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Huitai
Huitai
·
2021-08-22
Good time to buy more
Who is Cathie Wood? What you should know Ark Invest's ace stock picker<blockquote>凯西·伍德是谁?您应该知道什么 Ark Investment 的王牌选股师</blockquote>
Move over, Warren Buffett. There’s a new oracle in town. Last year, Cathie Wood, founder of asset ma
Who is Cathie Wood? What you should know Ark Invest's ace stock picker<blockquote>凯西·伍德是谁?您应该知道什么 Ark Investment 的王牌选股师</blockquote>
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Huitai
Huitai
·
2021-08-20
Have fate on her wisdoms
Palantir, Square, Genius Sports, Zymergen — Stocks Cathie Wood's Ark Bought Or Sold Thursday<blockquote>Palantir、Square、Genius Sports、Zymergen — Cathie Wood's Ark 周四买卖股票</blockquote>
Cathie Wood-led Ark Invest continues to pile up shares in Palantir Technologies Inc. The popular mon
Palantir, Square, Genius Sports, Zymergen — Stocks Cathie Wood's Ark Bought Or Sold Thursday<blockquote>Palantir、Square、Genius Sports、Zymergen — Cathie Wood's Ark 周四买卖股票</blockquote>
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Huitai
Huitai
·
2021-08-10
Nice reading and thanks for the summary
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Huitai
Huitai
·
2021-08-03
Keep holding Tesla share.Believe in for the share price to shoot to the moon
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Huitai
Huitai
·
2021-07-21
Her judgment is correct
ARK Buys Another 310,000 Grayscale Bitcoin Trust Shares On Dip<blockquote>ARK 逢低再购买 310,000 股灰度比特币信托股票</blockquote>
In addition to Grayscale Bitcoin Trust shares, ARK added another 71,877 shares of Coinbase across tw
ARK Buys Another 310,000 Grayscale Bitcoin Trust Shares On Dip<blockquote>ARK 逢低再购买 310,000 股灰度比特币信托股票</blockquote>
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Huitai
Huitai
·
2021-07-13
Why after 6 years bring up now ?
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Huitai
Huitai
·
2021-07-05
This is enlightening to me.thanks for sharing
What Does the End of the Quarter Mean for Portfolio Management?<blockquote>季度末对投资组合管理意味着什么?</blockquote>
The "end of the quarter" refers to the conclusion of one of four specific three-month periods on the
What Does the End of the Quarter Mean for Portfolio Management?<blockquote>季度末对投资组合管理意味着什么?</blockquote>
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Huitai
Huitai
·
2021-06-30
Didi is the winner
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Huitai
Huitai
·
2021-06-29
Buy from arkK ETF is the same
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Huitai
Huitai
·
2021-06-27
Good and value buy or never
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time to buy more","listText":"Good time to buy more","text":"Good time to buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832889126","repostId":"1156125276","repostType":4,"repost":{"id":"1156125276","kind":"news","pubTimestamp":1629603613,"share":"https://www.laohunote.com/m/news/1156125276?lang=zh_CN&edition=full","pubTime":"2021-08-22 11:40","market":"us","language":"en","title":"Who is Cathie Wood? What you should know Ark Invest's ace stock picker<blockquote>凯西·伍德是谁?您应该知道什么 Ark Investment 的王牌选股师</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156125276","media":"MoneyWise","summary":"Move over, Warren Buffett. There’s a new oracle in town.\nLast year, Cathie Wood, founder of asset ma","content":"<p>Move over, Warren Buffett. There’s a new oracle in town.</p><p><blockquote>让开,沃伦·巴菲特。镇上来了一位新神谕。</blockquote></p><p> Last year, Cathie Wood, founder of asset management firm Ark Invest, established herself as a master of the modern exchange-traded fund (ETF). In 2020, her flagship Ark Innovation ETF (ARKK) posted eye-watering gains of 153%, easily crushing the return of the overall stock market.</p><p><blockquote>去年,资产管理公司 Ark Invest 的创始人凯西·伍德 (Cathie Wood) 将自己确立为现代交易所交易基金 (ETF) 的大师。2020年,她的旗舰方舟创新ETF(ARKK)公布了令人瞠目结舌的153%的涨幅,轻松碾压了整体股市的回报。</blockquote></p><p> Over the past five years, ARKK has averaged an annual return of greater than 40%.</p><p><blockquote>过去五年,ARKK 的平均年回报率超过 40%。</blockquote></p><p> While ARKK and another of the company’s funds, Ark Genomic Revolution ETF (ARKG), have struggled this year, money from investors continues to pour in and CEOs like Elon Musk want to be on her podcast. You may even have Ark fundsin your portfolio.</p><p><blockquote>虽然 ARKK 和该公司的另一只基金 Ark Genomic Revolution ETF (ARKG) 今年举步维艰,但投资者的资金仍在不断涌入,埃隆-马斯克(Elon Musk)等首席执行官也希望参加她的播客节目。你的投资组合中甚至可能有方舟基金。</blockquote></p><p> Despite the choppy road Wood's offerings have bumped along in the past few months, investors continue to hold on. Here's why.</p><p><blockquote>尽管 road Wood 的发行在过去几个月中有所波动,但投资者仍继续持有。原因如下。</blockquote></p><p> <b>Just who is Cathie Wood?</b></p><p><blockquote><b>凯西·伍德是谁?</b></blockquote></p><p> When she founded Ark Invest in 2014, Wood had already amassed 40 years of experience researching and investing in innovation. She managed over $5 billion in assets at AllianceBernstein and over $800 million at hedge fund Tupelo Capital Management, which she also founded.</p><p><blockquote>当她在2014年创立Ark Invest时,伍德已经积累了40年的创新研究和投资经验。她在 AllianceBernstein 管理着超过 50 亿美元的资产,在她创立的对冲基金 Tupelo Capital Management 管理着超过 8 亿美元的资产。</blockquote></p><p> Wood launched Ark as a means of packaging active stock portfolios in an ETF format.</p><p><blockquote>Wood 推出 Ark 作为以 ETF 格式打包活跃股票投资组合的一种方式。</blockquote></p><p> By concentrating on innovative, disruptive technologies, Arkinvests in companieswith the potential for both explosive short-term growth and long-term relevance. As the company’s CIO and portfolio manager, the final call on Ark’s investment decisions is Wood’s to make.</p><p><blockquote>通过专注于创新、颠覆性技术,ARKIN投资于具有爆炸性短期增长潜力和长期相关性的公司。作为公司的首席信息官和投资组合经理,伍德对 Ark 的投资决策做出最终看涨期权。</blockquote></p><p> Wood has received plenty of recognition for her investment performance in recent years.</p><p><blockquote>伍德近年来的投资表现得到了很多认可。</blockquote></p><p> She was a featured speaker at the World Economic Forum (China) in 2016 and 2017. In 2018, she was selected by Bloomberg as one of the 50 people defining global business. In 2019,<i>Fortune</i>chose Wood to be one of the experts included in the publication’s annual<i>Fortune Investors Guide</i>.</p><p><blockquote>她是2016年和2017年世界经济论坛(中国)的主题演讲嘉宾。2018年,她被彭博社选为定义全球商业的50人之一。2019年,<i>财富</i>选择伍德作为该出版物年度报告的专家之一。<i>财富投资者指南</i>.</blockquote></p><p> As of Aug. 11,<i>Forbes</i>estimated Wood’s net worth to be $400 million.</p><p><blockquote>截至8月11日,<i>福布斯</i>伍德的净资产估计为 4 亿美元。</blockquote></p><p> <b>Investment philosophy and performance</b></p><p><blockquote><b>投资理念与业绩</b></blockquote></p><p> Ark Invest describes its sole focus as “disruptive innovation,” which allows the firm toinvest in companieswhose products and services are expected to meet the needs of a planet that’s barrelling from crisis to crisis.</p><p><blockquote>Ark Invest 将其唯一的关注点描述为 “颠覆性创新”,这使得公司能够投资那些产品和服务有望满足地球需求的公司。</blockquote></p><p> Ark’s big bet is that technology is the most effective solution to these crises and that a disruption-first ethos is a primary path to greater returns.</p><p><blockquote>Ark 的最大赌注是,技术是解决这些危机的最有效方案,而颠覆第一的理念是获得更高回报的主要途径。</blockquote></p><p> “We’re all about finding the next big thing,” reads a quote from Wood on Ark Invest’s website. “Those hewing to the benchmarks, which are backwards looking, are not about the future. They are about what has worked. We’re all about what is going to work.”