Out of curiosity: what % of your portfolio is invested in SMT?
A little under 4% for me. And for you?
Iāve sold my position in the beginning of December (near the peak). The reason behind the decision was that as I was liquidating my mistakes and at the same time I was able to cover some ātax gainsā.
Iāve started again this year with some old and mainly new individual growth stocks for the long term. Now my main focus will be monhtly adding to SMT and S&P (waiting for this one to drop more).
My current Portfolio.
Jumping in here: 40% in SMIT for me and very happy with that. For boring tax reasons I wonāt get into Iāve only began investing in ETFs recently. Iām looking to increase my position in an S&P tracker and would ideally looking be looking at a 50/30 split with SMIT/VUSD with the remaining 20% for my own stock choices or fun money for CFDs.
Hereās the comparison.
What exactly are these percent showing? Is it growth after fees taken?
Honestly I didnāt even know there was an iShares option so thanks for sharing.
Theyāre basically the same. iShares is under BlckRock which I like more - their websites are better/more informative, at least for my eyes. 
Itās worth noting that PHIās well-regarded manager, Ewan Markson-Brown, left Baillie Gifford in the past year or so. Itāll be interesting to see the make up of his new Asia ex-Japan fund at CRUX.
I guess you canāt invest in that via T212?
Been weighing up investing platforms ahead of April, so might be something to consider.
No, Iām afraid itās an OEIC. The ongoing cost is pretty eye-watering at 1.25%!
Anyone currently watching the Zoom call?
Didnāt bother in the end. I suspect the message is think in the long term, 5yr horizon, etc. so near term volatility isnāt a concernā¦?
I missed it in the end, so Iāll have to give the recording a watch once itās released. Anything worth noting from the webinar beyond the usual lines that @Joey_Fantana mentioned?
Pretty much.
You should expect short term volatility in a fund that has the potential to perform so well.
Where can I find the replay?
Did they talk about Moderna being so overweight at all?
Weāre looking at a 10% discount right now I believe.
The recording gets sent out to those who registered for the webinar.
Havenāt seen anything yet but if it looks to be accessible to anyone, Iāll share a link here.
Iām also a little concerned by the Moderna allocation and the generally high exposure to the healthcare sector as we emerge from the pandemic. That said, I trust that Tom Slater et al know what theyāre doing. They seem confident that āthe intersection between health and tech will be the next big thing. Time will tell!