Long Term Buy Scottish Mortgage Inv Trust (SMT) by Edward Sheldon in The Motley Fool
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Performance
-14.53%
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Price at start
1,120.00p
(ask)
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Current price
953.60p
(bid)
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Tip made
18/01/2022
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Tip Status
Open
Icon Key:
Tip Notes
"... I continue to see Scottish Mortgage Investment Trust as a good investment for growth for my portfolio. Long-term performance has been excellent and I like the fact that the trust provides exposure to both listed and unlisted companies......Having said that, I do see SMT as a higher-risk investment. In 2022, I expect some volatility. So I’m going to keep my holding as a percentage of my overall portfolio relatively small at less than 5%." - Edward Sheldon, The Motley FoolNOTE: Stockomendation Ltd is not responsible for any content contained on the page behind the link. Some tip search links need accounts or subscriptions with third parties in order to view the tip.
The chart above shows the tip history by a particular tipster for a specific stock.
Here you can see each tip a tipster has made on a stock set against the stock's price movement since the original tip.*
Below the chart you will see a list showing the history of tips for the stock by this tipster. Click on any of these for more detail on each tip.
A tip will only close when a new tip with a change of direction supersedes the old tip, or the tip has reached a target price (if one has been set by the tipster).
For example: if a tipster places a 'buy' tip of the 1st Jan and a 'sell' tip on the 5th Jan, the 'buy' will close on the 5th and the 'sell' tip will be the open (active tip).
Some examples of the Tip Close logic
Sell -> Buy = This is a change of direction, so the 'sell' tip will be classed as Closed and the 'buy' tip classed as Open.
Avoid -> Hold = This is also a change of direction, so the 'avoid' tip will be classed as Closed.
Buy -> Hold = this will leave the tip classed as Open (active)
*Since Stockomendation began tracking this tipster's tips on this stock
Tipping History
Stockomendation's tracked history of Edward Sheldon position on Scottish Mortgage Inv Trust (SMT) for The Motley Fool (from when we started tracking on 19 Jun 2019)
Type | Start Date | Tip State | Current price | Performance | |||
---|---|---|---|---|---|---|---|
Buy | 10 Feb 2024 | Open |
953.60p
Current price (bid) |
19.35% | View | ||
Long Term Buy | 11 Nov 2023 | Open |
953.60p
Current price (bid) |
38.00% | View | ||
Buy | 4 Jun 2023 | Open |
953.60p
Current price (bid) |
36.23% | View | ||
Long Term Buy | 18 Jan 2022 | Open |
953.60p
Current price (bid) |
-14.53% | |||
Buy | 1 Jan 2022 | Open |
953.60p
Current price (bid) |
-29.09% | View | ||
Buy | 30 Dec 2021 | Open |
953.60p
Current price (bid) |
-28.11% | View | ||
Speculative Buy | 20 Jul 2021 |
Closed
22/07/2024 |
863.60p
Price at close (bid) |
-33.17% | View | ||
Buy | 28 May 2021 |
Closed
29/05/2024 |
882.60p
Price at close (bid) |
-24.50% | View | ||
Long Term Buy | 5 Mar 2021 |
Closed
06/03/2024 |
784.20p
Price at close (bid) |
-23.17% | View | ||
Buy | 7 Jul 2020 |
Closed
10/07/2023 |
646.20p
Price at close (bid) |
-26.65% | View | ||
Buy | 31 Mar 2020 |
Closed
03/04/2023 |
678.60p
Price at close (bid) |
19.02% | View | ||
Buy | 19 Jun 2019 |
Closed
21/06/2022 |
705.00p
Price at close (bid) |
31.99% | View |