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Great British Invest off or Passive V Active Updates
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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.)0 -
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.0 -
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%.“So we beat on, boats against the current, borne back ceaselessly into the past.”0
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Finellah 3.3%
FinellahVLS80 2.6%
Vanguard All Cap 3.0%0 -
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.0 -
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.0 -
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 $.“So we beat on, boats against the current, borne back ceaselessly into the past.”0
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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.0
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