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Great British Invest off or Passive V Active Updates

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  • 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

    £102462

    Includes cash balance of £999

    Purchased 1,945 shares in Montanaro UK Small Companies Investment Trust @ £2,099.12p.
  • cloud_dog
    cloud_dog Posts: 6,326 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    Interesting choice for a UK smaller company investment, can I enquire what pointed you at this company?

    EDIT: we don't hold a UK smaller company investment as yet but, Throgmorton is on my 'watch list'.
    Personal Responsibility - Sad but True :D

    Sometimes.... I am like a dog with a bone
  • Prism
    Prism Posts: 3,848 Forumite
    Seventh Anniversary 1,000 Posts Name Dropper
    Prism Global

    £117,609

    No changes to the portfolio
  • TBC15
    TBC15 Posts: 1,496 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    edited 30 March 2019 at 3:32AM
    TBC15 £117040

    BLB53 £107215

    DiggerUK £103814

    New TBC15 currently underperforming Old TBC15 by over 1% :doh:
  • bostonerimus
    bostonerimus Posts: 5,617 Forumite
    Sixth Anniversary 1,000 Posts Name Dropper
    edited 30 March 2019 at 11:47AM
    $108067...+8.1%
    £110560...+10.6%
    “So we beat on, boats against the current, borne back ceaselessly into the past.”
  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    cloud_dog wrote: »
    Interesting choice for a UK smaller company investment, can I enquire what pointed you at this company?

    EDIT: we don't hold a UK smaller company investment as yet but, Throgmorton is on my 'watch list'.

    In summary. Investment style being "bottom up". Focus on companies with strong balance sheets and high margins, in particularly focus on AIM stocks. Stands at reasonable discount to NAV. Recent change in dividend policy.
  • finellah
    finellah Posts: 104 Forumite
    Sixth Anniversary 100 Posts
    Finellah 11.6%
    FinellahVLS80 8.2%
    Vanguard All Cap 9.9%
  • ams25
    ams25 Posts: 260 Forumite
    Ninth Anniversary 100 Posts
    AMS25 active 60:40 104002
    Vanguard LS 60: 107215

    healthy lead for passives continues....
  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    ams25 wrote: »

    healthy lead for passives continues....

    My investment horizon is 20 years..... Fable of the hare and tortoise. :dance:
  • Linton
    Linton Posts: 18,192 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Hung up my suit!
    Linton Growth: £107071
    Linton WP: £102156
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