Great British Invest off or Passive V Active Updates

TBC15

BLB53 £136,825            37%

TBC15 £193,031            93%

Digger UK £139,210       39%

A Happy and prosperous New Year to you all.

Prism

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 Growth- £154790    
Linton WP - £123645 

Thrugelmir

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$   162161
Bostonerimus£   159759

No buying, selling or rebalancing.

Thrugelmir

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

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

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. 

finellah

Finellah 62.9%
Finella VLS80 45.4%
Vanguard FTSE All Cap 62.9%

Linton

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.