Hi, any thoughts on this portfolio for the next 20 years. Not adding new stocks or ETFs, just growing these: DIS AAPL MSFT V NEE JNJ PG HD LMT SCHD ARKF ARKK ARKG? - Seedly
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Anonymous

Asked on 30 Oct 2020

Hi, any thoughts on this portfolio for the next 20 years. Not adding new stocks or ETFs, just growing these: DIS AAPL MSFT V NEE JNJ PG HD LMT SCHD ARKF ARKK ARKG?

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TL;DR - I like ARK

Hi there,

I will just comment on ARK.

Personally, I am invested in ARK mainly for their unique approach to innovation and technology investing.

I have been with ARK since last year when Wall St. was bashing Cathie Wood and Tasha Keeney for their lofty $15,000/2024 bull case Tesla price target. Look where is Tesla right now. Beating investor's expectations, recording higher deliveries, releasing FSD beta, soon to be mining lithiums, beats everyone else in battery technology, claimed patent in tab-less batteries, dry electrons, and whatnots.

Now if we really set in, investing in innovation has been the longest time with us, dating back to the industrialization era. When the industrialization revolution boomed in Britain, it was essentially innovation taking place. Manufacturing, production, and processing get more efficient, cheaper, and faster.

Same thing as what we are witnessing right now. During a crisis, innovation and technology get cheaper, more efficient, cheaper because of widescale adoption, and companies having to change their business model to adapt to underlying structural changes.

Companies that survived Covid-19 are those who take technology and innovation seriously in their business models. They are able to cope with supply chain issues, utilize robotics in their production process, etc.

Do take some time to watch Cathie Wood's podcast on YouTube. She makes a compelling case for the use of innovation and technology, especially in the five arms that her firm is committed towards. We are now witnessing a fifth revolution that is far more exponential in terms of growth and potential as compared to the past four we had. This is because all these new innovations and technologies are inherently intertwined, they leverage each other capabilities and outputs to create something that we have never seen before, and solve real problems (climate change, health, decentralized banking, etc.)

Aside from its investment approach, ARK operates in a unique cross-industry/sector organization where each team consists of different analysts with different research niche. E.g. A team working on Tesla may consist of battery experts, automaker experts, graphic chips expert, autonomy expert, etc. This is because innovation penetrates all sorts of traditional sectors that we are seeing now

Innovation solves our problems, and it is here to stay.

Disclaimer: This is not investment advice nor promotion for specific products, just my two cents worth :)​​​

1

Question Poster

02 Nov 2020

Hey Justin! Thanks for sharing your perspective on ARK. I learnt a lot from this HAHA will definitely watch Cathie Wood's podcast when I'm free! Btw your passion for tech & innovation is really amazing 👍
Thank You!
Can you clarify
I wonder if
This is so helpful 👍
What about
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OPINION: To invest passively and want to outperform index with no time to research

i would just buy the Top 5 holding of the S&P500 and weight my capital exactly the same as it

The entire market movement is according to those top 5.

i just concentrate my $$$ on MSFT , AAPL , GOOG , AMZN , FB. For Max growth.​​​

1

Question Poster

02 Nov 2020

Hey Yong Jin, thanks for sharing! But the buy in rate for that is really high as well ahaha
Thank You!
Can you clarify
I wonder if
This is so helpful 👍
What about
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Hi, I will avoid Schwab US Dividend Equity ETF. There is a 30% US dividend withholding tax that applies to Singapore investors. This makes dividend equities less attractive and less suitable for Singapore investors. Also, have you thought of diversifying globally? Notice your portfolio is 100% US equities. By investing in other countries too, you will be able to reduce overall risk.

Personally, I won't invest a huge percentage of my portfolio in ARK ETFs. All the ARK ETFs are quite hyped up rn, everyone is interested and excited because of the crazy growth ARK ETFs recently experienced. Past performance does not equal future performance, so who knows whether they can maintain or will they crash in the future.

**Just my opinion and thoughts, not financial advise

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Jing Wei
Jing Wei

03 Nov 2020

Majority VT. Rest QQQ, CQQQ, S-REIT
Question Poster

04 Nov 2020

Thanks Jing Wei! This is so helpful 👍
Thank You!
Can you clarify
I wonder if
This is so helpful 👍
What about
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Honestly, the individual counters can just be replaced with CSPX/VOO.

I would avoid SCHD

Then put majority into ARKK,ARKF, ARKG and even consider ARKW.

1

Question Poster

02 Nov 2020

Hey YH, would you care to share why you would avoid SCHD?
Thank You!
Can you clarify
I wonder if
This is so helpful 👍
What about
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