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Great British Invest off or Passive V Active Updates

1535456585988

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: 3,861 Forumite
    Eighth 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: 5,592 Ambassador
    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:

    I am a Forum Ambassador and I support the Forum Team on the Benefits & tax credits, Heat pumps and Green & Ethical MoneySaving forums. If you need any help on those boards, do let me know. Please note that Ambassadors are not moderators. Any post you spot in breach of the Forum Rules should be reported via the report button, or by emailing forumteam@moneysavingexpert.com. All views are my own & not the official line of Money Saving Expert.
  • 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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