Assets › concentrated
ARK Innovation (ARKK)
Clears the 12% forward-return floor — eligible for optimizer by default.
Fwd expected return 13.0%
Annualised volatility 45.0%
Sleeve concentrated
Risk notes
VERY CONCENTRATED (~30-40 disruptive-innovation names). Extreme volatility — has drawn down 70%+ and underperformed for years at a stretch. Highest tail on both ends. Include only with small weight + high tolerance. Foreign-asset tax.
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