Great British Invest off or Passive V Active Updates

kinger101

Audaxer said:

I'd be interested to know what conclusions, if any, you guys have come to in the Active v Passive debate during the current market conditions? I was a bit surprised to see that my VLS funds have held up a lot better than my income portfolio of active funds over the last month.

Seems the opposite way round for me.  The actives (mainly in pension) have done better than my passives in ISA.  

Prism

Prism Global - £126,786
Obviously a very decent month equities. Fundsmith didn't really have (or need) a recovery story so lagged a little, but Smithson stormed ahead at about 21% gain for the month. Nearly back to levels at the start of the year.

Linton

Linton Growth - £105372

Linton WP  - £104301

DiggerUK

Rounded off, on the first trading day of each month, golds average price between am and pm fix this year trended ....Jan £1155, Feb £1210, Mar £1255, Apr £1280 and today the spot markets can't decide if it's going to be £1330 or £1370.   Edit, average gold fix £1340.

All fine and dandy in Digger Mansions you might think.......but wait,  all our bucket list items have been postponed!! We still have the 'privilege' of paying the instalments as they come due of course.

That is a strange way to pose todays dilemma as I see it. Coronavirus is not the problem, it is of course a major issue to  resolve, but this economic meltdown was going to happen anyway. Some even refer to it as an overdue correction which doesn't amount to much in my opinion.

Now we have the worlds economies facing more shutdown than if a World General Strike had been called. Ironic seeing as today is May Day and is always a  celebration in the workers movements calendar. 

From  a state or governments point of view the medical situation is their responsibility to solve, from TPTB point of view they want to trade. That is a behind the scenes conflict we'll get to know about one day.

Digger Mansions is not looking at the future with a  desire to overdo any celebrating, but Granny's finally home safe and sound now she's realised all the racing really has been  cancelled..._

finellah

Finellah 18.3%
FinellaVLS80 8.0%
Vanguard All Cap 10.2%

TBC15

BLB53 £109,315  9.3%

TBC15 £128,916 28.9%

Digger Uk £141,833  41.8%

Well if this is as bad as it gets this year I’ll be pleasantly surprised. I strongly suspect I won’t be surprised this year, How’s the home haircuts going?

bostonerimus

Bostonerimus $110054, so up 10% 
Bostonerimus £117097, so up 17%

A_T

A_T's British Bulldog Portfolio
-2.93%

Prism

Prism Global
£137,155
Good month driven mostly by Smithson and Montanaro.

Thrugelmir

Don't Let Your Granny Loose at the Dogs
At 29-05-2020 -  £114,304  Up 6.33% on month.