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2025/9/11
Founded in 2014 by Catherine D. Wood, ARK Invest is a U.S.-based asset management firm and one of the few companies in the ETF space that adopts an actively managed strategy. ARK is well known for its distinctive investment approach, focusing on disruptive innovation and emphasizing “transformational technologies.” This article provides a brief overview of the firm’s origins, highlighting its strong performance during the pandemic and offering an update on its current portfolio positioning post-pandemic. It also introduces several of ARK’s thematic ETFs, offering a simple comparison of their respective investment focuses.
# Financial Lessons
# Investment
# Investment Strategy
# Stocks
# Mutual Funds
# ETFs
2025/6/30
How to Read a 13F Report? This article offers a detailed breakdown of the different types of 13F filings and explains how investors can use the publicly available data to support their investment decisions. Key takeaways include tracking industry trends or popular stocks, monitoring changes in institutional AUM, and identifying which sectors are favored by different types of investors. Once investors have defined their own targets and preferences, leveraging 13F reports effectively can significantly improve their chances of success.
# Chip Analysis
# USA
2024/10/18
This year, AI-themed stocks have been a hot topic in the stock market, with companies such as NVIDIA and TSMC becoming focal points for investors. For those interested in investing in the AI industry, AI ETFs are a solid option. Examples include 00737, 00762, 00851, 00952. These ETFs include leading AI companies from Taiwan and around the world, making them suitable for investors looking to participate in the growth of the AI industry. Each ETF has unique holding strategies and management fees, so investors should select the option that best meets their needs.
# Taiwan
# Investment Analysis
Financial services encompass a wide range of areas, from banking deposits and loans to securities and insurance, significantly impacting our daily lives. This article introduces classifications within the financial industry, including financial holding companies, banks, securities, and insurance, and analyzes their respective business models. Additionally, the article also delves into financial sector ETFs, comparing some popular ETFs such as 0055, 00701, 00907, and 00731.
# Service Industry
2024/10/17
With the surge in AI, global attention has increasingly focused on the development of the semiconductor supply chain. This article delves into the upstream, midstream, and downstream of the semiconductor industry, and analyze TSMC's critical role in the global semiconductor sector. Additionally, it introduces four Taiwanese semiconductor ETFs—00891, 00892, 00904, and 00927—providing a detailed comparison of their stock selection features, dividend policies, and recent performance, helping investors to find suitable investment options in the semiconductor field.
# Manufacturing Industry
2024/9/7
The ETF Income Equalization reserve is established to prevent significant fluctuations in fund interest rates due to large capital flows. It is another source of distributions for fund companies aside from capital gains and stock dividends. It essentially returns the money contributed by investors back to them in a different form.
# Beginners Guide
# Financial Tools
# Financial Products
The net asset value (NAV) of an ETF refers to the total actual value of all the underlying investments, while the market price of an ETF refers to the price at which it is traded by investors in the secondary market. When there is a difference between the NAV and the market price, it may indicate different market expectations regarding the future performance of the ETF.
To find the current market price and net asset value (NAV) of an ETF, investors can visit the fund company's official website or the Taiwan Stock Exchange Market Observation Post System. By comparing the NAV of each ETF, investors can determine whether the ETF is currently trading at a discount or a premium.
With the U.S. SEC officially approving the listing of spot Bitcoin ETFs, a significant amount of capital has quickly flowed into the market. Compared to the previous method of holding Bitcoin through derivative financial products, this move can effectively reduce the costs for investors to hold Bitcoin.
# Trading
2023/9/28
An ETF (Exchange-Traded Fund) is an index fund that combines the characteristics of both funds and stocks: pooling money from multiple investors into one investment (fund) while being tradable on the secondary market (stocks). ETFs can be broadly categorized into security-based, leveraged and inverse, and commodity futures types. Due to their dual nature as both funds and stocks, ETFs also have their corresponding fees.
# Editor's Pick
# Financial Planning
# Long-term Investment
