# ARK Invest - ARK Innovation ETF (ARKK) **URL:** \ **Category:** Investing / Portfolios\ **Created:** [July 16, 2020, 8:50am UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179 "2020-07-16T08:50:54Z")\ **Posts on this page:** 20\ **Page:** 2
**Author:** ![Bojack](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/bojack/32/281_2.png) [@Bojack](https://forum.mustachianpost.com/u/Bojack)\ **Post date:** [July 26, 2020, 7:27am UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/24 "2020-07-26T07:27:19Z")
Nope, I always take a long time before I make a decision. Shopping with me is a nightmare šŸ˜… ---
**Author:** ![rolandinho](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/rolandinho/32/423_2.png) [@rolandinho](https://forum.mustachianpost.com/u/rolandinho)\ **Post date:** [August 1, 2020, 7:22am UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/26 "2020-08-01T07:22:13Z")
Thatā€™s probably all CRISPR Therapeutics, listed on Nasdaq but ā€œhomeā€ is an office/letterbox at Aeschenvorstadt 36, 4051 Basel. ---
**Author:** ![OogieBoogie](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/oogieboogie/32/2003_2.png) [@OogieBoogie](https://forum.mustachianpost.com/u/OogieBoogie)\ **Post date:** [August 1, 2020, 6:52pm UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/27 "2020-08-01T18:52:25Z")
> [@Bojack](#): > > spot the next technological disruption Had ARK on my radar, like the concept to spot the next potential technological disruption and put those into a ETF basket. Square sounds great, but the real potential is probably that Jack Dorsey (CEO Twitter) is also the CEO of Square. To invest 5-10% in such ETF and diverse your portfolio would make sense in my opinion. ---
**Author:** ![Lumo](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/lumo/32/2343_2.png) [@Lumo](https://forum.mustachianpost.com/u/Lumo)\ **Post date:** [December 12, 2020, 3:56am UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/29 "2020-12-12T03:56:45Z")
> [@OogieBoogie](#): > > ntial technological disruption and put those into a ETF basket. Square sounds great, but the real potential is probably that Jack Dorsey (CEO Twitter) is also the CEO of Square. To invest 5-10% in su It does not make much sense to analyse it from a P/E perspective as many of the companies are burning cash. P/Revenue can give a better sense, o valuation but ultimately it comes down to whether they can keep up with the growth or if the technology is successful. But yes, agree itā€™s probably overvalued and there will be a big correction at some point. Missing the ride up, can mean that with a potential correction (in a few months?) you will end up where we are today! No one knows. Big correction will likely come when interest rates start increasing. Right now future cashflows have such a little discount, that it kind of makes sense the valuations spiked for growth companies. ---
**Author:** ![Goyero](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/goyero/32/4382_2.png) [@Goyero](https://forum.mustachianpost.com/u/Goyero)\ **Post date:** [January 15, 2021, 11:13am UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/30 "2021-01-15T11:13:48Z")
It looks they are going to launch an Space Race ETF (ARKX) - would you invest there? [https://www.etftrends.com/disruptive-technology-channel/ark-files-arkx-joining-space-race/](https://www.etftrends.com/disruptive-technology-channel/ark-files-arkx-joining-space-race/) ---
**Author:** ![glina](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/glina/32/820_2.png) [@glina](https://forum.mustachianpost.com/u/glina)\ **Post date:** [January 15, 2021, 4:00pm UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/31 "2021-01-15T16:00:00Z")
See this thread > ---
**Author:** ![disaga87](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/d/278dde/32.png) [@disaga87](https://forum.mustachianpost.com/u/disaga87)\ **Post date:** [January 28, 2021, 7:25pm UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/32 "2021-01-28T19:25:34Z")
Guys, Any of you invested finally in ARKK? I discovered this today and like the idea to include it in my portfolio. Anyone has study the fees and recommend it as a FIRE strategy? Maybe allocate 10% of my portfolio there. Thanks ---
**Author:** ![Tia\_0](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/t/71e660/32.png) [@Tia\_0](https://forum.mustachianpost.com/u/Tia_0)\ **Post date:** [January 28, 2021, 8:56pm UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/33 "2021-01-28T20:56:06Z")
I have ARKK in my portfolio currently, just 5% at the moment. Will look into buying it more maybe next quarter. I like the philosophy and all the research they publish. ---
**Author:** ![Kirby](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/k/90db22/32.png) [@Kirby](https://forum.mustachianpost.com/u/Kirby)\ **Post date:** [January 28, 2021, 9:26pm UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/34 "2021-01-28T21:26:49Z")
I bought some ARKW in early 2020, more than happy with it. I might buy some more next quarter! ---
**Author:** ![anonym](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/anonym/32/12687_2.png) [@anonym](https://forum.mustachianpost.com/u/anonym)\ **Post date:** [January 28, 2021, 9:28pm UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/35 "2021-01-28T21:28:46Z")
I also have some ARKW, about 5% of my portfolio. Also happy with it. šŸ™‚ ---
