Great British Invest off or Passive V Active Portfolios

Prism

Linton said:

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.

Yes difficult to get a balance of regions and/or sectors however thats generally what I am aiming for and have been for the last 5 years or so. Most of my fund choices are heavily focused on healthcare, technology, industrials and staples and relatively defensive companies, which this year at least has worked very well.

cloud_dog

Well.... hasn't May been a good month .... Ignoring all the real world pain out there currently.

Prism

cloud_dog said:

Well.... hasn't May been a good month .... Ignoring all the real world pain out there currently.

Yes it has. Final figures still to come in. Did you publish your own portfolio btw? I can see from the spreadsheet its doing really well and a bit swingy! 

cloud_dog

I was late to the party and didn't feel it was reasonable for me to join so late in the day.  I started the Google sheet simply to monitor my virtual portfolio, possibly for one of our SIPPs, against the herd.  The advantage this portfolio has over others is that their's will be grounded more in reality, and this one is less so, so I do not have the time constraints on this portfolio and therefore it is quite risky.  I'm happy to publish for info.

cloud_dog

Investment	Code	Start Price (p)	Amount	Current Price (p)	Current Value
Blackrock Throgmorton IT	THRG	544	£10,000.00	552	£10,740.66
Monks	MNKS	703	£10,000.00	977	£13,967.07
Smithson Worldwide	SSON	1020	£10,000.00	1448	£20,868.24
Scottish American Investment Co.	SAIN	356	£25,000.00	409	£32,167.39
JP Morgan Emerging Markets	JMG	817	£10,000.00	906	£11,616.10
Allianz Technology Trust	ATT	1069	£10,000.00	2075	£19,410.66
Black Rock World Mining	BRWM	361.5	£5,000.00	345	£5,402.61
3i Infrastructure	3IN	195	£10,000.00	277	£16,193.85
RIT Capital Trust	RCP	1935	£10,000.00	1814	£9708.42
			£100,000.00		£140,074.99

A couple of points to note:

1. SSON was originally invested in EWI, which was sold (£14698) / reinvested in SSON 
2. Dividends are included in the current value

Thrugelmir

Don't let your Granny loose at the dogs. @ 29-05-2020

AVIVA	AV.	1.28%
AVON RBR.	AVON	2.66%
B.P MARSH	BPM	8.81%
BB HEALTHCARE	BBH	5.39%
CITY LON INV	CLIG	1.77%
COCACOLA HBC AG	CCH	2.01%
EDP ORD	0OF7	4.29%
GORE STREET EN.	GSF	11.01%
GRESHAM HOUSE .	GRID	9.36%
JARVIS SEC	JIM	23.45%
JLEN ENV	JLEN	5.56%
ORSTED	0RHE	2.07%
PENNON GROUP	PNN	2.00%
PRUDENTIAL	PRU	1.73%
PZ CUSSONS	PZC	3.67%
SANOFI ORD	0O59	2.08%
STRIX GROUP	KETL	2.14%
TOTAL ORD	TTA	3.81%
VESTAS WIND SYS	0NMK	1.96%
Cash		4.94%

bd10

Coming a bit late to the party. Anyways, here we go:

CTY	13%
Fundsmith Equity	18%
MNKS	20%
Rathbone Gl Opp	9%
FGT	10%
JMG	7%
First State Gl Infrastr	8%
Schroder Gl Health	9%
Air Liquide	8%

There's some overlap / high correlation between Rathbone and Fundsmith, but Rathbone I hold via pension scheme. No major changes planned, dividends get reinvested.

TBC15

Hi bd10

I’m afraid you’re a little late for inclusion.

Thrugelmir

Don't let your Granny loose at the dogs. @ 30-06-2020

AVON RBR.	AVON	1.65%
B.P MARSH	BPM	10.80%
BB HEALTHCARE	BBH	1.82%
BLACKROCK ENERGY	BERI	8.39%
CITY LON INV	CLIG	2.04%
COCACOLA HBC AG	CCH	1.91%
EDP ORD	0OF7	4.15%
GORE STREET EN.	GSF	10.42%
GRESHAM HOUSE .	GRID	9.08%
ISHARES V PLC S&P 500 HLTH CARE SECT UCIT	IHCU	3.35%
JARVIS SEC	JIM	23.02%
JLEN ENV	JLEN	1.77%
L'OREAL EUR0.20	0NZM	2.17%
ORSTED	0RHE	1.95%
PENNON GROUP	PNN	1.87%
PRUDENTIAL	PRU	1.92%
PZ CUSSONS	PZC	3.65%
SANOFI ORD	0O59	2.06%
STRIX GROUP	TEM	2.11%
TOTAL ORD	TTA	3.64%
VESTAS WIND SYS	0NMK	1.84%
Cash		0.39%

TBC15

Out goes Liontrust UK Smaller Companies I Inc  in goes  more Tech and Blue Whale.

AXA Framlington Global Technology Z Acc              6641.63                 24.98% 

Fundsmith Equity I Acc                                              9031.82                 31.97%  

LF Blue Whale Growth I Acc                                       256.43                   0.30%   

LF Blue Whale Growth R Acc                                  27222.09                 31.73% 

Lindsell Train Global Equity B GBP                          2977.58                    8.09%

Lindsell Train IT plc Ord 75P                                        3.47                       2.92%