Great British Invest off or Passive V Active Portfolios

Prism

I haven't given an update in a while. As it stands..

Fundsmith I - 61.76% Threadneedle European Smaller Companies Z - 14.68% Merian UK Mid Cap P - 10.63% Legg Mason IF Japan X - 10.38% Jupiter India I - 2.06% Cash - 0.49%

I will be transfering platorm in a few months so at that time will combine this with 3 other funds I hold there

TBC15

Prism wrote: »

I haven't given an update in a while. As it stands..

Fundsmith I - 61.76% Threadneedle European Smaller Companies Z - 14.68% Merian UK Mid Cap P - 10.63% Legg Mason IF Japan X - 10.38% Jupiter India I - 2.06% Cash - 0.49%

I will be transfering platorm in a few months so at that time will combine this with 3 other funds I hold there

Any thoughts on keeping it all on one platform? I was considering spreading the potential risk by moving some stuff over to I web, bit put off by lack of choice of funds.

Prism

TBC15 wrote: »

Any thoughts on keeping it all on one platform? I was considering spreading the potential risk by moving some stuff over to I web, bit put off by lack of choice of funds.

Its something I have thought about but decided if I stick to the main platforms I am not to concerned. I currently use Aviva and Youinvest but the Aviva platform doesn't have all the funds I want and is also slightly more expensive of fees.

bostonerimus

TBC15 wrote: »

Any thoughts on keeping it all on one platform? I was considering spreading the potential risk by moving some stuff over to I web, bit put off by lack of choice of funds.

I have money on 3 platforms, but it's got nothing to do with choice or worrying about risk of default etc.

I have a 30 year old guaranteed annuity with an insurance company that has withdrawal and transfer restrictions so it just sits there and accumulates...4.6% is this years rate.

I have an old retirement account on another platform because it allows penalty free withdrawal at any age after I stopped working for that employer and also has an immediate access savings account that has 2.5% interest right now, so I use it to store emergency cash.

The vast majority of my money is with Vanguard and invested in 3 broad Vanguard index trackers. I have no transaction fees or platform charges and just pay the fund fees. Because of Vanguard's structure I have no worries about fund/platform risk. On the US Vanguard platform I can buy any stock, bond or fund sold in the US, but I don't bother and just stick to low cost Vanguard trackers.

Thrugelmir

Don't Let Your Granny Loose at the Dogs

as at 15-02-2019

ACORN INCOME FUND ORD GBP0.01 11.67%
B.P.MARSH&PARTNERS ORD GBP0.10 16.92%
CHELVERTON SMALL.C ORD GBP0.25 2.15%
DIVERSE INCOME TRU ORD GBP0.001 7.14%
INVESTMENT CO ORD GBP0.50 12.85%
JARVIS SECURITIES ORD GBP0.01 18.37%
UIL LTD ORD GBP0.10(DI) 14.15%
UTILICO EM MKT LTD ORD GBP0.10 14.31%
Cash 2.44%

finellah

Updated portfolio for Finellah

Capital Gearing Trust (CGT) 14%
Personal Assets Trust (PNL) 11%
Lindsell Train Global Equity 12%
HSBC MSCI World ETF (HMWO) 15%
iShares World Min Volatility ETF GBP Hedged (WMVG) 8%
iShares Emerging Markets ETF (EMIM) 8%
Fundsmith 6%
Smithson (SSON) 5%
Blackrock Smaller Companies Trust (BRSC) 5%
Cash 16%

bostonerimus

Starting portfolio:

50% VTSAX......Vanguard Total Stock Market Index Admiral
25% VTIAX .......Vanguard Total International Stock Index Admiral
25% VBTLX.......Vanguard Total Bond Market Admiral.

I have done nothing other than having dividends automatically reinvested and the portfolio is now:

51.5% VTSAX......Vanguard Total Stock Market Index Admiral
22.9% VTIAX .......Vanguard Total International Stock Index Admiral
25.6% VBTLX.......Vanguard Total Bond Market Admiral.

Total expenses 0.06%

TBC15

Bit of a rehash it was time to let India go. I’ve toped up Blue Whale and bought into the LT experience.

AXA Framlington Global Technology Z Acc____________________4823.45_____15.64%
First State Greater China Growth B GBP Acc__________________209.04______1.57%
Fundsmith Equity IAcc_________________________________8314.79___ _30.58%
LF Blue Whale Growth R AccGBP_________________________19433.32_____21.53%
Lindsell Train Global Equity B GBP_________________________5723.74_____17.52%
Liontrust UK Smaller Companies I Inc________________________822.37______9.10%
Lindsell Train IT plc Ord 75P_________________________________4.00______4.06%

cogito

Capital Gearing Trust 13%
Personal Assets Trust 13%
Fundsmith 21%
LTGE 21%
LTUK 8%
Smithson 5%
Evenlode Global Income 9%
Foresight Global Real Infrastructure 5%
Cash 5%

Linton

Linton Growth has been re-organised to reduce the number of funds....

Artemis Global Growth I: 19%
Schroder QEP US Core Inst: 19%
Threadneedle European Small Companies ZNA: 17%
JPM Emerging Markets IT: 15%
Lindsell Train Global Equity B: 10%
Marlborough Special Situations P: 7%
Baillie Gifford Japanese Small Companies B: 7%
Artemis US Small Companies I Acc: 6%

The allocations to geography, size, and sector are similar to the previous version.