</p><p><blockquote>“Ark Invest 网站上引用伍德的话说:”我们都在寻找下一个大事件。“那些坚持基准、向后看的人,不是在关注未来。他们关心的是已经奏效的方法。我们都关心什么会奏效”。</blockquote></p><p> And Wood’s picks are most definitely working.</p><p><blockquote>伍德的选择绝对有效。</blockquote></p><p> Despite the recent sluggishness that ARKK and ARKG are experiencing, both funds have crushed the market over the past five years</p><p><blockquote>尽管 ARKK 和 ARKG 最近经历了低迷,但这两只基金在过去五年中都碾压了市场</blockquote></p><p> ARKK, which includes tech heavyweights Tesla, Zoom, Coinbase, and Shopify among others, has grown by about 450% since the summer of 2016.</p><p><blockquote>ARKK 包括科技巨头特斯拉、Zoom、比特币基地和 Shopify 等,自 2016 年夏季以来增长了约 450%。</blockquote></p><p> Meanwhile, ARKG, which targets technologies like molecular diagnostic and genetics, and holds companies such as virtual healthcare provider Teladoc Health and Regeneron Pharmaceuticals, is up roughly 340% over the same time period.</p><p><blockquote>与此同时,以分子诊断和遗传学等技术为目标,并拥有虚拟医疗保健提供商 Teladoc Health 和再生元制药等公司的 ARKG 同期股价上涨了约 340%。</blockquote></p><p> <b>Recent struggles providing a buying window?</b></p><p><blockquote><b>最近难以提供购买窗口?</b></blockquote></p><p> Investors who purchased either ARKK or ARKG in 2021 have had little to celebrate, with the ETFs posting year-to-date declines of 9% and 15%, respectively.</p><p><blockquote>2021 年购买 ARKK 或 ARKG 的投资者没有什么值得庆祝的,ETF 年初至今分别下跌了 9% 和 15%。</blockquote></p><p> With investors changing course from growth stocks to economic recovery plays this year, many of Ark’s tech-focused plays have seen their shares decline, dragging down the value of Ark’s ETFs.</p><p><blockquote>今年,随着投资者从成长型股票转向经济复苏型股票,Ark 的许多科技型股票的股价都出现了下跌,拖累了 Ark 的 ETF 价值。</blockquote></p><p> It’s one of the risks of the company’s relatively narrow focus.</p><p><blockquote>这是公司关注点相对狭窄的风险之一。</blockquote></p><p> But despite the recent weakness, investors aren’t exactly losing confidence in the Ark ETFs. In fact, they’re backing Wood with even more money, suggesting they see the dip as an attractive buying opportunity.</p><p><blockquote>尽管近期表现疲软,但投资者并没有对方舟 ETF 失去信心。事实上,他们正在用更多的资金支持伍德,这表明他们将下跌视为一个有吸引力的买入机会。</blockquote></p><p> For instance, ARKK has seen nearly $5.9 billion in inflows this year, bringing its total assets under management to a whopping $22.6 billion.</p><p><blockquote>例如,ARKK 今年的资金流入接近 59 亿美元,使其管理的总资产达到 226 亿美元。</blockquote></p><p> <b>ETFs and beyond</b></p><p><blockquote><b>ETF 及其他</b></blockquote></p><p> Purchasing Ark ETFs is easier than you think. And now might be an ideal time to do it.</p><p><blockquote>购买 Ark ETF 比您想象的要容易。现在可能是这样做的理想时机。</blockquote></p><p> You can get started witha popular investing app, which offers not only ETFs, but also fractional shares. Another app allows you to build a diversified portfolio with little more than the“spare change” left over from your everyday purchases.</p><p><blockquote>您可以从流行的投资应用程序开始,该应用程序不仅提供 ETF,还提供零碎股票。另一款应用程序可以让你用日常购物剩下的 “零钱 ”建立一个多元化的投资组合。</blockquote></p><p> With a little help from theright platform, you can invest alongside Cathie Wood and, hopefully, profit massively from her next set of big ideas.</p><p><blockquote>在这个平台的一点帮助下,你可以和凯西·伍德一起投资,并有望从她的下一套大想法中获得巨额利润。</blockquote></p><p></p>","source":"lsy1621813427262","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Who is Cathie Wood? What you should know Ark Invest's ace stock picker<blockquote>凯西·伍德是谁?您应该知道什么 Ark Investment 的王牌选股师</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWho is Cathie Wood? What you should know Ark Invest's ace stock picker<blockquote>凯西·伍德是谁?您应该知道什么 Ark Investment 的王牌选股师</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MoneyWise</strong><span class=\"h-time small\">2021-08-22 11:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Move over, Warren Buffett. There’s a new oracle in town.</p><p><blockquote>让开,沃伦·巴菲特。镇上来了一位新神谕。</blockquote></p><p> Last year, Cathie Wood, founder of asset management firm Ark Invest, established herself as a master of the modern exchange-traded fund (ETF). In 2020, her flagship Ark Innovation ETF (ARKK) posted eye-watering gains of 153%, easily crushing the return of the overall stock market.</p><p><blockquote>去年,资产管理公司 Ark Invest 的创始人凯西·伍德 (Cathie Wood) 将自己确立为现代交易所交易基金 (ETF) 的大师。2020年,她的旗舰方舟创新ETF(ARKK)公布了令人瞠目结舌的153%的涨幅,轻松碾压了整体股市的回报。</blockquote></p><p> Over the past five years, ARKK has averaged an annual return of greater than 40%.</p><p><blockquote>过去五年,ARKK 的平均年回报率超过 40%。</blockquote></p><p> While ARKK and another of the company’s funds, Ark Genomic Revolution ETF (ARKG), have struggled this year, money from investors continues to pour in and CEOs like Elon Musk want to be on her podcast. You may even have Ark fundsin your portfolio.</p><p><blockquote>虽然 ARKK 和该公司的另一只基金 Ark Genomic Revolution ETF (ARKG) 今年举步维艰,但投资者的资金仍在不断涌入,埃隆-马斯克(Elon Musk)等首席执行官也希望参加她的播客节目。你的投资组合中甚至可能有方舟基金。</blockquote></p><p> Despite the choppy road Wood's offerings have bumped along in the past few months, investors continue to hold on. Here's why.</p><p><blockquote>尽管 road Wood 的发行在过去几个月中有所波动,但投资者仍继续持有。原因如下。</blockquote></p><p> <b>Just who is Cathie Wood?</b></p><p><blockquote><b>凯西·伍德是谁?</b></blockquote></p><p> When she founded Ark Invest in 2014, Wood had already amassed 40 years of experience researching and investing in innovation. She managed over $5 billion in assets at AllianceBernstein and over $800 million at hedge fund Tupelo Capital Management, which she also founded.</p><p><blockquote>当她在2014年创立Ark Invest时,伍德已经积累了40年的创新研究和投资经验。她在 AllianceBernstein 管理着超过 50 亿美元的资产,在她创立的对冲基金 Tupelo Capital Management 管理着超过 8 亿美元的资产。</blockquote></p><p> Wood launched Ark as a means of packaging active stock portfolios in an ETF format.</p><p><blockquote>Wood 推出 Ark 作为以 ETF 格式打包活跃股票投资组合的一种方式。</blockquote></p><p> By concentrating on innovative, disruptive technologies, Arkinvests in companieswith the potential for both explosive short-term growth and long-term relevance. As the company’s CIO and portfolio manager, the final call on Ark’s investment decisions is Wood’s to make.</p><p><blockquote>通过专注于创新、颠覆性技术,ARKIN投资于具有爆炸性短期增长潜力和长期相关性的公司。作为公司的首席信息官和投资组合经理,伍德对 Ark 的投资决策做出最终看涨期权。</blockquote></p><p> Wood has received plenty of recognition for her investment performance in recent years.</p><p><blockquote>伍德近年来的投资表现得到了很多认可。</blockquote></p><p> She was a featured speaker at the World Economic Forum (China) in 2016 and 2017. In 2018, she was selected by Bloomberg as one of the 50 people defining global business. In 2019,<i>Fortune</i>chose Wood to be one of the experts included in the publication’s annual<i>Fortune Investors Guide</i>.</p><p><blockquote>她是2016年和2017年世界经济论坛(中国)的主题演讲嘉宾。2018年,她被彭博社选为定义全球商业的50人之一。2019年,<i>财富</i>选择伍德作为该出版物年度报告的专家之一。<i>财富投资者指南</i>.</blockquote></p><p> As of Aug. 11,<i>Forbes</i>estimated Wood’s net worth to be $400 million.</p><p><blockquote>截至8月11日,<i>福布斯</i>伍德的净资产估计为 4 亿美元。</blockquote></p><p> <b>Investment philosophy and performance</b></p><p><blockquote><b>投资理念与业绩</b></blockquote></p><p> Ark Invest describes its sole focus as “disruptive innovation,” which allows the firm toinvest in companieswhose products and services are expected to meet the needs of a planet that’s barrelling from crisis to crisis.</p><p><blockquote>Ark Invest 将其唯一的关注点描述为 “颠覆性创新”,这使得公司能够投资那些产品和服务有望满足地球需求的公司。