Kudos to Ark Invests's Disruptive Innovation theme, analysts, process, transparency & performance: they bought early what many did after ... BUT I'm quite puzzled how close $ARKK trades with Goldman Sachs non-profitable tech basket: 1y back mirror-like ...
#ArkInvest #CathieWood
3y back mirror-like ...
intra-day mirror like ...
finally decoupling from the SPAC ETF basket of black boxes ...
👉it would be interesting to see the overlaps in holdings between ARKK & GS non-profitable tech basket, but permission required to view ...
👉many must be early in the cycle (pre-profit/revenue), but still ... puzzle is on ...
Thoughts ? Rationale ? Comments ? Feedback ?
4 common names spottes so far ... very interesting
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