Cathie Wood has not had a great year

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Still have a huge profit on both of them. Should I think of moving away from them?

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isn't huge profit the goal? if yes, sell.

Cathie's faithful followers are starting to feel the pressure. They were up so much for most of 2020 and early 2021 but now that gain is starting to shrink If it was me i would have sold about 3 or 4 months ago.

Congratulations on the huge gains. You must have been in pretty early as most of her investors have lost money since most of the money piled in early in 2021. It's interesting that she considers her holdings as being in deep value territory as the aggregate P/E is 49. She also expects annual returns of up to 40% over the next five years. Since I am an old conservative investor, my portfolio goal is 5% annually over the next 10 years. I'm sure I'll be kicking myself and wondering how I missed the seemingly obvious opportunity ahead in innovation and crypto. If it becomes a bloodbath, I might be able to toss in a few bucks. Being near retirement age, and not having a huge positive cash flow really limits the risk I can take. When I am confronted with a hard choice, I usually hedge, which might mean selling half and keeping the rest. At least making the wrong choice won't be devastating.

I got in 2018 so I will still be having good gains.

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The crazy thing about this is that she’s
not so much rooting for the stocks she
owns to go up, but rooting for the ones
she doesn’t own to go down. I have
never seen a portfolio manager like this
before. You buy stocks, you root for
those stocks, that is pretty much all
you care about. Why should it matter
what other stocks do?

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What value stocks do should be of
concern to Cathie Wood whatsoever. She
doesn’t need them to fail for her
strategy to succeed. The only reason she needs them to fail is for her to prove a point, which is outside the
scope of her duties as portfolio manager.

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This is what one guy wrote about her.

If this continues for 1 more month, I'm going to lose all my gains.

Moved some from Arkw to VUG.

I posted on the main ark thread. You should read up on the Janus funds

I just saw this today. I am not smart enough to hazard a guess as to which way this will go amidst all of this volatility. She is urging investors in her funds to average down. I thought I would post it as a marker for a moment in time. As volatile as these funds are, the only thing for sure is that this is great or horrible advice. No middling results for her. LINK

My estimation is that if Cathie is correct, her investors should expect a return of around 90% in the next 4 1/4 years. ARKK was at 60 when she stated that her investors would make 50% per year over the next five years. At the current price of 31, I calculated that one would have to make 71% annually to hit the original target of 455. However, for her to deliver on the original promise, she only has roughly 4 1/4 years so I had to do a calculation and interpolate to get 90%. I think it's going to happen.