Scottish Mortgage Invest... Share Discussion Threads

[ali47fish] 30/6/2021 09:41

yes and commenting about a single company is neither here or there

[dexter1612] 29/6/2021 22:55

https://amp-theguardian-com.cdn.ampproject.org/v/s/amp.theguardian.com/business/2021/jun/29/flying-cars-will-be-a-reality-by-2030-says-hyundai-europe-chief?amp_gsa=1&_js_v=a6&usqp=mq331AQIKAGwASCAAgM%3D#amp_tf=From%20%251%24s&aoh=16249980489195&csi=0&referrer=https%3A%2F%2Fwww.google.com&share=https%3A%2F%2Fwww.theguardian.com%2Fbusiness%2F2021%2Fjun%2F29%2Fflying-cars-will-be-a-reality-by-2030-says-hyundai-europe-chiefInteresting comments by Hyundai about VTOLS and urban air mobility helping reduce emissions and congestion, the technology would appear to be close to viable. SMT has a holding in Lilium which is leading the way in the US VTOLS, I should say that Tom Slater voiced his concern that they had IPO'd too early.

[dexter1612] 29/6/2021 17:41

The fees given the returns over the last 5 years, let alone last year, should and do put other, less productive trusts to shame.

[dougy1] 29/6/2021 13:04

I would agree entirely. People moan about fees etc. But when a management team is this good and consistent in terms of returns, why wouldn't you take a reasonable management fee.If they keep returning like they have, I'm happy to pay them a slice.

[dexter1612] 27/6/2021 17:56

https://www.bbc.co.uk/news/business-57629016Link to BT and One Webs tie in, attempting to get into the remote areas Internet market, which is huge.Direct competition to Musks Starlink which has already been granted a UK licence and is well ahead with pricing plans and been launching a rake of low earth satellites.

[dexter1612] 26/6/2021 22:38

I should say the fundamental investment strategy in SMT is still very much progressive and in line with my strategy for a growth fund....I see Bytedance, Northvolt, Wise amongst others to IPO in the near term and am more convinced than ever that pound for pound this is best value growth fund of its type out there. Even more so if your investing for your children.

[dexter1612] 26/6/2021 22:31

For what it's worth the current inflation hype is wildly overstated at the moment in my opinion. That's not to say we don't have what you would call inflation, we just don't have it, yet in it's purest sense. Economic recovery from the global shutdown is fractured globally, effecting supply and demand, definitely causing transitory inflation.US stimulus, along with the same in the EU and elsewhere has yet to be felt in real terms, traditional prolonged inflation, and it may not. Take aside all the arguments for modern monetary theory and the printing of money, everyone, including the markets, bankers and Governments will be more than happy with inflation running at 2 to 4 % with minimum hikes in interest rates.A balanced portfolio is always recommended, I hold a few miners, commodities and industrials as well as growth stock such as SMT. But I try and avoid buying or selling on the basis of fads that seem to come and go every quarter. Balance and strong fundamentals will, more times than not beat any hysteria the market experts have at any given period in a 5 to 10 year time frame.

[arja] 26/6/2021 21:16

loads of lolly ( sure ! )
you should read the following and learn. Makes a lot pf sense and it is why I am a trader doing OAAT as much as I can .



The higher the markets go, the further they must fall.



Of course, there’s no guarantee how far they will fall. Or that they won’t keep going up in the short term.



In fact, if there’s one thing that has characterised the markets since the last global financial crisis is that they’ve not really behaved as expected.



Yes, as a result of the pandemic markets crashed somewhat—that was essentially unavoidable with economies around the world coming to a standstill.



But, if you zoom out and look around that anomaly, markets have been trending higher ever since 2008, despite growing concerns around inflation and the threat of rising rates.



Yet despite these worries—and aside from the pandemic slump—markets seem to be taking it all on the chin.



There are wobbles here and there, but they soon seem to fix themselves and thing continue upwards.



How long will it last?



The great unknown



We don’t know is the honest answer.



No one does.



But we do know that corrections are inevitable—it’s simply the nature of the beast.



And, as I pointed out at the start, the higher the markets go until then, the further they will have to fall.



And this is something that haunts traditional investors.



The worry that you’re invested in a market that could at any moment tip into freefall…



It’s stressful.



If things go against you, you wonder, will you be able to get out in time before your holdings lose too much value?



Where will you put the money you are able to take out of the market?



And when will it be safe to go back in?



