Apologies for the late newsletter this week (I was in the middle of moving to a new apartment). Also: No technical analysis this week -- the newsletter was almost over the Gmail truncation limit.
Even though I invested in ARKG awhile ago, I was only familiar with their more prominent holdings. Writing this newsletter gave me a chance to do a real deep dive on all of the companies in the fund. Some were VERY surprising.
I think the most interesting company I discovered was Beam Therapeutics. I remember when David Liu's prime editing paper was published last year -- it made quite the splash. I was shocked to see that he (and his collaborators) had turned that tech into a company and that it had gone public this year.
The weirdest company I discovered was definitely Aquabounty Technologies (mutant salmon farming).
So what do you think of these ETFs? Are there any holdings that you particularly like? Let me know in the comments!
Hi Nathan. Realy nice post about Ark Genomics and their holdings. Why all the interesting companies (NVTA, CRSP, TWST, BEAM...) are not in your "Top Publicly-traded Longevity Stocks" home page, even those with a larger market cap and potential? What is your criterion?
I just checked the actual ARKG holding and it is quite different now, only 3 months after you post. It seems they are trading a lot with those small companies:
I'm also a fan of ArkInvest and the ARKG ETF. But given that ARKG publishes their ETF allocation _and_ you can sign up for their daily trades, why buy their active ETF for the fee rather than construct your own portfolio of anti-aging holdings?
Apologies for the late newsletter this week (I was in the middle of moving to a new apartment). Also: No technical analysis this week -- the newsletter was almost over the Gmail truncation limit.
Even though I invested in ARKG awhile ago, I was only familiar with their more prominent holdings. Writing this newsletter gave me a chance to do a real deep dive on all of the companies in the fund. Some were VERY surprising.
I think the most interesting company I discovered was Beam Therapeutics. I remember when David Liu's prime editing paper was published last year -- it made quite the splash. I was shocked to see that he (and his collaborators) had turned that tech into a company and that it had gone public this year.
The weirdest company I discovered was definitely Aquabounty Technologies (mutant salmon farming).
So what do you think of these ETFs? Are there any holdings that you particularly like? Let me know in the comments!
Hi Nathan. Realy nice post about Ark Genomics and their holdings. Why all the interesting companies (NVTA, CRSP, TWST, BEAM...) are not in your "Top Publicly-traded Longevity Stocks" home page, even those with a larger market cap and potential? What is your criterion?
I just checked the actual ARKG holding and it is quite different now, only 3 months after you post. It seems they are trading a lot with those small companies:
https://etfdb.com/etf/ARKG/#holdings
I'm also a fan of ArkInvest and the ARKG ETF. But given that ARKG publishes their ETF allocation _and_ you can sign up for their daily trades, why buy their active ETF for the fee rather than construct your own portfolio of anti-aging holdings?