Cathie Wood Saib: Ark Yuav DraftKings Amid loj poob

Cov neeg lag luam nto moo Cathie Wood tau yuav cov khoom lag luam ntawm ob lub tuam txhab loj thiab muag cov khoom lag luam ntawm ob qho tib si thaum Lub Kaum Ib Hlis 4, txuas ntxiv nws cov qauv kev lag luam ob npaug.

Tus thawj coj ntawm Ark Investment Management tau txais 1,682,361 shares ntawm online sports betting tuam txhab DraftKings (DKNG) los ntawm ntau qhov nyiaj Ark. Cov kitty ntawd muaj nuj nqis ntawm $ 19 lab raws li hnub Friday kaw.

DraftKings poob 28% Hnub Friday, qhov poob loj tshaj plaws txij li thaum nws pib ua lag luam hauv 2019, tom qab lub tuam txhab tau hais tias nws cov neeg siv kev loj hlob qeeb hauv peb lub hlis twg.

Ntoo tau hais thoob plaws xyoo 2022 tias kev poob qis ntawm cov tub ntxhais hluas, "kev cuam tshuam" cov tuam txhab thev naus laus zis uas nws nyiam tau tsim kev yuav khoom. DraftKings tau swb 59% xyoo rau hnub tim.

Tab sis Wood pom tau tias tsis pom Nvidia's (NVDA) nqis raws li lub sijhawm yuav khoom. Ark Innovation ETF (ARKK) pov tseg 167,914 shares ntawm lub loj loj semiconductor txiag hnub Friday. Cov kev sib koom tau raug nqi ntawm $ 23.8 lab raws li hnub Friday kaw.

Nvidia tau poob 52% txog tam sim no hauv 2022. Chip cov khoom lag luam tau raug kev txom nyem xyoo no thaum muaj kev lag luam-chain fwj thiab kev xav tau poob qis.

Ark nyiaj snagged 161,565 shares ntawm video streaming tuam txhab Roku (ROKU) , tus nqi ntawm $ 8 lab raws li hnub Friday kaw. Nws tau poob 78% xyoo rau hnub tim.

Ark Fintech Innovation ETF (ARKF) muag 277,519 shares ntawm online kev nyab xeeb brokerage Kev Ua Lag Luam Robinhood (Hood) , tus nqi ntawm $ 3.4 lab raws li hnub Friday kaw.

Nws tau poob 30% txog tam sim no xyoo no, tab sis tau nce 11% hauv lub hli tas los. Ntoo yuav $ 1.7 lab tus nqi ntawm Robinhood Kaum Ib Hlis 1. Yog li nws nyuaj rau ua kom nws xav txog qhov Tshuag no.

Wood's Underperformance

Ark's ETFs tau poob rau xyoo no, vim tias lawv cov khoom lag luam thev naus laus zis tau raug kev txom nyem los ntawm cov nyiaj tau los tsis muaj zog. Ntoo tau tiv thaiv nws tus kheej los ntawm kev ceeb toom tias nws muaj tsib xyoos kev nqis peev txheej.

Thiab cov ntaub ntawv tsib xyoos ntawm nws qhov kev ua yeeb yam Ark Innovation ETF tiag tiag tuaj yeem muab kev nplij siab rau cov tub ua lag luam txog Lub Tsib Hlis 9. Cov peev nyiaj tsib xyoos rov qab yeej ntawm qhov S&P 500 mus txog thaum ntawd. Tab sis tsib xyoos rov qab los ntawm Ark Innovation tag nrho tsuas yog 1.5% txog Lub Kaum Ib Hlis 4, deb ntawm S&P 500's 9.75% rov qab los.

Cov nyiaj tau txais txiaj ntsig kuj tseem poob qis dua Wood lub hom phiaj rau txhua xyoo rov qab los ntawm 15% nyob rau tsib xyoos.

Ark Innovation tau poob 64% txog tam sim no xyoo no, thiab nws tau nqis 78% los ntawm nws lub Ob Hlis 2021 ncov.

Cov nyiaj $ 6.9 billion qhov kev ua tsis tau zoo thaum kawg yuav pib thawb cov tub ua lag luam tawm mus. Ark Innovation raug kev txom nyem los ntawm cov nyiaj tau los ntawm $ 486 lab hauv peb lub hlis txog Lub Kaum Ib Hlis 4, raws li VettaFi, lub tuam txhab tshawb fawb ETF. Tab sis nws tseem tau sau npe nkag ntawm $ 1.26 nphom xyoo rau hnub tim.

Cathie Wood Tau txais kev thuam ntau heev

Tej zaum koj yuav xav tsis thoob vim li cas ntau tus tub ua lag luam tau daig nrog Wood, txawm tias nws cov nyiaj rov qab tsis zoo. Qhov tseeb tias nws muaj ib lub xyoo zoo kawg nkaus yeej pab tau. Ark Innovation ETF skyrocketed 153% hauv 2020.

Tsis tas li ntawd, Ntoo tau dhau los ua ib yam dab tsi ntawm lub hnub qub pob zeb hauv ntiaj teb kev nqis peev, tshwm sim ntau zaus hauv xov xwm. Nws txawj ntse thiab txawj ntse, piav qhia txog cov tswv yim nyiaj txiag hauv txoj hauv kev uas cov tub ua lag luam tshiab tuaj yeem nkag siab.

Txawm li cas los, Wood muaj nws detractors. Thaum Lub Peb Hlis 29, Morningstar tus kws tshuaj ntsuam Robby Greengold tau tshaj tawm qhov kev thuam thuam ntawm Ark Innovation.

Tau qhov twg los: https://www.thestreet.com/investing/cathie-wood-ark-draftkings-invidia?puc=yahoo&cm_ven=YAHOO&yptr=yahoo