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Comments

  • TBC15
    TBC15 Posts: 1,512 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    edited 4 April 2018 at 4:56PM
    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
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    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
    Filo25 Posts: 2,140 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    TBC15 wrote: »
    How retrospective would the numbers be?

    Mostly retrospective, only went "live" in January, so really not fair to compare!
  • TBC15
    TBC15 Posts: 1,512 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    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
    bostonerimus Posts: 5,617 Forumite
    Sixth Anniversary 1,000 Posts Name Dropper
    edited 13 April 2018 at 9:13PM
    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.”
  • finellah
    finellah Posts: 104 Forumite
    Sixth Anniversary 100 Posts
    edited 1 May 2018 at 2:58PM
    Finellah 3.3%
    FinellahVLS80 2.6%
    Vanguard All Cap 3.0%
  • Prism
    Prism Posts: 3,856 Forumite
    Eighth Anniversary 1,000 Posts Name Dropper
    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
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    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
    bostonerimus Posts: 5,617 Forumite
    Sixth Anniversary 1,000 Posts Name Dropper
    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.”
  • Asghar
    Asghar Posts: 436 Forumite
    Part of the Furniture 100 Posts Name Dropper
    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.
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