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Comments

  • TBC15
    TBC15 Posts: 1,512 Forumite
    Part of the Furniture 1,000 Posts Name Dropper

    BLB53 £136,825            37%

    TBC15 £193,031            93%

    Digger UK £139,210       39%

    A Happy and prosperous New Year to you all.


  • Prism
    Prism Posts: 3,856 Forumite
    Eighth Anniversary 1,000 Posts Name Dropper
    Prism Global - £190,968

    Pretty good year for everything with the exception of emerging markets again - maybe next year..

    Happy New Year all.
  • Linton
    Linton Posts: 18,422 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Hung up my suit!
    Linton Growth- £154790    
    Linton WP - £123645 
  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    edited 1 January 2022 at 11:46AM
    Don't Let Your Granny Loose at the Dogs Portfolio

    At 31-12-2021 -  £186,356

    Up 0.85%  month to month.  

    Up 19% over the past calender year. 
  • bostonerimus
    bostonerimus Posts: 5,617 Forumite
    Sixth Anniversary 1,000 Posts Name Dropper
    Bostonerimus$   162161
    Bostonerimus£   159759

    No buying, selling or rebalancing.
    “So we beat on, boats against the current, borne back ceaselessly into the past.”
  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    edited 1 January 2022 at 6:39PM
    bostonerimus said:
    Bostonerimus$   162161
    Bostonerimus£   159759

    No buying, selling or rebalancing.
    Your investment manager is rebalancing the portfolio though. Are they ranking well against other providers of similar products? 
  • Bobziz
    Bobziz Posts: 700 Forumite
    Sixth Anniversary 500 Posts Name Dropper
    Thrugelmir said:
    Don't Let Your Granny Loose at the Dogs Portfolio

    At 31-12-2021 -  £186,356

    Up 0.85%  month to month.  

    Up 19% over the past calender year. 
    So your portfolio appears to have performed just below a global tracker. How does the volatility compare and what % fixed interest do you have ? Thank you.
  • bostonerimus
    bostonerimus Posts: 5,617 Forumite
    Sixth Anniversary 1,000 Posts Name Dropper
    edited 2 January 2022 at 3:11PM
    Thrugelmir said:
    bostonerimus said:
    Bostonerimus$   162161
    Bostonerimus£   159759

    No buying, selling or rebalancing.
    Your investment manager is rebalancing the portfolio though. Are they ranking well against other providers of similar products? 
    I'm not rebalancing between the funds. The portfolio is VTSAX, VTIAX and VBTLX which are all large US Vanguard index funds. 
    “So we beat on, boats against the current, borne back ceaselessly into the past.”
  • finellah
    finellah Posts: 104 Forumite
    Sixth Anniversary 100 Posts
    Finellah 62.9%
    Finella VLS80 45.4%
    Vanguard FTSE All Cap 62.9%
  • Linton
    Linton Posts: 18,422 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Hung up my suit!
    Bobziz said:
    Thrugelmir said:
    Don't Let Your Granny Loose at the Dogs Portfolio

    At 31-12-2021 -  £186,356

    Up 0.85%  month to month.  

    Up 19% over the past calender year. 
    So your portfolio appears to have performed just below a global tracker. How does the volatility compare and what % fixed interest do you have ? Thank you.
    Thrugelmir's increase since this thread started in September 2017 is 86%.
     A global tracker (HSBC FTSE All World) returned about 66% in that timeframe. 


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