ARKUSDT
Ark / Tether USD
crypto Composite

I know what an ETF is and how it works. The pricing of anything on the market is dictated by those who are buying and selling. There are reasons why vanguard funds do so well compared to say ARK funds.

the same thing happens with any trendy hot ETF
a few years ago it was everything ARK and Cathie Wood, along with electric vehicle ETFs.
there was a crypto phase, and a green / renewable energy trend, etc. then it was non-stop Avantis/AVUV/Ben Felix worship.
next year it will be a new trend.

Temporary demand anxiety can end badly. ARK was just the same lucky timing and ended badly.

I wish this wouldn't get posted every time ARK sells. They still hold a MASSIVE amount of AMD across several of their ETFs, close to $1B.
Their strategy is to actively balance, which means they are always pruning the winners and buying others where they perceive value. Selling $16M, and whatever they sold the other week, is peanuts compared to what they still hold in AMD. The decision is based purely on spreadsheet math, and not because they suddenly turned bearish.
Say what you want about their historic returns and the "cult" of Cathie Wood. But a small sale like this is meaningless.

Tons of people here took profit on the way up too. Not sure why this is news worthy when ARK for sure has more strict rebalancing rules as an institution investor.

Anyone done serious DD and ridden a catalyst wave for serious gains, be it playing a market overreaction, capitalising on hype or fears or other trends/cyclicality? What was it? Or did you maybe pull out too early or only dip your toes?
Do you have any rides you deeply regret missing? (I know I do).
Some of the catalysts I rode:
Contrarian:
\-Facebook Cambridge analytica scandal
\-Netflix fears of competition
\-Peak pandemic fears
Hype:
\-AI infrastructure
\-Nuclear
Trains I got out of too early/missed completely
\-Recent memory bottleneck
\-EU military boom
Catalysts I got burned on entering too late
\-Weed legalisation
\-2021 ARK fund…

I know what an ETF is and how it works. The pricing of anything on the market is dictated by those who are buying and selling. There are reasons why vanguard funds do so well compared to say ARK funds.

the same thing happens with any trendy hot ETF
a few years ago it was everything ARK and Cathie Wood, along with electric vehicle ETFs.
there was a crypto phase, and a green / renewable energy trend, etc. then it was non-stop Avantis/AVUV/Ben Felix worship.
next year it will be a new trend.

Temporary demand anxiety can end badly. ARK was just the same lucky timing and ended badly.

I wish this wouldn't get posted every time ARK sells. They still hold a MASSIVE amount of AMD across several of their ETFs, close to $1B.
Their strategy is to actively balance, which means they are always pruning the winners and buying others where they perceive value. Selling $16M, and whatever they sold the other week, is peanuts compared to what they still hold in AMD. The decision is based purely on spreadsheet math, and not because they suddenly turned bearish.
Say what you want about their historic returns and the "cult" of Cathie Wood. But a small sale like this is meaningless.

Tons of people here took profit on the way up too. Not sure why this is news worthy when ARK for sure has more strict rebalancing rules as an institution investor.