**Author:** ![LeStache](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/lestache/32/3690_2.png) [@LeStache](https://forum.mustachianpost.com/u/LeStache)\ **Post date:** [January 28, 2021, 9:53pm UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/36 "2021-01-28T21:53:56Z")
I have a small position of ARKK. The fees are not mustachian but I still bought it. šŸ¤·šŸ»ā€ā™‚ļø ---
**Author:** ![MrCheese](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/mrcheese/32/2500_2.png) [@MrCheese](https://forum.mustachianpost.com/u/MrCheese)\ **Post date:** [January 28, 2021, 10:52pm UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/37 "2021-01-28T22:52:29Z")
I have 20% of my stock portfolio in ARKK and it had similiar gains like my VT (mostly due to Tesla) ---
**Author:** ![Leonidasgr](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/l/b4bc9f/32.png) [@Leonidasgr](https://forum.mustachianpost.com/u/Leonidasgr)\ **Post date:** [January 29, 2021, 8:13am UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/38 "2021-01-29T08:13:47Z")
Following the thread above just curious about the fess of the ARKK ETF? Isnā€™t a bit too much at 0.75% plus progressively increasingā€¦? Also very roughly (approx.) how much ā€œoverlapā€ does ARKK ETF holdings have with the VT ETF? Vanguard VCR (Vanguard Consumer Discretionary ETF) wouldnā€™t be another option (exposure to Tesla \>10%) with very low fees to be considered about? ---
**Author:** ![MrCheese](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/mrcheese/32/2500_2.png) [@MrCheese](https://forum.mustachianpost.com/u/MrCheese)\ **Post date:** [January 29, 2021, 9:16am UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/39 "2021-01-29T09:16:33Z")
> [@Leonidasgr](#): > > Isnā€™t a bit too much at 0.75% plus progressively increasingā€¦? Something I can accept if it consistently outperforms VT. ---
**Author:** ![xorfish](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/xorfish/32/451_2.png) [@xorfish](https://forum.mustachianpost.com/u/xorfish)\ **Post date:** [January 29, 2021, 9:38am UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/40 "2021-01-29T09:38:27Z")
Here is a discussion about ARKK manager Cathie Wood. "The End of Valueā€ with Cathie Wood and Rob Arnott: [https://community.rationalreminder.ca/t/the-end-of-value-with-cathie-wood-and-rob-arnott/3870/2](https://community.rationalreminder.ca/t/the-end-of-value-with-cathie-wood-and-rob-arnott/3870/2) She just seems like a good salesmen, I donā€™t think I would trust here with my money. She just seems to have no idea about the theory of asset pricing. A good quote: > ā€œWeā€™re in the only major business in the global macro economy where customers hate bargains.ā€ > -Rob Arnott ---
**Author:** ![mabi](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/mabi/32/3568_2.png) [@mabi](https://forum.mustachianpost.com/u/mabi)\ **Post date:** [January 29, 2021, 1:27pm UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/41 "2021-01-29T13:27:30Z")
Not invested in any ARK\* funds. Although they are quite interesting I dislike the high TER. My portfolio tilt is more towards small cap and emerging markets and for that purpose I use Avantis funds which have a more reasonable TER of around 0.25-0.35 (see AVUV, AVDV and AVEM). You might like to watch this video of Ramin where he compares the hype with the bicycle markets in th 19th century, an original comparison. [![](https://forum.mustachianpost.com/uploads/default/original/2X/3/363699f2d64c1f9d4f466cc84a26f9e555da9b16.jpeg "Should I Buy Index Funds? - Cathie Wood Thinks Not!") ](https://www.youtube.com/watch?v=HeWLcsgBpgM) ---
**Author:** ![Linkov](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/l/96bed5/32.png) [@Linkov](https://forum.mustachianpost.com/u/Linkov)\ **Post date:** [February 8, 2021, 1:12pm UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/42 "2021-02-08T13:12:56Z")
Hi, I see you can buy this on swissquote although it brings up the disclaimer about US ETFs - do I understand correctly that this is just to cover the broker for not pushing the product and that we are still allowed to buy it? ---
**Author:** ![dbu](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/dbu/32/1552_2.png) [@dbu](https://forum.mustachianpost.com/u/dbu)\ **Post date:** [May 7, 2021, 6:32am UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/44 "2021-05-07T06:32:22Z")
Looking interesting these past few months. šŸ“‰ ARK(K) and BRK seem to be almost 2 uncorrelated assets. šŸ˜ ---
**Author:** ![nabalzbhf](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/nabalzbhf/32/3277_2.png) [@nabalzbhf](https://forum.mustachianpost.com/u/nabalzbhf)\ **Post date:** [May 11, 2021, 7:32pm UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/45 "2021-05-11T19:32:50Z")
So in retrospect was ARKK mostly FOMO driven? (I wonder if FOMO is the biggest risks to oneā€™s portfolio). ---
**Author:** ![SwissTeslaBull](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/swissteslabull/32/4479_2.png) [@SwissTeslaBull](https://forum.mustachianpost.com/u/SwissTeslaBull)\ **Post date:** [May 11, 2021, 8:00pm UTC](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179/46 "2021-05-11T20:00:48Z")
ARK Innovation ETFā€™s Top Holdings, % Below High: 1. Tesla $TSLA: -30% 2. Teladoc $TDOC: -54% 3. Roku $ROKU: -38% 4. Square $SQ: -23% 5. Shopify $SHOP: -28% 6. Zillow $Z: -47% 7. Spotify $SPOT: -41% 8. Zoom $ZM: -51% 9. Twilio $TWLO: -36% 10. Coinbase $COIN: -33% Data: @ycharts [Previous page](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179.md?page=1) [Next page](https://forum.mustachianpost.com/t/ark-invest-ark-innovation-etf-arkk/4179.md?page=3)