It is not tough to imagine why the investor would put a immense lump sum Scotch Mortgage (LSE: SMT) Shares a month ago. They flew.

. FTSE 100-Listny Trust Investment, which is strongly focusing on destructive American technology, both cited and insignificant, increased by 42% during the year, trading in 1 108 pence.

It was a immense beneficiary of the so -called “Trump Bump” in November, when investors expected Donald Trump’s “First America” ​​policy and planned reduced legal taxes would lead Wall Street to fresh ups.

Unfortunately, for our Scottish mortgage investor, the mood has changed over the past month, when investors are worried about the impact of Trump’s trading tariffs. The Scottish price of the mortgage has dropped by almost 10% per month to about 1,100 pens.

Can this FTSE 100 supply return?

If our investor, matching the rush, put in a shares of 10,000 pounds, he would only have 9,000 pounds today. So goes.

The Scottish price of the mortgage is extremely unstable. It crashed by half in 2022, during this year, technology sale. But despite the recent decline, it has ever increased by 75% in five years and 25% in the last 12 months.

Here’s the thought. Does anyone really remember the decline in 2022 technology? In retrospect, it was a great time to buy. Usually it is an accident for investors who take long -term views.

So is the current Scottish mortgage also an opportunity to buy? Not for me. But this is because I already have a immense share in the action. My strategy is plain now. To hold. Forget. Be careful.

Investors who also believe in the Scottish mortgage, but do not keep it, should consider using today’s reduced price.

Exciting but risky growth supplies

I was worried if the results could survive the departure of the inspiring manager James Anderson in April 2022. He ran a fund for over two decades, turning it into a giant that we know today. It seems that the main manager Tom Slater makes a good fist of succession.

However, there is a risk. Trust is American hefty, z AmazonIN Meta platforms AND Nvidia All on the top 10 farms. It was similar TeslaUntil the last sale.

There is a danger that Trump causes looseness against Big Tech. Maga Elon Muska’s associations risk hurting the image of Tesla among those who do not share his views.

The investor should also consider his view of private space exploration technologies Musk. It is now the largest towing Scottish Mortgage, which is 7.1% of the fund. This is a brilliant way to gain access to a huge possibility, unnecessary. It is risky again. Musk trade – like Trump trade – can go both ways.

So where will the Mortgage Scottish actions appear in the following month? The only sincere answer is – anywhere. I only know that it is 10% cheaper than a month ago. Which is a nice discount.

The investor should consider buying with a very long -term view. Like the 2022 disaster, today’s trouble will be forgotten. Instead, investors will worry about other things. I strive to stay all the time.