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2021-11-26

Has Cathie Wood Lost Her Touch?<blockquote>凯西·伍德失去联系了吗？</blockquote>

As stock markets have stayed near record levels, the star asset manager's ARK Invest funds have struggled.

Has Cathie Wood Lost Her Touch?<blockquote>凯西·伍德失去联系了吗？</blockquote>

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The&nbsp;Dow Jones Industrial Average&nbsp;still fell slightly on the day, but both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Nasdaq Composite&nbsp;managed to post modest gains.<blockquote>感恩节假期前，股市大多走高，因为投资者能够克服早期的紧张情绪，从盘初的跌幅中收复失地。The道琼斯工业平均指数日仍小幅下跌，但两标普500和纳斯达克复合材料设法取得了适度的收益。</blockquote> <img src=\"https://static.tigerbbs.com/2fd61fee96cd981d55bc6c0a4a541d9b\" tg-width=\"1149\" tg-height=\"331\" width=\"100%\" height=\"auto\">DATA SOURCE: YAHOO! FINANCE.<blockquote>数据来源：雅虎！金融。</blockquote> The day's moves continued the overall strong performance from the stock market in 2021. Yet even though major indexes are up substantially so far this year, Cathie Wood hasn't been as fortunate. Her ARK Invest&nbsp;exchange-traded funds&nbsp;haven't matched the market's performance in 2021, and some wonder if the revered manager has lost her touch. We'll look more closely at that question below.<blockquote>当天的走势延续了2021年股市的整体强劲表现。然而，尽管今年迄今为止主要股指大幅上涨，凯西·伍德却没那么幸运。她的ARK Invest交易所交易基金未能与2021年的市场表现相匹配，一些人怀疑这位受人尊敬的经理是否已经失去了影响力。我们将在下面更仔细地研究这个问题。</blockquote> <img src=\"https://static.tigerbbs.com/690a1e671906b4e173308a05c1d903f0\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\">IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote> A down year for ARK Innovation<blockquote>方舟创新低迷的一年</blockquote> It's been a tough year to be a&nbsp;Cathie Wood investor. For the most part, many of the high-growth stocks that played prominent roles in the&nbsp;ARK Innovation ETF(NYSEMKT:ARKK)&nbsp;and other Wood-led ETFs topped out early in the year. That's left investors slowly but steadily losing ground throughout much of 2021, with ARK Innovation falling about 15% year to date.<blockquote>对于凯西·伍德投资者来说，这是艰难的一年。在很大程度上，许多在经济增长中发挥突出作用的高增长股票方舟创新ETF（NYSEMKT：ARKK）和其他木材主导的ETF在今年年初见顶。这使得投资者在2021年的大部分时间里缓慢但稳步地下跌，ARK Innovation今年迄今下跌了约15%。</blockquote> However, a closer look at the stocks involved shows that Wood's performance has been much more mixed. Stocks like&nbsp;Tesla&nbsp;and&nbsp;Shopify&nbsp;have continued to gain ground for ARK Innovation, helping to offset losses elsewhere. Yet poor performance from telehealth pioneer&nbsp;Teladoc Health&nbsp;and&nbsp;Zoom Video Communications&nbsp;has weighed on total returns, and pullbacks in other stocks that were high-flyers earlier in the year haven't helped.<blockquote>然而，仔细观察所涉及的股票就会发现，伍德的表现好坏参半。股票喜欢特斯拉和Shopify方舟创新继续取得进展，帮助抵消了其他地方的损失。然而远程医疗先驱表现不佳Teladoc健康和Zoom Video通信公司拖累了总回报，而今年早些时候其他表现强劲的股票的回调也无济于事。</blockquote> Mixed performance elsewhere<blockquote>其他地方表现好坏参半</blockquote> Moreover, Wood's other funds show a much more varied track record. The biggest losses have come for the&nbsp;ARK Genomic Revolution ETF(NYSEMKT:ARKG), which is down more than 30% for the year as four of its top five holdings have fallen from year-ago levels.<blockquote>此外，伍德的其他基金表现出更加多样化的业绩记录。最大的损失已经到来方舟基因组革命ETF(NYSEMKT：ARKG)今年以来股价下跌超过30%，其前五大持股中有四只较去年同期水平下跌。</blockquote> Conversely, declines for ARK Invest's ETFs in the fintech and next-generation internet field are down just a few percent for the year. And the autonomous technology and robotics fund has actually gained ground, albeit trailing the broader market's return year to date.<blockquote>相反，ARK Invest在金融科技和下一代互联网领域的ETF今年的跌幅仅为百分之几。