The ROIC Big Board is +55% since inception (August 18, 2020) and over the last six months.
- Compare this against ARK Innovation ($ARKK) at +32.7% , which outperformed us consistently during the bull market, but has pulled back aggressively during the recent market turbulence.
- Both the ROIC Big Board and $ARKK have still meaningfully outperformed the Nasdaq and the S&P 500 over this period of time.
I am currently in Week 2 of a hopefully 5-week “March Madness” at work, so I won’t be able to do any videos this week outside of our regular Thursday live stream.
I did write two ROIC reports this week…
Navigating This Crazy Market, a comprehensive guide to what’s happening in the markets right now and how I think we should adjust our portfolios to navigate these rough times.
- How to navigate the week…
- Bitcoin and Ethereum
- Interest Rates
- Reopening and Economy
- Market Conditions
The Importance of Diversification, a breakdown of our ROIC Big Board buys, sells, and current holdings.