Great British Invest off or Passive V Active Updates

iglad

I'm 100 Active and these are my gains since March 2019

Axa Framnlington Global Tech +15.3%

Baillie Gifford +8.4%

Fiselity Asian Dividend Acc +11.99%

Fundsmith +13.64%

Lindsell Train Global +12.76%

Scottish Mortgage Trust +10.2%

DiggerUK

With the small .25% cut in the NY Fed interest rate setting yesterday I would have expected more of a drop in the price of gold. But all we have seen is about $25 USD drop, and about £10 sterling.
The usual financial talking heads can't even say their customary 'markets have already priced it in' spin. If anything was priced in, its a further weakening of the pound to $1.21, which isn't what the US economy needs

In the UK gold got within £5 of its all time sterling high, its about £20 off that at the moment. Grandma gets a sherry though..._

quirkydeptless

DiggerUK wrote: »

In the UK gold got within £5 of its all time sterling high, its about £20 off that at the moment. Grandma gets a sherry though..._

Don't let her have too much sherry, or she might lose at the dogs

finellah

Finellah 19.2
FinellaVLS80 17.1
Vanguard Global All Cap 21.3

Prism

Prism Global

£131,448

Happy again to see Fundsmith withstanding most of the small drop over the last month with just a 1.4% decrease. My Merian UK mid cap fund took another small hit due to you know what. Its getting pretty cheap now with plenty of the holdings around the 5-7 PE mark. Could go either way from here. As usual my Legg Mason Japan fund got a boost because the cash flooding back into the Yen. I have noticed that its positioned a bit more defensively than when I first bought it almost 3 years ago (still a bit nuts though).

Thrugelmir

Don't Let Your Granny Loose at the Dogs

£107,810

Includes cash balance of £768


Added IPE -INVESCO ENHANCED INCOME LIMITED during the month 2805 shares at a cost of £2099.60p.

A little winterising for the portfolio at this time of uncertainty.

Share your sentiments Prism. Though a number of UK small and mid caps look enticing. Added IPU to my main portfolio later in the month. (To be true to the reporting. I add to the fantasy portfolio the first stock that I add to my main portfolio).

finellah

Finellah 18.0
FinellahVLS80 15.6
Vanguard Global All Cap 18.9

A_T

A_T's British Bulldog portfolio

Gains:

HSBC FTSE 250 Index C Acc 2.77%
L&G UK 100 Index Trust I Acc 6.59%
Marlborough UK Micro Cap Growth P Acc 2.04%
Vanguard UK Government Bond Index Acc GBP 14.86%

Total gain 6.56%

Disappointing returns but better than a savings account and inflation. Maybe Boris' big spending after Brexit will boost UK shares.

bostonerimus

Bostonerimmus 111272 so up 11.2%
Bostoner£ 121304 so up 21.3%

TBC15

TBC15 £131,205 31.2%
BLB53 £114,425 14.4%
Digger UK £130,319 30.3%

Very nice return on Digger UK pot of gold this month.

I dropped India and I am now firmly strapped in for the LT IT experience.