Donate to Remove ads

Got a credit card? use our Credit Card & Finance Calculators

Thanks to johnstevens77,Bhoddhisatva,scotia,Anonymous,Cornytiv34, for Donating to support the site

Best fund, IT not in Faang stocks

Investment discussion for beginners. Why you should invest your money, get help getting started
Adamski
Lemon Quarter
Posts: 1075
Joined: July 13th, 2020, 1:39 pm
Has thanked: 1465 times
Been thanked: 553 times

Best fund, IT not in Faang stocks

#337101

Postby Adamski » August 31st, 2020, 10:10 am

What's your favourite fund ETF or IT not in Faang stocks? Articles in the Mail that Faang, Microsoft and Tesla may be due a correction given over performance this year.

Also saw on Bloomberg chart that showed that US tech sector overtaken entire European market, got to be in bubble territory surely?

JohnW
Lemon Slice
Posts: 506
Joined: June 1st, 2019, 7:00 am
Has thanked: 5 times
Been thanked: 176 times

Re: Best fund, IT not in Faang stocks

#337115

Postby JohnW » August 31st, 2020, 11:02 am

U.K. Gilt UCITS ETF. 'seeks to track the performance of the Bloomberg Barclays Sterling Gilt Float Adjusted Index'

Dod101
The full Lemon
Posts: 16629
Joined: October 10th, 2017, 11:33 am
Has thanked: 4343 times
Been thanked: 7534 times

Re: Best fund, IT not in Faang stocks

#337126

Postby Dod101 » August 31st, 2020, 11:20 am

I do not know if Adamski was interested in Gilt funds, but as a fund HFEL is doing fine, however it depends what the definition of 'best' is in this context. Whether or not Faang stocks are in bubble territory I do not know. My main exposure is through Scottish Mortgage and I will leave them to decide.

Dod

Backache
2 Lemon pips
Posts: 220
Joined: November 8th, 2016, 7:26 pm
Has thanked: 17 times
Been thanked: 85 times

Re: Best fund, IT not in Faang stocks

#337187

Postby Backache » August 31st, 2020, 4:38 pm

Very small cap but with a good long term record and one which I hold is Herald Investment Trust.

jackdaww
Lemon Quarter
Posts: 2081
Joined: November 4th, 2016, 11:53 am
Has thanked: 3203 times
Been thanked: 417 times

Re: Best fund, IT not in Faang stocks

#337327

Postby jackdaww » September 1st, 2020, 9:02 am

ReallyVeryFoolish wrote:Without a doubt, Smithson (SSON) investment trust.


=====================

do you know their charges please?

:) :)

jackdaww
Lemon Quarter
Posts: 2081
Joined: November 4th, 2016, 11:53 am
Has thanked: 3203 times
Been thanked: 417 times

Re: Best fund, IT not in Faang stocks

#337330

Postby jackdaww » September 1st, 2020, 9:07 am

Adamski wrote:

Also saw on Bloomberg chart that showed that US tech sector overtaken entire European market, got to be in bubble territory surely?


================================

not necessarily so ....

:)

Adamski
Lemon Quarter
Posts: 1075
Joined: July 13th, 2020, 1:39 pm
Has thanked: 1465 times
Been thanked: 553 times

Re: Best fund, IT not in Faang stocks

#337638

Postby Adamski » September 2nd, 2020, 12:59 pm

The S&P and Nasdaq hit record highs with big gains Fri, Mon. Apple up 4% and Zoom up 40% led the gains in Tech. Tesla's stock split led to gains of 12% but Teslalost 4% yesterday.

I'm like an inverse seer. I prophesize an imminent correction. Stocks do the exact opposite! Happens nearly every time!

SalvorHardin
Lemon Quarter
Posts: 2048
Joined: November 4th, 2016, 10:32 am
Has thanked: 5296 times
Been thanked: 2465 times

Re: Best fund, IT not in Faang stocks

#337658

Postby SalvorHardin » September 2nd, 2020, 1:55 pm

Finsbury Growth & Income for me (my largest IT holding).

Managed by Nick Train of Lindsell Train, it has very similar portfolio to the Lindsell Train Investment Trust (LTI) without the wildly fluctuating premium which represents LTI's holding in Lindsell Train.

I see the investment strategy as being similar to Warren Buffett's "strong moats", though Mr. Train doesn't use those words.

Very concentrated portfolio; its top 5 holdings repressnt 51.4% of total investments (they are London Stock Exchange, Unilever, Diageo, Mondelez International and RELX). The ten largest holdings represent 83.6%.

Management fee is a bit less than 0.6% p.a.

monabri
Lemon Half
Posts: 8396
Joined: January 7th, 2017, 9:56 am
Has thanked: 1539 times
Been thanked: 3427 times

Re: Best fund, IT not in Faang stocks

#337725

Postby monabri » September 2nd, 2020, 5:50 pm

Adamski wrote:The S&P and Nasdaq hit record highs with big gains Fri, Mon. Apple up 4% and Zoom up 40% led the gains in Tech. Tesla's stock split led to gains of 12% but Teslalost 4% yesterday.

I'm like an inverse seer. I prophesize an imminent correction. Stocks do the exact opposite! Happens nearly every time!


I think you are correct but a couple of months too early....await the electioneering over the other side of the pond.


Return to “How Do I Invest”

Who is online

Users browsing this forum: No registered users and 6 guests