Scottish Mortgage Invest... Share Discussion Threads

[arja] 04/3/2021 08:47

SMT seems to fall more in % terms than PCT and ATT when nasdaq falls and goes up more when nasdaq rises ! Looks a bit oversold now and might be a good intra day trade if nasdaq futures starts to recover later today

[29palms] 03/3/2021 23:40

More good news for "Unlisted" holding SpaceX as it lands Starship prototype rocket for the first time after a high-altitude flight test

[arja] 03/3/2021 16:29

sorry, wrong thread as meant for the brextremist thread ( UKIP ) !

[arja] 03/3/2021 16:28

quite funny that tesco have depots in ROI to avoid problems following brexit ! one day we might find ONE good thing coming from brexit . Will brexiteers on this thread let me know when you find something but I will not hold my breath ?

[thewheeliedealer] 02/3/2021 21:33

Hi everyone,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast last week and part of our discussion includes SMT and the outlook for Tech in general. As always we also chatted about loads of other Stocks and Ideas for research and a fair bit of educational stuff with regards to Investing and Portfolio Management.

This one covers our thoughts on where the Markets are now and what we think is most likely going to confront us in coming months and what our strategies are. Specific topics in this one include the impact of Storytelling on our Brains and it also has a chunk on reasons for Retirement and we have found lots of Listeners seemed to like that.

Anyway, if you use Youtube, Apple, Audioboom, Overcast, Google+ or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 43) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful, we try to keep them light and they are totally unscripted, with the intent being that it is like you are eavesdropping on us having a chat down the pub (we can dream !!).

Cheers, WD
@wheeliedealer

[arai] 02/3/2021 10:02

It is like a Nasdaq 1.5x leveraged over the past 5 or even 10 years and reacts accordingly.

[bmel] 02/3/2021 09:06

It is quite close ......untill the pandemic market drop last year.

After that significant out-performace against NASDAQ.

[kikkeridirect] 02/3/2021 08:47

Basically this Stock tracks Nasdaq !

[quepassa] 01/3/2021 18:39

Amadeus IT Group SA

Up 8% in today's Madrid session and climbing fast.

Post 132 above refers.

[peterbill] 01/3/2021 17:59

SMT share holding changes over the past year ... just noted the top ten


Top Ten Holdings (Feb 2021)1 Tencent 6.5%2 Illumina 6.1%3 Amazon.com 5.9%4 Tesla Inc 5.1%5 NIO 4.8%6 Alibaba 4.6%7 Meituan Dianping 4.5%8 ASML 4.2%9 Moderna 3.6%10 Delivery Hero 3.3%Total 48.6%Top Ten Holdings (Dec 2020) 1 Tesla Inc 8.902 Amazon.com 6.603 Tencent 5.304 Illumina 5.305 NIO 4.506 ASML 4.207 Meituan 4.108 Alibaba 4.009 Delivery Hero 3.0010 Kering SA 2.50Total 48.4%Top Ten Holdings (May 2020)1 Amazon.com 9.3%2 Tesla Inc 8.6%3 Tencent 6.5%4 Alibaba 6.5%5 Illumina 6.2%6 ASML 3.8%7 Kering 3.1%8 Netflix 3.1%9 Delivery Hero 3.0%10 Ferrari 2.7%Total 52.8%Top Ten Holdings (Jan 2020)1 Amazon.com 8.8% 2 Illumina 7.4% 3 Alibaba 6.8% 4 Tesla Inc 5.9% 5 Tencent 5.7% 6 ASML 4.0% 7 Kering 3.7% 8 Ferrari NV 3.0% 9 Netflix Inc 2.6% 10 Ant Int. Co 2.5% Total 50.5%

[arja] 01/3/2021 12:38

bond yields starting to rise again after temporary dip which may affect tech trusts soon . but who knows for sure in markets !

[n0rbie] 01/3/2021 08:19

@Kev0856153 - wouldn't you want that kind of performance in your portfolio?

[arja] 01/3/2021 07:39

nice rally in the nasdaq but it will not show in NAV for SMT until tomorrow's announcement and today's should be about 1195 I suppose .But a modest rally in share price seems likely today

[thamestrader] 01/3/2021 07:33

Yes, everything has changed.
Coronavirus has trashed the economies of many countries.

[jockthescot75] 27/2/2021 19:34

You’ve only just noticed that?!

[kev0856153] 27/2/2021 17:06

After noticing the 20% drop I was considering taking a position in this filth, but now I see its up 100% in the last year. Barmy.

[ali47fish] 26/2/2021 18:32

and i am waiting to add when it stablises-impossible to catch the bottom but my impression this turbulence with the yilds will take time and might depend partlty on how central banks ecb and fed respond!

[bdog51] 26/2/2021 18:19

Looking at SMT's top 4 holdings, currently 3 of them are trading up today and only one is down ie Tesla at -0.26%. NASDAQ recovering, up 1.3%. Makes a nonsense of SMT big drop again today of over 5%. SMT share price will need to catch up as the discount to NAV will be widening further. Seems rather oversold now. I've had 2 or 3 top ups at these levels in last couple days.

[n0rbie] 26/2/2021 17:42

12.12 NAV and now the US stocks are rebounding well currently.

[arja] 26/2/2021 15:12

you are right ali47 and the us indices started firmer and now falling lead by the Diow

[steeplejack] 26/2/2021 14:58

The discount is too wide.

[ali47fish] 26/2/2021 14:57

arja but this an evolving situation -evidence from the last few days and in spite of the dovish speech of the fed the index is not stable

[arja] 26/2/2021 13:36

good news from USA a few minutes ago with no increase in inflation which MIGHT mean a rally in nasdaq , dow etc .

[bdog51] 26/2/2021 12:40

Nice intra-day reversal showing on the chart