Great British Invest off or Passive V Active Portfolios

Thrugelmir

Thrugelmir.

Don't let your Granny loose at the dogs.

ACORN INCOME FUND ORD GBP0.01 10%
B.P.MARSH&PARTNERS ORD GBP0.10 10%
CHELVERTON SMALL.C ORD GBP0.25 2%
DIVERSE INCOME TRU ORD GBP0.001 4%
HENDERSON FE INC ORD SHS NPV 2%
INVESTMENT CO ORD GBP0.50 14%
JARVIS SECURITIES ORD GBP0.01 14%
SCHRODER ORIENTAL ORD GBP0.01 2%
TWENTYFOUR INCOME ORD RED GBP0.01 8%
TWENTYFOUR SELECT ORD GBP0.01 9%
UIL LTD ORD GBP0.10(DI) 14%
UTILICO EM MKT LTD ORD GBP0.10 11%

chrisgg

A little late to the party... here is my predominantly active portfolio (weighting are approximate).

TR Euro Growth Trust 11%
GLG Continental European Growth 8%
Old Mutual Smaller Co's Focus 8%
Baillie Gifford Japan 8%
JPM US Smaller Companies IT 7%
Hermes Global Emerging Markets (Hdg) 6%
Legg Mason Martin Currie Emerging Markets 6%
SDL UK Buffetology 5%
Finsbury Growth & Income 5%
Ishares Ageing Population 5%
Ishares Automation and Robotics 5%
JPM Chinese IT 5%
Old Mutual Asia Pacific 5%
Polar Tech Trust 5%
Ishares S&P500 4%
Fundsmit Equity 4%
Princess Private Equity 3%

TBC15

chrisgg wrote: »

A little late to the party... here is my predominantly active portfolio (weighting are approximate).

TR Euro Growth Trust 11%
GLG Continental European Growth 8%
Old Mutual Smaller Co's Focus 8%
Baillie Gifford Japan 8%
JPM US Smaller Companies IT 7%
Hermes Global Emerging Markets (Hdg) 6%
Legg Mason Martin Currie Emerging Markets 6%
SDL UK Buffetology 5%
Finsbury Growth & Income 5%
Ishares Ageing Population 5%
Ishares Automation and Robotics 5%
JPM Chinese IT 5%
Old Mutual Asia Pacific 5%
Polar Tech Trust 5%
Ishares S&P500 4%
Fundsmit Equity 4%
Princess Private Equity 3%

Good show..if you post your bottom line for October on the results section https://forums.moneysavingexpert.com/discussion/5719527 I'll update the list
Nice to have you on board.

Prism

a bit late for October but here is my portfolio as of 29th September

Baillie Gifford Greater China B Acc - 5%
Fundsmith Equity I Acc - 42%
Investec Global Gold I Acc GBP - 1%
Jupiter India I Acc - 3%
L&G Global Health & Pharmaceuticals Index Trust I Acc - 13%
L&G Global Technology Index Trust I Acc - 25%
Legg Mason IF Japan Equity X - 11%

I can't tell what the value was on the 31st October as I don't believe Trustnet can back date.

TBC15

Prism wrote: »

a bit late for October but here is my portfolio as of 29th September

Baillie Gifford Greater China B Acc - 5%
Fundsmith Equity I Acc - 42%
Investec Global Gold I Acc GBP - 1%
Jupiter India I Acc - 3%
L&G Global Health & Pharmaceuticals Index Trust I Acc - 13%
L&G Global Technology Index Trust I Acc - 25%
Legg Mason IF Japan Equity X - 11%

I can't tell what the value was on the 31st October as I don't believe Trustnet can back date.

Today’s valuation will be OK to get the ball rolling, nice to have you on board.

Prism

TBC15 wrote: »

Today’s valuation will be OK to get the ball rolling, nice to have you on board.

Today its worth 107,086.64. The first three days of November have given it about a 1.5% boost I would say so it was probably nearer to 105,500 or so at month end

TBC15

Prism wrote: »

Today its worth 107,086.64. The first three days of November have given it about a 1.5% boost I would say so it was probably nearer to 105,500 or so at month end

I'll put you in at 5.5% if thats ok with you.

Prism

TBC15 wrote: »

I'll put you in at 5.5% if thats ok with you.

