Cathie Wood's Flagship Fund poob 45% xyoo no. Nyiaj txiag tseem ntws mus.

Cov no tsuas yog hom tuam txhab lag luam uas ARKK lub hom phiaj los ntawm nws cov peev txheej ntawm "kev cuam tshuam kev hloov pauv tshiab." Nws cov tuav loj suav nrog

Tesla Inc..

,

Zoom Cov Lus Sib Tham Inc.

,

Tsim tawm Roku Inc..

,

Teladoc Kev Noj Qab Haus Huv Inc.

thiab

Coinbase ntiaj teb Inc.

Nrog rau kev zam ntawm Tesla, cov khoom lag luam no tau poob ntau dua 35% xyoo no. 

Lub S&P 500 tau poob 10% nyob rau tib lub sijhawm, thaum lub tech-heavy Nasdaq Composite tau thim rov qab 18%.

Ms. Wood thiab nws cov nyiaj tau los ua qhov tseem ceeb hauv 2020, thaum nws cov khoom lag luam tau nce ze li 150% vim tias Tsoom Fwv Teb Chaws Reserve tau txo cov paj laum ze rau xoom thiab cov tub ua lag luam tau poob rau ntawm kev pheej hmoo. S&P 500, los ntawm kev sib piv, tau nce 16% xyoo ntawd.

Txij thaum ntawd los, nws tau nyuaj mus. Thaum S&P 500 tau nce 27% hauv 2021, ARKK shares poob 24%, stung raws li kev nce nyiaj ntawm tsoomfwv cov nyiaj tau los ua rau muaj kev cuam tshuam. ya los ntawm cov khoom lag luam loj hlob. Lub downdraft tau txuas ntxiv xyoo no raws li cov nyiaj sticks rau nws lub tswv yim ntawm kev yuav thiab tuav cov tuam txhab nws ntseeg tias muaj peev xwm loj tshaj plaws rau kev tsim kho tshiab. Ntau ntawm lawv tseem tsis tau ua tiav qhov txiaj ntsig zoo ib yam.

Txawm hais tias qhov kev poob qis, cov tub ua lag luam tsis tau khiav tawm ARKK. Hloov chaw, lawv tau funneled ntau dua $ 658 lab rau hauv cov nyiaj xyoo no, raws li FactSet cov ntaub ntawv txog hnub Thursday, suav nrog txog $ 59 lab hauv lub lim tiam dhau los. Qhov ntawd yog txawm tias cov tub ua lag luam yanked $ 2.3 billion xyoo-rau-hnub los ntawm

Invesco QQQ Kev Ntseeg,

Ib qho tseem ceeb ETF taug qab Nasdaq-100 Performance index, uas tau nqis peev ntau hauv cov khoom lag luam thev naus laus zis.

Rau qee tus neeg ua lag luam tsis ntev los no hauv ARKK, qhov muag tawm yog ib feem ntawm qhov kev thov rov hais dua. Erblin Idrizi, 33-xyoo-laus nyob hauv Alberta, Canada, uas ua haujlwm ua tus saib xyuas qhov chaw rau lub tuam txhab tsim kho, hais tias thaum kawg nws tau yuav cov khoom lag luam ua ntej lub hli no, tom qab pom ARKK yav dhau los.

Nws hais tias "Kuv tau tos yuav nws ntev heev," nws hais. “Kuv tsis nyiam nws ntawm tus nqi uas nws nyob. Yog li kuv ua siab ntev tos, thiab kuv xav tias rub tus txhais ntawm tus nqi ntawd zoo, yog li kuv tau ua. "

Qee tus neeg ua lag luam ntev ntev, lub sijhawm no, hais tias lawv tseem muaj kev ntseeg nyob rau hauv cov peev txheej thesis peev. 

Eric Firestone, tus kws qhia ntawv keeb kwm hauv tsev kawm theem siab 44 xyoo thiab tus kws qhia ncaws pob hauv Gardendale, Ala., uas tso nyiaj rau ARKK thaum Lub Ob Hlis 2021 thiab ntxiv rau lub Ib Hlis, hais tias nws ntseeg Tesla yuav cuam tshuam kev lag luam tsheb. Nws tsev neeg siv Teladoc tham nrog tus kws kho mob yam tsis muaj ib hnub ua haujlwm, thiab nws cov menyuam yaus ua si hauv online videogame hub muab los ntawm

Roblox Co..

, lwm ARKK tuav.

Nws tau hais tias "Txawm hais tias cov khoom lag luam loj hlob poob qis, kuv xav tias lawv yuav rov qab los vim tias lawv yuav txuas ntxiv mus ua ib feem ntawm peb lub neej, yog tias tsis yog ib feem ntawm peb lub neej," nws hais.

