Disclosure: We continue to hold ARKG. This link may read like an infomercial, as the sponsor for this page link is ARK. However, there is always something to learn about where one may choose to place a portion of investments. As noted previous, we continue to lean towards technology in various forms.
Yes, this area; is thematic investing.
BUT, if one views their overall portfolio; you too, are indeed a thematic investor by the choices you hold; whether bonds, broad equity, international, value or growth or balanced,etc. YES ???
Disruptive TechRegards,
Catch
Comments
And honestly, it was Chowder, of the famous “Chowder rule” (adding dividend yield plus dividend growth to try to achieve greater than 8% or some higher value), who got me really on this kick....similar to him, I manage my parents’ portfolios (mid-70s retirees) as income portfolios, but more reliance on higher yielding things than he likely does (preferreds, CEFs, etc.). He has a blog in which he discusses disruptive investing, and he owns ARK funds along with individual holdings of some new tech/clean energy/biosciences companies. It really clicked in my head....plus the new administration likely pushing for advances in clean energy and the like.
This is all a long-winded way to say I’m on-board with you here. I would add, don’t forget some of the miners and other companies that have to mine/process the “high tech” metals to be put into all the “newfangled doohickeys.” There’s even a rare earth metals ETF, REMX, which I own in most of the portfolios (well, 3, lol) I help manage. Cheers!