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  • FIRST POST
    • TBC15
    • By TBC15 29th Sep 17, 2:08 PM
    • 318Posts
    • 123Thanks
    TBC15
    Great British Invest off or Passive V Active Updates
    • #1
    • 29th Sep 17, 2:08 PM
    Great British Invest off or Passive V Active Updates 29th Sep 17 at 2:08 PM
    For those who are curious to compare their Passive or Active investment strategies I’m starting a new thread today with monthly updates (Bottom lines only in £).

    For details see http://forums.moneysavingexpert.com/showthread.php?t=5719517

    Monthly updates on portfolio values should be posted here

    Active______ OCT__NOV__DEC

    Ams25________2.1__2.2__

    chrisgg______4.8__5.6__7.2

    Finellah_____2.2__1.8__3.4

    Linton G_____3.5__3.8__6.1

    Linton WP____0.6__0.7__1.4

    Prism G______5.5__6.0__7.5

    Ray Sing_BlueTBA__TBA__

    TBC15________5.9__5.7__8.1

    Thrugelmir___5.1__3.9__3.4


    Passive

    A_T BB_______TBA__TBA__4.0

    Ams25________2.1__1.9__

    BLB53________2.1__1.9__3.4

    bostonerimus_1.6__3.2__4.3

    bostoner£____1.5__1.4__3.5

    FinellahVLS80_2.3_2.0__3.9
    Last edited by TBC15; 06-01-2018 at 12:19 PM. Reason: update
Page 3
    • chrisgg
    • By chrisgg 6th Jan 18, 10:45 AM
    • 45 Posts
    • 30 Thanks
    chrisgg
    The rest of us are reporting totals - i assume that 1.5% is just for December?
    Originally posted by Prism
    Correct. I wasn't sure how to view the value as at the end of December, rather than the present day value.
    • TBC15
    • By TBC15 6th Jan 18, 11:34 AM
    • 318 Posts
    • 123 Thanks
    TBC15
    Correct. I wasn't sure how to view the value as at the end of December, rather than the present day value.
    Originally posted by chrisgg
    Are you using trustnet to monitor the value of your £100000 portfolio?
    • TBC15
    • By TBC15 6th Jan 18, 12:15 PM
    • 318 Posts
    • 123 Thanks
    TBC15
    chrisgg From your monthly growth rates, Iím assuming the growth occurs on the previous months total I get bottom lines of
    Nov £105638_____5.6%
    Dec £107222_____7.2%
    Does that sound right?
    • chrisgg
    • By chrisgg 6th Jan 18, 1:26 PM
    • 45 Posts
    • 30 Thanks
    chrisgg
    Yeah sounds about right. Trust net current value is £108,650 which makes sense with market movements in the last week.
    • TBC15
    • By TBC15 6th Jan 18, 5:29 PM
    • 318 Posts
    • 123 Thanks
    TBC15
    Great if you let us know what it’s worth on the last trading day of the month we are in business.
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