저자: VinnyJoeShow진행자 · 외국인
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결론: 아크 인베스트(ARKK)는 파괴적 혁신 기업에 장기 투자하는 펀드로, 장기(3~5년 이상)로 보유할 만하다는 긍정적 견해. [아크 인베스트 철학] 아크는 DNA 시퀀싱, 로보틱스, 에너지 저장, AI, 블록체인 등 5대 혁신 플랫폼에 집중하며, 월街의 단기 실적 중심 접근이 장기 성장 기업을 놓친다고 주장. [ARKK 성과·매수 계획] 2020년 3월 16일 저점 약 37달러 이후 상승했으나 당시 매수하지 않았다고 회상. 진행자 평균 매수단가는 약 85달러대이며 상승 중 계속 적립식 매수 예정. [상위 보유 종목] 상위 10개 비중이 전체의 58% 이상. 테슬라(1위권), 인비테이(2위, 2019년 매출 2.16억 달러 대비 손실 2.4억 달러), 스퀘어(결제·대출·캐시앱), 로쿠, 크리스퍼 테라퓨틱스, 프로토랩스, 질로, 2U, 렌딩트리, 슬랙 등 언급. [리스크] 상위 집중도가 높아 리스크가 있으나 S&P500 상위 5개 기업(애플·마이크로소프트·구글·아마존·페이스북) 집중도도 20% 이상이라 비교 가능하다는 입장. [테슬라 관련] 테슬라는 단기 가격 변동에 시장이 집중해 장기 혁신 효과를 과소평가한 사례로 제시되며, 분할 조정 후 아크를 통한 간접 노출이 90달러대 대비 테슬라 400달러대 직접 매수보다 유리하다는 논리. [추천 대상] 3~5년 이상 장기 투자자, 분산 포트폴리오 보완용으로 적합하다고 평가.
다듬은 글
what's up money lovers it's vinnie from the investment club and if you enjoy the video today please don't forget to like and subscribe kathy wood is one of the best investors of the modern day if not the best she has an uncanny ability to invest in the companies of the future while everybody else focusing on the short term or the past let's listen to some of what she has to say arc is a global investment firm and we are focused only on disruptive innovation that's our sole focus we believe that investors are missing out on some amazing opportunities out there just because of how the traditional financial world is set up it's very siloed specialized in a world where technology is permeating every sector and innovation platforms are converging dna sequencing robotics energy storage artificial intelligence blockchain technology these are the five major innovation platforms today that are evolving at the same time we have never seen this amount of innovation evolving at the same time in history this is one of my favorite etfs i've been following it for a very long time i actually started taking an interest in it last year and i watched it go all the way down to its march 16 low where it was sat around 37 i didn't buy any at the time because you know we were in the heart of the pandemic there was just so much uncertainty no one knew what was going to happen next and then i watched it every day as it continued to climb and climb and climb to where it is today arc invest is not like your typical investment firm they really are solely focused on where the world is headed and what key technological innovations are going to drive that future if we take a quick look at the arc invest website you see that their sole focus is on disruptive innovation the market has a very short-term view of things and this is especially true for wall street they're only focused on quarterly profits and quarterly revenue numbers they don't have any way or interest really in looking at the long term they're not interested in long-term investing they just want to make as much money as they can from quarter to quarter and this short sided view of things leads to the majority missing out on huge future potential of companies like tesla that's a perfect recent example the market is easily distracted by short-term price movements and thus loses focus on the long-term effect of disruptive technologies and their potentially limitless upside arc seeks opportunities that offer growth over three to five years that the market generally ignores or underestimates so this is exactly what we saw happen with tesla there was a long flat adoption curve while there was a lack of understanding one could put a price tag on electric vehicles or whether they were even feasible forget about autonomy and i'm still getting used to this split adjusted price chart here keeps throwing me off look no further than ark's return over the past few years i mean their philosophy is clearly panned out for them so far and i think it will continue to we live in a society that is constantly changing with technology advancing faster than it ever has it will be difficult to apply the same old principles when so much can change in the day-to-day many companies that have been around for a long time have already started to and will continue to go bankrupt while these new and highly innovative companies continue to take their place and swallow up market share here's a list of all of ark invest holdings and for today's purposes i just want to do a quick rundown of the top 10 holdings and if you want to learn more about any of these companies let me know in the comments below and i'll do an in-depth analysis of them in the future so if we take a look at the bottom here you see that their top 10 holdings make up over 58 of the total weighting of the portfolio this obviously brings with it some risks but then again if you look at the s p 500 there's about five companies made up of family facebook apple microsoft google and amazon that make up over 20 of the market just those five companies alone now i don't think i need to explain what tesla is but if you're interested in learning more i have a few videos you can check on my channel about tesla so the second largest holding is a company called invite and what they do is