Cathie Wood

Disruptive innovation: AI + genomics + robotics + crypto, 5-year horizon

Cathie Wood (ARK Invest)

Total Return

+59.5%

Sharpe Ratio

0.62

Max Drawdown

-25.8%

Win Rate

42.1%

Alpha

-6.2%

Comp. Score *

0.19

Risk Parameters

Max Allocation6.5%

Stop Loss25.0%

Take Profit8.5%

Max DD Tolerance25.8%

Rebalanceweekly

Execution Guidance

Order TypeMarket

Entry RuleUse market orders for volatile names.

TimingSAFE TO BUY. *

ScalingEnter in 3 tranches over 1-2 weeks.

Positions — Vol-Adjusted Sizing

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
DDOG	BUY	49%	40.0% below entry	17.2% above entry	3.2%	TV YH
HOOD	BUY	71%	40.0% below entry	25.3% above entry	2.2%	TV YH
PATH	BUY	55%	40.0% below entry	19.6% above entry	2.8%	TV YH
CRSP	BUY	59%	40.0% below entry	20.9% above entry	2.6%	TV YH
ARKK	BUY	41%	40.0% below entry	14.6% above entry	3.7%	TV YH

▶ For Passive Investors (Buy & Hold)

This strategy has moderate long-term potential but requires monitoring. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -27% drawdown to return 151% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return

60.7%

Avg 5Y Sharpe

0.39

10Y Return

150.7%

10Y Sharpe

0.41

HODL Composite

0.42

Consistency

78%

Suitable for passive