Anyone investing heavily this year??

How much money did you lose/gain this past week?


  • Total voters
    30
  • Poll closed .
ARKs are back on the come up a bit. Talking heads kick em while they're down.. but I don't understand how folks can look at some of the guts and not have the vision to understand how they can move based on the holdings.
I understand how and am pissed as fuck that because of a select few in the portfolio that I can't buy bc of work restrictions or else it's a good investment.
 
I understand how and am pissed as fuck that because of a select few in the portfolio that I can't buy bc of work restrictions or else it's a good investment.

Trust me, I know how that is. There are companies I don't touch just to be on the safe side as far as conflicts of interest.
 
I understand how and am pissed as fuck that because of a select few in the portfolio that I can't buy bc of work restrictions or else it's a good investment.
Yea, I know people in government that can't buy weed stocks due to policy.
 
do you think it's STILL wise to jump on AMC now??

This is not movement advice, but If I were a gambling man, I'd bet big. The short interest in AMC is absurdly high.
The run up from $4 to $10 caught everyone by surprise but not those who understand what's going on with this stock.
If the short squeeze fails, AMC is still poised to become a great recovery place over the next two years.

Their Q4 numbers were pretty decent considering the circumstance. They are pivoting towards more digital movie releases.
Lastly, there's rumors of Amazon having an interest in them. True or False, the log term outlook is positive.

Under normal circumstances AMC is a $14-$15 dollar stock.
 
ARKs are back on the come up a bit. Talking heads kick em while they're down.. but I don't understand how folks can look at some of the guts and not have the vision to understand how they can move based on the holdings.

I read a lot of the criticism of arkk and have decided to trim my exposure after it hits ATH again

I read the similarities to other high profile funds with star managers
Very similar to the Woodward fund that closed last year.
They do have a lot of immovable shares that would be hard to shift.
Right now it’s popular so money is pouring in
But when it gets bad, people, as you saw, are very quick to take their money back
If it drops a lot and very quickly they can institute a lock out which means you can’t take money out and could lose your investment

If I could trust retail to hold and not sell I would be confident with having a large percentage of my portfolio with them.
But this last correction and the way people were quick to sell does not give me confidence

ETA: Woodford hedge fund not Woodward
 
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I read a lot of the criticism of arkk and have decided to trim my exposure after it hits ATH again

I read the similarities to other high profile funds with star managers
Very similar to the Woodward fund that closed last year.
They do have a lot of immovable shares that would be hard to shift.
Right now it’s popular so money is pouring in
But when it gets bad, people, as you saw, are very quick to take their money back
If it drops a lot and very quickly they can institute a lock out which means you can’t take money out and could lose your investment

If I could trust retail to hold and not sell I would be confident with having a large percentage of my portfolio with them.
But this last correction and the way people were quick to sell does not give me confidence

I feel you. And I'm still learning about what happens if/when these type of funds truly go tits up (so thanks for the historical reference).

I have 1 ARK fund in each my 3 portfolios atm... with none of them making up more than 30% when they're poppin (I believe). And they're all "matched" with a few individual stocks + broad market fund.

I would never go all in and have my funds tied up completely in ARK. But the possible growth exposure def fills a good void in a relatively "safe" portfolio. Just need to be smart I guess.
 
I feel you. And I'm still learning about what happens if/when these type of funds truly go tits up (so thanks for the historical reference).

I have 1 ARK fund in each my 3 portfolios atm... with none of them making up more than 30% when they're poppin (I believe). And they're all "matched" with a few individual stocks + broad market fund.

I would never go all in and have my funds tied up completely in ARK. But the possible growth exposure def fills a good void in a relatively "safe" portfolio. Just need to be smart I guess.
Yea especially when you are paying managed portfolio fees you don’t want them to be a major portion. They need to beat market by a decent amount to make up those fees. I thought it was a good growth / hedge to the s&p and exposure to some higher priced stocks like TSLA but now that TSLA is in S&P I dunno. I have a few of ARKK and ARKF for the kid’s long term account. Both performing well so far but a small part of the account.
 
Yea especially when you are paying managed portfolio fees you don’t want them to be a major portion. They need to beat market by a decent amount to make up those fees. I thought it was a good growth / hedge to the s&p and exposure to some higher priced stocks like TSLA but now that TSLA is in S&P I dunno. I have a few of ARKK and ARKF for the kid’s long term account. Both performing well so far but a small part of the account.

...I lied I do have one portfolio that has more than 30% ARK..its JUST VT + ARKW. Its a set and forget meant to supplement my emergency savings...it automatically bought more ARKW last week since it was down
 
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Salute everyone one of y'all know what the fuck y'all talking about wish I had more chicken (and a job) to act on y'all suggestions.
Model the behaviors, time, and research as if you had all you needed while being mindful of what you're missing. Because once you have the IT that you need when it's go time, you're not deficient in other areas. Show discipline....
 
Salute everyone one of y'all know what the fuck y'all talking about wish I had more chicken (and a job) to act on y'all suggestions.

Don't be afraid to get involved and ask an questions man. And when the times comes, take advantage. You can start small ($100, no commissions these days) whether your trying to make a few trades or invest long term..

A lot of us are still learning as we go, so the community vibe here has helped. Don't be a stranger bro.
 
I doubled my position when it dipped by 10%. My biggest gripe is that it is too top heavy with holdings like tesla.

I did as well but did ArkF and grabbed a position in ArkG, the F is a darling to me. Unless it’s deliberate it won’t fail, they do hate this chick though that’s my only fear.

edit: remember she has attached herself to two golden boys. Dorsey and Musk. It’s really genius, I hate that 10% stake but it’s like if those two go down the market goes down.
 
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