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ARK Investment Management

Market Value


Portfolio Summary

ARK Investment Management is a USD portfolio that has returned -14.19% since inception.

Portfolio Snowflake


A growth Portfolio with some value.

Returns since Inception


Capital Gain



Dividend Income



Currency Gain



Total Return



Portfolio volatility and the main contributors to returns


Portfolio Beta / Volatility

Portfolio Volatility vs Market

Contributors to Returns


The Portfolio diversification across companies and industries

Diversification By Company

Diversification Across Industries


The value of the Portfolio based on future cash flows (where available) and price relative to the market


Price Based on Earnings (PE)

Intrinsic Value based on Free Cash Flows

Price Based on Earnings

Price Based on Expected Growth

Price Based on Value of Assets

Future Growth

The expected growth in revenue and earnings over the next 1 to 3 years


Expected Annual Earnings Growth

Future Annual Growth Analysis

Past Performance

The average performance ratios and growth over the past 5 years

Return on Equity

Return on Assets

Return on Capital Employed

Financial Health

The average Portfolio debt to equity ratio ignoring financial institutions


Portfolio Debt to Equity

Portfolio Debt Level


The average annual dividend yield and top payers


Equivalent to US$10,805,594 per year

List of Dividend Payers

CompanyAnnual YieldAnnual Contribution
Taiwan Semiconductor Manufacturing2.3%US$5,083,208
Intercontinental Exchange1.6%US$2,423,472
Iridium Communications1.4%US$2,288,448
Tencent Holdings0.8%US$628,598
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.