Comments on: Scottish Mortgage: The Biggest And The Best? https://www.itinvestor.co.uk/2020/05/scottish-mortgage-the-biggest-and-the-best/ Exploring the world of investment trusts Wed, 10 Mar 2021 10:29:10 +0000 hourly 1 https://wordpress.org/?v=6.9.4 By: ITinvestor https://www.itinvestor.co.uk/2020/05/scottish-mortgage-the-biggest-and-the-best/#comment-2513 Fri, 22 May 2020 08:39:45 +0000 https://www.itinvestor.co.uk/?p=3737#comment-2513 In reply to Frozzer.

@Frozzer “just a little late in the cycle for my tastes”

Yes, there’s certainly a chance that tech stocks could have a softer period after such a great run. I didn’t touch on that particularly in the article as I thought I’d waffled on enough already!

Kepler did a note this week looking at this very thing…
https://www.trustintelligence.co.uk/investor/articles/riding-for-a-fall-retail-may-2020#

]]> By: Warren Collard https://www.itinvestor.co.uk/2020/05/scottish-mortgage-the-biggest-and-the-best/#comment-2508 Thu, 21 May 2020 14:18:37 +0000 https://www.itinvestor.co.uk/?p=3737#comment-2508 Would love to hear of people’s idea of the next Scottish mortgage trust for the next decade coming from ?

]]> By: Frozzer https://www.itinvestor.co.uk/2020/05/scottish-mortgage-the-biggest-and-the-best/#comment-2507 Thu, 21 May 2020 09:05:58 +0000 https://www.itinvestor.co.uk/?p=3737#comment-2507 Great article and a well run fund, its just a little late in the cycle for my tastes.

]]> By: Nigel https://www.itinvestor.co.uk/2020/05/scottish-mortgage-the-biggest-and-the-best/#comment-2505 Thu, 21 May 2020 06:07:39 +0000 https://www.itinvestor.co.uk/?p=3737#comment-2505 Thanks a great review. I have been a lucky shareholder for a number of years and plan to continue.

]]> By: ITinvestor https://www.itinvestor.co.uk/2020/05/scottish-mortgage-the-biggest-and-the-best/#comment-2502 Wed, 20 May 2020 18:30:44 +0000 https://www.itinvestor.co.uk/?p=3737#comment-2502 In reply to diy investor (uk).

Thanks M!

And thanks DIY! SpaceX seems to be just 0.6% of the portfolio so it’s a pretty small constituent. But I would agree that we all have to decide where our own particular lines should go!

]]> By: diy investor (uk) https://www.itinvestor.co.uk/2020/05/scottish-mortgage-the-biggest-and-the-best/#comment-2500 Wed, 20 May 2020 17:38:13 +0000 https://www.itinvestor.co.uk/?p=3737#comment-2500 Nice write-up as ever IT.

I have held this trust in my portfolio for a few years and made a tidy return on my initial investment. However, last year I noted it had added Musk’s SpaceX to its holdings and therefore decided it was no longer for me.

I guess we all have a line somewhere in the sand that cannot be crossed!

]]> By: M https://www.itinvestor.co.uk/2020/05/scottish-mortgage-the-biggest-and-the-best/#comment-2499 Wed, 20 May 2020 17:34:58 +0000 https://www.itinvestor.co.uk/?p=3737#comment-2499 Thanks for the extensive review. Great content.

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