📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!

Great British Invest off or Passive V Active Updates

1484951535485

Comments

  • Linton
    Linton Posts: 18,194 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Hung up my suit!
    Linton Growth - £121061 Up 4.3% on month
    Linton WP - £108110  Up 0.8% on month
  • TBC15
    TBC15 Posts: 1,496 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    BLB53         £117,369    17.4%
    TBC15        £149,331     49.3%
    Digger UK  £153,418     53.4%
  • DiggerUK
    DiggerUK Posts: 4,992 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    Granny has gone off the grid. It happened shortly after gold reached its all time high......and then crashed back down a hundred pounds. 
    As the pound is now getting $1.34, we suspect she is at a Trump rally trying to get a selfie whilst enjoying the decent exchange rate.

    At home we find the leaders on the gold dealers to avoid board is still Bullion By Post with a 9% premium to buy from and a 4% commission to sell to.
    HGM, Atkinsons and Elm are 3-4% to buy and 1-3% commission if you sell. Elm get the gold medal, Atkinsons silver and MSE's favourite, HGM, get bronze..._
  • Prism
    Prism Posts: 3,848 Forumite
    Seventh Anniversary 1,000 Posts Name Dropper
    Prism Global - £144,875 which is a gain of 3.8%
    A good month for microcaps and private equity but not enough to compensate for lower than average returns for my small and mid cap funds. I have certainly missed not having any exposure to Apple and Amazon this year.
  • finellah
    finellah Posts: 104 Forumite
    Sixth Anniversary 100 Posts
    edited 1 September 2020 at 4:51PM
    Finellah 30.2%
    FinellaVLS80 18.3%
    Vanguard Global FTSE All Cap 25.9%

    Still need to update portfolio page - quite a few changes since last update.
  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    The (often much lauded) VWRL fund is up in sterling terms by 18.5%.   


  • The (often much lauded) VWRL fund is up in sterling terms by 18.5%.   


    VWRP is up similar...
  • bowlhead99
    bowlhead99 Posts: 12,295 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Post of the Month
    edited 2 September 2020 at 8:37AM
    Thrugelmir said:
    The (often much lauded) VWRL fund is up in sterling terms by 18.5%.   



    That seems surprising for the return of that product to be sub 20% if Finella is telling us in the post above that FTSE Global All Cap is about 26%. Perhaps you are just looking at the share price and not the total return including dividends?
    The (often much lauded) VWRL fund is up in sterling terms by 18.5%.   


    VWRP is up similar..

    One would hope so 😆

    Although I thought that accumulating share class only launched last year and so couldn't have been invested in at the inception of the exercise at 29/9/2017
  • finellah
    finellah Posts: 104 Forumite
    Sixth Anniversary 100 Posts
    The (often much lauded) VWRL fund is up in sterling terms by 18.5%.   


    Seems surprising that there is such a difference between VWRL and the Vanguard FTSE Global All Cap fund. Don't have time to check at the moment but is that including dividends? Were you using 29/09/17 to 28/08/20 date range?
    Thanks
  • Prism
    Prism Posts: 3,848 Forumite
    Seventh Anniversary 1,000 Posts Name Dropper
    edited 2 September 2020 at 8:50AM
    Maybe Thrugelmir did an additional currency conversion? 
    Also, Don't Let Your Granny Loose at the Dogs has had a storming recovery over the last few months with its new look holdings.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 351.2K Banking & Borrowing
  • 253.2K Reduce Debt & Boost Income
  • 453.7K Spending & Discounts
  • 244.2K Work, Benefits & Business
  • 599.3K Mortgages, Homes & Bills
  • 177.1K Life & Family
  • 257.7K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16.2K Discuss & Feedback
  • 37.6K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.