Great British Invest off or Passive V Active Updates

TBC15

For those who are curious to compare their Passive or Active investment strategies I'm starting 
a new thread today with monthly updates (Bottom lines only in £).

For details see https://forums.moneysavingexpert.com/discussion/5719517/great-british-invest-off-or-passive-v-active-discussion

Monthly updates on portfolio values should be posted here. As we are now into the eighth year
I’ve included the first - seventh years results under
the columns 1ST - 7TH. % growth is from original start date of 29th Sept 2017
For those who wish to see the monthly figures up  to 30/9/23 they are included
in cloud dogs spreadsheet.

https://docs.google.com/spreadsheets/d/1xsUO5U8fU9F0zcXNav99c2yTRCbIUn8DF1RGtArds2Q/edit?usp=sharing


Active_______1ST__2ND__3RD__4TH__5TH__6TH__7TH

Prism G_______19___29___47___84___50___66___86
TBC15_________18___28___50___80___44___62___93

Passive______1ST__2ND__3RD__4TH__5TH__6TH__7TH

BLB53__________7___15___17___32___19___26___44
Bostonerimus___9__TBA__TBA___53___24__TBA___87
Bostoner£_____12__TBA__TBA___51___49__TBA___87
FinellahVLS80__9___17___18___39___29___40___63

For reference Vanguard FTSE Global All Cap		
VGFTSEGALL____13___20___25___54___47___62___92

Physical Gold Sovereigns
DiggerUK______-5___26___53___35___57___60__105

Please note Sovereigns have a spread of typically 3.5% to buy and 2.0% to sell
																								

ams25

Historical performance of VLS60 vs AMS25 Active LS 60

So having entered my above portfolio into Trustnet (keen I know:j) I get this performance outcome:

VLS60

---

AMS25 Active

6m... 1.3%---- 6.1%
1yr... 6.9%

---

13.3%
3yrs... 31.5%.... 55.0%

For what it is worth the Trustnet FE risk score is 61 for VLS60 and 63 for my portfolio.. which is surprisingly close and provides some comfort that this is a viable comparison.

Will provide the updates here as we move forward.

Perhaps unfortunately, this is not my total portfolio which is more balanced/cautious overall (but it does mean I sleep better at night)

Thrugelmir

ams25 wrote: »

Perhaps unfortunately, this is not my total portfolio which is more balanced/cautious overall (but it does mean I sleep better at night)

Likewise, hence my SIPP is pro-active. I'll add my portfolio later on in the weekend.

TBC15

I was hoping to keep this section free just for Monthly bottom lines with Portfolios in the Portfolios thread section.



Thrugelmir when you work out your mix could you post it in the Portfolio section Please.

Thrugelmir

Will do. :beer:

TBC15

Results for October are encouraging.
TBC15 £105933
BLB53 £102071

bostonerimus

Here's mine
VTBLX -0.09%
VTIAX +1.94%
VTSAX +2.17%

So Values are
VTBLX $24977
VTIAX $25485
VTSAX $51086

Total $101548 or +1.55%

Linton

Linton Growth - £103517
Linton wealth preservation - £100611

ams25

My active 60:40 portfolio, with the same stock/bond and regional asset allocations as Vanguard 60:40:

AMS25 60:40: 102,085 +2.09%
Vanguard 60:40: 102,071 + 2.07%

could not be closer.....:D

The AMS25 equity only (60%) performance was +2.94%, and the bond component +0.77%
best performers on approx 5%+ each were Fidelity Emerging, Fundsmith and Stewart Asia Pac Leaders. Laggards on approx 0.5% were Woodford Equity Income and JO Hambro CM opps.

Data is according to Trustnet from 29/9 to 1/11, which also gives a 1 year performance number of 15.2% for the AMS25 60:40 and 8.3% for Vanguard LS 60:40. It will be interesting to see if this out performance is still intact in a year's time.

finellah

My ISA (+/-65% equity): 102205 (2.205%), FWIW Trustnet Volatility 6.8
JISA (VLS80): 102334 (2.334%), Trustnet Volatility 7.94

Thrugelmir

Don't let your Granny loose at the dogs SIPP £105,136 (+5.14%).

Highlights

Jarvis Securities +21.77%
Acorn Income Fund +6.15%
BP Marsh +5.93%
Schroder Oriental +5.87%
Henderson FE Income +5.48%

Diverse Income -1.84%

Cash Balance Held £470. ( Dividends/income accrued and paid)