First she said PLTR is one of

2021-07-01

First she said PLTR is one of her high conviction stocks. Went on to say how she liked that Karp looked at long term for delivering results, much like what ARK do.

Now that the price has recovered, she bailed.

What a baloney!

Cathie Wood Sells $18.7M In Palantir

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Comments

htht
2021-07-01
htht
她卖出了2850万股股票中的70万股，仅占她所持股份的2%。这是典型的重新平衡一个投资组合，以一个好的价格锁定一些利润，购买其他股票。
- SGpHANtomReplyhtht:
  同意这不是一个垃圾场，但她可能还没有卖完。为了重新平衡，她仍有数吨资金可供支配，以平衡投资组合。只是我的看法。
- hthtReplySGpHANtom:
  这是一个ETF，为了多样化，他们调整持有量以不太依赖单一股票，PLTR在几天内大幅上涨，所以他们重新平衡。如果这是一个真正的垃圾场，为什么只卖2%？
- SGpHANtom:
  如果你走得长，你就不会兑现。它并不是突然上涨了200%，达到了你的5年目标。
glazedust
2021-07-01
glazedust
lol

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