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hello again everyone and welcome back to the moonshot money channel i'm chase vickers probably one of the most talked about investors today is kathy wood with arc invest now not to take anything away from the great warren buffett we love mr buffett but you don't see his name mentioned on youtube anywhere near as much as you used to that might be because of his age his investing style and recent returns i'm kind of being captain obvious here but there just might be a changing of the guard would you like to be able to invest like kathy and watch your portfolio grow and grow and grow of course you would that's what today's video is all about what is the new guard doing and how is the arc team being so successful can you build your own version of the arc etfs i'm excited about this video are you ready let's go first we just want to compliment you the viewers sincerely we know that each of you are working hard to earn your money during these unprecedented times and you're doing your best to grow the money that you are able to save just being here shows incredible desire and effort on your part so congratulations and the best of luck to you from us our reason for doing these videos is simply to help someone be a better investor if you're not a content creator then you probably don't fully know but it takes a lot of time and effort to produce just one of these videos research filming and editing takes time but we do it to help all of you and all we ask is in return is that you just hit that like button it just really helps with the algorithm and gets these videos out there for others to see and if you're new to the channel please consider subscribing and joining our growing community of investors okay here we go we are all incredibly blessed to have kathy wood producing what we've heard her call an open source style of investing and documentation they are allowing us and the whole world for that matter to see what they buy and what they sell every day i doubt very seriously that kathy would ever see this video but she and her team certainly deserve a big thank you for allowing us to daily look over their shoulders they don't have to do it as a matter of fact most fund managers don't to take advantage of receiving a daily email from arc listing much of their daily activity go to arc dash funds.com and sign up for their trade notifications now every trade is not disclosed in this email but again they allow us to peek around the corner on this site you can open up each fund and then open a pdf which shows you every company they hold and the total number of shares by screenshotting these pdfs every day you can compare them daily to actually see every current trade they make that is a secret weapon to supercharge your portfolio rest assured they are doing the research that we don't have the time to do kathy has over 40 years of investing in management experience and she founded arkhanvest in 2014.
she quickly hired a great team of very intelligent analysts to do the heavy lifting research listen to this quote from a recent interview if you want great things to happen in your career think big she says focus on the future double down on innovation and in a world driven by disruption make sure that you're on the right side of change kathy said they have five etfs focused on disruptive innovation we have parked money in all five of them a-r-k-k a-r-k-q a-r-k-w a-r-k-g and a-r-k-f there's an expensive ratio of 0.75 percent for everything you're getting though we certainly don't feel like this is too much ark is up over 115 percent for the last 12 months so 0.75 percent isn't too much to pay for that kind of return a rkq is up over 80 percent over the last 12 months arkw is up over 123 percent ark g is up over 122 and arkf is up over 86 in the last year alone crazy returns right absolutely the benchmark that all the etfs are compared to is the s p 500 so what is the s p 500 done over the last 12 months in comparison try just over 15 percent wow arc destroyed that benchmark in every etf they manage and 15 is actually a pretty good return how does kathy do it how does she beat the benchmark like a big bass drum by investing in the future not the past she is forever in search of the next big thing here's a quote from their website to help explain it through our open research process we seek to identify companies that are leading and benefiting from cross-sector innovations such as artificial intelligence robotics energy storage dna sequencing and blockchain technology we recommend you go to their website and just hang out there for a while i promise you one thing you'll learn more than you ever could imagine and i promise it will absolutely make you a better investor we have also cherry-picked some of these great companies that they have discovered so we could have more exposure to each rather than just investing in the etfs we have invested heavily in tesla which arc has been so bullish on for so long even in the face of mockery and criticism kathy never wavered in what she saw in elon and the disruption that she saw coming through tesla to compare tesla by itself to the ark etf tesla is up over 514 percent wait what that's right ark is up over 115 percent but tesla is up over 514 percent so you can see how cherry picking can potentially accelerate an already incredible return i'm going to tell you what we have cherry-picked separately from arcs holdings followed by each company's one-year returns we have invested in pac bio 165 month return nano dimension negative six percent but still very early virgin galactic 77 percent palantir which has only been traded for a month 1.6 percent open door around three months on the market 53 percent in vitae 135 square 143 workhorse 460 percent pinterest 184 percent crispr 78 lavongo which is now fully merged with teledoc 513 roku 37 the trade desk 176 and bitcoin 47 so you can see that some of these stocks have had incredible years and keep in mind these numbers reflect last week's terrible pre-election dip we just experienced so some of these percentages were actually much higher just a few short days ago these are just some of the companies we really liked and wanted to accumulate more shares and a few of them are very young and arc is just now beginning their own accumulation you may want to pay close attention to some of those ipob open door nnn dm nano pltr palantir to name a few that we are very excited about we would suggest you invest in the arc etfs which you think have the best chance to grow over the next few years and then you can also build your own funds so to speak based on individual stocks that you find here in ark's collection companies that excite you we found this question on ark's website what differentiates arc here's the response we seek to help investors recognize the true market potential of disruptive innovation and capture investment opportunities appropriately our etfs are freed from traditional constraints such as sectors market caps and geographic boundaries and are created based on full picture top-down research and classical button-up financial analysis we implement active management of high conviction portfolios seeking to capitalize on rapid change and avoid companies likely to be displaced by innovation through this process we seek to offer portfolios that have a low correlation to traditional growth and value strategies and that offer attractive long-term performance and capital appreciation that tells the story pretty good we think the story of how kathy wood is quickly becoming an investing icon i know this she has single-handedly changed our philosophy on investing whereas we used to follow the traditional ideas now we want to invest in the future because the best days for america are in front of it and we can all be a part of it finding emerging technologies and budding inventors who will change the world takes vision wood spends her days thinking about events that haven't even happened yet if you're still here thank you so much if you found this video helpful do us a really big favor and just give us a like if you haven't subscribed yet we would really want you to join our moonshot family let us know what you think about arkan vest and kathy wood in the comments below we try to respond to everyone as always we're not financial advisors or tax advisors we're just normal retail investors like you trying to grow our money and remember if you're not interested in your money someone else is we'll see you next time
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