Great British Invest off or Passive V Active Updates

Prism

Prism Global - £177,677

A great month led by Chrysalis with a 28% boost after re-ratings of Starling and Klarna plus the upcoming IPO announcement of Wise. After that it was the old dog Fundsmith which is doing really well this year - up 6.5% in June and 13.5% YTD. Gresham House Microcap was the laggard after a recent good run - only 1.3% this month.

Linton

Linton Growth - £146931 up 3.9%
Linton WP - £118033 up 1%

bostonerimus

Bostonerimus$   154119
Bostonerimus£   148535

Because I have done absolutely nothing to the portfolio it is now 

US equity 57%
International equity (ex-US) 22%
US Bonds 21%

Thrugelmir

Don't Let Your Granny Loose at the Dogs Portfolio

At 31-07-2021 -  £182,196

Up 5.94% month to month. 

Yet another impressive set of half year figures from Jarvis Investment Management together with a declared special dividend were the factors that produced this stellar return. 

TBC15

BLB53 £132,320            32.3%                

TBC15 £179,963            80.0%

Digger UK £136,295      36.3%

Shame about the last few days.

Fundsmith and Smithson doing well for the month.

Tech showed promise but fell at the last hurdle.

Linton

Linton Growth: £148248 
Linton WP: £120575 

finellah

Finellah 56.0%
Finella VLS80 38.2%
Vanguard FTSE All Cap 52.1%

I've made quite a few changes since last portfolio update. Will update at some point...

Prism

Prism Global - £181,229

Modest rise for the month with most things up but UK Microcaps and EM both down slightly.

bostonerimus

Bostonerimus$   155577
Bostonerimus£   149940

A_T

British Bulldog portfolio

£131,159.70