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Old 11.07.2018, 12:07
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Re: Fundsmith FEET 2018

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I get that, but while I fully appreciate Terry's stock picking skills in the developed market, he still has to prove the same in EM. Nevertheless I still put 10% off my DCA-ing portfolio build-up into FEET. I am just not "that" convinced as with the main fund.

Time will tell
Higher growth rates of good business's will trump many fold on a 30 year view, paying a fair price for a good business is way better than paying a good price for a fair business. The third biggest stock in the index is Samsung 3.84% which is already a global business not really what this is about IMHO.

10% would seem overweight if you were looking for a balanced portfolio, I am under 1%, the market will give me the opportunity to buy at a discount to NAV during the next market crash, I know you prefer $ cost averaging.
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