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Scottish mortgage investment trust
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Alexland said:I wouldn't suggest anyone would want more than 10% of their portfolio invested in this or anything similar.From the telegraph website todayhttps://www.telegraph.co.uk/money/money-makeover/money-makeover-can-socialist-still-profit-stock-markets/Let’s hope he sold out in time before losing 30% of that £100k
Some of his selections have performed so well they are now “overweight”. His investment in giant technology trust Scottish Mortgage, for example, which doubled investors’ money over the past 12 months (see chart), now represents more than half of his investments, standing at almost £100,000.
The portfolio is in need of rebalancing and Mr Caproli wants to free up about £80,000 for a major home improvement for his family in the future.
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Can we merge this with the earlier SMT thread,0
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MDMD said:Alexland said:I wouldn't suggest anyone would want more than 10% of their portfolio invested in this or anything similar.From the telegraph website todayhttps://www.telegraph.co.uk/money/money-makeover/money-makeover-can-socialist-still-profit-stock-markets/Let’s hope he sold out in time before losing 30% of that £100k
Some of his selections have performed so well they are now “overweight”. His investment in giant technology trust Scottish Mortgage, for example, which doubled investors’ money over the past 12 months (see chart), now represents more than half of his investments, standing at almost £100,000.
The portfolio is in need of rebalancing and Mr Caproli wants to free up about £80,000 for a major home improvement for his family in the future.
In this situation I just put it into perspective by tracing my portfolio back a few months to see how many weeks or months growth I've lost. In my case I'm just back to where I was in November so I lost 4 months growth.
There is a fair chance the volatile stocks will bounce back completely in a couple of months. If not, that's life, I'm in no great hurry.“Like a bunch of cod fishermen after all the cod’s been overfished, they don’t catch a lot of cod, but they keep on fishing in the same waters. That’s what’s happened to all these value investors. Maybe they should move to where the fish are.” Charlie Munger, vice chairman, Berkshire Hathaway1 -
Steve182 said:MDMD said:Alexland said:I wouldn't suggest anyone would want more than 10% of their portfolio invested in this or anything similar.From the telegraph website todayhttps://www.telegraph.co.uk/money/money-makeover/money-makeover-can-socialist-still-profit-stock-markets/Let’s hope he sold out in time before losing 30% of that £100k
Some of his selections have performed so well they are now “overweight”. His investment in giant technology trust Scottish Mortgage, for example, which doubled investors’ money over the past 12 months (see chart), now represents more than half of his investments, standing at almost £100,000.
The portfolio is in need of rebalancing and Mr Caproli wants to free up about £80,000 for a major home improvement for his family in the future.
In this situation I just put it into perspective by tracing my portfolio back a few months to see how many weeks or months growth I've lost. In my case I'm just back to where I was in November so I lost 4 months growth.0
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