Great British Invest off or Passive V Active Updates

finellah

Reading on a graph on Trustnet with income reinvested it looks like VWRL is very approximately +/- 27.5% up over the period 29/9/17 to 28/8/20 so a little ahead of the Vanguard FTSE global all cap fund.

Thrugelmir

Don't Let Your Granny Loose at the Dogs
At 30-09-2020 -  £131,597    Up 1.51%  month to month. 

Linton

Linton Growth £122857
Linton WP £108833

TBC15

TBC15 £149.970   50.0%

BLB53 £117,213   17.2%

Digger UK £ 152,868  52.9%

Gold still shinning well.

Not a bad end to year 3 considering what we are going through at the moment.

Framlington Global Tech goes from strength to strength.

Blue Whale currently performing well.

Fundsmith recovered well from March but returns are only 12.6% for the year, still a keeper.

Lindsell Train Global Equity has not recovered from the curse of HL and has returned a negative result for the year. I’m afraid it will have to go over the next few weeks.

Smithson IT will be the new kid on the block as soon as Fidelity get their hands on my cash SIPP from AJ Bell.

Lindsell Train IT absolute train wreck. The fun of buying it when premiums fell below 20% and selling when it rose to 60% has long since gone. All the mad fools who drove the price up seem to have wised up. May have to let her go when I’ve accumulated sufficient II free trades.

Well what does year 4 have in store. Brexit is the next event on the horizon. As I’ve only got about 10% in the UK a weakening pound would do me well. The tech bubble is inflating nicely as it has been doing for the last 5 yrs, surely it can’t keep going at the present rate. Let’s see what happens next

On a side note, is anyone having problems with forum pages loading. I need to refresh to get things appearing normally.

Prism

Prism Global - £146,622
Reasonably flat month. Worse performer was UK micro caps and the best global small/mid caps.

Prism

I have just realised that its the 3rd birthday of our little invest off. Who would have predicted that gold would be the place to be
Anyway, I am fairly happy with my 46% increase over that time, especially considering we have had two significant drops due to firstly the China/US trade spat and then of course this years global lockdown. I am still confident that the quality growth strategy is going strong and have seen no real evidence that I want to get into any of that old fashioned value stuff .

Well done DiggerUK and also TBC15 who has obviously used insider access to the competition to get so far ahead 

finellah

Finellah 30.7%
FinellahVLS80 17.8%
Vanguard FTSE Global All Cap 25.3%

A few changes that I'll update in the other thread on portfolios

Thrugelmir

Does appear to be an issue with forum pages not loading properly (on a Desktop). 

US Presidential bun fight is next on the agenda. Outcome may have a more pronounced impact than Brexit. While the UK is hardly united. The US looks like it's heading for Civil War. So deep are the structural flaws and inequalities.  

itwasntme001

TBC15 said:

TBC15 £149.970   50.0%

BLB53 £117,213   17.2%

Digger UK £ 152,868  52.9%

Gold still shinning well.

Not a bad end to year 3 considering what we are going through at the moment.

Framlington Global Tech goes from strength to strength.

Blue Whale currently performing well.

Fundsmith recovered well from March but returns are only 12.6% for the year, still a keeper.

Lindsell Train Global Equity has not recovered from the curse of HL and has returned a negative result for the year. I’m afraid it will have to go over the next few weeks.

Smithson IT will be the new kid on the block as soon as Fidelity get their hands on my cash SIPP from AJ Bell.

Lindsell Train IT absolute train wreck. The fun of buying it when premiums fell below 20% and selling when it rose to 60% has long since gone. All the mad fools who drove the price up seem to have wised up. May have to let her go when I’ve accumulated sufficient II free trades.

Well what does year 4 have in store. Brexit is the next event on the horizon. As I’ve only got about 10% in the UK a weakening pound would do me well. The tech bubble is inflating nicely as it has been doing for the last 5 yrs, surely it can’t keep going at the present rate. Let’s see what happens next

On a side note, is anyone having problems with forum pages loading. I need to refresh to get things appearing normally.

May I ask what you intend to invest into with the proceeds of the Lindsell Train fund liquidation?

Reason I ask is that I hold this fund and, along with another underperforming fund I do not like (LS100), I am looking to sell as well but not sure what to invest into.  Thinking maybe a wealth preservation fund like CGT or PNL.  But would be keen to get ideas from others like yourself.

itwasntme001

Thrugelmir said:

Does appear to be an issue with forum pages not loading properly (on a Desktop). 

US Presidential bun fight is next on the agenda. Outcome may have a more pronounced impact than Brexit. While the UK is hardly united. The US looks like it's heading for Civil War. So deep are the structural flaws and inequalities.  

Your view is also one I share also.  Not only stemming back from the GFC days but going all the way back to the Reagan/Thatcher years and the start of globalisation.  Wealth and income inequality does not go unnoticed.  Particularly when you see the big beneficiaries such as emerging markets doing relatively so well.