自主技术和机器人基金实际上已经取得了进展，尽管今年迄今为止的回报率落后于大盘。</blockquote> Don't count Cathie Wood out<blockquote>不要把凯西·伍德排除在外</blockquote> The anti-Wood sentiment has gotten so prominent that a new exchange-traded fund has come out that runs explicitly counter to her strategy.Tuttle Capital Short Innovation ETF&nbsp;just came out in early November, with the express goal of shorting the stocks that Wood owns in ARK Innovation.<blockquote>反伍德情绪变得如此突出，以至于一只新的交易所交易基金已经问世，这显然与她的策略背道而驰。塔特尔资本空头创新ETF11月初刚刚出来，明确目标是做空Wood持有的ARK Innovation股票。</blockquote> Yet Wood is ready to double down on her picks. Indeed, a recent suggestion from the ARK Invest leader&nbsp; would combine her pro-innovation strategy with short-selling of major stocks in benchmarks like the S&amp;P 500. That could boost returns, albeit at the price of even higher potential volatility in performance. Even Wood acknowledges the risks, having referred to the strategy in an interview on CNBC as \"ARK on steroids.\"<blockquote>然而，伍德准备在她的选择上加倍努力。事实上，方舟投资领袖最近提出的一项建议是将她的支持创新策略与卖空标普500等基准中的主要股票结合起来。这可能会提高回报，尽管代价是业绩的潜在波动性更大。就连伍德也承认存在风险，他在接受CNBC采访时将这一策略称为“服用类固醇的方舟”。</blockquote> Most importantly, focusing on 2021's performance unfairly leaves out Wood's amazing gains in 2020, which have led to three-year returns on ARK funds ranging from 134% to 195%. A return to that pace of growth might take a while, but Wood seems optimistic that her stock picks have the potential to generate strong gains for shareholders with the patience and discipline to stick with them.<blockquote>最重要的是，关注2021年的业绩不公平地忽略了伍德在2020年的惊人收益，这导致ARK基金的三年回报率在134%至195%之间。恢复这种增长速度可能需要一段时间，但伍德似乎很乐观，她选择的股票有可能为有耐心和纪律坚持下去的股东带来强劲收益。</blockquote>","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>Has Cathie Wood Lost Her Touch?<blockquote>凯西·伍德失去联系了吗？</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\">\nHas Cathie Wood Lost Her Touch?<blockquote>凯西·伍德失去联系了吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-11-26 15:39\n\n</h4>\n</header>\n<article>\nStocks were mostly higher heading into the Thanksgiving holiday, as investors were able to overcome some early nervousness to claw back ground from losses at the beginning of the session. The&nbsp;Dow Jones Industrial Average&nbsp;still fell slightly on the day, but both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Nasdaq Composite&nbsp;managed to post modest gains.<blockquote>感恩节假期前，股市大多走高，因为投资者能够克服早期的紧张情绪，从盘初的跌幅中收复失地。The道琼斯工业平均指数日仍小幅下跌，但两标普500和纳斯达克复合材料设法取得了适度的收益。</blockquote> <img src=\"https://static.tigerbbs.com/2fd61fee96cd981d55bc6c0a4a541d9b\" tg-width=\"1149\" tg-height=\"331\" width=\"100%\" height=\"auto\">DATA SOURCE: YAHOO! FINANCE.<blockquote>数据来源：雅虎！金融。</blockquote> The day's moves continued the overall strong performance from the stock market in 2021. Yet even though major indexes are up substantially so far this year, Cathie Wood hasn't been as fortunate. Her ARK Invest&nbsp;exchange-traded funds&nbsp;haven't matched the market's performance in 2021, and some wonder if the revered manager has lost her touch. We'll look more closely at that question below.<blockquote>当天的走势延续了2021年股市的整体强劲表现。然而，尽管今年迄今为止主要股指大幅上涨，凯西·伍德却没那么幸运。她的ARK Invest交易所交易基金未能与2021年的市场表现相匹配，一些人怀疑这位受人尊敬的经理是否已经失去了影响力。我们将在下面更仔细地研究这个问题。</blockquote> <img src=\"https://static.tigerbbs.com/690a1e671906b4e173308a05c1d903f0\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\">IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote> A down year for ARK Innovation<blockquote>方舟创新低迷的一年</blockquote> It's been a tough year to be a&nbsp;Cathie Wood investor. For the most part, many of the high-growth stocks that played prominent roles in the&nbsp;ARK Innovation ETF(NYSEMKT:ARKK)&nbsp;and other Wood-led ETFs topped out early in the year. That's left investors slowly but steadily losing ground throughout much of 2021, with ARK Innovation falling about 15% year to date.