Cathie Wood VS The Haters What's REALLY Going On?

Cathie Wood is someone people love to hate. Why? Well, she is blamed for losing her investors' money, despite the fact that these investors are the ones who took on excessive risk in the first place. In today's video, we're going to compare ARK Invest's performance against an appropriate benchmark - not the S&P or NASDAQ. Turns out Cathie Wood worked with MSCI to develop custom indices to match her thematic ETFs. So, how have her funds fared against these custom indices? Let's find out.

RESEARCH PIECES USED IN THIS VIDEO:
1. Cathie Wood's Top Stocks
2. ARK Invest’s Strong Appetite for Risk
3. Why Are ARK Invest’s ETFs Falling?

CHAPTERS:
00:00 Why people hate Cathie Wood
00:56 How much does ARK make?
02:13 ARK's performance
06:08 ARK's time frame
07:13 An appropriate benchmark for ARK
10:35 ARK vs the benchmark
12:11 Conclusion

ABOUT US:
This video is brought to you by Nanalyze, a media and research firm founded by finance professionals with decades of experience. We share insights about #DisruptiveTechnology #stocks in a language that is future-proof and easy to understand.

DISCLAIMER: Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, along with independently researching and verifying, any information contained within our YouTube videos or on our website, whether for the purpose of making an investment or otherwise.

#arkinvest
#ARK
#cathiewood
$ARKK

[willh]

Hey bro. I haven't seen you in person before. Good to see you!

[muvvgbf]

Washington is a cool state. One of my favorite places is Olympic National Park. It's truly a wonderland! Hope you enjoy your time there in the mountains.

[neoraiden]

I liked the video, while most of my money is not invested in cathie woods funds and some of her predictions are very "optimistic" I do find the research is very useful. I also think you could make a lot of money buying low and selling high on the volatility, but then why not just pick a volatile asset.

Given her portfolio is interest rate sensitive and interest rates are high currently do you think she is doing relatively well given her strategy?

I'd be interested in updated videos (I am a paying subscriber) showing for example a general analysis of her biggest investments and changes e.g is she dependent on 1 or 2 really successful stocks to outperform other thematic benchmarks and if she misses nvidia or tesla does she underperform, if so why e.g. poor timing?

Also I guess this does make the point that beating a benchmark is exceptionally hard regardless of how good your research is, with Nvidia being a great example of something that Cathie sold off, but predicted.

I myself fear jumping on the Nvidia bandwagon because I was too late to jump on early and can't predict the top. I think it will follow the gartner hype cycle with nvidia gaining till investors realise ai is not generating gdp changing profits in the short run, then will dip till ai develops more profitable use cases and soars again assuming competitors dont catch up. I could be wrong though, if that does occur I'd buy a large dip. Would be interested in your thoughts as someone who owns Nvidia?

[gabrielschwarz]

Sir elon of musk, fintwats. I love it 😂❤

[weho_brian]

she has underperformed the S&P since her fund's inception. And if you are a real technology/growth fund manager, then your real benchmark is the nasdaq/qqq which again she has wildly underperformed. At the end of the day, performance is all that matters over the long term. The criticism she receives is well warranted

[mot]

Thank God that we still can find on YouTube some objective content on stocks / ETF performance based on numbers and not emotions. Cathie needs to do something about her mediocre ETFs and cant keep saying that her horizon 5 years. Thanks Joe.

[iangantner]

I love the armchair quarterbacks, specifically, those that have never made notable, consistent returns.. if you are managing your own money, you can buy and sell without answering to anyone. You have no prospectus that drives your investments. You can sell every stock you own in minutes without having any effect on the price of those investments. You can move into anything you want. You still struggle to make great returns. Getting lucky on one stock does not count.
With that said, I look at Cathy like most private equity/ venture capital. She will likely fail on most of her choices, but the returns on her winners are outrageous! This is NOT the economic environment for her to thrive, but watch what happens as interest rates come down and small caps start to flourish. She’ll be back in the saddle again. And many of those throwing barbs now will be remarking about how brilliant they were to catch the bottom of her funds. Everybody gets miraculous returns when they don’t have to show their portfolio!

