Cathie Wood Sees 20% Returns After 'Unbelievable' 2020

[hanera]

@Jil

Do the analysis for Cathie same! What was her performance without TSLA!

@hanera

I did that already. Refer to the Cathie thread. I recall is 20+% which is not bad given her large portfolio size.

Now that market is closed. I searched and found post below dated Dec 20. Without TSLA, 100% return in 2020. Not bad at all.

@hanera

YTD price for TSLA is 7x and is 10% of ARK which is up 150% YTD. So,

0.1 * 6 + 0.9 * e = 1.5
Hence e = (1.5-0.6)/0.9 = 1
That is the rest of the portfolio doubles which is not bad.
Hopefully my maths is not rusty