Thank you both! I really enjoyed hearing Nick's take on the portfolio. And it absolutely resonates with me. Wonderful to hear a PM espouse their views with real passion. Im in! Thank you Nick.🙏
@seeriktus4 ай бұрын
No oil, I'm out. Since 2022 most of my gains have been made on oil and gold. We're in a war for currencies and inflation, nothing that he's doing makes any sense.
@Car-guy3075 ай бұрын
When you have such a lovely accent you can almost get away with anything 😂
@highestranked7 ай бұрын
Last point is rarely ever made.
@SolarEclipse0074 ай бұрын
so Nick buys into Rightmove after Smithson sells out????
@I-am-not-a-number8 ай бұрын
Finsbury Growth & Income Trust plc has made nothing for its investors in the last three years. You might as well have put your money on deposit.
@mozyrevo8 ай бұрын
true but you wouldnt have made that choice 3 years ago with 0% interest
@ryann83488 ай бұрын
A big warning against active management
@rajibear777 ай бұрын
You really have to believe in a strategy that is trying to identify companies that will compound in value over time. This is what Nick Train is trying to do. The problem is the share prices wont go up in a straight line in all periods. The important part is the manager confident the operational performance and the prospects of the company improving. That is in the realm of being a business analyst rather than a trader of shares. If you believe in concentrated compounding vehicles then FGT is an option.
@nbcoddykid5 ай бұрын
The owners Lindsell Train pay themselves millions in dividends and have delivered nothing for me. I've fired them from my Sipp.
@Car-guy3075 ай бұрын
Why didn’t your financial adviser switch you out long ago ?
@tmcd48405 ай бұрын
Lack of liquidity due to wrong-headed immigration policies now draing the economy and scaring investors away. Total instability.
@reddragon35184 ай бұрын
This guy should sell tickets on the Titanic. Does he really think London is going to compete with Nivda, Microsoft and Google?