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Old 12.11.2020, 16:04
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Re: Fundsmith FEET 2018

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Interesting comment, looks like it did just before you wrote the post.

FEET has beaten SMT & Smithson on 1 week, 1 month & 3 months.

FEET has beaten Fundsmith & Smithson on 3 / 6 month view


FEET 1 week + 4.34, 1 Month 9.32, 3 months 17.81, 6 months + 31.63
Smithson 1 week +2.6, 1 Month 0, 3 months 4.77, 6 months 22.67
Fundsmith 1 month 0, 3 months +4.4 , 6 months 12.36
SMT 1 week -3.2, 1 Month -2.46, 3 months + 13.62
As I mentioned earlier - I sold out of Pacific Horizon due to a very large premium over NAV of nearly 20%. Its gone down from c. 750 to 650 very rapidly since - very lucky timing this time.

I was going to go for JP Morgan China Growth and Income Trust, but might consider a bit in FEET also - the conceptual overlap is very low between the two.

Edit: My wife had 5k rental income which I've invested on a spur of the minute decision into FEET.

Last edited by HickvonFrick; 12.11.2020 at 16:15.
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  #42  
Old 12.11.2020, 17:16
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Re: Fundsmith FEET 2018

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Interesting comment, looks like it did just before you wrote the post.

FEET has beaten SMT & Smithson on 1 week, 1 month & 3 months.

FEET has beaten Fundsmith & Smithson on 3 / 6 month view
Unfortunately, I got too greedy and waited for a lower price on FEET which never arrived. I managed to build up to only 2/3 of my desired position.

A weaker dollar is a tailwind for emerging markets. Of course, covid counters that to some extent, but if covid challenge is dealt with and dollar remains weak, then EM could be set to outperform.
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  #43  
Old 27.11.2020, 23:14
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Re: Fundsmith FEET 2018

Actually bought Smithson for the first time on Wednesday.

I looked at their top 10 holdings and realised that 6 of them were on my watch list (of which 2 I own/owned).

The rest, I never bought as I thought the price was too high. Since FeverTree is their biggest holding, I sold most of my overweight position in FEVR and bought SSON (and GAW).

EDIT: and of course, FEVR goes up 8% today after I sell it!

Last edited by Phil_MCR; 01.12.2020 at 14:31.
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