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KH1993
@KH1993
2Yr·

We took advantage of the share's setback and further expanded our existing long-term position.

25.08
SMT
Scottish Mortgage Investment Trust
Bought at €7.828
1
17 Comments
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Epi@Epi
2Yr
What the heck does the company actually do?
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GAE@GAE
2Yr
@Epi I asked myself that aufmch and read the description - much smarter I am to date but still not^^
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KH1993@KH1993
2Yr
@Epi is an investment company, which actively trades positions. In addition to listed investments, they also hold private equity stakes, e.g. in SpaceX or Northvolt. Details on the current positions and their weighting can be found here: https://www.scottishmortgage.com/en/uk/individual-investors/holdings
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Epi@Epi
2Yr
@Haui93 Interesting. Quasi an ARKK with a 15% discount. 😜
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KH1993@KH1993
2Yr
@Epi... and professional approach 😜
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Deleted User
2Yr
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KH1993@KH1993
2Yr
@Starko my portfolio exists and grows since 16 years now and every single position has its raison d'être. i deal with every single company in detail, no matter if it is a long term investment which will be expanded from time to time or if i consider the position as a trade or even speculation. with mickey mouse positions you probably aim at the latter. since my primary goal is wealth preservation as well as its steady growth, speculation should also only be a small part of my overall portfolio.
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Deleted User
2Yr
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KH1993@KH1993
2Yr
@Starko When I look at my performance since 2007 and compare it to the market, I can proudly and rightly claim to have outperformed. The absolute sum that has arisen over time also speaks for itself and justifies a correspondingly diversified portfolio... Amazon, Unilever, etc. also publish financial market reports and ad hocs that should be read and present products/innovations that should be dealt with. Especially with companies in which the majority of the portfolio is invested, one should know exactly what they are doing... and even if they are such big top dogs (keyword: Intel or Washington Mutual)!
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Deleted User
2Yr
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KH1993@KH1993
2Yr
@Starko yes! First share was for the 14th birthday - greetings go out to my grandma 🫶🏻
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Deleted User
2Yr
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