</blockquote></p><p> Ark’s big bet is that technology is the most effective solution to these crises and that a disruption-first ethos is a primary path to greater returns.</p><p><blockquote>Ark 的最大赌注是,技术是解决这些危机的最有效方案,而颠覆第一的理念是获得更高回报的主要途径。</blockquote></p><p> “We’re all about finding the next big thing,” reads a quote from Wood on Ark Invest’s website. “Those hewing to the benchmarks, which are backwards looking, are not about the future. They are about what has worked. We’re all about what is going to work.”</p><p><blockquote>“Ark Invest 网站上引用伍德的话说:”我们都在寻找下一个大事件。“那些坚持基准、向后看的人,不是在关注未来。他们关心的是已经奏效的方法。我们都关心什么会奏效”。</blockquote></p><p> And Wood’s picks are most definitely working.</p><p><blockquote>伍德的选择绝对有效。</blockquote></p><p> Despite the recent sluggishness that ARKK and ARKG are experiencing, both funds have crushed the market over the past five years</p><p><blockquote>尽管 ARKK 和 ARKG 最近经历了低迷,但这两只基金在过去五年中都碾压了市场</blockquote></p><p> ARKK, which includes tech heavyweights Tesla, Zoom, Coinbase, and Shopify among others, has grown by about 450% since the summer of 2016.</p><p><blockquote>ARKK 包括科技巨头特斯拉、Zoom、比特币基地和 Shopify 等,自 2016 年夏季以来增长了约 450%。</blockquote></p><p> Meanwhile, ARKG, which targets technologies like molecular diagnostic and genetics, and holds companies such as virtual healthcare provider Teladoc Health and Regeneron Pharmaceuticals, is up roughly 340% over the same time period.</p><p><blockquote>与此同时,以分子诊断和遗传学等技术为目标,并拥有虚拟医疗保健提供商 Teladoc Health 和再生元制药等公司的 ARKG 同期股价上涨了约 340%。</blockquote></p><p> <b>Recent struggles providing a buying window?</b></p><p><blockquote><b>最近难以提供购买窗口?</b></blockquote></p><p> Investors who purchased either ARKK or ARKG in 2021 have had little to celebrate, with the ETFs posting year-to-date declines of 9% and 15%, respectively.</p><p><blockquote>2021 年购买 ARKK 或 ARKG 的投资者没有什么值得庆祝的,ETF 年初至今分别下跌了 9% 和 15%。</blockquote></p><p> With investors changing course from growth stocks to economic recovery plays this year, many of Ark’s tech-focused plays have seen their shares decline, dragging down the value of Ark’s ETFs.</p><p><blockquote>今年,随着投资者从成长型股票转向经济复苏型股票,Ark 的许多科技型股票的股价都出现了下跌,拖累了 Ark 的 ETF 价值。</blockquote></p><p> It’s one of the risks of the company’s relatively narrow focus.</p><p><blockquote>这是公司关注点相对狭窄的风险之一。</blockquote></p><p> But despite the recent weakness, investors aren’t exactly losing confidence in the Ark ETFs. In fact, they’re backing Wood with even more money, suggesting they see the dip as an attractive buying opportunity.</p><p><blockquote>尽管近期表现疲软,但投资者并没有对方舟 ETF 失去信心。事实上,他们正在用更多的资金支持伍德,这表明他们将下跌视为一个有吸引力的买入机会。</blockquote></p><p> For instance, ARKK has seen nearly $5.9 billion in inflows this year, bringing its total assets under management to a whopping $22.6 billion.</p><p><blockquote>例如,ARKK 今年的资金流入接近 59 亿美元,使其管理的总资产达到 226 亿美元。</blockquote></p><p> <b>ETFs and beyond</b></p><p><blockquote><b>ETF 及其他</b></blockquote></p><p> Purchasing Ark ETFs is easier than you think. And now might be an ideal time to do it.</p><p><blockquote>购买 Ark ETF 比您想象的要容易。现在可能是这样做的理想时机。</blockquote></p><p> You can get started witha popular investing app, which offers not only ETFs, but also fractional shares. Another app allows you to build a diversified portfolio with little more than the“spare change” left over from your everyday purchases.</p><p><blockquote>您可以从流行的投资应用程序开始,该应用程序不仅提供 ETF,还提供零碎股票。另一款应用程序可以让你用日常购物剩下的 “零钱 ”建立一个多元化的投资组合。</blockquote></p><p> With a little help from theright platform, you can invest alongside Cathie Wood and, hopefully, profit massively from her next set of big ideas.</p><p><blockquote>在这个平台的一点帮助下,你可以和凯西·伍德一起投资,并有望从她的下一套大想法中获得巨额利润。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/cathie-wood-know-ark-invests-221500163.html\">MoneyWise</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/cathie-wood-know-ark-invests-221500163.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156125276","content_text":"Move over, Warren Buffett. There’s a new oracle in town.\nLast year, Cathie Wood, founder of asset management firm Ark Invest, established herself as a master of the modern exchange-traded fund (ETF). In 2020, her flagship Ark Innovation ETF (ARKK) posted eye-watering gains of 153%, easily crushing the return of the overall stock market.\nOver the past five years, ARKK has averaged an annual return of greater than 40%.\nWhile ARKK and another of the company’s funds, Ark Genomic Revolution ETF (ARKG), have struggled this year, money from investors continues to pour in and CEOs like Elon Musk want to be on her podcast. You may even have Ark fundsin your portfolio.\nDespite the choppy road Wood's offerings have bumped along in the past few months, investors continue to hold on. Here's why.\nJust who is Cathie Wood?\nWhen she founded Ark Invest in 2014, Wood had already amassed 40 years of experience researching and investing in innovation. She managed over $5 billion in assets at AllianceBernstein and over $800 million at hedge fund Tupelo Capital Management, which she also founded.\nWood launched Ark as a means of packaging active stock portfolios in an ETF format.\nBy concentrating on innovative, disruptive technologies, Arkinvests in companieswith the potential for both explosive short-term growth and long-term relevance. As the company’s CIO and portfolio manager, the final call on Ark’s investment decisions is Wood’s to make.\nWood has received plenty of recognition for her investment performance in recent years.\nShe was a featured speaker at the World Economic Forum (China) in 2016 and 2017. In 2018, she was selected by Bloomberg as one of the 50 people defining global business. In 2019,Fortunechose Wood to be one of the experts included in the publication’s annualFortune Investors Guide.\nAs of Aug. 11,Forbesestimated Wood’s net worth to be $400 million.\nInvestment philosophy and performance\nArk Invest describes its sole focus as “disruptive innovation,” which allows the firm toinvest in companieswhose products and services are expected to meet the needs of a planet that’s barrelling from crisis to crisis.\nArk’s big bet is that technology is the most effective solution to these crises and that a disruption-first ethos is a primary path to greater returns.\n“We’re all about finding the next big thing,” reads a quote from Wood on Ark Invest’s website. “Those hewing to the benchmarks, which are backwards looking, are not about the future. They are about what has worked. We’re all about what is going to work.”\nAnd Wood’s picks are most definitely working.\nDespite the recent sluggishness that ARKK and ARKG are experiencing, both funds have crushed the market over the past five years\nARKK, which includes tech heavyweights Tesla, Zoom, Coinbase, and Shopify among others, has grown by about 450% since the summer of 2016.\nMeanwhile, ARKG, which targets technologies like molecular diagnostic and genetics, and holds companies such as virtual healthcare provider Teladoc Health and Regeneron Pharmaceuticals, is up roughly 340% over the same time period.\nRecent struggles providing a buying window?\nInvestors who purchased either ARKK or ARKG in 2021 have had little to celebrate, with the ETFs posting year-to-date declines of 9% and 15%, respectively.\nWith investors changing course from growth stocks to economic recovery plays this year, many of Ark’s tech-focused plays have seen their shares decline, dragging down the value of Ark’s ETFs.