Thanks for efforting that for us, BlueWolf. Alot of work. (We still can't figure out how to buy ARKVX through Schwab unfortunately.)
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OK, I have a few more details.
1) You are correct. ARKVX cannot be traded through Schwab. You’ll need a SoFi account and the SoFi app.
2) XOVR contains approximately 14.63% of SpaceX and does not contain either Anthropic or OpenAI. You can easily trade this.
3) AGIX contains approximately 1.75% of SpaceX, 1.3% of Anthropic, and does not contain any OpenAI. You can easily trade this.
4) PWRL is a closed-end fund. As of May13, it held about 7.7% of OpenAI and 19.37% of SpaceX. I could not find any record of how much Anthropic, if any, it holds, but the literature does claim that the fund holds a position in Anthropic. Perhaps this was added after the May 13 filing. This is a really interesting fund with some other pre-IPO AI stocks in it, but apparently the street seems to have a very negative view (too much risk?) of this fund right now because it is trading down hard. You can easily trade this.
5) DXYZ is an another closed end fund that holds a 3.2% position in OpenAI. You can easily trade this.
NOTES: If you’re only looking for small exposure, perhaps you could buy some AGIX and DXYZ to get all three. Or you could mix in more XOVR to get more exposure to the SpaceX IPO. I hope this helps.
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My thoughts: XOVR looks very interesting. AGIX is out, we want at least double digits. PWRL chart is scary, wouldn't feel right for a significant amount of money. DXYZ chart looked too wildassed by have not looked in a couple days, felt we missed the boat too as its well up since April.Originally posted by BlueWolf View PostOK, I have a few more details.
1) You are correct. ARKVX cannot be traded through Schwab. You’ll need a SoFi account and the SoFi app.
2) XOVR contains approximately 14.63% of SpaceX and does not contain either Anthropic or OpenAI. You can easily trade this.
3) AGIX contains approximately 1.75% of SpaceX, 1.3% of Anthropic, and does not contain any OpenAI. You can easily trade this.
4) PWRL is a closed-end fund. As of May13, it held about 7.7% of OpenAI and 19.37% of SpaceX. I could not find any record of how much Anthropic, if any, it holds, but the literature does claim that the fund holds a position in Anthropic. Perhaps this was added after the May 13 filing. This is a really interesting fund with some other pre-IPO AI stocks in it, but apparently the street seems to have a very negative view (too much risk?) of this fund right now because it is trading down hard. You can easily trade this.
5) DXYZ is an another closed end fund that holds a 3.2% position in OpenAI. You can easily trade this.
NOTES: If you’re only looking for small exposure, perhaps you could buy some AGIX and DXYZ to get all three. Or you could mix in more XOVR to get more exposure to the SpaceX IPO. I hope this helps.
Also Softbank SFTBY I thought is too well along at this point.
Still figure BPTRX is our best bet tho down 1% today 25%+ in SpaceX and maybe 10% in TSLA. Big bet on Musk, feel safe with Ron Baron.
Reposting as the system said first try was spam
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