These are the questions a regular investor must be asking all the time, even when things appear to be going their way, as they are now (despite all the ominous stories that are beginning to circulate).



But when it comes to trading, you can avoid a lot of these anxieties altogether.



You see, for us traders, it doesn’t matter if the markets are going up, down or sideways…



We can profit in any direction.



And, when the economy around us is struggling or overloaded with inflation, it doesn’t really affect our trading.



Give yourself options



Don’t get me wrong, investing in the market by more traditional means does have its advantages and can act as a smart store of wealth when done correctly…



But the risks of being battered by a downward trending market are unavoidable and if all of your eggs are in that particular basket…well, it doesn’t bear thinking about.



It’s why I believe anyone who is interested in taking control of their financial freedom should learn to trade and at least allocate some of their capital to actively trading the markets.



Like I say, we don’t know when the market will finally turn and head down for a sustained period. But history tells us that it will inevitably do so.



To be ready for when it does, I recommend if you haven’t taken the chance to already, you should join us and learn how to trade now.



That way, when things do take a downward turn, you’ll be well prepared and, more importantly, you’ll be able to continue to grow your wealth while other investors scramble to avoid disaster.







Make no mistake, the longer we go without a significant correction, the more likely it is we’ll see one.



So make sure you’re not caught out when it arrives.

[shano2] 26/6/2021 10:29

To Dexter
I found your posts relevant and informative so I hope you will resume posting.

[arja] 23/6/2021 09:14

I expected SMT and tech trusts to do better PVB but I guess the stronger cable has had an effect . also , maybe they were a bit too hot on tuesday ! VMUK rarely lets me down when trading it here or sometimes on OZ market .

[arja] 23/6/2021 07:34

sorry sport - I must do better but some of these arrogant brextremists get on my nerves as they profess to be intelligent and highly educated and end up voting for brexit ( smile ) . A contradiction in terms in a way . have a good trading today and
so many opportunities with nasdaq hitting new all time high and other US indices moving higher after UK close on tuesday .

[pvb] 22/6/2021 22:46

Steady on, arja lad! You seem to be trying to make yourself as popular on here as I am on the Silver Thread... :-)

[sentimental rules] 22/6/2021 10:08

well said lord

arja is a bitter and angry remainiac who simply cannot accept they lost in 2016. Poor drunkard has been bleating ever since on the LLOY thread


sad to watch yet quite funny

[lord loads of lolly] 21/6/2021 15:58

arja - in the interests of democracy & free speech, I suggest you let others judge who the real thickie is. Your limited vocabulary & foul language might be a clue. You'll be pleased to hear I won't be wasting any more time on you. Goodbye.

[arja] 21/6/2021 09:04

in fact so arrogant that you believe you speak for everybody on this thread and not just the thickies - who knows if you do but no doubt your troops will rush to support you .

[arja] 21/6/2021 09:01

you arrogant sod or I actually think you might be too thick to understand but others might. I bet you are a Tory brexiteer as they are not too keen on democracy and free speech !

[lord loads of lolly] 18/6/2021 09:51

Perhaps you'd save us all the running commentary. Ta.

[arja] 17/6/2021 08:55

weaker cable seems to be holding it up after nasdaq plunge on rising bond yields.

[arja] 15/6/2021 16:52

loads of lolly,
now maybe you can see why I trade on mainly OAAT basis and flip flop with SMT finishing at low for the day . I make loads of lolley at times doing that and always keeop eye on US indices as US leads as always .

[sentimental rules] 15/6/2021 03:06

Why do u call everyone sport?Plonker

[arja] 14/6/2021 14:58

and as prices flip flop , always best to change direction and react quickly . As you pay SD , you can NOT do this and make a profit .

[arja] 14/6/2021 14:54

just because I exited a little while back does not mean I wish ill luck to holders sport and a silly comment from you about flip-flopping . There are other trading opportunities in the market and i might even have re-entered this stock, In fact I went for GSK and PCT as can not focus on more than two at a time and OAAT is preferable. i do not deride your system and ETHO as you say . US indices falling after opening but nasdaq holding up fairly well at the moment

[lord loads of lolly] 10/6/2021 23:52

arja - One minute you announce you exited today at £12.22, the next you say: “bond yields falling further and SMT really motoring - enjoy!” Talk about flip-flopping investment strategy. PS: No need to respond, as I won’t reply - but good luck with your day trading. Personally I prefer to view SMT as a long term holding for the patient amongst us. But each to their own I guess.