ARK Fund Introduction
Ms. Catherine Wood (Catherine Wood) has worked in the financial and investment fields for more than 30 years. She founded ARK Investment Management in 2013. As the founder, chief executive officer, and chief investment officer, her investment performance is very outstanding. The battle of Shigekura Tesla made her famous, and was also called a female Buffett by many people.
Due to the outstanding performance of ETFs managed by ARK Funds, ARK will announce daily positions. On December 31, the US Stock Research Agency sorted out the fund holding actions as follows:
Bought：
$ KSPI / $ TCS / $ NVS / $ RHHBY / $ RPTX / $ TAK / $ NTDOY / $ BIDU
Sold：$TSLA/$TSM/$XONE/$TWLO
President's Comment:
1. Increase Baidu again. ARK has eaten big meat in this wave. Can Baidu continue to rise? Let us wait and see.
2. Tesla is reducing its holdings again. One possibility is that the short-term increase is too large and the short-term weight is rebalanced. But is it possible that Tesla is overvalued?
3. The recent style has become more conservative. The increase in the biotechnology track has begun to favor some relatively stable large companies.
Article source: US Stock Research Agency.