Great British Invest off or Passive V Active Updates

TBC15

BLB53 £123,,466            23.5%

TBC15 £156,163           56.2%

Digger UK £141,426      41.4%

Not the best start to 2021. 

Prism

Prism Global - £160,132
A small decrease on last month was kept to a minimum by UK microcaps and a bump in my Chrysalis private equity fund. I am currently on a gain of 150% on that one in the last 9 months which has been my most successful short term investment to date when I picked it up on the drop. It will likely all go South in the next crash just like last year.

Emerging markets and my sustainable fund were slightly up but not enough to offset the drop in Fundsmith and Smithson.

Linton

Linton Growth - £137924
Linton Weralth Preservation - £111231

A 1.3% increase over the month for the growth fund despite the falls over the past few days thanks mainly to EM but a very small fall in WP. 

ChilliBob

I'd be curious to know what you hold in the WP portfolio @Linton it's an area I'm looking into with some interest. Keen to get as many inputs as possible from 'in the field' and not just editorial content. 

DiggerUK

Hope you are recovering TBC15, this year is likely to be as memorable as last year, hope it's for different reasons.

Granny has locked herself in the granny flat, but she has us on a WhatsApp group so she is just as problematic. Has had her first vaccine though.

Crystal balling for 2021 I see gold continuing the last six month journey of lower highs and lower lows, not on the basis of momentum, but on the suspicion of how the damage to the economic fabric is to be dealt with. 

TPTB are always promising "to do what it takes" and I believe them. Massive infrastructure spending and the oft mentioned Universal Income are top of my suspected plan list. Beyond manufacturing another boom what choice have  they got. Booms usually trend gold down and investments up.  Now we will find out if passive, active, or my impassive portfolio is best for2021. 

Best of fortune to all ..._

Thrugelmir

Don't Let Your Granny Loose at the Dogs Portfolio

At 31-01-2021 -  £153,318

Down 1.75% month to month. 

finellah

Finellah 40.6%
FinellahVLS80 26.1%
Vanguard FTSE All Cap 35.9%

A_T

A_T's British Bulldog
£117,089

Linton

ChilliBob said:

I'd be curious to know what you hold in the WP portfolio @Linton it's an area I'm looking into with some interest. Keen to get as many inputs as possible from 'in the field' and not just editorial content. 

PM sent

Prism

Prism Global
£158,795
Overall drop of just under 1% over the month mostly down to currency changes. Ok month for Fundsmith up about 1%, UK funds did pretty well up around 4% but everything else was down between 3-5%