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Great British Invest off or Passive V Active Updates
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A_T said:We tend to think we've been in an equity bull market but if you'd put the same lump sum in each of the Vanguard Lifestrategy funds on the date this started at pricing yesterday VLS20 would have had the best return. Only slightly admittedly but it makes you think.0
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Prism said:Linton said:Linton Growth - £106108Linton WP - £101225WP funds do generally hold a moderate % of equities, though this will vary over time.Linton WP is down about 4% this month. More than half the fall is due to RIT which is down about 8.5%. The problem with RIT and some other ITs is that the NAV is only published once a month and so the true premium/discount wont be known for a few days yet. Until the NAV post-coronavirus is known I guess investors have no reason not to downgrade the fund alongside the rest of the market. It does not help that RIT's underlying investments are remarkably non-transparent, mostly being categorised as "others".Linton WP is an earlier version of my current WP portfolio which is showing a fall over the past month of 2.8%. The % allocated to RIT is now below 20%.Another factor in the published LInton WP data is that, as the results come from a Trustnet portfolio and dividends are not included, its performance is somewhat under-stated. WP ITs produce moderate dividends.
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Linton said:Prism said:Linton said:Linton Growth - £106108Linton WP - £101225Another factor in the published LInton WP data is that, as the results come from a Trustnet portfolio and dividends are not included, its performance is somewhat under-stated. WP ITs produce moderate dividends.
RIT has a large private equity allocation. Impossible to value on a short term basis.0 -
TBC15 £122,956 %23.0
BLB53 £112,238 %12.2
DiggerUK £128.857 %28.9 * £130,708 %30.7
Well you go away for a month’s holiday and all hell breaks loose.
The only silver lining in recent events was that I chose to do some portfolio maintenance last week of January, pity I had the time to reinvest as it would be nice to have a wedge of cash to invest at the moment. That’s our CGT allowances used up and the retirement cash bucket toped up for the year.
Cracking result for Digger UK this month, can’t wait to see March’s results if the fun continues.
* I’ve used Bullion by Posts gold price (£1237.11) this month as the usual resource http://www.lbma.org.uk/precious-metal-prices appears to be on the blink at the moment.
Edit DiggerUK results based on PM fix 28/2 (£1254.88) from Atkinsons site.
So jobs to do rehash the portfolio in the portfolio’s section and try and fix the dogs dinner the OP has turned into post platform swap. Thanks for the tip’s bowlhead99, I’ll give them a shot.
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I've taken to using the price charts from Atkinsons of Sutton Coldfield. They have a nice simple button to push to swap between fix and spot price..._p.s., why is it that the back button keeps deleting posts when you return from edit to preview. How do you contact the holiest corners of MSE to find out?0
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Don't Let Your Granny Loose at the Dogs
At 31-03-2020 - £95,365 Down 10.69% on month.
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Linton Growth: £95,076Linton WP: £99,1780
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Prism Global - £115,947
My relatively defensive equity funds seemed to work well enough this month even though we are yet to see the effect on earnings. Global equity was -3.6%, global small and mid cap -2.1%, emerging markets -8.7% and UK small caps doing the worst at -19.8%. All these funds beat their benchmarks during the fall but I don't yet know if they will recover as strongly after this is all over.
Except for my standard small monthly top up I bought and sold nothing during this month.0 -
Prism said:Prism Global - £115,947
My relatively defensive equity funds seemed to work well enough this month even though we are yet to see the effect on earnings. Global equity was -3.6%, global small and mid cap -2.1%, emerging markets -8.7% and UK small caps doing the worst at -19.8%. All these funds beat their benchmarks during the fall but I don't yet know if they will recover as strongly after this is all over.
Except for my standard small monthly top up I bought and sold nothing during this month.0 -
Thrugelmir said:Prism said:Prism Global - £115,947
My relatively defensive equity funds seemed to work well enough this month even though we are yet to see the effect on earnings. Global equity was -3.6%, global small and mid cap -2.1%, emerging markets -8.7% and UK small caps doing the worst at -19.8%. All these funds beat their benchmarks during the fall but I don't yet know if they will recover as strongly after this is all over.
Except for my standard small monthly top up I bought and sold nothing during this month.
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