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Great British Invest off or Passive V Active Updates

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Comments

  • A_T
    A_T Posts: 975 Forumite
    Part of the Furniture 500 Posts Name Dropper
    After years in the doldrums strongly expecting a rally now from A_T's British Bulldog portfolio  :)
    £117,857

  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    A_T said:
    After years in the doldrums strongly expecting a rally now from A_T's British Bulldog portfolio  :)
    £117,857

    VLS60 is up around 20%, VLS80 around 22% over the past 3 years as a comparison. To give some perspective. Still a positive return in this low interest era. 
  • finellah
    finellah Posts: 104 Forumite
    Sixth Anniversary 100 Posts
    edited 2 January 2021 at 3:42PM
    Though I think the VLS numbers are a bit better in comparison to A_T British Bulldog when taken back to the same 29 Sept 17 starting point . I think the numbers above are 3 years exactly to end Dec and there was a bit of a gain in late 2017 after end Sept. VLS80 and VLS 60 numbers from end Sept 17 to end Dec 20 are below.

    Finellah 41.9%
    FinellahVLS80 27.0%
    Vanguard FTSE Global  All Cap 37.0%
    (VLS60 24.5%)




  • A_T
    A_T Posts: 975 Forumite
    Part of the Furniture 500 Posts Name Dropper
    VLS80 vs the British Bulldog Portfolio

  • Prism
    Prism Posts: 3,848 Forumite
    Seventh Anniversary 1,000 Posts Name Dropper
    TBC15 said:

    BLB53 £124,,463            24.7%

    TBC15 £159,001           59.0%

    Digger UK £144,009      44.0%

    An interesting month. I spent the festive period in hospital with a ruptured brain aneurysm.. Fortunately I appear to have most of my marbles back.


    Puts all of this 'fun' into perspective. Wishing you a full recovery.
  • NedS
    NedS Posts: 4,567 Forumite
    Sixth Anniversary 1,000 Posts Photogenic Name Dropper
    TBC15 said:
    An interesting month. I spent the festive period in hospital with a ruptured brain aneurysm.. Fortunately I appear to have most of my marbles back.
    Glad to hear you are OK. My thoughts are with you for a speedy recovery :smile:

    Our green credentials: 12kW Samsung ASHP for heating, 7.2kWp Solar (South facing), Tesla Powerwall 3 (13.5kWh), Net exporter
  • Yes, sending best wishes to you, TBC.
  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    TBC15 said:

    BLB53 £124,,463            24.7%

    TBC15 £159,001           59.0%

    Digger UK £144,009      44.0%

    An interesting month. I spent the festive period in hospital with a ruptured brain aneurysm.. Fortunately I appear to have most of my marbles back.


    Stay safe and look after yourself. 
  • DiggerUK
    DiggerUK Posts: 4,992 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    All at Digger Mansions send their best TBC15.
    Perspective is always a good exercise with a cup of tea in a new year..._
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