\nIt’s one of the risks of the company’s relatively narrow focus.\nBut despite the recent weakness, investors aren’t exactly losing confidence in the Ark ETFs. In fact, they’re backing Wood with even more money, suggesting they see the dip as an attractive buying opportunity.\nFor instance, ARKK has seen nearly $5.9 billion in inflows this year, bringing its total assets under management to a whopping $22.6 billion.\nETFs and beyond\nPurchasing Ark ETFs is easier than you think. And now might be an ideal time to do it.\nYou can get started witha popular investing app, which offers not only ETFs, but also fractional shares. Another app allows you to build a diversified portfolio with little more than the“spare change” left over from your everyday purchases.\nWith a little help from theright platform, you can invest alongside Cathie Wood and, hopefully, profit massively from her next set of big ideas.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838742519,"gmtCreate":1629432533931,"gmtModify":1633684856693,"author":{"id":"3576401458285275","authorId":"3576401458285275","name":"Huitai","avatar":"https://static.tigerbbs.com/be4eb3604e496ba474ae6df683a3ed25","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576401458285275","authorIdStr":"3576401458285275"},"themes":[],"title":"","htmlText":"Have fate on her wisdoms ","listText":"Have fate on her wisdoms ","text":"Have fate on her wisdoms","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/838742519","repostId":"1190139269","repostType":4,"repost":{"id":"1190139269","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629431602,"share":"https://www.laohunote.com/m/news/1190139269?lang=zh_CN&edition=full","pubTime":"2021-08-20 11:53","market":"us","language":"en","title":"Palantir, Square, Genius Sports, Zymergen — Stocks Cathie Wood's Ark Bought Or Sold Thursday<blockquote>Palantir、Square、Genius Sports、Zymergen — Cathie Wood's Ark 周四买卖股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190139269","media":"Benzinga Earnings","summary":"Cathie Wood-led Ark Invest continues to pile up shares in Palantir Technologies Inc.\nThe popular mon","content":"<p><b>Cathie Wood</b>-led Ark Invest continues to pile up shares in <b>Palantir Technologies Inc</b>.</p><p><blockquote><b>凯西·伍德</b>-led Ark Invest 继续增持股份<b>帕兰蒂尔技术公司</b>.</blockquote></p><p> The popular money managing firm on Thursday bought another 368,411 shares shares in the <b>Peter Thiel</b>-co-founded data analytics company on the dip, estimated to be worth about $8.9 million.</p><p><blockquote>这家受欢迎的资金管理公司周四又购买了 368,411 股股票<b>彼得·泰尔</b>-在dip上共同创办了数据分析公司,估计价值约890万美元。</blockquote></p><p> Palantir shares closed 4.43% lower at $24.16 on Thursday.</p><p><blockquote>Palantir 股价周四收盘下跌 4.43%,至 24.16 美元。</blockquote></p><p> Including Thursday’s buys, Ark Invest has bought a total of 10.27 million shares in Palantir in just about a week after it reported second-quarter earnings and shares had jumped 11%.</p><p><blockquote>包括周四的买入在内,Ark Invest 在公布第二季度财报后的短短一周内共买入了 1027 万股 Palantir 股票,股价大涨 11%。</blockquote></p><p> Ark Invest owns Palantir via all of its six active exchange-traded funds but deployed the <b>Ark Fintech Innovation ETF</b> and the <b>Ark Space Exploration & Innovation ETF</b> to buy the shares on Thursday.</p><p><blockquote>Ark Invest 通过其所有六只活跃的交易所交易基金拥有 Palantir,但部署了<b>方舟金融科技创新ETF</b>和<b>方舟太空探索与创新 ETF</b>周四购买股票。</blockquote></p><p> The six ETFs held a total of 35.77 million shares, worth $904.29 million, in Palantir, ahead of Thursday’s trade.</p><p><blockquote>在周四交易前,这六只 ETF 共持有 Palantir 3577 万股股票,价值 9.0429 亿美元。</blockquote></p><p> Here are some of the other key trades for Ark on Thursday:</p><p><blockquote>以下是 Ark 周四的其他一些主要交易:</blockquote></p><p> <ul> <li>Shed 41,400 shares, estimated to be worth $10.65 million, in <b>Jack Dorsey</b>-led <b>Square Inc</b>. Square share closed 0.89% lower at $257.35 on Thursday.</li> <li>Snapped up 343,796 shares, estimated to be worth $5.85 million, in <b>Genius Sports Ltd</b> on the day shares of the sports data and technology company closed 1.33% lower at $17.02.</li> <li>Bought 109,777 shares – estimated to be worth about $1.08 million in <b>Zymergen Inc</b>.</li> </ul> </p><p><blockquote><ul><li>减持 41,400 股股票,估计价值 1,065 万美元<b>杰克·多西</b>-led<b>广场公司</b>. Square 股价周四收盘下跌 0.89%,至 257.35 美元。</li><li>年抢购 343,796 股股票,估计价值 585 万美元<b>天才体育有限公司</b>当天,这家体育数据和技术公司的股价收盘下跌 1.33%,至 17.02 美元。</li><li>购买 109,777 股股票 – 估计价值约 108 万美元<b>齐默根公司</b>.</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir, Square, Genius Sports, Zymergen — Stocks Cathie Wood's Ark Bought Or Sold Thursday<blockquote>Palantir、Square、Genius Sports、Zymergen — Cathie Wood's Ark 周四买卖股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir, Square, Genius Sports, Zymergen — Stocks Cathie Wood's Ark Bought Or Sold Thursday<blockquote>Palantir、Square、Genius Sports、Zymergen — Cathie Wood's Ark 周四买卖股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-08-20 11:53</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Cathie Wood</b>-led Ark Invest continues to pile up shares in <b>Palantir Technologies Inc</b>.</p><p><blockquote><b>凯西·伍德</b>-led Ark Invest 继续增持股份<b>帕兰蒂尔技术公司</b>.</blockquote></p><p> The popular money managing firm on Thursday bought another 368,411 shares shares in the <b>Peter Thiel</b>-co-founded data analytics company on the dip, estimated to be worth about $8.9 million.</p><p><blockquote>这家受欢迎的资金管理公司周四又购买了 368,411 股股票<b>彼得·泰尔</b>-在dip上共同创办了数据分析公司,估计价值约890万美元。</blockquote></p><p> Palantir shares closed 4.43% lower at $24.16 on Thursday.</p><p><blockquote>Palantir 股价周四收盘下跌 4.43%,至 24.16 美元。</blockquote></p><p> Including Thursday’s buys, Ark Invest has bought a total of 10.27 million shares in Palantir in just about a week after it reported second-quarter earnings and shares had jumped 11%.</p><p><blockquote>包括周四的买入在内,Ark Invest 在公布第二季度财报后的短短一周内共买入了 1027 万股 Palantir 股票,股价大涨 11%。</blockquote></p><p> Ark Invest owns Palantir via all of its six active exchange-traded funds but deployed the <b>Ark Fintech Innovation ETF</b> and the <b>Ark Space Exploration & Innovation ETF</b> to buy the shares on Thursday.</p><p><blockquote>Ark Invest 通过其所有六只活跃的交易所交易基金拥有 Palantir,但部署了<b>方舟金融科技创新ETF</b>和<b>方舟太空探索与创新 ETF</b>周四购买股票。</blockquote></p><p> The six ETFs held a total of 35.77 million shares, worth $904.29 million, in Palantir, ahead of Thursday’s trade.</p><p><blockquote>在周四交易前,这六只 ETF 共持有 Palantir 3577 万股股票,价值 9.0429 亿美元。</blockquote></p><p> Here are some of the other key trades for Ark on Thursday:</p><p><blockquote>以下是 Ark 周四的其他一些主要交易:</blockquote></p><p> <ul> <li>Shed 41,400 shares, estimated to be worth $10.65 million, in <b>Jack Dorsey</b>-led <b>Square Inc</b>. Square share closed 0.89% lower at $257.35 on Thursday.</li> <li>Snapped up 343,796 shares, estimated to be worth $5.85 million, in <b>Genius Sports Ltd</b> on the day shares of the sports data and technology company closed 1.33% lower at $17.02.</li> <li>Bought 109,777 shares – estimated to be worth about $1.08 million in <b>Zymergen Inc</b>.</li> </ul> </p><p><blockquote><ul><li>减持 41,400 股股票,估计价值 1,065 万美元<b>杰克·多西</b>-led<b>广场公司</b>. Square 股价周四收盘下跌 0.89%,至 257.35 美元。</li><li>年抢购 343,796 股股票,估计价值 585 万美元<b>天才体育有限公司</b>当天,这家体育数据和技术公司的股价收盘下跌 1.33%,至 17.02 美元。</li><li>购买 109,777 股股票 – 估计价值约 108 万美元<b>齐默根公司</b>.