Comments on: Fundsmith Equity And Lindsell Train Global: A Year Of Two Halves https://www.itinvestor.co.uk/2019/12/fundsmith-equity-and-lindsell-train-global-a-year-of-two-halves/ Exploring the world of investment trusts Fri, 17 Jan 2020 16:28:47 +0000 hourly 1 https://wordpress.org/?v=6.9.4 By: ITinvestor https://www.itinvestor.co.uk/2019/12/fundsmith-equity-and-lindsell-train-global-a-year-of-two-halves/#comment-1271 Mon, 30 Dec 2019 12:37:49 +0000 https://www.itinvestor.co.uk/?p=3188#comment-1271 In reply to Claire.

Thanks everyone for the kind words. Happy New Year to all!

]]> By: Claire https://www.itinvestor.co.uk/2019/12/fundsmith-equity-and-lindsell-train-global-a-year-of-two-halves/#comment-1270 Mon, 30 Dec 2019 11:41:41 +0000 https://www.itinvestor.co.uk/?p=3188#comment-1270 Thanks so much for your articles, they are always very useful and informative. Wishing you a successful 2020!

]]> By: Kindke https://www.itinvestor.co.uk/2019/12/fundsmith-equity-and-lindsell-train-global-a-year-of-two-halves/#comment-1235 Wed, 18 Dec 2019 08:31:07 +0000 https://www.itinvestor.co.uk/?p=3188#comment-1235 Im glad you made this post I was just thinking about this today and it really does feel like the performance of Fundsmith and Lindsell is being hampered by their size.

They need to close the funds to new money sooner rather than later as im thinking of pulling 50% of my money from fundsmith.

Stock valuations are just so high now Im also thinking of moving into a more dividend based portfolio as I dont see growth being that great in the next decade as it was from 2009.

]]> By: Nicholas Barker https://www.itinvestor.co.uk/2019/12/fundsmith-equity-and-lindsell-train-global-a-year-of-two-halves/#comment-1231 Tue, 17 Dec 2019 15:16:47 +0000 https://www.itinvestor.co.uk/?p=3188#comment-1231 Always very interesting posts, thanks, and all best for Christmas and New Year.
I try and keep my costs to a minimum, and have increasingly moved from funds and ITs to direct equities. The exceptions are in small/mid-cap or overseas.
Holding just Microsoft, Unilever, Diageo and Rio Tinto has done better for me than Blue Whale, Lindsell Train Global, Scottish Mortgage or Terry Smith.
Riskier, I know, but I’m more and more disinclined to pay managers’ fees, especially when they hit 1% with transaction charges on top.

]]> By: Chris https://www.itinvestor.co.uk/2019/12/fundsmith-equity-and-lindsell-train-global-a-year-of-two-halves/#comment-1230 Tue, 17 Dec 2019 13:57:27 +0000 https://www.itinvestor.co.uk/?p=3188#comment-1230 Love these articles. Cheers and merry Xmas

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