MAY
+7.07%
YEAR TO DATE
+5.37%
1 YEAR
+24.48%
5 YEARS
+24.48%
ANNUALIZED RETURN
+33.91%
TRACK RECORD
1 years
About ARK-FutureFirst
ARK Investment Management LLC (“ARK Invest”) is a federally registered investment adviser and privately held investment firm. ARK Invest Europe is its European subsidiary. Specializing in thematic investing in disruptive innovation, the firm draws on over 40 years of experience identifying and investing in technologies transforming the world. The ARK Future First Model Portfolio is designed to invest in groundbreaking technologies transforming our world today, focusing on our "Best Ideas" across Technology, Sustainability, and Healthcare. Led by Cathie Wood, ARK Invest targets transformative technologies with the potential to shape a better future for humanity. Our guiding principle is "Innovation is Key to Growth."
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
369
Assets Under Copy
$300K-$1M
Risk Score
8
Type
Smart Portfolio
Copiers
369
Assets Under Copy
$300K-$1M
Risk Score
8
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.37% | Feb 2025 | - | 4 |
-3.61% | Dec 2024 | Jan 2025 | 1 |
-3.24% | Oct 2024 | Nov 2024 | 1 |
Performance Metrics
Score 7.6/10
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.91
1.91
0
1
2
3
3
Jensen's Alpha
15.71
15.71
-2
0
2
16
16
Omega Ratio
2.46
2.46
0
1
1.5
3
3
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
1.29
1.29
0
0.3
0.6
2
2
Calmar Ratio
2.18
2.18
0
0.3
0.6
3
3
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.91
1.91
0
1
2
3
3
Jensen's Alpha
15.71
15.71
-2
0
2
16
16
Omega Ratio
2.46
2.46
0
1
1.5
3
3
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
1.29
1.29
0
0.3
0.6
2
2
Calmar Ratio
2.18
2.18
0
0.3
0.6
3
3
Diversification
Sectors Breakdown
- Sector
- Total
- đź’° Finance29.64%
- 🪨 Non Energy Minerals24.7%
- 🏠Industrial Services15.71%
- ⛏️ Energy Minerals15.42%
- ⚡ Utilities14.29%
- đź’µ Cash0.29%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE99.76%
Countries Breakdown
- Country
- Total
- 🇮🇳 India88.2%
- 🇵🇰 Pakistan11.56%
Dividends
Dividend Yield
5.97%
7 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CYBR.L (15.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CYBR.L | 2.4% | 15.54% | - |
 NFRA.L | 0.89% | 5.64% | - |
 ARKK.L | 0.75% | 5.74% | - |
 ARKG.L | 0.67% | 5.75% | - |
 ARKI.L | 0.56% | 3.94% | - |
 LIFE.L | 0.54% | 3.48% | - |
 FOOD.L | 0.17% | 1.19% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Monthly Returns
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results