How do I use ARK ETFs as part of a portfolio?

At ARK, we are convinced that the path to creating a portfolio is by combining both higher and lower risk investments. Through a thematic focus, ARK ETFs aims to offer uncorrelated growth through portfolios that provide little overlap with traditional growth and value investment strategies.

The ARK ETFs can be used as part of an investor’s long-term growth strategy, as a satellite strategy to diversify core portfolios, or as a hedge against rapid change. Over time, such a well-balanced portfolio should have the potential to deliver higher returns than risk-averse strategies.

Examples:

  • Growth Strategy: 10-15% of a Growth Portfolio
  • Satellite Strategy: 4-5% of an Equity Portfolio

An investor should consult a financial professional, an attorney, or tax professional regarding the investor’s specific situation.