Great British Invest off or Passive V Active Updates

TBC15

crazychamps wrote: »

TBC - would it not be easier to show the returns of the individual portfolios through an online excel sheet where you simply share with us the link - it would also help you with formatting?

Sounds great, if you are happy to do the spade work I'll post the link in the original post.

ams25

Ams25 active 60:40: 106466
Vanguard is 60:40: 106789

DiggerUK

TBC15 wrote: »

Is there any reason not to use the pm price for gold on the 28th Sep £912.52 ?

I'd say yes. The reason being that the gold market can change quite dramatically, and in short order. A simple arithmetic mean between am, and pm fix smooths that out, and gives a more balanced picture.

It is your thread, so I'm happy to go with your decision..._

bostonerimus

Portfolio value at send of Sep. 2018,

$108910.....+8.91% in $, I think that's 12.2% in pounds

cloud_dog

crazychamps wrote: »

TBC - would it not be easier to show the returns of the individual portfolios through an online excel sheet where you simply share with us the link - it would also help you with formatting?

I've been monitoring this here, as I am quite interested in the ongoing results.

I created this because I was late to the party but wanted to monitor the OH SIPP account (hence the column 'cloud_dog OH SIPP'). It's not the greatest piece of s/sheet engineering in the world (e.g. have to insert a new line for each month) but served it's purpose. Happy for portfolio owners to enter their own data or if someone wants to take a copy of create their own.

TBC15

bostonerimus wrote: »

Portfolio value at send of Sep. 2018,

$108910.....+8.91% in $, I think that's 12.2% in pounds

I make it 12% let's split the difference 12.1%

TBC15

cloud_dog wrote: »

I've been monitoring this here, as I am quite interested in the ongoing results.

I created this because I was late to the party but wanted to monitor the OH SIPP account (hence the column 'cloud_dog OH SIPP'). It's not the greatest piece of s/sheet engineering in the world (e.g. have to insert a new line for each month) but served it's purpose. Happy for portfolio owners to enter their own data or if someone wants to take a copy of create their own.

Thanks for that cloud_dog

If you are happy to keep up the good work I'll include the link in the original post.

Thrugelmir

Will provide my update later in the week.

Thrugelmir

Don't Let Your Granny Loose at the Dogs

£107,850.

Includes cash balance of £959.

No changes to portfolio in the month.

Hit hard with decline in emerging markets. Though gains elsewhere compensated.

Thrugelmir

Don't Let Your Granny Loose at the Dogs

£103,414

Includes cash balance of £1283.

No changes to portfolio in the month.

Fall of 4.09% in month. :doh: