Trading rund um Wachstumswerte

Auch nicht schlecht:

ARKK ist mittlerweile wieder fast da wo man vor Covid schon war, vom Hoch knapp 60% verloren...und nach Cathie ist das so weil der Rest vom Markt wohl einfach zu bloede ist Kapital richtig zu allokieren - der Markt liegt falsch, nicht sie
Ueberzeugung (Arroganz, Ego?) vor Risikomanagement

Stock market faces the most ‘massive misallocation’ of ‘capital in the history of mankind,’ says ARK’s Cathie Wood
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Cathie Wood, the star fund manager and chief executive of ARK Invest, took to CNBC to defend the woeful performance of the manager’s suite of disruptive innovation funds.
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She said “absolutely,” when asked if some of the companies her funds have invested in, which enjoyed nearly parabolic run-ups during the height of the pandemic-fueled worries in 2020, would return to their pandemic heights.
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Wood said the shares of all of the companies that ARK has bought in its various funds would return to lofty heights and trade well beyond their pandemic tops, including investments in companies such as Roblox Corp. RBLX, 0.67%, Teladoc Health TDOC, -4.08% and Zoom Video Communications ZM, -6.05%.
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She reiterated that investors in ARK need to maintain a 5-year time horizon to eventually reap investment rewards.

https://www.marketwatch.com/story/stock-...op_stories