Great British Invest off or Passive V Active Portfolios

shrewsaver

Is it possible for me to join the party?

If so, here is my current SIPP portfolio:

ShrewSaver Active

Blackrock Greater Euro Inv Trust ORD GBP0.001 - 14%
F&C Commercial Property Trust ORD GBP0.01 - 10.7%
Fidelity China Special Situations ORD GBP0.01 - 3.5%
TwentyFour Select Monthly Income FD ORD GBP0.01 - 11.1%
AXA Investment Man AXA Framlington UK Mid Cap Z Acc - 14.6%
BNY Mellon FD Mngr Newton Asian Inc Inst Acc - 14.2%
Franklin Templ/IM UK Managers Focus W Acc NAV - 12.8%
JPMorgan AM UK Ltd Emerging Europe Eq C Net GBP - 1.9%
Jupiter UT Managers Financial Opps I Inc - 5.1%
Jupiter UT Managers Japan Income I Acc - 3.3%
LionTrust Fund PAR European Income I GBP Dis - 2.5%
Sarasin Fund Manag Food & Agriculture Opps - 6.3%

TBC15

shrewsaver wrote: »

Is it possible for me to join the party?

If so, here is my current SIPP portfolio:

ShrewSaver Active

Blackrock Greater Euro Inv Trust ORD GBP0.001 - 14%
F&C Commercial Property Trust ORD GBP0.01 - 10.7%
Fidelity China Special Situations ORD GBP0.01 - 3.5%
TwentyFour Select Monthly Income FD ORD GBP0.01 - 11.1%
AXA Investment Man AXA Framlington UK Mid Cap Z Acc - 14.6%
BNY Mellon FD Mngr Newton Asian Inc Inst Acc - 14.2%
Franklin Templ/IM UK Managers Focus W Acc NAV - 12.8%
JPMorgan AM UK Ltd Emerging Europe Eq C Net GBP - 1.9%
Jupiter UT Managers Financial Opps I Inc - 5.1%
Jupiter UT Managers Japan Income I Acc - 3.3%
LionTrust Fund PAR European Income I GBP Dis - 2.5%
Sarasin Fund Manag Food & Agriculture Opps - 6.3%

If this is basically the same or just about since from the end of September on why not.

shrewsaver

TBC15 wrote: »

If this is basically the same or just about since from the end of September on why not.

Hi

Yes, it is about the same since September.

Many thanks

TBC15

If you have got the gist fill me in on some results, if it's a nightmare give me the results for OCT-FEB.

Nice to have you on board.

Thrugelmir

Don't let your Granny loose at the dogs as they are barking mad. .

Revised Portfolio @ 31/01/2018

A mixture of annual rebalancing and a change in personal circumstances. Has resulted in a divergence from my main portfolio. As there's new funds being invested in that every month. However have reallocated on same basis and at same prices as actual trades. Allowing for dealing costs and stam duty as appropriate.

14.91% ACORN INCOME FUND ORD GBP0.01
14.50% B.P.MARSH&PARTNERS ORD GBP0.10
2.96% CHELVERTON SMALL.C ORD GBP0.25
7.86% DIVERSE INCOME TRU ORD GBP0.001
13.76% INVESTMENT CO ORD GBP0.50
15.06% JARVIS SECURITIES ORD GBP0.01
2.00% SCHRODER ORIENTAL ORD GBP0.01
14.32% UIL LTD ORD GBP0.10(DI)
14.40% UTILICO EM MKT LTD ORD GBP0.10

0.23% Cash

TBC15

After selling Jupiter India I Acc and Stewart Investors Global Emerging Markets Leaders B GBP Acc to buy Lindsell Train Global Equity B GBP the TBC15 portfolio is now

Units Weight Name
1346.92 4.16% AXA Framlington Global Technology Z Acc
2085.04 4.85% Fidelity UK Smaller Companies W Acc
1174.90 10.17% First State Greater China Growth B GBP Acc
10398.20 34.94% Fundsmith Equity T Acc
25817.55 11.29% L&G Global Technology Index Trust I Acc
839.73 10.58% Liontrust UK Smaller Companies I Acc
2808.87 13.65% Slater Growth P Acc
3447.50 7.52% Stewart Investors Indian Subcontinent B GBP
999.30 2.84% Lindsell Train Global Equity B GBP

TBC15

After selling Fidelity UK Smaller Companies W Acc to buy Lindsell Train Global Equity B GBP the TBC15 portfolio is now

Units Weight Name
1346.92 4.31% AXA Framlington Global Technology Z Acc
1174.90 9.02% First State Greater China Growth B GBP Acc
10398.20 36.04% Fundsmith Equity T Acc
25817.55 11.74% L&G Global Technology Index Trust I Acc
839.73 10.64% Liontrust UK Smaller Companies I Acc
2808.87 13.06% Slater Growth P Acc
3447.50 7.63% Stewart Investors Indian Subcontinent B GBP
2581.80 7.55% Lindsell Train Global Equity B GBP

TBC15

For DiggerUK

104.16 oz of gold

finellah

Updated portfolio Oct18

Royal London Short Duration Global Index linked bond 5%
PIMCO Global Bond GBP Hedged 5%
L&G Multi-index 3 15%
F&C Property Growth and Income 5%
First State Global Infrastucture GBP Hedged 5%
Premier Diversified 15%
Vanguard Global All Cap 20%
Fundsmith Sustainable 7.5%
Lindsell Train Global 10%
Baillie Gifford Positive Change 7.5%
Stewart Asia Pac Leaders 5%

TBC15

Bit of a rehash
AXA Framlington Global Technology Z Acc____________________4823.45_____15.51%
First State Greater China Growth B GBP Acc__________________209.04______1.69%
Fundsmith Equity I Acc_____________________________________8314.79____30.12%
LF Blue Whale Growth R Acc GBP____________________________17019.82_____18.45%
Lindsell Train Global Equity B GBP_________________________5723.74_____17.50%
Liontrust UK Smaller Companies I Inc________________________822.37______9.54%
Stewart Investors Indian Subcontinent Sustainability B GBP_3337.10______7.19%