing this through one selling electric vehicles which by the way they're not doing a bad job at the tesla model 3 was the world's most popular plug-in electric vehicle uh with worldwide unit sales of more than 300 000 in 2019 and they're currently ranked the number one not just electric vehicle company but vehicle company in the world then they've also got their energy side of their business which is looking to power homes sustainably and to develop strong long-lasting batteries the interesting thing about the energy part of their business is it's bigger than a lot of people think in fact elon musk said that i think long term tesla energy will be roughly the same size as tesla automotive essentially with tesla stock you've got a world that is looking to become more sustainable and tesla is probably the biggest company that is driving this change as well as making a lot of money from it moving on to kathy wood's second largest position it's a company called square square makes up 7.73 of the portfolio they own three point three million shares with a total market value of 456 million dollars so square stock this is one that you might not have heard of before the company square is a business that mainly focuses on helping small businesses they help small businesses accept credit card payments track sales and inventory obtain financing and do payroll and a range of other financial operations so as of today more than 64 million businesses use square for the credit card payment and sales tracking technology kathy wood has some interesting opinions on square the stock she said share gains absolutely have taken place in all kinds of innovation we have learned the hard way that credit cards and debit cards are the most vicious virus spreaders out there they're worse than cash the move towards digital wallets has taken off and this will be very disruptive for banks she said and i quote square inc has network effects banks to attract a customer have been willing to pay hundreds of dollars square spends about 20 dollars these new services providing pair to pair transactions small business and consumer loans the reason square especially can do this is that it sees every single transaction these small businesses have looking at the numbers this stock has quite a gross story to it only in 2016 the stock was selling for ten dollars a share today it's gone up by 12 times in price selling for just over 120 dollars woods's third largest position is an interesting one it's a company by the name of invite and what they're focused on is genetic testing their mission is a simple one to make genetic information affordable and accessible to everyone who can benefit from it and i just want to break this down quickly for you imagine you take a genetic test you get the results from this test and it tells you you've got high risk of getting skin cancer you then know to avoid getting burned by the sun because that's dangerous for you okay so that's one example of how this company can benefit people uh let's just say the results tell you the type of food your genetics work best with or what's going to help you have a good pregnancy this is essentially what this company is looking to do which is high potential growth arc invest they own 450 million dollars worth of this stock which comes in at 7.6 of their portfolio the ticket symbol for the stock is nvta if you would like to research it more price wise it's currently selling for around 30 per share and the market cap is around 3.7 billion as you can see they're currently losing money because they're using it to invest in their research so this company definitely holds some risk to it so you should start noticing by now the pattern with every one of these companies invested in by woods and that is they are all in revolutionary high growth fields crispr therapeutics is no difference they use the technology crispr the gene editing platform to treat serious human diseases the likes of cancer diabetes diseases along those lines kathy woods she's gone big with her position in this company with arc invest they have a position valued at 375 million dollars making up 6.4 percent of the portfolio it just shows you how big the portfolio is when you have a position worth 370 million dollars and it makes up less than 10 of your entire portfolio that's interesting but let's get on to number five though coming in at the fifth largest position of the portfolio is a company called roku arkhamvest owned 2.3 million shares in the company which gives a total value of 366 million dollars occupies 5.9 of the total portfolio now i'm sure a lot of you will already own a roku device you'll know what it does basically it allows you to stream all of your entertainment directly to your tv you don't need any cable equipment or anything like that you know essentially it's the same as with all of these other companies they've got a better product than the old one it's disruptive it's looking to take over a big industry the tv industry and of course it's got high potential with regards to money again roku is another growth story when it comes to price they made their debut to the public market on september the 28th 2017 for a price of 26.50 today they're selling for almost 150 dollars will they keep growing well no one knows for sure but kathy seems to think so that's why she still owns it you know i've been wondering for quite some time now when this transition would occur where education moved towards learning through technology online to you is one of those companies that are bringing universities to the digital age they have 70 university partners now they have 70 plus degree programs as well and kathy is investing big in them arkhamvest have 272 million dollars worth of the stock making up 4.4 percent of the total portfolio now this stock unlike a lot of woods's other stocks has actually had a poor run and as you can see about halfway through 2018 it just started going down it peaked around 98 dollars per share and then it went as low as fourteen dollars it just shows you that yes a lot of these companies have high potential to gain but they're also risky labs another interesting investment by kathy woods essentially what this company does is it uses 3d printing to rapidly manufacture production parts if we look at the numbers it's an interesting one now they're selling for around 140 per share with a market cap of around 3.7 billion and the p e ratio is high at 60 because they're a company projected for high growth landing tree it's a pretty basic but smart concept they use the internet to help people borrow money so they connect the borrowers with the multiple lenders to see who can give the lowest rate kathy woods she's got about 3.7 of her investment fund and landing tree with a total value of 227 million dollars also as we didn't mention before protein labs the previous stock accounts for four percent of the portfolio with a total value of 249 million so i'm sure by now you guys are getting a very good feel for woods's investing strategy the strategy that her fund arc invest go by is investing in companies that have quote disruptive innovation they define disruptive innovation as the introduction of a technologically enabled new product or service that potentially changes the way the world works and that's what you kind of see with all of these companies it's the same with kathy wood's ninth largest position lumina what they do is they develop and manufacture life science tools to analyze gene variation and function essentially the goal with this company is to enable personalized medicine oh you have this type of gene variation then this type of medicine will work best for you and help you recover quicker it's a very innovative and smart company now the price of the stock is currently just under 400 per share but just a couple of years ago it was only a hundred and thirty dollars the stock makes up three point six five percent of the total portfolio okay the 10th largest stock on cathy was list is zillow zillow anyone who's into real estate and lives in the us will most likely have heard of this zelo they are the online real estate database company so essentially you go on their website you look to buy a house and it's going to give you a whole lot of information on it zillow make their money through ads they make their money through a partnership with yahoo and to this day they are the leading real estate market place this is arkhamvast's 10th largest stock which makes up 3.4 percent of the portfolio the total value of that position is 211.6 million dollars so that is the 10 largest and most important positions over at arkan bass portfolio which is run and managed by kathy wood now i do want to leave some closing remarks on the way kathy woods invests and her portfolio structure as you can see she likes those companies that are looking to make a big difference in disruption in the world the likes of tesla square crispr all of these are disruptive companies what this means is that her portfolio has strong potential for high returns for example over just the past year they've made a 49 return that's nothing to sneeze at however this does mean they carry higher risks let's say the stock market enters a bear market it's going to be these high growth technology stocks that will be the ones who suffer so you know there's definite potential for loss with this technology and innovation based portfolio nevertheless kathy wood has proven since that she is no dummy when it comes to investing and these stock picks have helped her beat the market with a 26.7 percent annualized return since her fund's inception this is something a lot of portfolio managers cannot say and so you have to give kathy wood props on being a quality investor you
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