Great British Invest off or Passive V Active Updates

TBC15

Thrugelmir wrote: »

Don't Let Your Granny Loose at the Dogs

£100,244.32 0.24%


Visible price weakening across the whole portfolio. Appears to be a change of wind direction.

Wind's been backing for a few months, change in weather ahead I fear. Still 5 yrs of sun was bliss while it lasted.

(Backing was a wrong analogy, but I'll leave it in to generate discussion. I'm sure a sailor will pitch up soon.)

Thrugelmir

TBC15 wrote: »

Wind's been backing for a few months, change in weather ahead I fear. Still 5 yrs of sun was bliss while it lasted.

I'm personally expecting further retrenchment. After a period of what have been exceptional returns by historic standards. Far ahead of where I hoped to be. Therefore no complaints.

Filo25

TBC15 wrote: »

How retrospective would the numbers be?

Mostly retrospective, only went "live" in January, so really not fair to compare!

TBC15

Filo25 wrote: »

Mostly retrospective, only went "live" in January, so really not fair to compare!

Shame 3 months is a bit retrospective. I can’t help but think the next 6 months will be interesting.

bostonerimus

Late to the party......my passive portfolio of 50% VTSAX (US Equity), 20% VTIAX (International; Equity) and 30% VTBLX (US Bonds) had a balance at the end of March of $103410....so still up 3.4%.

finellah

Finellah 3.3%
FinellahVLS80 2.6%
Vanguard All Cap 3.0%

Prism

Well we are back up again to 107,865, pretty much in line with the FTSE world for this month

Every chance I get I have been selling a bit of my tech fund to re-invest into my regional UK and Europe funds. Its been a good run but I have been a bit too overweight tech in recent times and Fundsmith has increased its tech weighting. Oh, and I also hold some SMT elsewhere. I guess you could say I have been doing a bit of 'market timing' tut tut.

Thrugelmir

Don't Let Your Granny Loose at the Dogs

£102,434.49p +2.43%

Just when I thought that the portfolio was heading for negative terrority.... responds with 2.18% recovery in the month.

bostonerimus

Interesting to see that my portfolio in $ is at +3.4%, but in pounds is -1.3%.....the pound is getting stronger and stronger. I'm glad I spend $.

Asghar

bostonerimus wrote: »

Interesting to see that my portfolio in $ is at +3.4%, but in pounds is -1.3%.....the pound is getting stronger and stronger. I'm glad I spend $.

The pound has fallen almost 5% against the dollar over the last few weeks.