Copying ARK invest portfolio

NedS

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.

Thrugelmir

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.

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, 

Emsobell

Also, you should consider the individual purchase costs and commission per trade. These really add up.  

Steve182

Prism said:

A pretty close match to ARK for UK investors is Scottish Mortgage Trust

I didn't realise ARK had significant investments in unquoted companies?

Prism

Steve182 said:

Prism said:

A pretty close match to ARK for UK investors is Scottish Mortgage Trust

I didn't realise ARK had significant investments in unquoted companies?

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.

Inexperienced ARK team traded in dollars vs experienced SMT team included private equity traded in Pounds. I know what I would pick.

Steve182

Prism said:

Steve182 said:

Prism said:

A pretty close match to ARK for UK investors is Scottish Mortgage Trust

I didn't realise ARK had significant investments in unquoted companies?

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.

Inexperienced ARK team traded in dollars vs experienced SMT team included private equity traded in Pounds. I know what I would pick.

Quite, 15% of my portfolio in SMT, 0% in ARK.