Great British Invest off or Passive V Active Updates

ams25

Sorry missed last month - I was away at the time.

August

Ams25 active 60:40: 107159
VANGUARD LS 60:40: 107050

So still tracking each other, reinforcing the view that allocation is more important than underlying investment choice. If I had allocated technology stocks it would be very different!!

Anecdotally I note that when the market is up the vanguard fund edges slightly ahead and when's its down the active portfolio is slightly higher.

Linton

Linton Growth £114443
Linton WP £102879

bostonerimus

bostonerimus $10883, 8.8%

finellah

Finellah 10.5%
FinellahVLS80 9.3%
Vanguard all cap 13.0%

A_T

A_T's British Bulldog Portfolio

£106,278.20
6.27%

TBC15

bostonerimus wrote: »

bostonerimus $10883, 8.8%

I hope you have lost a ‘0’ somewhere.:)

bostonerimus

TBC15 wrote: »

I hope you have lost a ‘0’ somewhere.:)

oops, yes there it is, under the chair.

DiggerUK

I have studied the claims made here about what folks have. I do get a little puzzled by the amounts claimed.
Given that I accept they are honest accounts, I am concerned that many of you seem to have quite small amounts.
Are they part of larger portfolios? If not I am a little worried that in retirement you may be hamstrung by such low six figure amounts.

And I am speaking as someone who is in a house with very safe pension incomes to enjoy......Just asking..._

A_T

DiggerUK wrote: »

I have studied the claims made here about what folks have. I do get a little puzzled by the amounts claimed.
Given that I accept they are honest accounts, I am concerned that many of you seem to have quite small amounts.
Are they part of larger portfolios? If not I am a little worried that in retirement you may be hamstrung by such low six figure amounts.

And I am speaking as someone who is in a house with very safe pension incomes to enjoy......Just asking..._

What possible business is it of yours?

finellah

DiggerUK wrote: »

I have studied the claims made here about what folks have. I do get a little puzzled by the amounts claimed.
Given that I accept they are honest accounts, I am concerned that many of you seem to have quite small amounts.
Are they part of larger portfolios? If not I am a little worried that in retirement you may be hamstrung by such low six figure amounts.

And I am speaking as someone who is in a house with very safe pension incomes to enjoy......Just asking..._

Portfolios were rebased to £100,000 as of 29th Sept 2017 to make for easy comparison.

I imagine that there are people on here at very different life stages so the actual amounts will likely be quite varied in any case.