Great British Invest off or Passive V Active Portfolios

finellah

Updated portfolio for Finellah

Capital Gearing Trust (CGT) 15%
Personal Assets Trust (PNL) 14%
Mid Wynd IT (MWY) 11%
Martin Currie Global Portfolio IT (MNP) 10%
Monks IT (MNKS) 10%
Fundsmith 9%
Smithson IT (SSON) 6%
CFP SDL UK Buffettology Fund 6%
F&C IT (FCIT) 6%
TR Property (TRY) 5%
Cash 8%

finellah

So I made a few changes through March and topped up some ITs in mid March. Time will tell if that was a good decision. 

Thrugelmir

finellah said:

So I made a few changes through March and topped up some ITs in mid March. Time will tell if that was a good decision. 

We all have different objectives. Making direct portfolio comparisons somewhat meaningless. As I commented a while back. Going to be interesting to see how the various strategies bounce around performance wise in these now very real volatile market conditions. For the foreseeable future a bear rather than a linear bull market. 

Thrugelmir

Don't let your Granny loose at the dogs.

AVIVA	AV.	1.32%
AVON RBR.	AVON	2.27%
B.P MARSH	BPM	9.64%
BARCLAYS	BARC	1.66%
BB HEALTHCARE	BBH	5.16%
CITY LON INV	CLIG	1.91%
COCACOLA HBC AG	CCH	2.12%
DUKE ROYALTY	DUKE	1.61%
EDP ORD	0OF7	2.09%
GORE STREET EN.	GSF	11.82%
GRESHAM HOUSE .	GRID	9.24%
JARVIS SEC	JIM	22.70%
JLEN ENV	JLEN	5.50%
ORSTED	0RHE	1.86%
PENNON GROUP	PNN	2.05%
PZ CUSSONS	PZC	4.10%
SANOFI ORD	0O59	2.16%
STRIX GROUP	TEM	2.26%
TOTAL ORD	TTA	3.94%
VENTURE LIFE	VLG	3.13%
VESTAS WIND SYS	0NMK	1.72%
Cash		1.74%

MPN

Thrugelmir said:

Don't let your Granny loose at the dogs.

AVIVA	AV.	1.32%
AVON RBR.	AVON	2.27%
B.P MARSH	BPM	9.64%
BARCLAYS	BARC	1.66%
BB HEALTHCARE	BBH	5.16%
CITY LON INV	CLIG	1.91%
COCACOLA HBC AG	CCH	2.12%
DUKE ROYALTY	DUKE	1.61%
EDP ORD	0OF7	2.09%
GORE STREET EN.	GSF	11.82%
GRESHAM HOUSE .	GRID	9.24%
JARVIS SEC	JIM	22.70%
JLEN ENV	JLEN	5.50%
ORSTED	0RHE	1.86%
PENNON GROUP	PNN	2.05%
PZ CUSSONS	PZC	4.10%
SANOFI ORD	0O59	2.16%
STRIX GROUP	TEM	2.26%
TOTAL ORD	TTA	3.94%
VENTURE LIFE	VLG	3.13%
VESTAS WIND SYS	0NMK	1.72%
Cash		1.74%

Would you mind me asking why you invested in Aviva in preference to L&G or Hiscox etc in the insurance market and the same in the banking sector with Barclays in preference to Lloyds, HSBC etc.  

Thrugelmir

MPN said:

Thrugelmir said:

Don't let your Granny loose at the dogs.

AVIVA	AV.	1.32%
AVON RBR.	AVON	2.27%
B.P MARSH	BPM	9.64%
BARCLAYS	BARC	1.66%
BB HEALTHCARE	BBH	5.16%
CITY LON INV	CLIG	1.91%
COCACOLA HBC AG	CCH	2.12%
DUKE ROYALTY	DUKE	1.61%
EDP ORD	0OF7	2.09%
GORE STREET EN.	GSF	11.82%
GRESHAM HOUSE .	GRID	9.24%
JARVIS SEC	JIM	22.70%
JLEN ENV	JLEN	5.50%
ORSTED	0RHE	1.86%
PENNON GROUP	PNN	2.05%
PZ CUSSONS	PZC	4.10%
SANOFI ORD	0O59	2.16%
STRIX GROUP	TEM	2.26%
TOTAL ORD	TTA	3.94%
VENTURE LIFE	VLG	3.13%
VESTAS WIND SYS	0NMK	1.72%
Cash		1.74%

Would you mind me asking why you invested in Aviva in preference to L&G or Hiscox etc in the insurance market and the same in the banking sector with Barclays in preference to Lloyds, HSBC etc.  

