$ARK Innovation ETF(ARKK.US)$ For perspective, the chart taken below from the ARK Invest website presented ARKK's top-ten holdings of the ARK Innovation ETF as of August 9th, 2021.
Looking at a similar snapshot today, which is shown below, even though Tesla's shares have galloped higher, Cathie Wood has been a consistent seller, and the market value of Tesla shares held at ARKK has actually declined.
Sticking with the top-ten holdings of the ARK Innovation ETF as of August 9th, 2021, and looking at a performance update today is illuminating.
Here was the performance year-to-date of the top holdings of ARKK, as of August 9th, 2021, interspersed with the SPDR S&P 500 ETF, and the Invesco QQQ Trust.
$Shopify(SHOP.US)$ - Up 36.9%
$Block(SQ.US)$ - Up 28.5%
$Roku Inc(ROKU.US)$ - Up 19.8%
$SPDR S&P 500 ETF(SPY.US)$ - Up 19.0%
$Nasdaq Composite Index(.IXIC.US)$ - Up 17.8%
$Zoom Video Communications(ZM.US)$ - Up 13.6%
$Coinbase(COIN.US)$ - Up 12.2%
$Twilio(TWLO.US)$ - Up 11.1%
$Tesla(TSLA.US)$ - Up 1.2%
$Teladoc Health(TDOC.US)$ - Down 24.7%
$Unity Software(U.US)$ - Down 28.2%
$Spotify Technology(SPOT.US)$ - Down 28.6%
At that point in time, only three holdings of the top-ten holdings in the ARK Innovation ETF, more specifically, Shopify, Square, and Roku, were outperforming the 19.0% gain in the S&P 500 Index, and the average performance of the top-ten holdings was a gain of 4.2%. This was a better return than the ARK Innovation ETF itself, which remember was up only 0.2% YTD through August 9th, 2021.
Ranking that same list of companies, here are the updated year-to-date return figures as of November 23rd, 2021.
$Tesla(TSLA.US)$ - Up 57.2%
$Shopify(SHOP.US)$ - Up 39.0%
$Nasdaq Composite Index(.IXIC.US)$ - Up 27.1%
$Coinbase(COIN.US)$ - Up 26.9%
$SPDR S&P 500 ETF(SPY.US)$ - Up 26.5%
$Unity Software(U.US)$ - Up 14.7%
$Block(SQ.US)$ - Down 3.3%
$Twilio(TWLO.US)$ - Down 18.7%
$Spotify Technology(SPOT.US)$ - Down 22.8%
$Roku Inc(ROKU.US)$ - Down 31.9%
$Zoom Video Communications(ZM.US)$ - Down 38.7%
$Teladoc Health(TDOC.US)$ - Down 48.4%
There has been a wholesale change in the performance rankings, with SHOP really the only constant. Today, three of the ARKK top-ten components are outperforming the SPDR 500 ETF. Looking closer, only two of the ARKK top-ten components are outperforming the Invesco QQQ Trust, and these two are TSLA and SHOP. The average performance of the top-ten holdings has declined from a 4.2% gain as of August 9th, 2021, to a 2.6% loss. Notably, this is less of a decline in the performance of ARKK itself, which was up 0.2% as of August 9th, 2021, yet is down by 14.9% as of November 23rd, 2021. Compared to August 9th, 2021, the biggest market capitalization positions have thrived, yet it is the underbelly of ARKK that has seen a more dramatic sell-off, which is of course represented by some underperforming companies in ARKK's top-ten list, notably TDOC, ZM, and ROKU.

It's that time of year for $Disney(DIS.US)$ annual report, and poring through its length gives some clues to the company's investment plans ahead.
Coming to the forefront of key questions for streaming services is the still-growing need for ever more content to feed them; Disney's no exception there, and it gave considerable attention on its earnings call earlier this month to the rebound it expects when the programs it's planning make their way through the pipe.
The annual report gives an indicator of Disney's seriousness there. It currently expects fiscal 2022 spend on "produced and licensed content, including sports rights" to be as much as $33 billion - about $8 billion more than an already-high 2021 figure.
That boost is "driven by higher spend to support our (direct-to-consumer) expansion and generally assumes no significant disruptions to production due to COVID-19," the company says.
As for corporate-wide capital expenditures, it's looking to raise those in 2022 to $6.1 billion from 2021's total of $3.6 billion, expecting "higher spending on cruise ship fleet expansion, corporate facilities and production facilities and technology" at its Disney Media and Entertainment Distribution segment.
The report also lays out the number of subscribers to Disney's linear pay-TV channels, and they indicate a still-hefty decline in ESPN subs, among the priciest in all of pay television.
Domestic subscribers to ESPN fell to 76 million from 2020's 84 million. (Considering bundling, 76 million also represents the number of subs for Disney Channel, ESPN 2, Freeform, and National Geographic.) For the Fox channels it inherited in its acquisition of those media assets, FX had 77 million subscribers in 2021, while FXX had 72 million and FXM 47 million.
On an international basis, Disney Channel has 162 million subscribers; ESPN has 64 million; Fox has 184 million; and National Geographic 320 million. Star General Entertainment has 132 million subs while Star Sports has 84 million.
Disney's expecting to rule the long holiday weekend at the box office with the most recent release from its animation department, Encanto.

$Apple(AAPL.US)$ Every now and again some author on moomoo comes up with a reason to sell Apple and they are always wrong.
I've owned Apple since Steve Jobs returned in 1997 and take profit every now and again to fund my living costs but otherwise just hold it, see capital gains and receive a reasonable dividend.
Buy & Hold.

$Alibaba(BABA.US)$ Alibaba is #1 ecommerce in world by user base, their cloud business is growing, they just proved their innovation capabilities with new processer. There are $1.5T Chinese ADRs trading in US. Ask yourself do you think SEC will pull plug on BABA while allowing BTC (no tangible proprietary asset)? To me all these is fear mongering. Ohio state pension fund was the recent new investor in BABA. Do not listen to me either ...do your own homework

I have never been the type to spend money. I go cheap on dates. I don’t drink. I don’t shop. I don’t eat out. I don’t party. I hardly spend money.
If there’s one thing to be thankful for from the stock market experience, is it has elevated my spending habits. Given the amount of money I have lost with Options trading, I don’t even flinch anymore when it comes to spending money. Now I fly mostly business or first class, I buy things without second thoughts, I eat out more often than not, and I spend on just about anything that peaks my interest.
What do I have to loose.. After all, I have lost more simply at the click of a mouse.
$Tesla(TSLA.US)$ $AMC Entertainment(AMC.US)$ $Dogecoin(DOGE.CC)$