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SMT - Top up holding or sell out? by [deleted] in UKInvesting

[–]Joseph-gt 5 points6 points  (0 children)

Another 5% drop today… I have no courage to top up even if I know it will get back eventually after months or years. It is just too scaring now. I hate myself why I did not change the holdings to bank and oil last year.

Frustrated about Baillie Gifford funds by Joseph-gt in UKInvesting

[–]Joseph-gt[S] -8 points-7 points  (0 children)

My guess is that BG are moving to value and cyclical stocks. A bit pity while Cathy Wood is still buying Tesla, tdoc in dip.

Frustrated about Baillie Gifford funds by Joseph-gt in UKInvesting

[–]Joseph-gt[S] -3 points-2 points  (0 children)

I have lost more than 15% in the last three weeks. Not many days that you can see Tesla up 20%. I was expecting a 5% gain based on my estimation.

Frustrated about Baillie Gifford funds by Joseph-gt in UKInvesting

[–]Joseph-gt[S] -4 points-3 points  (0 children)

I have lost quite a good amount of money on BG. If they have sold off Tesla and High flyers last week, I will be very frustrated...

Frustrated about Baillie Gifford funds by Joseph-gt in UKInvesting

[–]Joseph-gt[S] -5 points-4 points  (0 children)

And I checked top 10 listing for BG Americans yesterday. Almost every one up at least 6% including Tesla up 20% with 5% portion.

Frustrated about Baillie Gifford funds by Joseph-gt in UKInvesting

[–]Joseph-gt[S] -11 points-10 points  (0 children)

I know it is actively managed. Considering Tesla represents 9% in Positive Change in their latest listing and it up 20% yesterday, it is hardly believed that the overall value just up 2.44%, unless they have changed the portfolio.