|
Post by rgs2001uk on Apr 26, 2021 21:30:46 GMT 7
SMT 44% MNKS 27.7% SAIN 15.4% EWI 12.9% BG 100% BG trusts have treated me well so far. SMT is so large due to performance. I intend to balance that out with additions to other trusts rather than selling SMT. Am I worried about being 100% BG? Not really. The trusts I have are a lot more different than similar. There is crossover here and there but not excessively. SAIN is definitely the most different from the others though. Wow...why take an unnecessary extra risk by relying on a single investment house for everything! There are sheds loads of excellent funds out there and there's also lots of good fund houses and managers, looking for them is a large part of the fun of investing. There's a secondary risk, which may actually be your primary risk, which is you've opted entirely for household name funds, the big winners of late, statistically you will lose that bet in the near to mid term.......I think. No two investors or investments are the same, horses for courses.
|
|
chiangmai
Crazy Mango Extraordinaire
Posts: 6,233
Likes: 5,242
|
Post by chiangmai on Apr 27, 2021 5:52:18 GMT 7
Wow...why take an unnecessary extra risk by relying on a single investment house for everything! There are sheds loads of excellent funds out there and there's also lots of good fund houses and managers, looking for them is a large part of the fun of investing. There's a secondary risk, which may actually be your primary risk, which is you've opted entirely for household name funds, the big winners of late, statistically you will lose that bet in the near to mid term.......I think. No two investors or investments are the same, horses for courses. The rules that determine the logic of risk are the same for everyone, one of which says, don't put all your eggs in the same basket.
|
|
|
Post by realisedurgency on Apr 27, 2021 9:43:49 GMT 7
I'm a little bit uncomfortable with SMT, but as mentioned this is due to performance. My current target is something a little more like this: 30% SMT 30% MNKS 15% SAIN 25% EWI
To be balanced with additions rather than selling one to buy another.
|
|
|
Post by rgs2001uk on Apr 27, 2021 20:48:42 GMT 7
No two investors or investments are the same, horses for courses. The rules that determine the logic of risk are the same for everyone, one of which says, don't put all your eggs in the same basket. Not mentioned, tolerance to risk. BG doesnt know I have put all my eggs into its basket.
|
|
|
Post by rgs2001uk on Apr 27, 2021 20:51:13 GMT 7
I'm a little bit uncomfortable with SMT, but as mentioned this is due to performance. My current target is something a little more like this: 30% SMT 30% MNKS 15% SAIN 25% EWI To be balanced with additions rather than selling one to buy another. Heres one you may wish to have a look at, I hold it myself, and have done well out of it. www.hl.co.uk/shares/shares-search-results/p/polar-capital-technology-trust-ord-25p
|
|
|
Post by realisedurgency on Apr 27, 2021 21:26:45 GMT 7
A quick look at Polar Capital Trust. Fees are a little higher than BG and I have 10 of PCT's top 15 holdings already.
Top 15 Holdings (%) Microsoft 8.1 [have] Apple 7.9 [have] Alphabet 7.1 [have] Samsung 3.8 Taiwan Semiconductors 3.6 [have] Tencent 3.0 [have] Facebook 2.3 [have] Alibaba 2.3 [have] NVIDIA 1.7 [have] ASML Holding 1.6 [have] PayPal Holdings 1.6 ServiceNow 1.6 Amazon.com 1.5 [have] Advanced Micro Devices 1.5 Adobe Systems 1.5 Total 49.1
|
|
|
Post by rgs2001uk on Apr 27, 2021 22:32:15 GMT 7
A quick look at Polar Capital Trust. Fees are a little higher than BG and I have 10 of PCT's top 15 holdings already. Top 15 Holdings (%) Microsoft 8.1 [have] Apple 7.9 [have] Alphabet 7.1 [have] Samsung 3.8 Taiwan Semiconductors 3.6 [have] Tencent 3.0 [have] Facebook 2.3 [have] Alibaba 2.3 [have] NVIDIA 1.7 [have] ASML Holding 1.6 [have] PayPal Holdings 1.6 ServiceNow 1.6 Amazon.com 1.5 [have] Advanced Micro Devices 1.5 Adobe Systems 1.5 Total 49.1 , nice one, I dont concern myself with nit noi shit, I look at performance, I for one am willing to pay a bit more for a better performance. CM will be along in a minute to give me a lecture about putting all my eggs in one basket, 5555.
|
|
chiangmai
Crazy Mango Extraordinaire
Posts: 6,233
Likes: 5,242
|
Post by chiangmai on Apr 28, 2021 4:25:02 GMT 7
A quick look at Polar Capital Trust. Fees are a little higher than BG and I have 10 of PCT's top 15 holdings already. Top 15 Holdings (%) Microsoft 8.1 [have] Apple 7.9 [have] Alphabet 7.1 [have] Samsung 3.8 Taiwan Semiconductors 3.6 [have] Tencent 3.0 [have] Facebook 2.3 [have] Alibaba 2.3 [have] NVIDIA 1.7 [have] ASML Holding 1.6 [have] PayPal Holdings 1.6 ServiceNow 1.6 Amazon.com 1.5 [have] Advanced Micro Devices 1.5 Adobe Systems 1.5 Total 49.1 , nice one, I dont concern myself with nit noi shit, I look at performance, I for one am willing to pay a bit more for a better performance. CM will be along in a minute to give me a lecture about putting all my eggs in one basket, 5555. No lecture from me rgs, folks either get it or they don't and if they don't, it aint my job in life to convince 'em! Horses to water and all that.
|
|