Warren Buffett grabs money — ARK Invest’s Cathie Wood is becoming a stock picker to watch. Moreover, she is investing heavily in stocks that Buffett does not own and cannot match, even in the financial sector.
The three top ten stocks in the ARK Invest ETF series include financials Silver Gate Capital (SI), health California Pacific Biosciences (PACB) and Communications Service Company sea “Investor Business Daily” analysis of data from S&P Global Market Intelligence and MarketSmith shows that (SE) in the past 12 months, Warren Buffett (Warren Buffett) listed in the United States The returns of the best stocks have at least tripled.
Wood is increasingly referred to by traders as “Queen Cathie” on Reddit and is now becoming the new stock market Oracle.In the past 12 months, more than 30 of the 45 top 10 holdings of ARK Invest’s five active ETFs have surpassed Buffett’s No. 1 Berkshire Hathaway portfolio. Increase: Home Furnishing Retailer Relative humidity (RH). RH increased by 116.8% in 12 months.
Warren Buffett: Make room for the new Oracle
Wood is becoming a household name for investors. This year, her five ETF series have poured in hundreds of millions of dollars. ETF.com said that Ark Airlines currently has approximately $60 billion in assets.
Wood is buying shares in ETFs, including flagship ARK Innovation (ARKK). At the same time, ETFs have risen 145% in the past 12 months. Buffett’s Berkshire Hathaway shares fell 4.3%.
Comparing performance is also a very important 12 months, because both financial planners have experienced the peak of 2020, the brutal pandemic impact and strong recovery in the past year.
Dan Wiener, editor of “Independent Advisor to Vanguard Fund”, said: “I know that many people are fascinated by Casewood’s ARK innovative ETF. I think that by the end of the second quarter, its value will increase by 250% over a year ago about.”
Cathie Wood shows Buffett the future of finance
Surprisingly, Wood seems to be learning from Buffett his traditional favorite industry: finance.
Two of the three highest-ranked ARK Invest holdings in Buffett’s US-listed stocks are ARK Fintech Innovation ETF (ARKF).In fact, Wood has long been Tesla (TSLA), the best performing stock in the past 12 months is the financial industry Silvergate Capital. In the past 12 months, its growth rate has exceeded 880%.
Silvergate, a bank holding company based in La Jolla, California, holds 4.3% of the ARK Financial ETF. It is the fourth largest holding in ETFs. The value of the ARK Fintech Innovation ETF has risen by more than 125% in 12 months.
On the other hand, Buffett’s best performing financial stocks are credit card companies Synchronization (SYF). But in the past 12 months, it has only grown by 17.1%.At the same time, Buffett’s biggest financial position is his $34 billion stake. Bank of America (BAC), rose only 2.3% in 12 months. This is not even as high as the 16.6% increase of the Standard & Poor’s 500 Index over the same period.
Sea is not even mentioned, which is the seventh-ranked share in ARK Fintech Innovation ETF, accounting for 3.5% of the portfolio. The company provides support for digital financial services and e-commerce in Asia and Latin America. Moreover, this also puts Buffett’s financial situation to shame. Offshore shares have grown by nearly 400% in a year.
Buffett can’t match Wood’s healthcare winner
Buffett is adding some healthcare names. He added a position in the healthcare field at the end of 2020. Merck (MRK) 28% increase, AbbVie (ABBV) Reduced by 20%. But they are difficult to stand out. Merck has fallen 9.2% in 12 months, while AbbVie has risen 14%. Should you buy AbbVie stock now?
Also, look at Pacific Biosciences in California. The stock price of a maker of molecular sequencing equipment has risen by more than 800% in 12 months. Wood must expect that analysts have not yet realized the huge benefits in the future. Wall Street analysts believe that the company’s loss per share by 2021 will reach 96 cents, even exceeding its 2020 loss of 62 cents per share.
Buffett VS Wood: Who will win in the future?
However, don’t expect Buffett.
The S&P 500 index is changing, and cyclical stocks are rising. This may affect Buffett’s hands. Buffett’s number one stock listed in the United States in annual trading volume is a household goods retailer.
Traditional bank stocks are also heating up and bringing value stocks. In Buffett’s public asset portfolio, finance accounts for a quarter. Consumer disposable stocks account for 5%.
At the same time, like Tesla, some dear stocks are cooling. Tesla ranks in the top ten of ARK Invest’s three ETFs. Tesla fell 39.68, or 5.1%, to 741.62 on Monday. Tesla alone accounts for nearly 9% of ARK Innovation. In contrast, Bank of America, Buffett’s number one financial holding company, rose 64 cents on Monday to 35.16 US dollars, or 1.9%. Should you buy Tesla stock now?
However, Buffett also pays great attention to popular technology stocks.He lights up apple (AAPL) stock, but is still the number one stock in his portfolio.Technology now accounts for 46% of his portfolio, which includes snowflake (SNOW), has not been traded for a full year.
It is always a bad idea to exclude Buffett. He knows how to continue decades of market cycles, and Ark Investment still needs to prove this.
The best performing Ark investment stocks
In the past 12 months, the top ten positions of ARK’s five active ETFs have increased the most
|the company||Symbol||Top ten holdings of ARK ETF||12 months%||department|
|Silver Gate Capital||(with)||(ARKF)||878.4%||financial|
|California Pacific Biosciences||(PACB)||(ARKG)||793.6%||health care|
|Sea co., ltd.||(I know)||(ARKF)||387.9%||Communication service|
|Grayscale Bitcoin Trust||(GBTC)||(ARKW)||326.8%||financial|
|Distorted Bioscience||(TWST)||(ARKG)||315.2%||health care|
Source: ARK, S&P Global Market Intelligence, ARKF = Fintech Innovation, ARKG = Genome Revolution, ARKW = Next Generation
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