Kev lag luam Tshuag ntsib qhov 'loj loj loj' ntawm ' peev hauv keeb kwm ntawm noob neej' hais tias ARK's Cathie Wood

"Benchmarks yog qhov uas lawv nyob vim yav dhau los ua tau zoo ... Yog tias peb ua tau, cov no yog cov tuam txhab uas yuav cuam tshuam," nws hais rau CNBC.  

Nws tau hais tias "tsawg kawg," thaum nug yog tias qee lub tuam txhab nws cov nyiaj tau nqis peev hauv, uas nyiam ze li kev sib tw ua haujlwm thaum lub sijhawm muaj kev txhawj xeeb txog kev kis tus kabmob kis loj tshaj plaws hauv xyoo 2020, yuav rov qab los rau lawv qhov kev sib kis loj.

Txog tam sim no hauv 2022, txhua tus ntawm ARK Innovation's flagship
ARKK
40 tuav tau poob ntau dua 10%. Cov nyiaj nws tus kheej tau poob qis 26% xyoo rau hnub tim, thiab poob ntau tshaj li ib nrab ntawm nws cov nqi nyob rau 12 lub hlis dhau los, FactSet cov ntaub ntawv qhia.

Los ntawm kev sib piv, Dow Jones Industrial Nruab Nrab
DJIA
tau nqis 5% hauv lub xyoo rau hnub tim, S&P 500 Performance index
SPX
yog trading 7.4% nyob rau tib lub sijhawm, Nasdaq Composite Index
nyiaj
tau poob los ntawm 11.5% thiab qhov loj-capitalization Nasdaq-100 Performance index
NDX
tau tawm 12.4%, raws li hnub Thursday tav su.

Wood tau hais tias cov peev txheej ntawm txhua lub tuam txhab uas ARK tau yuav hauv nws cov nyiaj ntau yuav rov qab mus rau qhov siab siab thiab kev lag luam zoo tshaj li lawv cov kab mob sib kis, suav nrog kev nqis peev hauv tuam txhab xws li Roblox Corp.
RBLX,
Teladoc Kev Noj Qab Haus Huv
TDOC
thiab Zoom Video Communications
ZM.

"Peb yuav tsis rov qab mus rau txoj kev qub ntawm kev ua haujlwm," nws hais txog qhov nce ntawm tus nqi hauv cov cache ntawm cov khoom lag luam yuav los ntawm ARK uas pom cov nyiaj tau los nrawm dua thaum lub sijhawm COVID kev noj qab haus huv rau pej xeem.

Nws kuj tau ua cov ntaub ntawv uas cov tuam txhab loj hlob tuaj, suav nrog cov uas suav nrog hauv qeb FAANG, xws li Meta Platforms.
FB
(yav tas los hu ua Facebook Inc.), Apple Inc.
AAPL,
Amazon.com Inc.
AMZN,
Netflix
NFLX
thiab Google-niam txiv Alphabet
GOOG

GOOGL,
yuav ntsib cov kev cov nyom loj dua, yog tias cov paj laum nce thiab kev nce nqi nce ntxiv, dua li nws qhov kev cuam tshuam kev lag luam tshiab.

"Cov tuam txhab uas yuav raug mob feem ntau los ntawm kev nce nqi thiab cov paj laum - yog tias lawv yuav muaj teeb meem - yog cov uas nyob rau hauv pawg loj hlob," nws hais.

Nws rov hais dua tias cov tub ua lag luam hauv ARK yuav tsum tswj hwm lub sijhawm 5-xyoo lub sijhawm kom thiaj li tau txais txiaj ntsig kev nqis peev.

"Yog tias peb ua tau thiab qhov kev loj hlob [yog] 15% ntawm tus nqi txhua xyoo nyob rau tsib xyoos tom ntej no, cov paj laum thiab kev nce nqi yuav tsis muaj teeb meem rau," ARK kev nqis peev, nws hais.

Rau cov neeg uas tab tom twv txog qhov tsis ua tiav ntawm ARK, Wood tau hais tias lub tswv yim ntawm kev hloov pauv tshiab yog "tsis txaus ntseeg," hais txog nyiaj txiag, suav nrog Tuttle Capital Short Innovation ETF
SARK,
uas tuaj yeem siv los twv tawm tsam ARK cov npe ntawm kev nqis peev.

Nws tau hais tias "Lub tswv yim ntawm luv luv innovation hauv Asmeskas yog qhov tsis txaus ntseeg, kuv xav tias," nws hais.

"Lub pendulum tau swung ... thiab yog tias peb ua tau, cov khoom plig yuav muaj ntau heev," nws hais. (Nws yog ib qho tsim nyog sau cia tias Matthew Tuttle, CEO ntawm Tuttle Capital, tau hais tias nws cov nyiaj tau npaj rau cov neeg uas xav coj mus rau lwm qhov ntawm Wood's bets ib yam li cov uas tsuas yog saib los tiv thaiv kev poob ntawm kev nqis peev zoo li no.)

Lub caij no, Wood kuj tau hais tias ntau tshaj li ib nrab ntawm nws tus kheej cov nuj nqis raug khi rau hauv ARK thiab nws cov nyiaj thiab nws xav tias qhov mob ntawm cov tub ua lag luam uas raug kev txom nyem los ntawm kev poob qis tam sim no.