ARKK 

Cathie Wood’s flagship fund ARKK is among the top-10 best performing ETFs for June 2021

https://seekingalpha.com/news/3712069-cathie-woods-flagship-fund-arkk-is-among-the-top-10-best-performing-etfs-for-the-month-of-june

Will be interesting to see when some more significant cooling off happens. The June seasonality didn't materialize, first time the market wasn't mechanical this year. Maybe July, maybe not. I'm ready either way. 

Great newsletter Steve, I enjoyed the new highs charts inclusion for the "under the hood" view. 

Thanks for sharing. There are some big names that recently got involved, Stan Druckenmiller initiated a position and a few other well know big players..check out the pipe investor names: Michael Bloomberg's family office, Fidelity, T Rowe Price and Willet Advisors. None of the existing pipe investors are selling as part of the deal. 

Dragoneer backed AirBnb, Snowflake, and Slack to name a few, so they have great experience and great demand. They basically got to pick and choose what investors they worked with on this. 

I've posted previously on the company history and majority ownership by Advent, a massive private equity firm. A lot to be bullish about long term. Check out some of the recent tute buying, most notably Janus Henderson for 5 million shares in mid May. 

I'm long warrants

SPX dip was pretty muted too, just a quick 50 day touch, then gap city higher since then

We didn't really have much of a June downturn given that we are at fresh highs...there is still some month left. The Nasdaq is pretty overdone now, guess it could go up but the risk/reward for new money isn't attractive. Good for long term assets at the moment. Like always, we will know when we know. I buy good weakness and sell into good strength. 

ARKK continues higher near $127

TTCF monitoring the reversal here

Thanks Matt!

$TSLAvery nice seeing it cross the 50 day today. I said at $570 I wouldn't bet against Musk. Top holding of $ARKKand it continues to move higher as well

QQQ, SPX, and PRHSX taking profits today on this swing trade inventory into fresh highs that I bought on the early March dip. I have other assets/longer term positions from much lower prices. 

Will be watching for other areas of value to deploy capital as the markets allow. Currently metals and crypto look very interesting for longer term, though my buy points have not been met for that type of allocation. I did catch a super trade on GBTC yesterday at $24s into $29s today. 

$TALK  check out the first 55 seconds of the video with guest, David Sinclair who studies human life extension, anti aging, stresses of the modern world on us. He specifically references mental health issues as the medical problem of the 21st century. And then references companies who do remote video chats with psychologists.. if you want to invest, look at companies like that, etc. Extremely bullish confirmation of the data and demand for Talkspace long term. A very worthwhile segment watch, a little under 9 mins:

Modern Conveniences Are Making Us Weaker:

https://www.youtube.com/watch?v=T2RO4ytfW5w

I'm long warrants, TALKW

HEC  begins trading as " TALK" today and TALKW for warrants: Talkspace, a Leading Virtual Behavioral Healthcare Company, Completes Merger with Hudson Executive Investment Corp. and Will Begin Trading on Nasdaq Under the Symbol "TALK". 

https://www.prnewswire.com/news-releases/talkspace-a-leading-virtual-behavioral-healthcare-company-completes-merger-with-hudson-executive-investment-corp-and-will-begin-trading-on-nasdaq-under-the-symbol-talk-301317433.html

***Note:T his is the only publicly traded pure-play virtual behavioral health company. Mental health is the challenge of the 21st century. Some of the largest corporations have adopted this as part of preventative care and insurance is now accepting virtual therapy appointments. Massive market here and growth as far as the eye can see. The same executive that led Teledoc's growth is leading this company's growth strategy. I own the warrants, TALKW. 

Thanks for the charts man. I would be looking to pick up WPM if we can see a move to the lower part of that RS. Low risk entry, similar to how I picked up GBTC yesterday. 

I've heard good things about Motley Fool from a few friends, they love the service and have done well. Smart buying the discounts, I do the same..it is the only way I buy in the stock market and for purchases in general. I clean up at the grocery store   

Here is an updated view of the 5 year performance ARKK  and this is without buying dips!

Here was the 5 year performance I posted in May. I've done more than fine..done even better than this as I only buy the fund on dips. Last buys were at $111 and near $100 for me. I think the companies in the fund will be just fine. Its not about Cathie, its about the companies she invests in and they are here to stay. I attached the top 10 holdings as well. I also shared that it is 2.5% of our total assets, so very happy with my positioning. 

I always do. She's is fantastic and her buying is worth noting as I'm a fundamental investor with longer term outlook as well as a trader with a shorter term outlook. 

Cathie bought a bunch recently and in her top 10 now

ARKK continues to trend higher 

PRHSX (TRowe Health Sciences Fund)-Showed this back in March when I was buying on the dip. New high yesterday. Been a big winner for me over the years. Part of my long term account strategy (IRA). Top 10 holdings was from June 11th, so probably hasn't changed a lot