finger crossed army here to support you.
How are folk adjusting their pies for stocks that canāt be held in an ISA?
Iām just holding outside an Isa, so I can include SE etc. Iām only putting a relatively small proportion of my portfolio into the pies; the restās in much more boring, much less risky securities held in Isas/Sipps. Iām not in danger of going over the Ā£12k annual capital gains threshold soon, so I use a general investment account and figure itād be a nice headache to have someday.
A couple of changes today: ARKW bought NET and ARKQ bought RAVN. The formerās good to go, but the latter needs to be made fractional. Updated list
Fractionals: AQB, PSTG, LC, PSNL, PSTI, PHR, ONVO, SURF, KTOS, XONE, NNDM, SI, CLLS, CBMG, PRX, LSPD, RAVN
Stocks: EVGN
Hi,
I cant see the arKK portfolio anymore that you were kindly sharing, only you can allow the viewing, are you still going to update?
Thanks
R
@treeba is doing the same thing, so Iāve stopped to avoid duplication and save myself some time. His recipes can be found in the spreadsheet below:
Thanks, thats great
r
Unfortunately, his latest update is from 5 Octoberā¦
Thatās only last week, if nothing major changed it should be pretty close to accurate
Yeah, think heās doing it once or twice a week which seems reasonable. When the Ark ETFs buy a new stock, it tends to be less than 0.5% and most of the changes in weight are due to natural market movements, so daily updates would be overkill. Once the above stocks go fractional, it should be easier to maintain.
I downloaded his file to my laptop and I update it for myself 3 times a week. I was speaking for the other guys that just need a link to copy the percentages.
I see. I disabled my pie links as Iām going to move to updating weightings just before monthly or ad-hoc top-ups. I may go a bit off script too by adding Prosus, for example.
Iām keen to abdicate responsibility for keeping recipes up to date more frequently although I will continue to keep an eye on requests for additional shares and fractionals.
Not sure if weāre getting any more fractionals today but, if so, is there any chance the stocks below could be added to the list please?
Anyone else with issues opening them?
Iāve stopped updating them regularly, so thought it best to disable the links. @treeba is doing the same thing though, his recipes can be found at the top of this spreadsheet:
Thereās been a fair few changes the past week or so: DOYU, TMO, PLTR, ZM and FSLY among those added to the ETFs.
Given that it looks like OTC markets are on the not-too-distant horizon, Iāve updated the list of requests which can be found below. I think these additions would allow clients to replicate four of the five ETFs in full, but please do point out any omissions if you spot any. The only one I can think of is GBTC, a part of ARKW, which is unlikely to be available in the EU any time soon.
I hadnāt realised thereās an ADR for Takeda Pharma and itās already on the platform, so Iāve added that to the fractional list. ZhongAn Online P & C Insurance doesnāt seem to be traded on the OTC markets, but there is a German listing which Iāve also added.
Fractionals: AQB, PSTG, LC, PSNL, PSTI, PHR, KTOS, XONE, SI, CLLS, LSPD, RAVN, TAK, RPTX, BEKE
Stocks: EVGN, BYDD.Y, KMTU.Y, YAHO.Y, MPNG.Y, SBHG.F, YHEK.F, TCHE.Y, DCYH.Y, 1ZO
I hope they can add IZRL the israel technology ETF by arkinvest its new and its growing we must grow with them israel is a new upcoming tech nation.
You missed the IZRL or israel etf of arkinvest
ahh I see thank you for responding!