S&P 500: Cathie Wood tau tsoo nws xyoo no ua tsaug rau 9 Tshuag

Cathie Wood's ARK Innovation ETF (ARKK) rov qab - thiab rov qab loj. Nws yog qhov sib txawv ETF saum toj kawg nkaus dua xyoo no kom deb li deb, feem ntau vim yog qee tus neeg muaj yeej.

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Cuaj ntawm ARK Innovation cov khoom lag luam, suav nrog Coinbase Ntiaj Teb (NPAJ), Pacific Biosciences (PAB) thiab Yam Kev Tshawb Fawb (ROOJ), tau nce 17% lossis ntau dua xyoo no, hais tias Investor's Business Daily tsom xam cov ntaub ntawv los ntawm S&P Ntiaj Teb Kev Lag Luam Kev Txawj Ntse thiab MarketSmith. Thiab qhov nruab nrab, ze li ntawm 30 cov khoom lag luam hauv ETF tau nce ntau dua 10%.

Thiab qhov ntawd yog xov xwm zoo rau qhov nrov $ 6.8 billion-hauv-cov cuab tam peev nyiaj. Tam sim no nws nce ntau dua 15% xyoo no. Qhov ntawd yooj yim sab saum toj ntawm S&P 500's 2.4% xyoo-rau-hnub rov qab los. Thiab nws kuj ua rau ARK Innovation tus No. 1 nquag ua lag luam sib txawv ETF, hais tias Morningstar Direct.

Nws yog ib qho xav tau ntau bounce. ETF poob ntau dua 60% ntawm nws cov nqi xyoo tas los, ua rau nws qhov kev ua haujlwm tsis zoo tshaj plaws ntawm ETF. ARK Innovation tau nqis peev rau qhov zoo li yog cov tub ua lag luam txaus siab los yuav cov kev nqis peev uas xav tau tom qab 2022 qhov kev sib tw.

Jeff Buchbinder, Tus Thawj Saib Xyuas Kev Ncaj Ncees rau LPL Kev Tshawb Fawb tau hais tias "Txawm tias cov nyiaj tau los yuav poob qis hauv 2023 - tsawg kawg yog qhov peb pom hauv LPL Kev Tshawb Fawb - peb cia siab tias yuav muaj lub xyoo zoo rau cov khoom lag luam," said Jeff Buchbinder, Tus Thawj Saib Xyuas Kev Ncaj Ncees rau LPL Nyiaj Txiag.

ARK nqis peev muaj Heck Ntawm A 2023 Txog tam sim no

Nws tau ib ntus txij li ARK Innovation tau nyob rau saum. Tab sis nws rov qab nrog kev ua pauj.

Tsis tsuas yog ETF saum toj kawg nkaus rau 2023 txog tam sim no, nws yog mais ua ntej ntawm qhov seem. Qhov No. 2 nquag pauv pauv ntau yam ETF xyoo no yog Invesco S&P 500 High Beta (SPHB), uas yog loaded nrog ib co ntawm cov lag luam feem ntau volatile loj-cap stocks. Tab sis nws tsuas yog nce ib feem uas ARK Innovation yog xyoo no: 9.4%.

Feem ntau ntawm cov txiaj ntsig, txawm li cas los xij, yog vim kev ua yeeb yam stellar los ntawm ob peb cov khoom lag luam.

Cathie Woods 'Top Tshuag Pick

Kev ntsuam xyuas ntawm Woods 'ARK Innovation portfolio qhia peb qhov kev nqis peev los tuav tag nrho lwm tus.

Cryptocurrency ua si Coinbase yog ETF cov khoom lag luam zoo tshaj plaws. Nws tau nce ntau dua 39% xyoo no, ua lag luam ntawm kev nce siab hauv cryptocurrency tus nqi. Tus nqi ntawm Bitcoin ib leeg yog nce ntau dua 25% hauv lub hli dhau los. Nws yog kwv yees li 4% txoj haujlwm hauv ARK Innovation portfolio.

Tau kawg, nws mus yam tsis tau hais tias xyoo no Coinbase rally yog ib qho kev poob rau hauv lub thoob txheeb ze npaum li cas nws poob rau xyoo 2022. Txawm tias tom qab 2023 thaum ntxov rally, shares ntawm Coinbase tseem poob ntau tshaj 80% los ntawm qhov chaw uas lawv nyob rau hauv 2021, vim yog 86% plunge hauv 2022. Thiab nws tseem ceeb heev uas yuav tsum nco ntsoov cov kws tshuaj ntsuam xav tias lub tuam txhab yuav poob nyiaj los ntawm kev hloov kho ib feem hauv xyoo 2023, 2024, 2025 thiab 2026.

Lwm tus yeej rau Cathie Wood

ARK Innovation's No. 2 sab saum toj Tshuag, Pacific Biosciences, yog qhov sib npaug. Cov kws tshuaj ntsuam pom lub tuam txhab tshuaj ntsuam noob caj noob ces poob nyiaj ntau npaum li qhov muag pom: Tsawg kawg yog tawm mus rau 2026. Tab sis qhov ntawd tsis zoo rau cov tub ua lag luam xyoo no. Shares tau nce ntau dua 38% xyoo no, pab nws nkag mus ntawm nws 60% poob hauv 2022.

Interestingly, plaub ntawm ARK Innovations 'sab saum toj tsib cov khoom lag luam xyoo no suav nrog Pacific Biosciences yog los ntawm kev kho mob sector. Lwm qhov piv txwv yog Exact Sciences, lub tuam txhab paub zoo tshaj plaws rau Cologuard, qhov kev tshuaj ntsuam xyuas tsawg dua rau kev mob qog nqaij hlav hauv plab. Qhov tseeb yog txoj haujlwm hnyav rau ARK Innovation, ntawm 9.5% ntawm cov ntaub ntawv. Thiab qhov ntawd yog qhov zoo rau xyoo no, nrog kev sib koom ntau dua 33%. Thiab ntawm tag nrho ARK txoj haujlwm, Exact yog qis qis los ntawm 2021: tsuas yog 16.6%. Shares tsuas yog poob 36% hauv 2022, uas yog tsawg dua li ntau lwm tus.

Ark Innovation's bounce xyoo no yog impressive. Tab sis nws tsuas yog ua qhov me me hauv qhov kev puas tsuaj loj heev hauv 2022. ARK Innovation tau nqis ze li ntawm 12% txhua xyoo hauv peb lub xyoos dhau los, Morningstar Direct hais. Qhov ntawd yog qhov zoo tom qab 7.4% tag nrho txhua xyoo rov qab los ntawm S&P 500 lub sijhawm ntawd.

Tab sis hav, tsawg kawg nws yog qhov pib.

Ib xyoos dhau los rau ARK

Cov khoom lag luam zoo tshaj plaws hauv ARK Innovation ETF xyoo dhau los

Qhov chaw: S&P Ntiaj Teb Kev Lag Luam Kev Txawj Ntse, IBD, ARK Invest