Cathie Wood Stocks | Analyzing Her Top Picks

[@joepiv]

If you subscribe to our channel using the below link, our on-staff Romanian fortune teller will include your portfolio in her prayers this evening. 🔮 kzbin.info Some of you have asked who she prays to - demons, the universe, or Gods / a God. The answer is she hedges her bets and prays to all three using a weighting method that takes into account the success we're having and then adjusts that for inflation.

[@edifying]

That is the correct answer!

[@eddiegill]

Charts show the time to sell ARKk was between Feb and Nov 2021. Chart shows it may be a buy now

[@Nanalyze]

We don't use technical analysis here. We invest in companies, not stocks. But I'll admit it's interesting stuff. We'll see how your chart prediction fares. Thanks for the comment! -Wyatt C.

[@nickjerrat]

very interesting. It would be good to see which stocks you both hold.

[@Nanalyze]

We touched on the topic before in this piece (www.nanalyze.com/2021/05/ark-invest-appetite-risk/) but it will be good to take a fresh look.

[@SpiderHacksaw]

LOVE YOU GUYS!!!! Love your coverage and speed at which you do it. So many sites mumble and bumble their way through the presentation and the modern mind just starts yawning. We all lead haphazard busy lives and need to consume info quickly. Anyone can always go back and listen again or pause. But for those of us who want to progress we love the speed by which you deliver the most valuable info without hemming and hawing. THANK YOU!!!!

[@Nanalyze]

Really appreciate you taking the time to articulate what you enjoy about our videos. Yes, we've also noticed too many talking heads out there (many of which aren't helping people become better investors, they're just cheerleading one or two stocks). Our videos should always be chock full of insights, distilled into as short a time frame as possible. Frankly, we could get even better at being concise, but sometimes it's fun to ramble a bit. Thank you for your thoughts as this helps us get better.

[@danbrunermer4295]

It might have gone over my head, and I swear I watched it, but did you give an opinion in this video, or was it just a pure position analysis?

[@Nanalyze]

We're impressed by Cathie's ability to achieve such a massive amount of AUM. We mentioned in the video a few of her picks that we're holding as well as some we're "liking". However, not all of ARK's holdings are stocks we'd invest in (based on our rules discussed on the slide in 8:16). The main takeaway is if you're trying to copy ("ape") ARK's trades - don't. Either invest in the ETF, or set yourself some rules and filter down her picks to determine which ones suit your investing appetite. Appreciate you watching the video and I apologize if the points were unclear. We plan to do a follow-up ARK video which will be a deeper dive of some of ARK's top holdings. -Wyatt C.

[@SavvyMoneyShow]

People were saying how she was selling crsp to start buying ntla but she already held ntla

[@Nanalyze]

She has been trimming CRSP and adding to NTLA. As we mentioned, people need to consider the size of these trades and the weight they hold in comparison to the entire portfolio. Her sales of CRSP on June 6th represent only a 0.1% weighting in ARKK and ARKG. It would be one thing if she was selling out completely, but this type of rebalancing really shouldn't sway anyone.

[@SavvyMoneyShow]

@@Nanalyze exactly like when she rebalanced tsla

[@adamhanninen8295]

Looking forward to the follow up on the top holdings! Thanks Joe

[@Nanalyze]

You're quite welcome Adam! Stay tuned.

[@sicarguy4478]

Oh Joe ... I'm a ARK share holder ... Drank the Kool-aid... So upside Down ... maybe I will get out in 2025 ..... and Break Even ... Lesson Learned... Thanks for the Video

[@Nanalyze]

Ms. Cathie plays the long game, so let's give it half a decade and see where things are at. Glad you enjoyed the video!

[@foodini666]

You’ll never break even simp

[@MichaelWashingtonAE]

Long-term investing is the key

[@Nanalyze]

@@MichaelWashingtonAE Agree

[@Martinit0]

The first CRISPR gene editing stock should see some product revenue in 2024 ($CRSP) so just need some more patience. It was always clear that those would need considerable time to play out, simply for the fact how long clinical trials need to run. The Tesla story played out ahead of time and now is just limping along, probably until second half of 2025.

[@ashleysmommeister]

You don’t need to buy her fund -just sign up for daily updates of her trades and use your own judgment.

[@Nanalyze]

Aping active managers is a horrible idea

[@pedromogga6928]

Imagine how bad that fund would look now without Tesla and Shopify .... both up 200% in the last 12 months. I would argue they are both overvalued but they are the only 2 on the list I would even consider buying. I just have no idea what she is thinking with the likes of Zoom.

[@Nanalyze]

We agree that the Zoom thesis is way too optimistic. It's also important to look at valuation separate from performance. Performance can be butchered and skewed to paint any picture, depending on what time frame you use. So be sure to look at other metrics, such as current valuation in relation to historical valuation on a price to sales (or our simple valuation ratio, market cap divided by annualized revenue) basis. But yes, both Tesla and Shopify are a bit rich compared to their historical valuations so we wouldn't be rushing to open a position either. -Wyatt C.

[@ashleysmommeister]

If you drank the koolaid five years ago you have made lots of money. Because you would be up massively on Tesla Nvdia and Bitcoin

[@Nanalyze]

Hindsight is 20-20. She has said repeatedly that the real alpha for disruptive tech has yet to be realized. It remains to be seen.

