Great British Invest off or Passive V Active Updates

NottinghamKnight

income and asset inequality is a massive issue, and tied in with but subsidiary to social mobility in my opinion. Whilst thatcher and reagan were right wing and promoted inequality I think that was relatively good time for relative equality and certainly mobility. Little social mobility until the 1960s, then a few decades of relative movement, before inequality and immobility returned this millenium, ironically, or not, when a socialist government was in power in the uk.

TBC15

itwasntme001 said:

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.

Smithson IT

itwasntme001

TBC15 said:

itwasntme001 said:

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.

Smithson IT

Already own.  I suppose more wouldn't hurt (hopefully).

Thrugelmir

Prism said:

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 insid

Over the past 3 years been difficult not to generate a reasonable return. % gains are considerably above long term historic averages. Wondering if the next 3 years will be the dampner that brings returns back in line. 

Prism

Thrugelmir said:

Prism said:

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 insid

Over the past 3 years been difficult not to generate a reasonable return. % gains are considerably above long term historic averages. Wondering if the next 3 years will be the dampner that brings returns back in line. 

Yeah I was expecting the 10%+ returns of the past 10 years to have dropped off by now but it seems not. I shall just stick to the plan.

DiggerUK

Haven't heard a peep from granny, it's akin to those pregnant silences before all hell breaks loose, or a pleasant surprise happens. Didn't realise it's been three years, feels like I only arrived recently. 

I would not have expected the gold performance would be were it is in three years either. I know my figures here are based on a representative play and not Digger Mansions real time strategy of averaging in, instead being an all in on one occasion figure three years ago for this thread.

Opinion seems divided on equity investments as to best gambit, average in or straight in, with gold I can only favour averaging. Look at the historical gold peaks and I'm sure you can understand why I say that.   I say gold is a very safe long term buy and hold for five+ years, getting to be an increasingly better risk beyond then.

Let's see the figures in three years from now, hopefully I can be posting from a covid free, no lockdown, bucket list destination; after all it's  the reason we bought the bloody gold in the first place..._

Moe_The_Bartender

itwasntme001 said:

TBC15 said:

itwasntme001 said:

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.

Smithson IT

Already own.  I suppose more wouldn't hurt (hopefully).

Something like EWI perhaps?

itwasntme001

Moe_The_Bartender said:

itwasntme001 said:

TBC15 said:

itwasntme001 said:

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.

Smithson IT

Already own.  I suppose more wouldn't hurt (hopefully).

Something like EWI perhaps?

Heh seems quite risky for me at this stage given my portfolio is fairly racy as it is.  Looking to sell down 100k which is close to 10% of my total portfolio value.  Don't really want to increase risk considerably.  I think a WP fund is more suitable.

A_T

A_T's British Bulldog Portfolio
£103,830
+3.8%

Thrugelmir

Don't Let Your Granny Loose at the Dogs
At 31-10-2020 -  £136,259    Up 3.54%  month to month.