Kev thuam ntawm Ms. Wood lub tswv yim tseem nce ntxiv thiab. Lub tuam txhab tshawb fawb kev nqis peev

Morningstar

downgraded nws qhov kev ntaus nqi ntawm ARKK lub hli tas los rau qhov tsis zoo. Hauv tsab ntawv tshaj tawm hu ua "Kev nqis peev ntawm koj tus kheej qhov kev pheej hmoo," tus kws tshaj lij Robby Greengold tau sau tias Ms. Wood tau nce cov peev nyiaj txaus ntshai los ntawm kev txo cov khoom lag luam uas nws tuav mus rau 35 ntawm 60 txog ib xyoos dhau los. Lub tswv yim tau dhau los ua qhov yooj yim rau kev poob loj, nws sau.

Brett Winton, tus thawj coj ntawm kev tshawb fawb ntawm ARK Investment Management, tau hais tias lub tuam txhab nyiam mloog nws cov ntaub ntawv thaum lub sijhawm muaj kev pheej hmoo tawm hauv cov khoom lag luam uas nws muaj kev ntseeg siab tshaj plaws. ARK qhia nws cov neeg siv khoom tias cov nyiaj tau los yog kev nqis peev ntev dua, tsis yog kev lag luam luv luv, nws hais.

"Peb xav tias cov tub ua lag luam yuav tsum muaj kev cuam tshuam loj heev rau kev tsim kho tshiab rau lub sijhawm peb nyob hauv keeb kwm kev lag luam thev naus laus zis," Mr. Winton tau hais.

Hais lus lub lim tiam no ntawm kev sib tham hauv peb lub hlis twg txog ARK Investment Management's slate of ETFs, Ms. Wood tau piav qhia nws txoj kev ntseeg siab ntawm cov khoom lag luam uas nws tau nqis peev hauv.

"Peb ntseeg tiag tiag tias peb cov ntaub ntawv khaws cia yog tag nrho ntawm Tesla tom ntej, tom ntej bitcoin," nws hais. "Kuv xav tias qhov kev tso tawm algorithmic ntawm peb lub tswv yim zoo, hais tias, 'Auj, nws tsuas yog ib txoj hauv kev nyob hauv tsev,' yuav ua pov thawj tsis tseeb."

Ib cag los ntawm kev poob qis xyoo dhau los ntawm 4.9% hauv Tesla, qhov kev tsim kho tshiab cov peev txheej loj tshaj plaws, nws cov peev txheej sab saum toj tau poob qis.

Shares ntawm streaming-device txiag Roku poob 57% nyob rau hauv 2022. Lawv poob 22% nyob rau hauv ib tug kev sib kho nyob rau hauv Lub ob hlis ntuj tom qab lub tuam txhab tau hais tias cov khoom-chain cuam tshuam cuam tshuam hnyav rau nws cov txiaj ntsig peb lub hlis twg thiab xav tias yuav muaj nyob rau xyoo no. Thiab lawv tau nqis 15% dhau ob ntu no lub lim tiam dhau los tom qab streaming loj

Ntawm Netflix Inc..

qhia tias nws poob subscribers. ARKK ntxiv rau nws txoj haujlwm lub lim tiam no.

Zoom Video Communications shares, lub sijhawm no, tau nqis 46% rau lub xyoo, thaum Coinbase Global shares poob 48% thiab Teladoc Health shares tau poob 37%.

Don Calcagni, tus thawj coj ua lag luam ntawm Mercer Advisors, uas tswj hwm $ 40 billion, hais tias cov tub ua lag luam yuav xav maj mam txav tawm ntawm kev tsim kho tshiab ETF thiab cov nyiaj zoo sib xws thiab hloov pauv lawv cov ntaub ntawv mus rau cov khoom muaj nqis, nrog cov paj laum nce.

Txawm hais tias muaj xwm txheej tias kev nqis peev hauv cov tuam txhab tshiab tuaj yeem them nyiaj thaum kawg, ntau tus tub ua lag luam yuav pom tias nws nyuaj rau plab qhov tsis muaj zog uas nyiam nrog cov khoom lag luam zoo li no, nws hais.

Mr. Calcagni tau hais tias "Koj kuj yuav tsum yog ib tus neeg ua lag luam uas muaj kev qhuab qhia zoo los nqis peev hauv cov khoom muaj nqis tshaj plaws hauv kev lag luam," Mr. "Yog li mus yuav ib yam dab tsi zoo li Cathie's portfolio, koj yuav tsum tau yuav nws tiag tiag thiab tom qab ntawd tsis saib nws tsawg kawg 10 xyoo. Qhov kev sib tw yog feem ntau cov tub ua lag luam tsis tuaj yeem tiv thaiv saib lawv cov ntaub ntawv. "

Sau rau Karen Langley ntawm [email tiv thaiv]