Hi, all. I've been steadily buying ARKK stocks since December.
The genomics stocks: $CRSP, $NTLA, $EXAS, $FATE, $BEAM, $PACB, $IONS.
The pandemic flyers: $COIN, $ROKU, $PLTR, $PATH, $UPST.
I've built small positions in all of these stocks. And it's tempting to conintue to try to chase them down. However, as we continue to drop, I think it makes sense to focus my buys on the stocks I think are strongest, on my highest conviction plays. I already have positions in all of these, but I'll be building bigger positions in them. And, sure, I may still dabble the stocks I've listed above. But my picks below are really where I think the value is right now. That isn't to say that these stocks can't go lower, or that I could get a better value in three months. But these are the names I really think will give a handsome return over the next 5-10 years. In no particular order:
- AMZN
- TSLA
- SQ
- SHOP
- SE
- GOOGL
- MELI
- BABA
- MSFT
- AAPL
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