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Copying ARK invest portfolio
Comments
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Emsobell said:I would say ARK is much more bubble stock territory than Scottish Mortgage. Key considerations, is inflation here or due to persist in the coming decade. Anything over 2% and things will get very spicy for growth stocks.Another issue to be aware of is that ARK is an open ended fund, and as they also hold a significant proportion of smaller less liquid investments, things can quickly go wrong when investors try to withdraw money or there are large outflows. And we all saw how well that ended with Woodford. Scottish Mortgage, being a closed end IT does not suffer such liquidity issues.Our green credentials: 12kW Samsung ASHP for heating, 7.2kWp Solar (South facing), Tesla Powerwall 3 (13.5kWh), Net exporter0
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SMT holds unquoted companies though where valuations are at best subjective. Until the companies list on an open market. ARK only has to disclose it's holdings on a quarterly basis. 3 months is a long to time to wait to find out what the main transactional activity has been,NedS said:Emsobell said:I would say ARK is much more bubble stock territory than Scottish Mortgage. Key considerations, is inflation here or due to persist in the coming decade. Anything over 2% and things will get very spicy for growth stocks.Scottish Mortgage, being a closed end IT does not suffer such liquidity issues.0 -
Also, you should consider the individual purchase costs and commission per trade. These really add up.0
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I didn't realise ARK had significant investments in unquoted companies?Prism said:A pretty close match to ARK for UK investors is Scottish Mortgage Trust“Like a bunch of cod fishermen after all the cod’s been overfished, they don’t catch a lot of cod, but they keep on fishing in the same waters. That’s what’s happened to all these value investors. Maybe they should move to where the fish are.” Charlie Munger, vice chairman, Berkshire Hathaway0 -
It doesn't as far as I know however this is the closest match I can think of unless someone can access the ARK fund directly.Steve182 said:
I didn't realise ARK had significant investments in unquoted companies?Prism said:A pretty close match to ARK for UK investors is Scottish Mortgage Trust
Inexperienced ARK team traded in dollars vs experienced SMT team included private equity traded in Pounds. I know what I would pick.0 -
Quite, 15% of my portfolio in SMT, 0% in ARK.Prism said:
It doesn't as far as I know however this is the closest match I can think of unless someone can access the ARK fund directly.Steve182 said:
I didn't realise ARK had significant investments in unquoted companies?Prism said:A pretty close match to ARK for UK investors is Scottish Mortgage Trust
Inexperienced ARK team traded in dollars vs experienced SMT team included private equity traded in Pounds. I know what I would pick.“Like a bunch of cod fishermen after all the cod’s been overfished, they don’t catch a lot of cod, but they keep on fishing in the same waters. That’s what’s happened to all these value investors. Maybe they should move to where the fish are.” Charlie Munger, vice chairman, Berkshire Hathaway0
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