Ark's Cathie Wood Says Bull Market Is 'Broadening Out'

The video discusses an investment strategy with a five-year horizon, focusing on market rotation and portfolio concentration. The strategy involves selling liquid assets and buying pureplay names, with a specific focus on Tesla. The portfolio is adjusted based on market conditions, and the strategy includes buying stocks up to 10% of the portfolio, particularly during dips.

What is the significance of having a five-year time horizon in investment decisions?

What is the teacher's strategy regarding portfolio concentration during market rotations?

How has the number of names in the portfolio changed from the low to mid 30s to the current level?

What does the teacher mean by 'liquid names' in the context of their investment strategy?

What criteria does the teacher use to decide when to buy more of a stock like Tesla?