<blockquote>对于凯西·伍德投资者来说，这是艰难的一年。在很大程度上，许多在经济增长中发挥突出作用的高增长股票方舟创新ETF（NYSEMKT：ARKK）和其他木材主导的ETF在今年年初见顶。这使得投资者在2021年的大部分时间里缓慢但稳步地下跌，ARK Innovation今年迄今下跌了约15%。</blockquote> However, a closer look at the stocks involved shows that Wood's performance has been much more mixed. Stocks like&nbsp;Tesla&nbsp;and&nbsp;Shopify&nbsp;have continued to gain ground for ARK Innovation, helping to offset losses elsewhere. Yet poor performance from telehealth pioneer&nbsp;Teladoc Health&nbsp;and&nbsp;Zoom Video Communications&nbsp;has weighed on total returns, and pullbacks in other stocks that were high-flyers earlier in the year haven't helped.<blockquote>然而，仔细观察所涉及的股票就会发现，伍德的表现好坏参半。股票喜欢特斯拉和Shopify方舟创新继续取得进展，帮助抵消了其他地方的损失。然而远程医疗先驱表现不佳Teladoc健康和Zoom Video通信公司拖累了总回报，而今年早些时候其他表现强劲的股票的回调也无济于事。</blockquote> Mixed performance elsewhere<blockquote>其他地方表现好坏参半</blockquote> Moreover, Wood's other funds show a much more varied track record. The biggest losses have come for the&nbsp;ARK Genomic Revolution ETF(NYSEMKT:ARKG), which is down more than 30% for the year as four of its top five holdings have fallen from year-ago levels.<blockquote>此外，伍德的其他基金表现出更加多样化的业绩记录。最大的损失已经到来方舟基因组革命ETF(NYSEMKT：ARKG)今年以来股价下跌超过30%，其前五大持股中有四只较去年同期水平下跌。</blockquote> Conversely, declines for ARK Invest's ETFs in the fintech and next-generation internet field are down just a few percent for the year. And the autonomous technology and robotics fund has actually gained ground, albeit trailing the broader market's return year to date.<blockquote>相反，ARK Invest在金融科技和下一代互联网领域的ETF今年的跌幅仅为百分之几。自主技术和机器人基金实际上已经取得了进展，尽管今年迄今为止的回报率落后于大盘。</blockquote> Don't count Cathie Wood out<blockquote>不要把凯西·伍德排除在外</blockquote> The anti-Wood sentiment has gotten so prominent that a new exchange-traded fund has come out that runs explicitly counter to her strategy.Tuttle Capital Short Innovation ETF&nbsp;just came out in early November, with the express goal of shorting the stocks that Wood owns in ARK Innovation.<blockquote>反伍德情绪变得如此突出，以至于一只新的交易所交易基金已经问世，这显然与她的策略背道而驰。塔特尔资本空头创新ETF11月初刚刚出来，明确目标是做空Wood持有的ARK Innovation股票。</blockquote> Yet Wood is ready to double down on her picks. Indeed, a recent suggestion from the ARK Invest leader&nbsp; would combine her pro-innovation strategy with short-selling of major stocks in benchmarks like the S&amp;P 500. That could boost returns, albeit at the price of even higher potential volatility in performance. Even Wood acknowledges the risks, having referred to the strategy in an interview on CNBC as \"ARK on steroids.\"<blockquote>然而，伍德准备在她的选择上加倍努力。事实上，方舟投资领袖最近提出的一项建议是将她的支持创新策略与卖空标普500等基准中的主要股票结合起来。这可能会提高回报，尽管代价是业绩的潜在波动性更大。就连伍德也承认存在风险，他在接受CNBC采访时将这一策略称为“服用类固醇的方舟”。</blockquote> Most importantly, focusing on 2021's performance unfairly leaves out Wood's amazing gains in 2020, which have led to three-year returns on ARK funds ranging from 134% to 195%. A return to that pace of growth might take a while, but Wood seems optimistic that her stock picks have the potential to generate strong gains for shareholders with the patience and discipline to stick with them.<blockquote>最重要的是，关注2021年的业绩不公平地忽略了伍德在2020年的惊人收益，这导致ARK基金的三年回报率在134%至195%之间。恢复这种增长速度可能需要一段时间，但伍德似乎很乐观，她选择的股票有可能为有耐心和纪律坚持下去的股东带来强劲收益。