SneakyBear :

SneakyBear : With the year-end fast approaching, I'm balancing excitement and caution for my portfolio strategy! For now, I’m cozying up to my tech holdings, especially in AI and cloud computing, as these sectors continue to show strong growth potential. But I’m also eyeing opportunities in dividend-rich sectors like REITs to balance out volatility—especially with interest rates expected to stabilize.
I’ll be watching key earnings reports and global market trends closely—any surprises could mean a quick reallocation to take advantage of short-term momentum. It’s all about staying flexible and ready to adapt while keeping an eye on my long-term goals. Let’s finish 2024 strong!

SneakyBear : Hi Cathie, your bold vision and focus on disruptive innovation have always been inspiring. Here’s my question:
1. Given ARK Invest’s active approach in high-growth areas like AI, robotics, and genomics, where do you see the next ‘Tesla moment’ happening? Could advancements in AI—like Tesla’s Optimus or generative AI—create entirely new market opportunities by 2025?
2. With ARK’s belief in ‘exponential growth’ during times of market turbulence, how do you identify undervalued opportunities in innovation, especially when traditional market sentiment leans conservative?
3.  Finally, how do you weigh staying ahead of the curve in innovation sectors while managing risks in an era of economic uncertainty?
Thanks and hope you will answer my questions

SneakyBear OP GOH_LK : thanks for the support

SneakyBear OP Mobicity : nice congrats

SneakyBear : As we approach the final stretch of the year, I’m cozying up to a two-pronged strategy: dividend resilience and growth potential.
On one hand, I’m focusing on Singapore REITs like CapitaLand Integrated Commercial Trust (CICT) and Frasers Centrepoint Trust (FCT). With their gearing ratios around 40%, these REITs stand to benefit from reduced interest costs, boosting their distributions per unit (DPU) as rate cuts materialize. They offer steady returns, which is perfect for navigating potential market volatility.
On the other hand, I’m embracing tech growth leaders, particularly Tesla (TSLA) and Palantir (PLTR). Tesla’s vision with Robotaxi and Optimus AI developments is a game-changer for productivity and autonomous systems. Meanwhile, Palantir’s role in enterprise AI solutions keeps it at the forefront of digital transformation. Both stocks align with the long-term secular growth trend of AI and innovation.
With the possibility of liquidity flowing back into equities as rate cuts unfold, this mix of steady income and high-growth opportunities feels like the perfect year-end strategy to ride out 2024 and kickstart 2025 strong. What are your picks, mooers?