Cycle Trading

[No-Quarter]

'ARK-Disrupt emails'...I am not sure what you are referring to. Tell me more, please.

Possibly this? https://seekingalpha.com/article/4392294-embrace-disruption-ark-next-generation-internet-etf

I have not found an ARK 'analyst' I like yet. Have you any to suggest?

I do receive the daily 'ARK trading desk' emails, which is a daily sent from ARK themselves, and simply lists their trades of that day.

https://ark-funds.com/trade-notifications

I have also subscribed to; https://lucidtracking.com/#/dashboard which is a website that also receives the daily email from ARK and attempts to analyze these daily trades over time to gain insight, and allow a 'peek behind the curtain' so as to identify the individual equities that are in an accumulation phase, and those in a distribution phase for ARK. I subscribed to this website a month or so back when it was just stating, and it was free. It has now moved to a fee-based model. I have not found their service worthy of my money just yet, but they continue to evolve their tracking tools, so maybe at some point, I will.

I do find merit in the daily ARK emails, and tracking/recording the individual equities being accumulated, and identifying a few being aggressively accumulated for myself to acquire. I am attempting various ways to do this myself with some success, but as of yet have not started accumulating any based on my tracking results. I am currently 'paper trading' this approach. I believe the ARK funds have now gotten so big they can no longer move into and out of individual equities as fast as they were doing, as fast as individual investors can, so I see an edge there for individual investors like me to possibly benefit from.

I believe Cathie Wood has made it clear how she operates the various ARK funds, and how she and her team select individual equities for each. Here are examples of what I have found to support this;

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=160684201
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=160686325

These will obviously change over time, so best to monitor and adjust as 2021 progresses, and ARK morphs and adapts.

As far as Bitcoin, I have seen videos where Cathie has mentioned she is a believer in Bitcoin, that Bitcoin is here to last, but has lamented that her funds can only hold 5% max in Bitcoin due to SEC rules and regulations for funds. If I recall correctly, funds can hold more than 5%, but if there is ever a windfall profit that exceeds a certain level, the SEC can confiscate it all. She is keeping her funds Bitcoin participation levels below 5% so as to not be subject to that SEC action.

With regards to Crypto, and blockchain, Bitcoin was the first, and is now most widely known, and is widely accepted. As such, I see no reason to consider any others. The last 6 months of 2020 saw several major players come out and announce their support for Bitcoin by buying into it with gusto. Cathie Woods is but one of the many in this category. So for me, Bitcoin is now fully vetted, and real.

In December 2020, it was the combination of all the accumulated big names in the news that were supporting Bitcoin in the last half of the year, the huge amounts of printed stimulus currency being dispersed WORLDWIDE by all world nations in 2020, and the real possibility of inflation rearing its ugly head on 2021-2023, that caused me to take the plunge and start accumulating Bitcoin via Paypal, and also via Coinbase, GBTC (Bitcoin trust ETF), and MARA too (Bitcoin miner stock),

https://www.forbes.com/sites/stephenmcbride1/2020/12/04/you-can-now-buy-bitcoin-on-paypal-for-1/?sh=19869b934793
https://www.coinbase.com/signin
https://schrts.co/hIkWXYYM
https://schrts.co/PNUNaqhT

I currently have ~20% of my investment funds in these 4. I am over 50% in cash at the moment by the way.

As a side note, I am contemplating the use of a trading bot to manage the funds I now have in Coinbase. Currently, I am paper-trading signals from this trading bot to determine its validity.

https://www.zort.com/technology.php

My crystal ball tells me that at some point in the future, trading bots similar to the above will become available for individual investors to use with individual equities, as an alternative to chart analysis, but that is a topic for another time. Trading bots are widely used by hedge funds today, so at some point, these tools will trickle down to individual investors. Like it or not, Robinhood has demonstrated if you make investing more like a video game, the 20-30-year-olds of the world flock to it.

...and I do believe the multi-year Bitcoin chart in the below post is projecting what is in front of us. Not a Bitcoin bubble to burst and then drop to zero, but a stair-stepping increase over time.

Like a swing trader would say; 'Ride the wave dude'. GLTY

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=160816332