저자: CathieWood-영상진행자PramodKumar해설 · 외국인
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ARK Invest의 Cathie Wood 포트폴리오 ETF들을 분석한 영상으로, 결론적으로 혁신(ARKK) ETF는 성과가 좋았지만 나머지 ETF들은 구성과 성과 모두 실망스럽다는 평가다. [ARK 혁신 ETF(ARKK)] 운용자산 약 48억 달러, 보수율 0.75%. 올해 약 42% 상승, 1년 약 50%, 5년 약 30%, 설정 이후 약 26.7% 수익률을 기록. 상위 종목 중 테슬라 비중이 약 10%로 가장 높으며, 테슬라에 대해 발행인은 밸류에이션이 높고 방향성을 잃었다고 평가. [ARK 자율주행·로보틱스 ETF] 운용자산 약 3억 1,700만 달러. 설정 이후 성과가 부진하고 5년 수익률 약 20% 수준으로 S&P500 대비 열위. 테슬라와 알파벳 등이 편입되어 있으나 로보틱스·자율주행과의 연관성이 약하다고 지적. [ARK 차세대 인터넷 ETF] AI, 빅데이터, 클라우드, 사이버보안 테마지만 실제 편입 종목(테슬라, 스퀘어, 로쿠, 스냅, 슬랙 등)이 테마와 맞지 않는다고 비판. 엔비디아, 아마존 미편입도 지적. [ARK 유전체혁명 ETF(ARKG)] 운용자산 약 13억 달러, 보수율 0.5%. 설정 이후 수익률 약 20%, 올해 약 50% 상승. 바이오·헬스케어 중심으로 발행인 측 평가는 유보적. [ARK 핀테크 ETF(ARKF)] 운용자산 약 2억 2,100만 달러로 매우 작고, 편입 종목(애플, 알리바바, 페이팔, 스퀘어 등)이 핀테크 테마와 어긋난다고 평가. 블록체인 관련 편입은 확인되지 않음. [ARK 3D프린팅 ETF(PRNT)] 운용자산 약 3,700만 달러, 보수율 0.66%. 설정 이후 수익률 약 2.12%로 매우 부진. 편입 기업들이 아직 수익을 내지 못하는 신생 기업들이라고 평가. [종합 결론] 발행인은 Cathie Wood의 혁신 투자 방향성은 높이 평가하지만, 테마와 편입 종목의 괴리, 밸류에이션 부담, 일부 ETF의 낮은 성과를 지적. 개별 ETF 매수 판단은 유보하고 추가 검토를 권유.
다듬은 글
hello youtuber today i will be revealing the cat 3 wood portfolio as you can see on uh she's you might see in her on cnbc and many other so her company is arc invest and basically she in this video i will she's more focused on investing in the interruptions 3d printers and fintechs and uh all other kind of uh the technologies right so that's her portfolio and over the year and recently she make a quite uh good predictions about the tesla and now she's thinking that tesla can go oh around almost fifteen thousand dollars per share by 2024.
