
Eric Balchunas|5月 13, 2026 14:08
Just my two cents: ARKK is up 322% since launch, 13% ann. Better than Fidelity Magellan, but worse than QQQ. IMO Cathie has a good eye, she was smart enough to buy Nvidia, Bitcoin and Tesla and a few other powerhouses 10yrs ago AND smart enough to put her strategy in an ETF way bf it was cool for active. More legit critique is her rebalancing strategy. Had right picks but didn't let winners run, is always trimming studs and adding to duds to keep weightings. Also, some of her 5yr type predictions were a little over the top, unnecessary IMO. But the fact is gets invited on TV/panels bc she has stong opinions about stocks, future technology, with skin in game, and is the head of co (who tend to be more interesting vs ppl in middle who are put 'on message' ("listening to clients") by PR ppl). *immediately mutes conversation*(Eric Balchunas)
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