Jul. 12 at 8:13 PM
5-year performance comparison worth paying attention to.
$SPY has delivered strong gains over the past five years, while
$ARKK has struggled significantly during the same period.
The difference highlights an important investing lesson: owning disruptive themes is not enough - execution, valuation, and risk management matter.
Even during a broader bull market, some high-growth strategies can experience major drawdowns if expectations get too far ahead of fundamentals.
Innovation investing can create huge winners, but investors still need to evaluate performance, fees, and long-term sustainability.
The market rewards results, not just narratives.