her previous prediction was right about tesla that it can break and tesla is following that but let's see what's in her portfolio so if uh in her portfolio to see what so if you keep okay so myself i'm a promote kumar i'm a cfa charterholder and frm certified in in my channel i review the stocks and come up and also perform the stock valuation and in my channel i also did earlier the portfolio of the warren buffet and charlie mangan and uh even i think bill gates so check out my channel and uh okay let's get started without further delay so let me put myself on hide so you i won't cut any screen so okay on i so basically is um that's her company and she has main like etfs right so these etfs are if you can see on the screens these are on the arc innovation etfs autonomous technology and robotics sites next generation internet genomic revolutions and fintechs and then 3d printing so i'll go each on each of these etfs good thing about this etf is anybody can go there and buy those etfs as well so let's review what is in these etfs and does it has any value for like us as well right so let's go step i already have these etfs open just to save times so let's go to the first one which is the innovation etfs what basically are defined the interest disruptive innovation right that's when they say you know innovations the companies within our include that rely on the benefit the development of new products like technology improvement or any scientific improvement right these are the companies includes here and so on so if i go to the etf so the ticker on this etf is ar k k so and this is the ticker so you can search the sticker and buy the good thing about one thing i like it is only point seven five percent uh the expense ratio so this mean if you invest ten thousand dollars into this etf into this disruptive etf your cost is per year is only 75 dollars right so that's uh easy math on the net asset side this etf has 4.8 billion dollars so which is a quite uh heavy amount of money if i see the the overall performance of this etfs it started around somewhere around 2015 at 20 and now and then when the market crash it came uh not 20 but still keep almost double of its weight right 37 or something but now it's uh eighty dollars and forty five cent is the market price okay or eighty dollar forty cent exactly so this mean is a quite a big if i see on the performance side what is it so for the one year year this year the ctf is already performed by 42.23 percent so this mean this interruption uh innovations and arc investment people has a lot of good trust in it when all the stocks melting this etf is going if i see okay one year is close to fifty percent five here is thirty percent and since five if i see the all the since inceptions maybe it's a little bit before then five year then it's 26.70 so that's uh quite good so let's say what companies major ten companies contains the ctf okay as uh the name suggests the ten percent weight almost ten percent weight is on tesla and we know the price of the tesla right now is skyrocketing maybe that's one of the reason as well this etf is doing well another is uh i did in my channel the review on the tesla as well so if you want and the square square wise uh i'm not very keen or positive right now the value is too high but the company lose its direction losing direction if you want why i'm saying that please do check out that video okay then other ones are there uh roku is there which is basically this company is owned by disney when i did the disney stock review then that time i've i have found that so overall in the zero group so it seems like these are the top 10 stocks and then maybe other small companies as well so these basically when she's saying innovation innovation or cement like automation car streaming this is not that this is more like education and lending side okay so that's what these companies she's picking up uh okay so that's not bad so let's see what other industrial innovations so the next what is in that so this is more like autonomous and robotics and we know the future is on the autonomous and technology in after maybe maybe near future we'll have all the cars running more robots will be uh helping us hopefully so what's in this etf right so these etfs what it contains maybe they develop robots or energy space or space explorations and autonomous okay so let's see how much money in this etf right now the etf doesn't have much money it's only 317 million dollars but the x and the expense ratio is less as well okay so what this etf contain okay let's see the performance okay this perform okay so if i see the since beginning it seems like it's launched around all the atf same time it doesn't do that much of a growth as the first one its price is still at fifty dollars as compared to the other one who's eighty dollars okay i'm more interested in what okay it's yeah we can see the the the chart as well so uh the the performance so or the five year is 20 percent is is okay so it's not that great we can invest in the s p 500 and have a much better performance let's see what it includes oh my god again tesla uh a tu stock seems like these stocks are her favorites okay so stats limited i need to see alphabet is uh looks like a google i'm not sure why maybe dear company okay i need to see what these individual companies are and why she's claiming that these are the autonomous and technology and robot autonomous i got it uh from tesla but maybe i'm not following that much maybe but haven't seen any news coming especially from the autonomous side on the tesla or robotic side so i'm not very keen on this one i'll follow i'll check all other stocks if you want me to check please do comments and i'll put my opinion there whether this is really a robotics company or is there any other etfs is better on that right if you are interested i can do that video okay and the space exploration i didn't see any spc the company or any virgin atlantic and all right at least on the top 10 holding sites okay so that's on her side so i'm not very impressed on that okay what's next next side of innovation what she's saying is the next generation internet okay what is this next generation internet including ai big data okay so she meant this ai big data and cloud computing cyber security these are the very big space honestly