3Yr·

The ARK innovation ETF has lost a lot of strength in recent months. I don't see much improvement in sight for 2022. At the moment, I'm leaning more towards EU Value. I find Katie Wood's approach interesting. However, ARK Innovation is not an investment for me, even if it could recover in the short term.

Chart by Charlie Bilello.

13 Comments

Lucrash@KapriolenCapital

3Yr

Would only cherrypick a few from their holdings and slowly build positions. See a good countercyclical bet here that could pay off big over many years. But is still time for at least a bissl value for me 🤡 What do you have in mind in the EU area?

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Jonas 🕊️@TheAccountant89

3Yr

@KapriolenSonne I am already quite well positioned in the EU with Novo Nordisk, Wolters Kluwer, UPM, Iberdrola, Unilever and MunichRe. Unlike the fed, the ECB is acting very cautiously. Hence the train of thought.

Otherwise, there are interesting Scandinavian companies in the sustainable commodities sector, such as Svenska Cellulosa or Holmen AB. And insurance companies will be even more in demand in the future. In addition to MunichRe, Allianz and Hannover Re are also interesting.

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Lucrash@KapriolenCapital

3Yr

@TheAccountant89 Thank you very much! I'll have a look at the values at the weekend. 🚀

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Jonas 🕊️@TheAccountant89

3Yr

@KapriolenSonne You're welcome :)

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