Great British Invest off or Passive V Active Updates

Thrugelmir

Don't Let Your Granny Loose at the Dogs

End of September £110,551

Includes cash balance of £10,790

2.5% increase in month. Special dividend declared by JIM contributing £674 to the portfolio.

Number of changes in month.

Sold entire holdings in UTIL and SDV.
Reduced holding in AIF

New holdings added in JARA, GRID, CMHY and MRCH
Added to existing holdings in JIM, IPE and DIVI.

cloud_dog

I see the passive investors are being quite... passive in their updates

Prism

Prism Global

£125,995

Not too bad considering the 5% increase in the pound. I don't use any hedged funds

TBC15

TBC 15 £125057

BLB53 £113354

Digger UK £121718

Well another disappointing month and poor start to year 3 for TBC15. The strong pound isn’t doing me any favours.
The recent changes to the portfolio i.e. additional Blue Whale units have proven Douglas Adams forecast correct. I’m quite dizzy with anticipation.
If it wasn’t for the irrational exuberance of the LTI crowd everything would be down

finellah

Finellah 16.7
Finella VLS80 14.7
Vanguard all cap 17.4

Linton

Linton Growth: £111152
Linton WP: £105052

Thrugelmir

Don't Let Your Granny Loose at the Dogs

End of October £110,511

Includes cash balance of £11,518


Number of changes in month. Final part of rejigging exercise.

Sold entire holdings in AIF, INV and UEM.

New Holdings
GRID (9.4%)
GSF (8.9%)
FGT (2.8%)
AEWU (2.8%

Change in existing holdings
JIM (increase to 21.0%)
BPM (increase to 21.4%)

bostonerimus

Bostonerimus $114978
Bostonerimus £118543

TBC15

TBC15 £129,088 29.1%

BLB53 £114764 14.8%

Digger UK £117838 17.8%

Prism

Interesting month for the new combined portfolio. Smaller companies up between 5% and 9% but my EM fund down 3.5%. Overall a nice gain

Prism Global £129,497 29.5%