In an uncertain market, I stick to five core investing principles: stay the course, specialize, diversify, trust proven experts, and keep some cash. Dividend growth investing (DGI) remains my strategy, with a focus on reliable cash flow compounding and growing dividends to eventually replace labor income. I diversify beyond my real estate core by blending passive DGI ETFs and selecting active ETFs with proven outperformance.
ARKK's performance over the past 3-month period might seem impressive, but it is hardly a reason enough to own the ETF. The ETF still has a long way to go before its risk-adjusted performance is at par with that of the S&P 500. Unfortunately, the drivers behind the recent rally might not last long once we take a closer look into the recent melt-up in equities.
ARKK delivered top performance in 2Q25, driven by aggressive bets on AI and crypto stocks, notably Circle Internet and Tempus AI. Despite recent outflows, strong returns and sector momentum could attract new investor capital and reverse the fund flow picture. ARKK's concentrated portfolio in disruptive sectors like AI, crypto, and EVs offers high upside but carries significant sector risk.
![]() ARKK 29 Dec 2021 Paid | Annual | $0.78 Per Share |
![]() ARKK 29 Dec 2020 Paid | Annual | $1.63 Per Share |
![]() ARKK 27 Dec 2019 Paid | Other | $0.19 Per Share |
![]() ARKK 27 Dec 2018 Paid | Other | $1.17 Per Share |
![]() ARKK 27 Dec 2017 Paid | Other | $0.49 Per Share |
![]() ARKK 29 Dec 2021 Paid | Annual | $0.78 Per Share |
![]() ARKK 29 Dec 2020 Paid | Annual | $1.63 Per Share |
![]() ARKK 27 Dec 2019 Paid | Other | $0.19 Per Share |
![]() ARKK 27 Dec 2018 Paid | Other | $1.17 Per Share |
![]() ARKK 27 Dec 2017 Paid | Other | $0.49 Per Share |
Asset Management Industry | Financial Services Sector | - CEO | XKUW Exchange | US00214Q1040 ISIN |
US Country | - Employees | 29 Dec 2021 Last Dividend | - Last Split | - IPO Date |
This actively-managed exchange-traded fund (ETF) primarily focuses on investing in domestic and foreign equity securities of companies that align with its thematic goal of disruptive innovation. By earmarking at least 65% of its assets towards such ventures, the fund taps into the potential of novel and transformative businesses across both developed and emerging markets. Beyond direct investments in foreign equities, the fund also engages with American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs), providing a diversified approach to its theme. Given its specialized focus, the fund operates as a non-diversified ETF, concentrating on sectors and firms it believes embody the future of innovation.
The core of the fund's strategy lies in its investment in equity securities of domestic and foreign companies that are seen as central to its theme of disruptive innovation. This includes a strategic allocation of assets to both emerging and developed markets to tap into diverse innovation ecosystems.
By diversifying its portfolio across companies in both developed and emerging markets, the fund aims to leverage global innovation trends and growth potentials, ensuring a broad exposure to various economic environments and technological advancements.
To further its reach in foreign equity markets, the fund invests in ADRs and GDRs. These instruments allow the fund to hold shares in overseas companies, offering a practical means to invest in foreign innovations without the complexities of direct investments in foreign markets.