</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","ARKG":"ARK Genomic Revolution ETF","PLTR":"Palantir Technologies Inc.","GENI":"Genius Sports Ltd","ARKF":"ARK Fintech Innovation ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190139269","content_text":"Cathie Wood-led Ark Invest continues to pile up shares in Palantir Technologies Inc.\nThe popular money managing firm on Thursday bought another 368,411 shares shares in the Peter Thiel-co-founded data analytics company on the dip, estimated to be worth about $8.9 million.\nPalantir shares closed 4.43% lower at $24.16 on Thursday.\nIncluding Thursday’s buys, Ark Invest has bought a total of 10.27 million shares in Palantir in just about a week after it reported second-quarter earnings and shares had jumped 11%.\nArk Invest owns Palantir via all of its six active exchange-traded funds but deployed the Ark Fintech Innovation ETF and the Ark Space Exploration & Innovation ETF to buy the shares on Thursday.\nThe six ETFs held a total of 35.77 million shares, worth $904.29 million, in Palantir, ahead of Thursday’s trade.\nHere are some of the other key trades for Ark on Thursday:\n\nShed 41,400 shares, estimated to be worth $10.65 million, in Jack Dorsey-led Square Inc. Square share closed 0.89% lower at $257.35 on Thursday.\nSnapped up 343,796 shares, estimated to be worth $5.85 million, in Genius Sports Ltd on the day shares of the sports data and technology company closed 1.33% lower at $17.02.\nBought 109,777 shares – estimated to be worth about $1.08 million in Zymergen Inc.","news_type":1,"symbols_score_info":{"GENI":0.9,"ARKG":0.9,"ARKK":0.9,"SQ":0.9,"ARKF":0.9,"ZY":0.9,"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896835374,"gmtCreate":1628567307198,"gmtModify":1633746085849,"author":{"id":"3576401458285275","authorId":"3576401458285275","name":"Huitai","avatar":"https://static.tigerbbs.com/be4eb3604e496ba474ae6df683a3ed25","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576401458285275","authorIdStr":"3576401458285275"},"themes":[],"title":"","htmlText":"Nice reading and thanks for the summary ","listText":"Nice reading and thanks for the summary ","text":"Nice reading and thanks for the summary","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/896835374","repostId":"1185202926","repostType":4,"isVote":1,"tweetType":1,"viewCount":1907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804597122,"gmtCreate":1627962813566,"gmtModify":1633754821590,"author":{"id":"3576401458285275","authorId":"3576401458285275","name":"Huitai","avatar":"https://static.tigerbbs.com/be4eb3604e496ba474ae6df683a3ed25","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576401458285275","authorIdStr":"3576401458285275"},"themes":[],"title":"","htmlText":"Keep holding Tesla share.Believe in for the share price to shoot to the moon ","listText":"Keep holding Tesla share.Believe in for the share price to shoot to the moon ","text":"Keep holding Tesla share.Believe in for the share price to shoot to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804597122","repostId":"1177462457","repostType":4,"isVote":1,"tweetType":1,"viewCount":1872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178290087,"gmtCreate":1626822378449,"gmtModify":1633770793250,"author":{"id":"3576401458285275","authorId":"3576401458285275","name":"Huitai","avatar":"https://static.tigerbbs.com/be4eb3604e496ba474ae6df683a3ed25","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576401458285275","authorIdStr":"3576401458285275"},"themes":[],"title":"","htmlText":"Her judgment is correct ","listText":"Her judgment is correct ","text":"Her judgment is correct","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178290087","repostId":"1131848465","repostType":4,"repost":{"id":"1131848465","kind":"news","pubTimestamp":1626792900,"share":"https://www.laohunote.com/m/news/1131848465?lang=zh_CN&edition=full","pubTime":"2021-07-20 22:55","market":"us","language":"en","title":"ARK Buys Another 310,000 Grayscale Bitcoin Trust Shares On Dip<blockquote>ARK 逢低再购买 310,000 股灰度比特币信托股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131848465","media":"The Street","summary":"In addition to Grayscale Bitcoin Trust shares, ARK added another 71,877 shares of Coinbase across tw","content":"<p> In addition to Grayscale Bitcoin Trust shares, ARK added another 71,877 shares of Coinbase across two ETFs. According to asubscriptionto the firm's trade activity, Cathie Wood's ARK Invest purchased an additional 310,067 shares of the Grayscale Bitcoin Trust (GBTC) yesterday. The shares were worth approximately $7.8 million at the time of purchase.</p><p><blockquote>除了灰度比特币信托股票外,ARK 还通过两只 ETF 又增加了 71,877 股 Coinbase 股票。根据对该公司交易活动的认购,Cathie Wood 的 ARK Invest 昨天额外购买了 310,067 股灰度比特币信托 (GBTC) 股票。购买时,这些股票的价值约为 780 万美元。</blockquote></p><p> ARK used its ARKW ETF to purchase the shares, adding 310,067 shares to its existing 8,845,921 holdings, bringing the weighting of GBTC in the ETF to just over 4.1%.</p><p><blockquote>ARK 使用其 ARKW ETF 购买了这些股票,在其现有 8,845,921 股持有量的基础上增加了 310,067 股,使 GBTC 在 ETF 中的权重略高于 4.1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/482fcf3d71c1895d7d08452179bcd8af\" tg-width=\"700\" tg-height=\"803\" width=\"100%\" height=\"auto\">ARK also added another 71,877 Coinbase (COIN) shares across its ARKF and ARKW ETFs, showing a continued and ever-growing position in crypto-related assets. In the last few weeks, the company has beencontinuouslybuying more andmoreCoinbase shares as prices have fallen.</p><p><blockquote>ARK 还在其 ARKF 和 ARKW ETF 中又增加了 71,877 股 Coinbase (COIN) 股票,显示其在加密货币相关资产中的持仓持续且不断增长。在过去的几周里,随着价格下跌,该公司一直在不断购买越来越多的 Coinbase 股票。</blockquote></p><p> On Friday it wasrevealedthat the company had added $53.6 million worth of Square (SQ) shares across a couple of ETFs just after Jack Dorseyannouncedthat Square would make a division dedicated to developing DeFi on Bitcoin.</p><p><blockquote>周五,据透露,就在 Jack Dorseyan 宣布 Square 将成立一个部门专门开发比特币 DeFi 后,该公司通过几只 ETF 增加了价值 5360 万美元的 Square (SQ) 股票。</blockquote></p><p> ARK has shown immense levels of confidence in the cryptocurrency industry's future by growing its positions as prices have dropped. Should prices begin to climb again, these holdings acquired at such low levels would have a tremendous payoff.</p><p><blockquote>随着价格下跌,ARK 增加了仓位,对加密货币行业的未来表现出了巨大的信心。如果价格再次开始攀升,这些在如此低的水平上收购的股票将获得巨大的回报。</blockquote></p><p> <i>This story is developing.</i></p><p><blockquote><i>这个故事正在发展。</i></blockquote></p><p></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ARK Buys Another 310,000 Grayscale Bitcoin Trust Shares On Dip<blockquote>ARK 逢低再购买 310,000 股灰度比特币信托股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nARK Buys Another 310,000 Grayscale Bitcoin Trust Shares On Dip<blockquote>ARK 逢低再购买 310,000 股灰度比特币信托股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-07-20 22:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p> In addition to Grayscale Bitcoin Trust shares, ARK added another 71,877 shares of Coinbase across two ETFs. According to asubscriptionto the firm's trade activity, Cathie Wood's ARK Invest purchased an additional 310,067 shares of the Grayscale Bitcoin Trust (GBTC) yesterday. The shares were worth approximately $7.8 million at the time of purchase.</p><p><blockquote>除了灰度比特币信托股票外,ARK 还通过两只 ETF 又增加了 71,877 股 Coinbase 股票。