In today's video I look at ARK Invest and its thoughts about inflation, and more importantly, I share how I will handle my portfolio during these times. Below are a few highlights from the video. 

  1. When looking for future investments, I will mainly look for companies in innovative markets with a strong balance sheet, very little to no debt, and positive cash flow from operations. The ones in the worst position will be the ones burning cash and paying down a lot of debt.
  2. During the upcoming earnings season, I am keeping an eye on projection growth for the second half of the year, mainly from the technology companies that provide components for laptops, phones, cars, TVs, and other consumer products. 
  3. I will not change much within my portfolio, as I believe in long-term holding. The most significant asset I have is time in the market, and I won't worry about timing the market.

Click the video below for my full thoughts and analysis. 

*Stock Prices used were the mid-day prices of June 23, 2021. The video was published on June 23, 2021.