Great British Invest off or Passive V Active Updates

Thrugelmir

TBC15 said:

Thrugelmir said:

Jarvis Investment Managers continues to perform. Up 151% since the inception of the portfolio and this excludes dividends paid. 

The last year has been very good for JIM up 130%. Is there any reason for the cracking performance?

Trading activity both retail and corporate. Resulting in good profitability and cash generation. First bought the stock around 7 years ago. Jumped in last March when the price dropped to £3.85p.  Then there was a 4:1 share split. Subsequently been progressively offloading in the past 5 months as became too large as an individual holding in my overall portfolio! 

TBC15

BLB53 £128,490            28.5%

TBC15 £163,092            63.1%

Digger UK £139,795      39.8%

Bit of a turbulent month. I was down about 8% mid month, currently down about 3%.

Prism

Prism Global - £168,575
So far the shift to UK equities has been helping with just a small 0.7% drop this month.

Thrugelmir

Thrugelmir said:

Don't Let Your Granny Loose at the Dogs Portfolio

At 31-05-2021 -  £167,382      

Down 2.33% month to month. 

bostonerimus

Bostonerimus$   151777
Bostonerimus£   142157...damn that strong pound.

finellah

Finellah 51.0%
FinellaVLS80 34.0%
Vanguard FTSE All Cap 46.7%

Linton

Linton Growth £141348, down about 1.5% this month
Linton WP £116868 up about 0.5%

A_T

a bit late but British Bulldog currently
£129,149

TBC15

BLB53 £131,239            31.2%

TBC15 £175,721            75.7%

Digger UK £132,699      32.7%

A good month for TBC15

Thrugelmir

Don't Let Your Granny Loose at the Dogs Portfolio

At 30-06-2021 -  £171,968

Up 2.72% month to month.