[darin]

The way I see it, Cathy Wood is giving people an option and people can take it or leave it. Most funds out there are weighted about 90% to the magnificent 7 companies and to me that seems like kind of a scam. After all, how hard is it for someone to just invest in those companies individually and avoid the management fees. But once again, it's up to the individual investor to know what they are investing in. If people are going to hate on something, why not hate on the leveraged ETFs like SQQQ, TQQQ and others? I think those are a much bigger trap to investors than Cathy Wood's funds are yet you don't hear a peep out of the Cathy Wood critics on those funds.

[kaloyanstefanov]

You lost me on "she is quite smart at" 0:05 not gonna lie 😄

[newme-video]

She profits even when people that follow her "recommendations" loose, actually specially then, to someone to win someone has to loose, .


Here is her Modis Operendi:
She start a "Fear of Missing Out" on, in her opinion a "disruptive company"
Then she makes the News rounds on her self-proclaimed "disruptive companies"
She then adds these "disruptive companies" to her OWN fund
She charge a enormous expense/ration fees.
She rakes the profits from these fees.
Retail investors, seeing her on the News 24 x 7 fall for her 'statements' and pile in to
invest
The Corporate hedge funds then invest short term and turn a QUICK PROFIT. (it
smells like short selling to me)
Once the company "fails" she states "I told you so", but usually sells out before the
others leaving them with the loss.

[ASenseofCapital]

Ark is always a good source for new investment ideas.

[freeman]

The fees are way too high for me. And me duth think the queen hath no clothes. Not a believer. Thanks for this breakdown.

[Nanalyze]

The armchair critics are coming out of the woodwork, none of whom seem to understand how Wall Street works. These people were nowhere to be seen when Cathie was beating the market. Now they're lining up with their notepads and red pens. The reality here is that people hate seeing the (arguably) most successful thematic manager ever laughing all the way to the bank. She proposed a strategy, investors bought it knowing full well it could go either way. The fat lady hasn't sung yet, but one thing is crystal clear here. Cathie won.

[azulsimmons]

I love seeing the math of losses and why I learned to worry about valuations and hype and other factors that can cause huge losses that take a long time to recover. You may not be able to time the market, but you better know when buying might not be a great idea with a valuation risk.

[Stan_]

How each fund has fared so far in the first half of 2024:
ARK Innovation ETF (ARKK) -16.7%
ARK Next-Generation Internet ETF (ARKW) +1.5%
ARK Autonomous Technology & Robotics ETF (ARKQ) -4.9%
ARK Genomic Revolution ETF (ARKG) -27.6%
ARK Fintech Innovation ETF (ARKF) -0.3%
ARK Space Explora+tion & Innovation ETF (ARKX) -3.3%

[Tideo]

The truth of ARKK research had revealed. Great insight into the world of investment. Thanks Nanalyze.

[andreinedelcu]

How come nobody is talking about her track record before ARK? I think for good measure you should have looked at her AB work as well.

[techshark]

Good morning & thank you for the video

So, what am i misunderstanding?

How is something that you individually hold, still allowed to be in the benchmark, when the exact things you hold, is what makes up over 80% results of the so called benchmark????

Example, i hold AMZN, TSLA, AAPL, META, MSFT, NVDA, GOOGL, AVGO, LRCX, COST, CMG, BRK.B & NFLX

Remove these and there is NOTHING that can beat these positon results, so why is it racing against itself, if you were to remove these, the ramianing 490 haven't broken over 2% year over year for the past decade.

A benchmark should be something that beats your holding, not what is the only thing holding it up.🤔

[vdanger]

I find Cathie very disruptive. Or not. She sold out of DNA Ginko and left me holding the bag.

[Sicksociety]

I think C. Woods is good at making herself money. Key words main phase “ herself “. That’s probably a good enough reason for her polarizing nature. I don’t have anything to do with her and I don’t have to listen to her so I really don’t care. Is she successful? Yes SHE is. Does she make other people money? Yet to be proven over the long term. A friend of mine made the statement that “ Tesla is a successful company “ and I countered with “ for how long? Would you say they are as successful as say JNJ? Or PG? Maybe Walmart ? “ the answer is a resounding no. Time will prove all.