How are folk adjusting their pies for stocks that can’t be held in an ISA?
I’m just holding outside an Isa, so I can include SE etc. I’m only putting a relatively small proportion of my portfolio into the pies; the rest’s in much more boring, much less risky securities held in Isas/Sipps. I’m not in danger of going over the £12k annual capital gains threshold soon, so I use a general investment account and figure it’d be a nice headache to have someday.
A couple of changes today: ARKW bought NET and ARKQ bought RAVN. The former’s 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
I cant see the arKK portfolio anymore that you were kindly sharing, only you can allow the viewing, are you still going to update?
@treeba is doing the same thing, so I’ve stopped to avoid duplication and save myself some time. His recipes can be found in the spreadsheet below:
Thanks, thats great
Unfortunately, his latest update is from 5 October…
That’s only last week, if nothing major changed it should be pretty close to accurate
Yeah, think he’s 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 I’m 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.
I’m 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 we’re 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?
I’ve 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:
There’s 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, I’ve 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 hadn’t realised there’s an ADR for Takeda Pharma and it’s already on the platform, so I’ve added that to the fractional list. ZhongAn Online P & C Insurance doesn’t seem to be traded on the OTC markets, but there is a German listing which I’ve 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
I’m not convinced by IZRL, it’s also the worst performing Ark ETF, according to the Q3 report.
ahh I see thank you for responding!