basically dna tests use it to find changes that can potentially lead to diseases so this is proactive health care which i think has a lot of potential now this company has been on quite a run and while it has been increasing its revenue here if we look at the graph on yahoo finance you can see that they are losing a lot of money every year and in 2019 they lost 240 million on revenue of 216 million the next company on the list is square this is another one of my favorite companies and it provides payment and point-of-sale solutions primarily geared toward helping small businesses to grow and manage their business if you've ever been in a small coffee shop you've probably seen their little payment stations and every time you swipe your card on one of them square is getting 2.75 percent of the transaction cost they offer many other services including touch free payments as well as helping promoting businesses and giving out loans to help grow a business it's a great way to keep everything centralized it enables companies to operate with far less overhead keep everything centralized in one place that's easy to keep track of all the bills taxes profits payroll and it helps the company to grow and expand their business squares technology also enables them to give out loans faster and with a better success rate than banks because they have all the data from the business they know how much they're getting in sales and what they can afford to do so they can give out loans more accurately without having to go through the entire background check process that a bank might have to it's just a much more efficient process square also owns cash app which is very similar to venmo you can send and request cash and transfer to your bank account it also has a ton of other awesome features there's a cash card and you can even buy stocks and bitcoin through cash app roku is involved with streaming services and devices and you've probably heard of it uh this is definitely a crowded field and i feel like they have a lot of competition crispr therapeutics is a gene editing company it would fall under the areas of dna technologies and arcs focus on the genomic revolution and i'm not even going to try to explain what this company does because it's way above my pay grade next up is proto labs which is a really cool company fits arcs category of industrial innovation they do 3d printing all right so for the last four companies here we've got zillow 2u lendingtree and slack technologies so zillow is a great way to buy rent sell your home or real estate online you can also create 3d home tours and their financing options 2u is all about online higher education with the focus on graduate programs and obviously a lot of people in higher education right now are already taking classes online so i could definitely see this trend sticking around and more people moving to online education and last but not least we've got lendingtree which big surprise yes they're involved with lending they give out home loans personal loans so all of the companies i listed in one way or another fit into our five promising areas that kathy would discuss earlier having to do with the genomic revolution uh manufacturing and industrial revolution next generation internet and fintech highly recommend you listen to some of kathy woods interviews uh she tends to be right more often than not so what is my take on arkan best i think that it has a lot of promise most of the things kathy wood and arc invest predicted have come true uh they said that innovation thrives during crisis and that there if there were a big crisis all of these companies would swallow up market share and just grow that much more that's exactly what happened during the pandemic all these companies have been doing great hence ark invest stock has gone way up i think that this will continue and if you're a long-term investor and you've got at least a three to five year or even ten year time horizon that you're looking at i think that arc could be a great fit in your portfolio it can help diversify you as well as give you exposure to some of these very unique and fascinating companies that all specialize in a very specific niche i also see it as a good way to get exposure to companies like tesla and square which you may be more familiar with without having to pay the high premium that comes with their current valuations and also help act as a safeguard you're getting a giant chunk of tesla let's say by buying arc you're paying 90 a share versus 400 and you're getting a ton of diversity too with a lot of other great companies that i think have a very bright future so i will continue dollar cost averaging in my current cost basis is somewhere around the 85 range i've been buying as it keeps going up and i will continue to do so if you have any questions or you want me to do an in-depth analysis on any of the companies i discussed today let me know in the comments below that's all for today this is vinnie from the investment club see you next time you
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