Please ensure Javascript is enabled for purposes of website accessibility

My Take: On Inflation and How It Affects My Portfolio

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

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

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.

Invest Smarter with The Motley Fool

Join Over 1 Million Premium Members Receiving…

  • New Stock Picks Each Month
  • Detailed Analysis of Companies
  • Model Portfolios
  • Live Streaming During Market Hours
  • And Much More
Get Started Now

Stocks Mentioned

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

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

Related Articles

Motley Fool Returns

Motley Fool Stock Advisor

Market-beating stocks from our award-winning analyst team.

Stock Advisor Returns
400%
 
S&P 500 Returns
128%

Calculated by average return of all stock recommendations since inception of the Stock Advisor service in February of 2002. Returns as of 08/15/2022.

Discounted offers are only available to new members. Stock Advisor list price is $199 per year.

Premium Investing Services

Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.