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/11/24/has-cathie-wood-lost-her-touch/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","ARKF":"ARK Fintech Innovation ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF"},"source_url":"https://www.fool.com/investing/2021/11/24/has-cathie-wood-lost-her-touch/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108962994","content_text":"Stocks were mostly higher heading into the Thanksgiving holiday, as investors were able to overcome some early nervousness to claw back ground from losses at the beginning of the session. The Dow Jones Industrial Average still fell slightly on the day, but both the S&P 500 and Nasdaq Composite managed to post modest gains.\nDATA SOURCE: YAHOO! FINANCE.\nThe day's moves continued the overall strong performance from the stock market in 2021. Yet even though major indexes are up substantially so far this year, Cathie Wood hasn't been as fortunate. Her ARK Invest exchange-traded funds haven't matched the market's performance in 2021, and some wonder if the revered manager has lost her touch. We'll look more closely at that question below.\nIMAGE SOURCE: GETTY IMAGES.\nA down year for ARK Innovation\nIt's been a tough year to be a Cathie Wood investor. For the most part, many of the high-growth stocks that played prominent roles in the ARK Innovation ETF(NYSEMKT:ARKK) and other Wood-led ETFs topped out early in the year. That's left investors slowly but steadily losing ground throughout much of 2021, with ARK Innovation falling about 15% year to date.\nHowever, a closer look at the stocks involved shows that Wood's performance has been much more mixed. Stocks like Tesla and Shopify have continued to gain ground for ARK Innovation, helping to offset losses elsewhere. Yet poor performance from telehealth pioneer Teladoc Health and Zoom Video Communications has weighed on total returns, and pullbacks in other stocks that were high-flyers earlier in the year haven't helped.\nMixed performance elsewhere\nMoreover, Wood's other funds show a much more varied track record. The biggest losses have come for the ARK Genomic Revolution ETF(NYSEMKT:ARKG), which is down more than 30% for the year as four of its top five holdings have fallen from year-ago levels.\nConversely, declines for ARK Invest's ETFs in the fintech and next-generation internet field are down just a few percent for the year. And the autonomous technology and robotics fund has actually gained ground, albeit trailing the broader market's return year to date.\nDon't count Cathie Wood out\nThe anti-Wood sentiment has gotten so prominent that a new exchange-traded fund has come out that runs explicitly counter to her strategy.Tuttle Capital Short Innovation ETF just came out in early November, with the express goal of shorting the stocks that Wood owns in ARK Innovation.\nYet Wood is ready to double down on her picks. Indeed, a recent suggestion from the ARK Invest leader  would combine her pro-innovation strategy with short-selling of major stocks in benchmarks like the S&P 500. That could boost returns, albeit at the price of even higher potential volatility in performance. Even Wood acknowledges the risks, having referred to the strategy in an interview on CNBC as \"ARK on steroids.\"\nMost importantly, focusing on 2021's performance unfairly leaves out Wood's amazing gains in 2020, which have led to three-year returns on ARK funds ranging from 134% to 195%. A return to that pace of growth might take a while, but Wood seems optimistic that her stock picks have the potential to generate strong gains for shareholders with the patience and discipline to stick with them.","news_type":1,"symbols_score_info":{"ARKQ":0.9,"ARKF":0.9,"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":3287,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}