根据对该公司交易活动的认购,Cathie Wood 的 ARK Invest 昨天额外购买了 310,067 股灰度比特币信托 (GBTC) 股票。购买时,这些股票的价值约为 780 万美元。</blockquote></p><p> ARK used its ARKW ETF to purchase the shares, adding 310,067 shares to its existing 8,845,921 holdings, bringing the weighting of GBTC in the ETF to just over 4.1%.</p><p><blockquote>ARK 使用其 ARKW ETF 购买了这些股票,在其现有 8,845,921 股持有量的基础上增加了 310,067 股,使 GBTC 在 ETF 中的权重略高于 4.1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/482fcf3d71c1895d7d08452179bcd8af\" tg-width=\"700\" tg-height=\"803\" width=\"100%\" height=\"auto\">ARK also added another 71,877 Coinbase (COIN) shares across its ARKF and ARKW ETFs, showing a continued and ever-growing position in crypto-related assets. In the last few weeks, the company has beencontinuouslybuying more andmoreCoinbase shares as prices have fallen.</p><p><blockquote>ARK 还在其 ARKF 和 ARKW ETF 中又增加了 71,877 股 Coinbase (COIN) 股票,显示其在加密货币相关资产中的持仓持续且不断增长。在过去的几周里,随着价格下跌,该公司一直在不断购买越来越多的 Coinbase 股票。</blockquote></p><p> On Friday it wasrevealedthat the company had added $53.6 million worth of Square (SQ) shares across a couple of ETFs just after Jack Dorseyannouncedthat Square would make a division dedicated to developing DeFi on Bitcoin.</p><p><blockquote>周五,据透露,就在 Jack Dorseyan 宣布 Square 将成立一个部门专门开发比特币 DeFi 后,该公司通过几只 ETF 增加了价值 5360 万美元的 Square (SQ) 股票。</blockquote></p><p> ARK has shown immense levels of confidence in the cryptocurrency industry's future by growing its positions as prices have dropped. Should prices begin to climb again, these holdings acquired at such low levels would have a tremendous payoff.</p><p><blockquote>随着价格下跌,ARK 增加了仓位,对加密货币行业的未来表现出了巨大的信心。如果价格再次开始攀升,这些在如此低的水平上收购的股票将获得巨大的回报。</blockquote></p><p> <i>This story is developing.</i></p><p><blockquote><i>这个故事正在发展。</i></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/crypto/bitcoin/ark-buys-huge-amount-of-grayscale-bitcoin-trust-shares-during-dip\">The Street</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKX":"ARK Space Exploration & Innovation ETF","ARKF":"ARK Fintech Innovation ETF","ARKK":"ARK Innovation ETF","GBTC":"比特币ETF-Grayscale","ARKW":"ARK Next Generation Internet ETF","ARKG":"ARK Genomic Revolution ETF"},"source_url":"https://www.thestreet.com/crypto/bitcoin/ark-buys-huge-amount-of-grayscale-bitcoin-trust-shares-during-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131848465","content_text":"In addition to Grayscale Bitcoin Trust shares, ARK added another 71,877 shares of Coinbase across two ETFs.\n\nAccording to asubscriptionto the firm's trade activity, Cathie Wood's ARK Invest purchased an additional 310,067 shares of the Grayscale Bitcoin Trust (GBTC) yesterday. The shares were worth approximately $7.8 million at the time of purchase.\nARK used its ARKW ETF to purchase the shares, adding 310,067 shares to its existing 8,845,921 holdings, bringing the weighting of GBTC in the ETF to just over 4.1%.\nARK also added another 71,877 Coinbase (COIN) shares across its ARKF and ARKW ETFs, showing a continued and ever-growing position in crypto-related assets. In the last few weeks, the company has beencontinuouslybuying more andmoreCoinbase shares as prices have fallen.\nOn Friday it wasrevealedthat the company had added $53.6 million worth of Square (SQ) shares across a couple of ETFs just after Jack Dorseyannouncedthat Square would make a division dedicated to developing DeFi on Bitcoin.\nARK has shown immense levels of confidence in the cryptocurrency industry's future by growing its positions as prices have dropped. Should prices begin to climb again, these holdings acquired at such low levels would have a tremendous payoff.\nThis story is developing.","news_type":1,"symbols_score_info":{"GBTC":0.9,"ARKK":0.9,"ARKW":0.9,"ARKF":0.9,"ARKX":0.9,"ARKG":0.9}},"isVote":1,"tweetType":1,"viewCount":2176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142792409,"gmtCreate":1626174816101,"gmtModify":1633929413805,"author":{"id":"3576401458285275","authorId":"3576401458285275","name":"Huitai","avatar":"https://static.tigerbbs.com/be4eb3604e496ba474ae6df683a3ed25","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576401458285275","authorIdStr":"3576401458285275"},"themes":[],"title":"","htmlText":"Why after 6 years bring up now ?","listText":"Why after 6 years bring up now ?","text":"Why after 6 years bring up now ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142792409","repostId":"2151037550","repostType":4,"isVote":1,"tweetType":1,"viewCount":3718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154348555,"gmtCreate":1625484210277,"gmtModify":1633940303121,"author":{"id":"3576401458285275","authorId":"3576401458285275","name":"Huitai","avatar":"https://static.tigerbbs.com/be4eb3604e496ba474ae6df683a3ed25","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576401458285275","authorIdStr":"3576401458285275"},"themes":[],"title":"","htmlText":"This is enlightening to me.thanks for sharing ","listText":"This is enlightening to me.thanks for sharing ","text":"This is enlightening to me.thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/154348555","repostId":"1155435134","repostType":4,"repost":{"id":"1155435134","kind":"news","pubTimestamp":1625483300,"share":"https://www.laohunote.com/m/news/1155435134?lang=zh_CN&edition=full","pubTime":"2021-07-05 19:08","market":"us","language":"en","title":"What Does the End of the Quarter Mean for Portfolio Management?<blockquote>季度末对投资组合管理意味着什么?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155435134","media":"investopedia","summary":"The \"end of the quarter\" refers to the conclusion of one of four specific three-month periods on the","content":"<p>The \"end of the quarter\" refers to the conclusion of one of four specific three-month periods on the financial calendar. Thefour quartersend in March, or Q1; June, or Q2; September, or Q3; and December, or Q4. These are considered important times for investors. Many businesses, analysts, government agencies, and theFederal Reserverelease critical new data about various markets or economic indicators at the end of a quarter.</p><p><blockquote>“季度末”是指财务日历上四个特定三个月期间之一的结束。三月份发送的四个季度,即第一季度;六月,或Q2;九月,或第三季度;和 12 月,或第四季度。这被认为是投资者的重要时刻。许多企业、分析师、政府机构和美联储会在季度末发布有关各种市场或经济指标的重要新数据。</blockquote></p><p> There's a widely held belief in financial circles that hedge funds, pension funds, and insurance companies always rebalance their portfolios at the end of each quarter. While no proof or evidence has ever been put forward to confirm this practice or its prevalence, the very idea reinforces the concept that the end of a quarter is significant.</p><p><blockquote>金融界普遍认为,对冲基金、养老基金和保险公司总是会在每个季度末重新平衡其投资组合。虽然从来没有证据或证据被提出来证实这种做法或其流行,但这个想法本身强化了季度末是重要的概念。</blockquote></p><p> Even if major financial players do not always rebalance at the end of quarters, many investors use this time to re-evaluate their ownportfolio management, changing which assets comprise the portfolio or setting new portfolio targets. Not only is it a good idea for investors to monitor their investments from time-to-time but rarely is so much new, actionable information released as during the end of a quarter.</p><p><blockquote>即使主要金融参与者并不总是在季度末重新平衡,许多投资者也会利用这段时间重新评估自己的投资组合管理,改变投资组合中的资产或设定新的投资组合目标。对于投资者来说,不时监控他们的投资不仅是一个好主意,而且很少有像季度末那样发布如此多的新的、可操作的信息。