dividend stocks vs. bonds

[captainspoke]

...
I DO think this will change one day though.

So in the meantime, maybe something like ARKF?



And I agree on the BTC -- I doubt I'll ever buy any. But there are many other things that I also wouldn't buy

(e.g. bonds, as per my earlier posts. But I would step in there before BTC)

[Kanto]

...
I DO think this will change one day though.

So in the meantime, maybe something like ARKF?



And I agree on the BTC -- I doubt I'll ever buy any. But there are many other things that I also wouldn't buy

(e.g. bonds, as per my earlier posts. But I would step in there before BTC)

More like this actually ->ｅＭＡＸＩＳ Ｎｅｏ フィンテック https://emaxis.jp/fund/253570.html

I do not think we can buy ARK ETFs in Japan.

I am not sure though. These funds have high fees and seem to be performance chasing.

Thoughts?

[captainspoke]

(double post)

[captainspoke]

Sure, from a quick look, that eMaxis fund is pointing in the same direction. I guess when thinking of bitcoin, one analogy might be the early gold rush in california. Lots of miners trying to strike it rich, but Levi did pretty well selling them all jeans. Similarly, leave bitcoin speculation aside, and consider the financial outfits that will be behind making it or digital/electronic payments possible, and then prevalent.

Visa/MC are the older innovators, and they're still in the game. FB and zuck wanted to back its own digital currency and payments system (hopefully completely quashed IMNSHO). And Jack Ma's version of payments just got stifled, at least for a while. But china is a good model--I've read that in some parts of the country, the only way you can eat is by using your phone (not only payment, but menu, orders, etc.).

**

If you want to browse, besides ARKF, look up ARKW, ARKK, and ARKQ.

[Kanto]

Sure, from a quick look, that eMaxis fund is pointing in the same direction. I guess when thinking of bitcoin, one analogy might be the early gold rush in california. Lots of miners trying to strike it rich, but Levi did pretty well selling them all jeans. Similarly, leave bitcoin speculation aside, and consider the financial outfits that will be behind making it or digital/electronic payments possible, and then prevalent.

Visa/MC are the older innovators, and they're still in the game. FB and zuck wanted to back its own digital currency and payments system (hopefully completely quashed IMNSHO). And Jack Ma's version of payments just got stifled, at least for a while. But china is a good model--I've read that in some parts of the country, the only way you can eat is by using your phone (not only payment, but menu, orders, etc.).

**

If you want to browse, besides ARKF, look up ARKW, ARKK, and ARKQ.

I am familiar with ARK. I am not sure I would invest with them.

They seem like expensive, performance chasing funds. Not enough diversification.

..

The US had been so slow to adapt to this tech. Chip and pin are just now becoming more standard.

I think until the big providers get inline, we will not see widespread adoption.

This will be a slow adaption, not a revolution.

The average person has no interest in cyrypto and probably never will imo.

[TokyoWart]

I don’t own any ARK funds but I think ARKF is about much more than bitcoin. New fintech companies like Square not only help the shift to cashless payments but have a very sticky business model with client small businesses and are ideally positioned to evaluate business credit risks because they see the entire transaction history of the company. That’s just one small example of the philosophy of data itself as an asset that’s not yet properly valued and can be a stock selection factor. The ARK funds are on the expensive side with ER’s of around 0.76% and TSLA seems to have found its way into almost all of them (K Q and W anyway) but they are one of the most interesting collection of funds in the active ETF space.

[Kanto]

I don’t own any ARK funds but I think ARKF is about much more than bitcoin. New fintech companies like Square not only help the shift to cashless payments but have a very sticky business model with client small businesses and are ideally positioned to evaluate business credit risks because they see the entire transaction history of the company. That’s just one small example of the philosophy of data itself as an asset that’s not yet properly valued and can be a stock selection factor. The ARK funds are on the expensive side with ER’s of around 0.76% and TSLA seems to have found its way into almost all of them (K Q and W anyway) but they are one of the most interesting collection of funds in the active ETF space.

I just checked, there is no way to purchase ARK funds in a tax-reporting account in Japan. You would need to go through a broker like IBKR and file your own return.

Emaxis NEO funds are the closest thing it seems.

These funds do look exciting, but I am uncertain about sector investing.

https://emaxis.jp/lp/neo/fundchart.php
https://emaxis.jp/index.html

[TokyoWart]

I just checked, there is no way to purchase ARK funds in a tax-reporting account in Japan. You would need to go through a broker like IBKR and file your own return.

Emaxis NEO funds are the closest thing it seems.

These funds do look exciting, but I am uncertain about sector investing.

Interesting that they aren’t directly available here. I get tempted to maybe purchase a few shares in my Schwab account but if I buy it’s a sure sign of a market top for the funds. I’m still mostly indexing my investments but Cathie Wood (who is kind of the Noah of this ark) makes some interesting arguments in interviews available on YouTube for why the Ark approach will succeed while the rest of us index.

[fools_gold]

Emaxis NEO funds are the closest thing it seems.

These funds do look exciting, but I am uncertain about sector investing.

https://emaxis.jp/lp/neo/fundchart.php
https://emaxis.jp/index.html

Nikko have teamed up with ARK for a series of funds. The holdings for the fintech fund are very similar to ARKF. Fees are 1.9%!

https://www.nikkoam.com/products/detail/643335/

[Kanto]

Emaxis NEO funds are the closest thing it seems.

These funds do look exciting, but I am uncertain about sector investing.

https://emaxis.jp/lp/neo/fundchart.php
https://emaxis.jp/index.html

Nikko have teamed up with ARK for a series of funds. The holdings for the fintech fund are very similar to ARKF. Fees are 1.9%!

https://www.nikkoam.com/products/detail/643335/

Interesting! Those are some insane fees.