My broader portfolio extends far further. Originally I used the more speculative element to kick off an active portfolio on here. To play fair subsequently. I've reduced/sold holdings in this portfolio in mirror fashion. Likewise when there's cash uninvested. I now use the cash available (when it reaches £2,100 currently) to mirror the next real purchase I make. My actual portfolio may therefore hold greater quantities of stock than listed above, though all are genuine holdings. 
In answer to your specific question. I do hold Lloyds and L&G. HSBC I sold out of some weeks ago. Wasn't expecting Aviva to cut it's dividend. Not keen on the some of the markets that Hiscox underwrites in the US. Ongoing liabilities are drawn out as settlements are concluded. 

Linton

Updated Portfolios for:

Linton Growth:

20.6  - Artemis Global Select I Acc
8.2   - Artemis US Smaller Companies I Acc
15.3 - Baillie Gifford EM Mkts Lead Coms B Acc
5.6   - Baillie Gifford Japan Small Companies B Acc
7.7   - Liontrust UK Smaller Companies Inc Cl I
10.7 - Polar Capital Global Technology GBP I
13.8 - Schroder QEP US Core Acc
18.0 - Threadneedle European Smaller Companies Z Acc

Linton WP

27.1 - Capital Gearing Trust
25.7 - Jupiter Strategic Bond I Acc
9.4   - RIT Capital Partners
20.0 - Trojan O
17.8 - Trojan X

Prism

Linton said:

Updated Portfolios for:

Linton Growth:

20.6  - Artemis Global Select I Acc
8.2   - Artemis US Smaller Companies I Acc
15.3 - Baillie Gifford EM Mkts Lead Coms B Acc
5.6   - Baillie Gifford Japan Small Companies B Acc
7.7   - Liontrust UK Smaller Companies Inc Cl I
10.7 - Polar Capital Global Technology GBP I
13.8 - Schroder QEP US Core Acc
18.0 - Threadneedle European Smaller Companies Z Acc

Linton WP

27.1 - Capital Gearing Trust
25.7 - Jupiter Strategic Bond I Acc
9.4   - RIT Capital Partners
20.0 - Trojan O
17.8 - Trojan X

Before I switched to Smithson and Montanaro better world that combination of yours was pretty close to my preferred collection of smaller companies - Threadneedle European, Artemis US Smaller, Liontrust UK. The only difference was I had Legg Mason Japan rather than BG. I am preferring not have to monitor multiple regional funds though and sticking with global ones. I was concerned that the managers might not be on the ball with a multi regional array of smaller companies but it seems the performance doesn't suggest thats a problem.

Linton

Prism said:

Linton said:

Updated Portfolios for:

Linton Growth:

20.6  - Artemis Global Select I Acc
8.2   - Artemis US Smaller Companies I Acc
15.3 - Baillie Gifford EM Mkts Lead Coms B Acc
5.6   - Baillie Gifford Japan Small Companies B Acc
7.7   - Liontrust UK Smaller Companies Inc Cl I
10.7 - Polar Capital Global Technology GBP I
13.8 - Schroder QEP US Core Acc
18.0 - Threadneedle European Smaller Companies Z Acc

Linton WP

27.1 - Capital Gearing Trust
25.7 - Jupiter Strategic Bond I Acc
9.4   - RIT Capital Partners
20.0 - Trojan O
17.8 - Trojan X

Before I switched to Smithson and Montanaro better world that combination of yours was pretty close to my preferred collection of smaller companies - Threadneedle European, Artemis US Smaller, Liontrust UK. The only difference was I had Legg Mason Japan rather than BG. I am preferring not have to monitor multiple regional funds though and sticking with global ones. I was concerned that the managers might not be on the ball with a multi regional array of smaller companies but it seems the performance doesn't suggest thats a problem.

I have just checked Smithson Monanaro Better World on Morningstar.  The 42% healthcare and 29% tech sector allocation could make getting a decent balance for the portfolio as a whole rather difficult.

TBC15

Small change to tidy up the small China holding I had left over. China sold and invested in more Tech.

AXA Framlington Global Technology Z Acc              5441.73               19.64% 

Fundsmith Equity I Acc                                              9031.82               32.67%  

LF Blue Whale Growth I Acc                                       256.43                   0.29%   

LF Blue Whale Growth R Acc                                  23349.58                 26.63% 

Lindsell Train Global Equity B GBP                          2977.58                  8.36%

Liontrust UK Smaller Companies I Inc                      852.41                    9.36%

Lindsell Train IT plc Ord 75P                                        3.47                     3.05% 

Edit missed out LTI