</blockquote></p><p> Rebalancing a Portfolio</p><p><blockquote>重新平衡投资组合</blockquote></p><p> Rebalancinginvolves the periodic sale and purchase of assets within a portfolio to maintain a target ratio.2Consider an investor who wants his portfolio to be comprised of 50% growth stocks, 25% income stocks, and 25% bonds. If during Q1, the growth stocks outperform the other investments substantially, the investor may decide to sell some growth stocks or purchase more income stocks and bonds to bring the portfolio back to a 50-25-25 split.</p><p><blockquote>再平衡涉及定期出售和购买投资组合内的资产以维持目标比率。2考虑一位投资者,他希望他的投资组合由 50% 的成长型股票、25% 的收益型股票和 25% 的债券组成。如果在第一季度,成长型股票的表现大幅优于其他投资,投资者可能会决定出售一些成长型股票或购买更多收益股票和债券,以使投资组合恢复到 50-25-25 的比例。</blockquote></p><p> KEY TAKEAWAYS</p><p><blockquote>主要要点</blockquote></p><p> <ul> <li>The end of the three-month period known as a financial quarter is considered an important time for investors.</li> <li>Companies, financial analysts, and government agencies (including the Fed) all release reports and critical data at the end of a quarter.</li> <li>Both retail and institutional investors often use the end of a quarter to re-evaluate and rebalance their portfolios.</li> </ul> Traditional rebalancing involves trading the gains of well-performing assets, by selling high, for more low-performing assets, by buying low, at the end of each quarter. Theoretically, this serves to protect a portfolio from being too exposed or straying too far from its original strategy. However, pegging rebalances to the end of quarters relies on arbitrary calendar events which may not coincide with market movements. Nevertheless, the confluence of new reports that emerge at the end of quarters usually causes market reactions and should be of concern to most participants.</p><p><blockquote><ul><li>被称为财务季度的三个月期末被认为是投资者的重要时刻。</li><li>公司、金融分析师和政府机构(包括美联储)都会在季度末发布报告和关键数据。</li><li>散户和机构投资者经常利用季度末来重新评估和平衡他们的投资组合。</li></ul>传统的再平衡涉及在每个季度末通过高位卖出来交换表现良好的资产的收益,以低位买入来交换表现较差的资产。理论上,这有助于保护投资组合不会过度暴露或偏离其原始策略太远。然而,将重新平衡与季度末挂钩依赖于可能与市场走势不一致的任意日历事件。然而,季度末出现的新报告的汇聚通常会引起市场反应,应该引起大多数参与者的关注。</blockquote></p><p> Institutional Investors and Rebalancing</p><p><blockquote>机构投资者与再平衡</blockquote></p><p> It is not just individual investors who consider making portfolio moves at the end of quarters. Portfolio management is also important for institutional investors, like mutual funds and exchange-traded funds, or ETFs.3</p><p><blockquote>不仅仅是个人投资者考虑在季度末进行投资组合变动。投资组合管理对于共同基金和交易所交易基金(ETF)等机构投资者也很重要。3</blockquote></p><p> There are two forms of fund portfolio management: active and passive.4Passive funds generally peg their portfolios to market indexes and involve fewer changes in exchange for lower management fees. The end of a quarter is less significant for these types of funds, though if theirbenchmark indexeschange at this time, they will as well.</p><p><blockquote>基金投资组合管理有两种形式:主动和被动。4被动基金通常将其投资组合与市场指数挂钩,并涉及较少的变化,以换取较低的管理费。季度末对于这些类型的基金来说意义不大,但如果它们的基准指数在这个时候发生变化,它们也会发生变化。</blockquote></p><p> Active funds have a manager or team of managers who take a more proactive approach to beat market average returns. These funds can be quite active during the end of quarters, especially if their portfolios need to be adjusted to meet their previously stated goals and strategies.</p><p><blockquote>主动型基金的经理或经理团队采取更积极主动的方法来超越市场平均回报。这些基金在季度末可能会非常活跃,特别是如果他们的投资组合需要调整以满足他们之前陈述的目标和战略。</blockquote></p><p></p>","source":"lsy1606203311635","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Does the End of the Quarter Mean for Portfolio Management?<blockquote>季度末对投资组合管理意味着什么?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Does the End of the Quarter Mean for Portfolio Management?<blockquote>季度末对投资组合管理意味着什么?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investopedia</strong><span class=\"h-time small\">2021-07-05 19:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The \"end of the quarter\" refers to the conclusion of one of four specific three-month periods on the financial calendar. Thefour quartersend in March, or Q1; June, or Q2; September, or Q3; and December, or Q4. These are considered important times for investors. Many businesses, analysts, government agencies, and theFederal Reserverelease critical new data about various markets or economic indicators at the end of a quarter.</p><p><blockquote>“季度末”是指财务日历上四个特定三个月期间之一的结束。三月份发送的四个季度,即第一季度;六月,或Q2;九月,或第三季度;和 12 月,或第四季度。这被认为是投资者的重要时刻。许多企业、分析师、政府机构和美联储会在季度末发布有关各种市场或经济指标的重要新数据。</blockquote></p><p> There's a widely held belief in financial circles that hedge funds, pension funds, and insurance companies always rebalance their portfolios at the end of each quarter. While no proof or evidence has ever been put forward to confirm this practice or its prevalence, the very idea reinforces the concept that the end of a quarter is significant.</p><p><blockquote>金融界普遍认为,对冲基金、养老基金和保险公司总是会在每个季度末重新平衡其投资组合。虽然从来没有证据或证据被提出来证实这种做法或其流行,但这个想法本身强化了季度末是重要的概念。</blockquote></p><p> Even if major financial players do not always rebalance at the end of quarters, many investors use this time to re-evaluate their ownportfolio management, changing which assets comprise the portfolio or setting new portfolio targets. Not only is it a good idea for investors to monitor their investments from time-to-time but rarely is so much new, actionable information released as during the end of a quarter.</p><p><blockquote>即使主要金融参与者并不总是在季度末重新平衡,许多投资者也会利用这段时间重新评估自己的投资组合管理,改变投资组合中的资产或设定新的投资组合目标。对于投资者来说,不时监控他们的投资不仅是一个好主意,而且很少有像季度末那样发布如此多的新的、可操作的信息。</blockquote></p><p> Rebalancing a Portfolio</p><p><blockquote>重新平衡投资组合</blockquote></p><p> Rebalancinginvolves the periodic sale and purchase of assets within a portfolio to maintain a target ratio.2Consider an investor who wants his portfolio to be comprised of 50% growth stocks, 25% income stocks, and 25% bonds. If during Q1, the growth stocks outperform the other investments substantially, the investor may decide to sell some growth stocks or purchase more income stocks and bonds to bring the portfolio back to a 50-25-25 split.</p><p><blockquote>再平衡涉及定期出售和购买投资组合内的资产以维持目标比率。2考虑一位投资者,他希望他的投资组合由 50% 的成长型股票、25% 的收益型股票和 25% 的债券组成。如果在第一季度,成长型股票的表现大幅优于其他投资,投资者可能会决定出售一些成长型股票或购买更多收益股票和债券,以使投资组合恢复到 50-25-25 的比例。</blockquote></p><p> KEY TAKEAWAYS</p><p><blockquote>主要要点</blockquote></p><p> <ul> <li>The end of the three-month period known as a financial quarter is considered an important time for investors.</li> <li>Companies, financial analysts, and government agencies (including the Fed) all release reports and critical data at the end of a quarter.</li> <li>Both retail and institutional investors often use the end of a quarter to re-evaluate and rebalance their portfolios.</li> </ul> Traditional rebalancing involves trading the gains of well-performing assets, by selling high, for more low-performing assets, by buying low, at the end of each quarter. Theoretically, this serves to protect a portfolio from being too exposed or straying too far from its original strategy. However, pegging rebalances to the end of quarters relies on arbitrary calendar events which may not coincide with market movements. Nevertheless, the confluence of new reports that emerge at the end of quarters usually causes market reactions and should be of concern to most participants.</p><p><blockquote><ul><li>被称为财务季度的三个月期末被认为是投资者的重要时刻。</li><li>公司、金融分析师和政府机构(包括美联储)都会在季度末发布报告和关键数据。</li><li>散户和机构投资者经常利用季度末来重新评估和平衡他们的投资组合。</li></ul>传统的再平衡涉及在每个季度末通过高位卖出来交换表现良好的资产的收益,以低位买入来交换表现较差的资产。