Great British Invest off or Passive V Active Updates

finellah

FinellahVLS80 3.9
Finellah 3.4

Prism

Prism Global

107516 - 7.5%

Linton

Linton Growth: £106078
Linton Wealth preservation: £101419

Out of interest VLS100 - 100000/103016/102655/104727

Note that in the past month (5th December) I sold out of one fund in the Growth portfolio and distributed the proceeds to a couple of the others. I also added in £200 spare cash. How to deal with this on the Invest-off isnt clear. What I did was....

1) Reset the % fund allocations to match what the actual portfolio was showing on the 6th December.
2) Reset the total in the Invest-off portfolio to match the Internal Rate of Return on the actual portfolio since 30th September up to the 6th December.

New allocation:

Artemis Global Growth - 18.5%
Schroder QEP US Core Inst Acc - 15.9%
Threadneedle European Small Companies - 11.78%
Fidelity Asian Values Trust - 9.62%
F&C US Smaller Companies C Inc - 7.74%
Jupiter European Opportunities Trust - 7.47%
JPM Natural Resources C Acc - 7.09%
Baillie Gifford Japanese Smaller Companies B Acc - 5.79%
Marlborough UK Special Situations - 5.14%
Blackrock Frontiers Investment Trust - 4.33%
Neptune UK Mid Cap C Acc - 4.07%
AXA Framlington Health Z Acc - 2.57%

bostonerimus

Here are my dollar denominated returns. Over the last 3 last months I'm up 4.27%. So ticking along probably in the middle of the pack. It will be interesting to see what happens in 2018.

Year Month (VTSAX) (VTIAX) (VBTLX) Total Return Month End Balance

2017 10 2.17% 1.94% 0.12% 1.51% $101510
2017 11 3.04% 0.80% -0.16% 1.64% $103180
2017 12 1.01% 2.07% 0.45% 1.05% $104270

A_T

Trustnet reports that A_T's British Bulldog portfolio is up 4.00% since 30.09.2017

chrisgg

1.5% in December for me.

Have made one change to my portfolio adding in Artemis US Smaller Companies in place of Threadneedle American.

Prism

chrisgg wrote: »

1.5% in December for me.

Have made one change to my portfolio adding in Artemis US Smaller Companies in place of Threadneedle American.

The rest of us are reporting totals - i assume that 1.5% is just for December?

TBC15

I’ll hold back with the update until we get clarification.

ams25

Delayed update but based on Jan 1 postion courtesy of Trustnet screenshot!

Ams25 60:40 active (since end Sep) 102873

Vanguard 60. 103360

So passive has pulled ahead at the 3 month mark. Remember I have mirrored the weightings of vls60 but used active funds in place of index trackers.

Best performers on c.10% are Fidelity Emerging and Legg mason IF Japan. Biggest drag Woodford UK income.

chrisgg

Prism wrote: »

The rest of us are reporting totals - i assume that 1.5% is just for December?

Correct. I wasn't sure how to view the value as at the end of December, rather than the present day value.