January 2022

Frank Boland
January 20, 2022

As you might recall, Cathie Wood’s ARK Disruptive Innovation fund was up an amazing 60% in 2020.  The S&P 500 was up 16% that year. Thus the fund outperformed the S&P 500 by 46%! Last year it was down 25% underperforming by 50%. But that’s not why I consider the actively managed ETF a hedge fund. It’s because it has the macro...

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Learn how to take losses quickly and cleanly. Don’t expect to be right all the time. If you have made a mistake, cut your losses as quickly as possible.

– Bernard Baruch