i don't think so cloud computing anymore it's just ai is also maybe cyber securities of course and the blockchain i think these are very destructive technologies ai is okay but uh it's not that again come on give me a break so she has again the tesla square roku i didn't see any honestly the cloud who's doing the cloud computing here this is more like education snap slack is just a chat box come on so i think she has a big name but i'm not sure whether she's getting directly exposure uh to these bigs name i hope she come up with some maybe if she can come up with nvidia and all who's behind this uh cloud computing or amazon amazon is not even here the top ten ews is or ibm right they're on from the client computing side yeah let me know if you want me to do any uh video on the to find those kind of etfs so yeah what's your comment on that in general even if you don't want me to find right because if if if she's claiming these companies or at least very header right ai and cyber security i expect these at least top 10 it should be the part of it but i haven't seen but overall these whatever i think i think the main driver for is coming uh the etf is doing well but maybe because of the similar compositions uh what she's have i think these are her uh favorite stocks okay let's let's go next so i'll don't give any i don't not impressed on this one so let's do the next one this is ark genomic revolutions okay this is more like a bio technology seems like agriculture therapist healthcare innovation and that sector right okay i'm not that expert in there but i i at least i assume some company name fancy name which i at least don't uh relate to okay so the the com this one has a good investment 1.3 billion dollars and it has 30 to 50 holdings and 0.5 the good thing is the expense ratio is is lower the stock didn't do well since inception is only 20 percent but for until for this year the stock did very well is 50 percent up for 55 percent up and the last three month is 6 70 65 okay so these are some of the new companies i'm glad to hear some new names uh the ticker is crsp let me know if you know these companies or if you have heard that put in the comments so uh what's your opinion on that so we can share among the youtube in investment community okay and if you want me to cover any of this video i will i will do that but overall looks uh looks different okay we have still uh two two modes to go i think what so next is the fintech okay so fintech and okay what is this this is fintech in text include the mobile payments okay that's very good digital wallet peer-to-peer lending that's very good and blockchain and risk transformations okay so these are the the areas which is focusing on here and again and this one is has very low money as well i think it's the lowest i have seen so far in all right 221 million the ticker name is a rkf okay so this is and okay let's see how the company does okay the stock oh this is not if i do all this is only inactive since last year may so this is not a very old etf but still since inception is doing very well honestly okay oh again square i'm not sure leo okay zillow apple okay apple i don't know what why apple is a fintech honestly square i know that this is a fintech alibaba baba why is the fintech paypal okay it's a lending transaction company maybe it's under some substrates of that 10 cents okay so these are the companies she is bringing here but i haven't seen any directly on the blockchain or risk transformation if she can put something there because this is customer facing platforms okay okay so overall these are the on the fintech side and these are the top 10 companies where she invest under these etfs okay so that's on here so so far this is a new and the price of this etf is not that much is 35 dollars if you want to gain x yeah in yeah if if you know on these i i did a video on alibaba uh apple i i did today so that's okay zero i did a few days ago lending payments um i'm not sure there's so many companies doing like this right peer-to-peer lending so okay so let's go to the next 3d printing i think is a big thing and and i as i think that it can be even bigger i've seen like uh printers building two-story house and all so there's a good development going on here so this is a big good uh etfs it looks like okay the investment net asset is only 37 wow this seems like a very low and the expense ratio is also low 66 cents six forty sixty point six six uh percent okay so this etf is when it's a launch maybe oh wow it's a launch a long two years ago but the performance was very poor it's only 2.12 better to invest in tragedy so maybe the companies are still very new they are not making any money okay good so we have some other company hp is oh i don't know why okay renishaw x zone proto labs and and so on 3d systems and strata these companies i see again so let me know which if you have any investment in these companies or do you what you think of these innovation platforms right so pretty much i think that's it if i go back yeah we come back so these are the one let me review again with you so if you want to note down the ticker or you can stop the video and do so pretty much these are the uh the ticker names right we have seen ark for the innovation only this etf i think is doing very very well rest all are pretty similar stocks but doing very poorly especially the 3d printer is doing pre very poorly fintechs we didn't see any good names and ar ark g a rkw and all so these are this is my thought on it but one good thing i really appreciate this person is that she's doing something different trying to bring something you know innovative and put her words there without any afraid so that's very very good i really appreciate i admire her from from that perspective and her view on that and let's see how the time stealth on these etf will come but let me know what you think on these etfs and if you like uh i think if you smash that like button i really appreciate that and if you can make maybe you can put a comment there as well so that's a bonus so thank you and if you want me to cover any uh stock evaluation video you can see how i do like apple and adobe and others and i can put my view on that okay so thank you see you soon in next video bye for now
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