Commentary

6/24/21 ARK Active: TSLA Making A Move

I've been looking at ETF components recently. TSLA seems to comprise about 5% of growth ETF portfolios. ARKK, ARKQ, and ARKW each have about 10%. TSLA underperformance explains some of the issues with ARK Active. The last few days, TSLA has been strong. I think that if TSLA is performing well, the rest of the… Continue reading 6/24/21 ARK Active: TSLA Making A Move

OverView

6/21/21 Broad Based ETFs Growth vs Value

After Friday's value drubbing, I was surprised to see an article pushing value stocks because they have doing so well. They are definitely more valuable this morning than Thursday for example. Personally, I'm a big value fan but sort of regard that as a weakness because growth consistently trounces value. About the best one can… Continue reading 6/21/21 Broad Based ETFs Growth vs Value