理论上,这有助于保护投资组合不会过度暴露或偏离其原始策略太远。然而,将重新平衡与季度末挂钩依赖于可能与市场走势不一致的任意日历事件。然而,季度末出现的新报告的汇聚通常会引起市场反应,应该引起大多数参与者的关注。</blockquote></p><p> Institutional Investors and Rebalancing</p><p><blockquote>机构投资者与再平衡</blockquote></p><p> It is not just individual investors who consider making portfolio moves at the end of quarters. Portfolio management is also important for institutional investors, like mutual funds and exchange-traded funds, or ETFs.3</p><p><blockquote>不仅仅是个人投资者考虑在季度末进行投资组合变动。投资组合管理对于共同基金和交易所交易基金(ETF)等机构投资者也很重要。3</blockquote></p><p> There are two forms of fund portfolio management: active and passive.4Passive funds generally peg their portfolios to market indexes and involve fewer changes in exchange for lower management fees. The end of a quarter is less significant for these types of funds, though if theirbenchmark indexeschange at this time, they will as well.</p><p><blockquote>基金投资组合管理有两种形式:主动和被动。4被动基金通常将其投资组合与市场指数挂钩,并涉及较少的变化,以换取较低的管理费。季度末对于这些类型的基金来说意义不大,但如果它们的基准指数在这个时候发生变化,它们也会发生变化。</blockquote></p><p> Active funds have a manager or team of managers who take a more proactive approach to beat market average returns. These funds can be quite active during the end of quarters, especially if their portfolios need to be adjusted to meet their previously stated goals and strategies.</p><p><blockquote>主动型基金的经理或经理团队采取更积极主动的方法来超越市场平均回报。这些基金在季度末可能会非常活跃,特别是如果他们的投资组合需要调整以满足他们之前陈述的目标和战略。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.investopedia.com/ask/answers/122214/what-does-end-quarter-mean-portfolio-management.asp?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral\">investopedia</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.investopedia.com/ask/answers/122214/what-does-end-quarter-mean-portfolio-management.asp?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155435134","content_text":"The \"end of the quarter\" refers to the conclusion of one of four specific three-month periods on the financial calendar. Thefour quartersend in March, or Q1; June, or Q2; September, or Q3; and December, or Q4. These are considered important times for investors. Many businesses, analysts, government agencies, and theFederal Reserverelease critical new data about various markets or economic indicators at the end of a quarter.\nThere's a widely held belief in financial circles that hedge funds, pension funds, and insurance companies always rebalance their portfolios at the end of each quarter. While no proof or evidence has ever been put forward to confirm this practice or its prevalence, the very idea reinforces the concept that the end of a quarter is significant.\nEven if major financial players do not always rebalance at the end of quarters, many investors use this time to re-evaluate their ownportfolio management, changing which assets comprise the portfolio or setting new portfolio targets. Not only is it a good idea for investors to monitor their investments from time-to-time but rarely is so much new, actionable information released as during the end of a quarter.\nRebalancing a Portfolio\nRebalancinginvolves the periodic sale and purchase of assets within a portfolio to maintain a target ratio.2Consider an investor who wants his portfolio to be comprised of 50% growth stocks, 25% income stocks, and 25% bonds. If during Q1, the growth stocks outperform the other investments substantially, the investor may decide to sell some growth stocks or purchase more income stocks and bonds to bring the portfolio back to a 50-25-25 split.\nKEY TAKEAWAYS\n\nThe end of the three-month period known as a financial quarter is considered an important time for investors.\nCompanies, financial analysts, and government agencies (including the Fed) all release reports and critical data at the end of a quarter.\nBoth retail and institutional investors often use the end of a quarter to re-evaluate and rebalance their portfolios.\n\nTraditional rebalancing involves trading the gains of well-performing assets, by selling high, for more low-performing assets, by buying low, at the end of each quarter. Theoretically, this serves to protect a portfolio from being too exposed or straying too far from its original strategy. However, pegging rebalances to the end of quarters relies on arbitrary calendar events which may not coincide with market movements. Nevertheless, the confluence of new reports that emerge at the end of quarters usually causes market reactions and should be of concern to most participants.\nInstitutional Investors and Rebalancing\nIt is not just individual investors who consider making portfolio moves at the end of quarters. Portfolio management is also important for institutional investors, like mutual funds and exchange-traded funds, or ETFs.3\nThere are two forms of fund portfolio management: active and passive.4Passive funds generally peg their portfolios to market indexes and involve fewer changes in exchange for lower management fees. The end of a quarter is less significant for these types of funds, though if theirbenchmark indexeschange at this time, they will as well.\nActive funds have a manager or team of managers who take a more proactive approach to beat market average returns. These funds can be quite active during the end of quarters, especially if their portfolios need to be adjusted to meet their previously stated goals and strategies.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153486342,"gmtCreate":1625042617486,"gmtModify":1633945522566,"author":{"id":"3576401458285275","authorId":"3576401458285275","name":"Huitai","avatar":"https://static.tigerbbs.com/be4eb3604e496ba474ae6df683a3ed25","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576401458285275","authorIdStr":"3576401458285275"},"themes":[],"title":"","htmlText":"Didi is the winner","listText":"Didi is the winner","text":"Didi is the winner","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/153486342","repostId":"1134806862","repostType":4,"isVote":1,"tweetType":1,"viewCount":1570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150515336,"gmtCreate":1624921380625,"gmtModify":1633947128135,"author":{"id":"3576401458285275","authorId":"3576401458285275","name":"Huitai","avatar":"https://static.tigerbbs.com/be4eb3604e496ba474ae6df683a3ed25","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576401458285275","authorIdStr":"3576401458285275"},"themes":[],"title":"","htmlText":"Buy from arkK ETF is the same ","listText":"Buy from arkK ETF is the same ","text":"Buy from arkK ETF is the same","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150515336","repostId":"1103992527","repostType":4,"isVote":1,"tweetType":1,"viewCount":3277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124205263,"gmtCreate":1624765307252,"gmtModify":1633948887925,"author":{"id":"3576401458285275","authorId":"3576401458285275","name":"Huitai","avatar":"https://static.tigerbbs.com/be4eb3604e496ba474ae6df683a3ed25","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576401458285275","authorIdStr":"3576401458285275"},"themes":[],"title":"","htmlText":"Good and value buy or never ","listText":"Good and value buy or never ","text":"Good and value buy or never","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124205263","repostId":"1164137597","repostType":4,"isVote":1,"tweetType":1,"viewCount":2066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}