Smithson historically high discount.

wmb194

Shocking_Blue said:

wmb194 said:

aroominyork said:

I wouldn't know how to find NAV on an hourly basis! 
Methinks you are looking at us to give your holding a little boost...

You can create your own watchlist/spreadsheet and begin to guess. I've never owned it but given the hype have been curious to follow it. This isn't a full list but it looks like some of its US holdings in particular are in the process of getting smashed today:

Sorry, wmb194, did you create this list manually, rather than having an app automatically generate it?

Thanks. 

I created it manually and check it from time to time. Given its philosophy is to hold and hope forever it doesn't change much. That's fine as far as it goes but it's actually one of the things that put me off it e.g., its US holdings in particular had had amazing runs into the end of last year and were looking very expensive. There always comes a time to sell. The main Fundsmith fund is facing the exact same problem.

TBC15

aroominyork said:

TBC15 said:

aroominyork said:

I wouldn't know how to find NAV on an hourly basis! 
Methinks you are looking at us to give your holding a little boost...

I based my discount on the HL estimated NAV and the current price.

There is surely a drag in time on the former. NAV will be down too.

Your right you know.HL are showing the estimated NAV down 40p this morning. My methodology may be a little flawed

Shocking_Blue

wmb194 said:

Shocking_Blue said:

wmb194 said:

aroominyork said:

I wouldn't know how to find NAV on an hourly basis! 
Methinks you are looking at us to give your holding a little boost...

You can create your own watchlist/spreadsheet and begin to guess. I've never owned it but given the hype have been curious to follow it. This isn't a full list but it looks like some of its US holdings in particular are in the process of getting smashed today:

Sorry, wmb194, did you create this list manually, rather than having an app automatically generate it?

Thanks. 

I created it manually and check it from time to time. Given its philosophy is to hold and hope forever it doesn't change much. That's fine as far as it goes but it's actually one of the things that put me off it e.g., its US holdings in particular had had amazing runs into the end of last year and were looking very expensive. There always comes a time to sell. The main Fundsmith fund is facing the exact same problem.

Thanks.
Have FS as well (both as satellite funds to bulk multi-asset stuff). Not a huge amount portfolio %-wise but still a bit concerning. Averse to selling now - just hope they won't implode and eventually regain their upward trend.