Great British Invest off or Passive V Active Updates

cloud_dog

TBC15 wrote: »

Want a seat at the table?

Bring forth your portfolio.

I don't propose to add this, as this is somewhat retrospective but, if the OH SIPP had £100k back at the end of Sept/start Oct the portfolio would be up at 6.81% (based on Sept 29 2017 and 31 Jan 2018 closing prices).

TBC15

If you are confident in your figures and the portfolio was basically the same October onwards, please put the rebased constituents here

https://forums.moneysavingexpert.com/discussion/comment/73192270#Comment_73192270

and I'll update the thread.

Following the rebased portfolio on Trustnet would be wise.

Nice to have you on board.

TBC15

Well, that was an interesting bump in the road. How are all our financial vehicles fairing? Far from air bags deploying, but interesting non the less.

And the results for February

TBC15 £108209 8.2%
BLB53 £101934 1.9%

Prism

Just about recovered at the end of feb and made a tiny gain so I am now up 9.4% since the start

Linton

Linton Growth £105678
Linton WP £99843

finellah

Finellah 3.4%
FinellahVLS80 2.7%
Vanguard FTSE Global All 4.1%

bostonerimus

Going into Feb my total was $10787 and coming out it's $10438......so current portfolio gain is 4.38%

Portfolio started as VTSAX 50%, VTIAX 20%, VBTLX 30%.

ams25

AMS active 60 101902
VLS60 101551

Thrugelmir

Apologies for the late update. Finally got round to recalculating the changes.

January 2018 £103,914.20p +3.91%

February 2018 £102.617.21p +2.61%

TBC15

Another interesting month, thank you Donald.

March results
TBC15 £104012 4.0%
BLB53 £100214 0.2%