[@Nanalyze]

And you can't just cherry-pick success stories. You need to look at her funds holistically.

[@SANKOFA_MB]

Great Video.

[@Nanalyze]

Glad you enjoyed it Michael!

[@soundslight7754]

Arkk plummeted in 2021 along with most of riskier unprofitable tech growths stocks, our profiles way down and still not recovered to previous highs. ARKK was no exception but I notice while my own profile is well on the way to recovery, as NASDAQ and most tech stocks. ARKK has hardly moved up from rock bottom. Better days are still in front for us all and for ARK

[@Nanalyze]

ARKK certainly has some catching up to do, but to be fair, the fund is up almost 40% year to date compared to a Nasdaq return of 34%. However, I agree that's not too exciting given the amount of risk ARK takes on. -Wyatt C.

[@soundslight7754]

@@Nanalyze I don't mean to kick ARK when down, but since we're talking about being fair, YTD isn't a good measure: ARKK hit 6 year low in late December and the tech sector has been very active YTD, ARKK is up but not done especially well: flat over 12 months, needs to go up another 55-60% up to be flat on 3 year chart. Ark is about the same point as it was at the bottom of covid recession! Other tech stocks are up a lot YTD:TSLA 2.5x, META 3x, NVDA 4x. Puzzling that TSLA being their biggest holding hasn't benefited ARKK more. ARKK is some 75% down from its all time high water mark in 2021. My own portfolio was substantially down but recovering nicely towards all time high, has 60% more to go from here to set a new record.

[@joepiv]

@@soundslight7754 Thank you for highlighting the performance topic. We generally don't get into this because you can always torture the data and make it say what you want. For example, ARK worked with MSCI to create disruptive stock benchmarks that are more appropriate ways to measure performance. Those are probably most appropriate to use, then measure at different time frames. High beta stocks of the type ARK invests in will underperform bear markets and outperform bull markets. That's the idea anyway.

[@soundslight7754]

@@joepiv Words of wisdom covering all angles. A pleasure to listen to, thank you Joe

[@MTXSHO9732vV8SHO]

It's hilarious to watch People attempt to use "Eyeball Data" as a litmus test vs a team of trained professionals in assessing several technologies which haven't reached full Market Value. As the commenter stated, ARK has a formulaic approach that guides what they're doing. I believe ARK will buy more NVIDIA relative to it's INTRINSIC VALUE as determined by ARK's EXPERTS, not just Cathie Wood. Does anyone honestly believe there is another Outfit of this type more capable of using Artificial Intelligence to do this work?

[@joepiv]

Indeed the jury is out regarding performance. Simple math on the AUM and fees shows that there are no financial constraints when it comes to ARK getting what they need to succeed. Only small criticism would be (at least in the past) that they pay too much attention to what media trained C-level types are selling. We've documented instances of this several years ago, though they're likely to have learned from those mistakes. As the video said, she the most successful fund manager out there for a reason.

[@ashleysmommeister]

Good point-It will be interesting to see where Ark jumps back into Nvda.

[@GM4ThePeople]

I fink Cath recently had a Botox touchup. She didn't need it: tha Fewtcha's gonna be _fabulous._

[@Nanalyze]

She doesn't look all of her 67 years.

[@yogabutler]

She’s a curse on UI Path 😢

[@Nanalyze]

UiPath appears to be relatively undervalued and has above-average potential as their solution sells well during good times or bad. If a quality company trades at a discount that's a good thing.

[@eric2394]

@@Nanalyze is invitae undervalued? Cathi stated that is a lightning rod company … I hope she’s right cuz I have thousands of invitae shares.

[@Nanalyze]

@@eric2394 Here's our most recent Invitae piece: kzbin.info/www/bejne/iYS7oaivbJudnNk

[@TheSmartLawyer]

Sorry, not a huge fan of this lady but good video

[@Nanalyze]

Glad you enjoyed the video!

[@danieldeblasio9368]

Do the opposite of what Kathy wood says and you will succeed.

[@Nanalyze]

That's Cramer

[@Longtack55]

She bought a $5 stock that's now $400. Do that.

[@danieldeblasio9368]

@@Longtack55 Her ETFs are a disaster.

[@kellyclover5953]

I have lost confidence in her. She makes too many investment mistakes.

[@Nanalyze]

Don't we all ;) As long as she keeps her AUM levels up she'll continue to play.

[@alexanderbauer8759]

Terrible performance. All fluff no substance. Better to gamble in the casino than ARKK.

[@joepiv]

The jury is still out in regards to performance. Let's see how they're sitting in five years.

[@MTXSHO9732vV8SHO]

LoL!!! You do know a couple years back that TESLA walked away from NVIDIA GPUs, decided to develop their own units and...... succeeded. The Model Y is the best selling vehicle in the World 🤣🤣🤣and they're not even a car company😂😂😂😂😂

[@joepiv]

@@MTXSHO9732vV8SHO Cool. What's your point?

[@alexanderbauer8759]

@@joepiv 9 years is a long enough time frame to judge a money manager. arks performance is half of nasdaq's, so not good at all. also 90% of arkk gamblers are under water because she does media interviews preferable during hype times to attract new money.

[@Nanalyze]

Nine years is a fair amount of data, that's true. Many of the large holders could be institutions looking for some diversification effect. Would be interested to see a correlation matrix.