What are your thoughts on ARK ETFs - ARKW, ARKG, ARKK etc?

Numbers never lie. If the price of an ETF after accounting for the expense ratio still generates such high returns, it's telling you that ARK is good in what they do and be prepared to pay higher fees.

I did up an analysis of ARKW. There is 24 quarters (including current) worth of historical data for this fund. Out of them, 18 (including current) are in the green while the remaining 6 ended in the red. Thus you have a probability of 75% to make money and 25% to lose money on the quarterly horizon. Good to increase your position size during down quarters because they occur only 1/4 of the time. Also, the fund size is ballooning up in recent months with a commendable outperformance against the S&P Index in various time horizon.

You can find many useful charts and a checklist regarding ARKW via this link: https://dl.orangedox.com/fund-analysis-pdfs

File Name: ARK NEXT GENERATION INTERNET (ARKW US Equity)_update_110720

If you think it is helpful and wish to take a look at ARKG or ARKK too, drop me a comment or email and I can do up the same thing when I have time. Hope it helps.​​​

The negative point is that they are actively managed, which most probably does not work performance-wise when compared to an appropriate benchmark passive index.

I own ARKG and the good point is that it worked exceedingly well performance-wise (better currently than XBI or FBT). Not clear whether this outperformance will persist however ...

All three are in attractive sectors or subsectors, which can be an advantage but also a disadvantage, when acknowleding the lower diversification.

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