Sounds good to me. It needs a name I guess - Prism Global should do

Probably worth pointing out that just under 40% of my portfolio is in passive funds - the two L&G ones

finellah

finellah wrote: »

1) Children's JISA

£100,000 - VANGUARD LIFESTATEGY 80

2) My SS ISA (Not going to help on any passive vs active debate - mix of both - I limit myself to max total fund charge 0.5%. Asset allocation will likely be adjusted over time.)

£10888 - LEGAL & GENERAL UT SHORT DATED CORP BOND IDX I
£14726 - PIMCO GLOBAL ADVIS GBL BD INST STLG HDG ACC
£7209 - TROY TROJAN O ACC NAV
£4933 - BLACKROCK FM LTD ISHARES GBL PROP SECS EQTY
£8742 - VANGUARD INV SER EMERG MKTS STK IDX ACC NAV
£4286 - LEGAL & GENERAL UT L&G PACIFIC IDX TRUST I ACC
£3695 - LEGAL & GENERAL UT L&G UK INDEX TRUST I ACC
£8666 - BLACKROCK FM LTD ISHARES NORTH AMERICAN EQTY
£1452 - FIL INV SVCS UK INDEX JAPAN W ACC NAV
£6371 - DODGE & COX WORLDW GBL STOCK A GBP ACC
£5397 - MARLBOROUGH FD MGR UK MICRO CAP GROWTH P ACC
£7127 - LINDSELL TRAIN LTD GLOBAL EQUITY B INC NAV
£5035 - BAILLIE GIFFORD JAPANESE SML COS B NAV ACC
£5211 - HENDERSON INVESTME EUROPEAN SMALLER COS I NAV
£6130 - BLACKROCK FM LTD EUROPEAN DYNAMIC FD ACC

For the record I made a few changes to my ISA. Now +/- 70% equity, 20% bond, 7% property, 3% other.

M&G OPTIMAL INC 7.6%
ROYAL LONDON ASSET STERLING EXTRA YLD BD 4.5%
MITON CAUT MULTIAST 8.7%
HAWKSMOOR VANBRUGH 8.8%
F&C PROPERTY GROWTH & INCOME 6.3%
BAILLIE GIFFORD EMERG MARKETS GTH 6.4%
VANGUARD US EQUITY INDEX 6.2%
FIDELITY GLOBAL SPEC SITS W ACC 6.3%
INVESTEC GBL SPEC SITS I ACC 11.0%
LINDSELL TRAIN LTD GLOBAL EQUITY B INC NAV 15.0%
BAILLIE GIFFORD POSITIVE CHANGE B ACC 6.3%
FUNDSMITH LLP SUSTAINABLE EQUITY ACC 6.4%
BLACKROCK FM LTD EUROPEAN DYNAMIC FD ACC 6.3%

Prism

Prism wrote: »

a bit late for October but here is my portfolio as of 29th September

Baillie Gifford Greater China B Acc - 5%
Fundsmith Equity I Acc - 42%
Investec Global Gold I Acc GBP - 1%
Jupiter India I Acc - 3%
L&G Global Health & Pharmaceuticals Index Trust I Acc - 13%
L&G Global Technology Index Trust I Acc - 25%
Legg Mason IF Japan Equity X - 11%

I can't tell what the value was on the 31st October as I don't believe Trustnet can back date.

I have a newish SIPP (November) containing only investment trusts and ETFs (lower platform fees) so I have done a little rebalancing over the last few weeks. I have removed my gold fund, reduced my tech fund and will soon sell the Baillie Gifford China fund and eventually Jupiter India when it goes back up. This is mainly because I now hold more tech and EM in the SIPP. Those funds will be allocated to Baillie Gifford Global Discovery which I have held for a while but I'm swapping from the SIPP. New allocations to my personal pension are -

Fundsmith Equity I Acc - 46%
Legg Mason IF Japan Equity X - 12%
Bailie Gifford Global Discovery - 6%
Baillie Gifford Greater China B Acc - 5%
Jupiter India I Acc - 3%
L&G Global Health & Pharmaceuticals Index Trust I Acc - 12%
L&G Global Technology Index Trust I Acc - 17%

My SIPP for reference is roughly a third of the value of my personal pension

Fundsmith FEET IT - 50%
Scottish Mortgage IT - 33%
iShares Automation Robotics ETF - 17%