Private company exposure via AGIX, BSTZ, DXYZ, ARKK, ARKW (holds Anthropic, SpaceX, xAI)
Private company exposure via public ETFs and closed-end funds.
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| BSTZ | BUY | 24% | 25.1% below entry | 19.3% above entry | 9.4% | TVYH |
| ARKK | BUY | 41% | 40.0% below entry | 33.4% above entry | 5.4% | TVYH |
| ARKW | BUY | 37% | 38.7% below entry | 29.8% above entry | 6.1% | TVYH |
| DXYZ | BUY | 116% | 40.0% below entry | 57.6% above entry | 3.1% | TVYH |
| AGIX | BUY | 29% | 30.8% below entry | 23.6% above entry | 7.7% | TVYH |
This strategy provides unique private company exposure through public markets. Consider allocating 5-8% of portfolio. Hold for 3-5 years through IPO cycles. Simplest passive approach: Split equally between AGIX (KraneShares AI -- holds Anthropic, SpaceX, xAI), BSTZ (BlackRock Science & Tech Trust -- holds Anthropic at NAV discount), and ARKK (ARK Innovation -- broadest disruptive tech exposure). These three give diversified pre-IPO access. Warning: AGIX launched mid-2024, DXYZ launched in 2024 -- many early windows rely solely on ARKK/ARKW/BSTZ. The 2022 drawdown (-58%) reflects the post-COVID tech crash that hit ARK funds hardest. The strategy's real thesis (private company exposure via AGIX/BSTZ) is only testable from 2024 onward.