Finlister - February 2021: Week 2

Edition #031 - $BLOK(on)

Welcome to the 114 new readers who joined Finlister over the last week. I thought last week was a big week, but you all delivered!

It’s amazing to think that nearly 600 of you receive this email each and every week.

If we still haven’t spoken, simply reply to this email, I’d love to hear about what ETFs you are looking into or invested in.


After a blockbuster prior week, the S&P500 saw a modest gain of 1.27% through this week.

Meanwhile, Tech ETFs saw a stronger gain of 2.95%

For two weeks in a row (after losing out to $GAMR during the $GME squeeze in the last week of January), the top of this group was $BLOK (Amplify Transformational Data Sharing ETF), posting a gain of 11% through the week.

Given this late strength $BLOK has moved into the #1 spot of Tech ETFs over the last 365 days with a return of 171%

Out of 52 holdings, 6 of them are already up over 100% YTD, with exceptional strength in the top 3 spots.

I first called out $BLOK in this email series on January 11th, since then it has returned 40.45% compared to $SPY at 3.68%

The rumor mill is swirling with ideas of which company might next add Bitcoin to their balance sheets, while I don’t think it will be $AAPL, that name is starting to get thrown out a lot which could bode well for $BLOK.

Meanwhile, the top Tech ETF from 2020, $ARKW (ARK Next Generation Internet ETF) is the only other fund to also hold $GBTC and is up 20.97% over that same period.

Overall, the 8 overlapping stocks between these two ETFs include:

I’ll call this the “Bitcoin Double Portfolio” ($$BDP) and will continue to track this over the next year.


That’s it for this week,

Hopefully I haven’t got you bored of Bitcoin, and besides the $$BDP I’ll make sure next weeks edition has some other tech involved.

Best,

Stuart