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My Take: On Inflation and How It Affects My Portfolio

By Jose Najarro - Jun 24, 2021 at 10:30AM

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ARK Invest has recently released updates on its thoughts about inflation. Is it time to make some changes to your investments?

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. 


Jose Najarro has no position in any of the stocks mentioned. The Motley Fool owns shares of and recommends Vanguard Value ETF. The Motley Fool has a disclosure policy.

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Stocks Mentioned

Vanguard Index Funds - Vanguard Value ETF Stock Quote
Vanguard Index Funds - Vanguard Value ETF
$142.82 (0.16%) $0.23
ARK ETF Trust - ARK Innovation ETF Stock Quote
ARK ETF Trust - ARK Innovation ETF
$52.19 (0.35%) $0.18

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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