You are correct, oddly slow on this one, checking other dividends I seem to get them 2-3 working days after.
Yeah I got mine via ii a few days back, or at least thatās when it reinvested.
Morning all
Anyone have, or know where I can find, an Excel-friendly version of SMTās (and probably most of BGās Trusts) complete holdings?
Thanks
Chinese stock selloff affecting SMT.
Considering selling at this point.
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I sold out fully of SMT at the open yesterday. This China situation is really serious. They have shown they donāt care and will impose their will on any company at any time. KWEB has had 6 years of gains wiped off this year. With my investing time horizon at around 10 years, I cannot afford to trust China.
Iām now fully invested in US & UK stocks.
Which I have to be honest is a real shame, as I was all behind China & EM for investing into. This year was meant to be the year for EM growth and success. Itās all over now IMO 
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Cost averaging continues here.
Even tempted to reinvest in PDD again now itās right back at my original poimnt of entry the first time round.
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Donāt forget - something something blood on the streets something something when others are fearful.
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Something something timing the marketā¦ or is it thyme in the marketā¦? I can never rememberā¦
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Something about the moon also
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All I know is it should give us nicer discounts to top up, so itās all good when people over react 
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If the market was predictable, everyone would make money. 
Well, some of them do so, as billions āevaporatesā overnight. 
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SMIT has taken a hit with the China issues; but has anybody invested in the Baillie Gifford China Growth Trust? The team behind that fund must be having a stressful month at work. Iām down 18+% currently which is definitely disheartening, though I will continue to top up this fund next pay day.
I think you and I went into BGCG around the same time. Iām similar in performance, however I averaged down yesterday with some cash I had on the sidelines waiting for such an opportunity.
Iāve decided to exit BGCG few weeks ago with a small loss, due to the uncertainty but to a greater extent because of the big TER. Iām now holding only SMT (as for BG funds).
Well done. I did the same yesterday. I had $500 in cash sitting in T212 but I dumped it all in to Alibaba at $183 per share.
@libreus Thatās fair. You get good China exposure through SMT anyway. However, interestingly you can find NIO in the top 10 or SMT but not in BGCG.
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BGCG has been my worst performing IT. The volatility is to be expected and it is a long-term hold but, in hindsight, I probably should have looked closer at FCSS and JCGI. Iād imagine theyāre a little less correlated with SMT. That said, both seem to have fared worse over the past week.
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I think we all got dollar signs in our eyes when BGCG got added to 212 and it was rising like the start of the Pepsi Max in Blackpool - all got a bit stung by that one as it recessed to more reasonable levels.
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I see some talking about BGCG to get exposure to China, but I donāt see too much talk about a broader and less risky exposure through other BG trust, PHI (Pacific Horizon).
Why PHI isnāt so much loved as BGCG, do I miss something? Or BGCG is more like a buzz IT at the moment?
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For my part, Iām in both and averaged down on both this week.
I didnāt sell, thankfully it seems to have recovered today. I really didnāt want to sell as I am coming up on 1 year in SMT, I really want to hold it long term but I also am not prepared to watch all gains go down the toilet if they refuse to act.
I am wondering what BG will do when it comes to these Chinese holdings, I heard ARK sold a bunchā¦ They donāt tend to do stuff on a whim so I hope BG are on the ball here and not going to keep holding through a huge selloff.
I used to be in BGCG and PHI, PHI performed better for me at that time.