Great British Invest off or Passive V Active Updates

Thrugelmir

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. 

 what % fixed interest do you have ? Thank you.

To provide transparancy I publish my MSE portfolio.

https://forums.moneysavingexpert.com/discussion/5719522/great-british-invest-off-or-passive-v-active-portfolios#latest

My actual portfolio contains all these stocks although in greater quantities and different % allocations. I replicate trades as far as is possible. (My minimum trading level is now £5k as far as is possible). Decembers will be added later today. 

Bobziz

Linton said:

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. 

Thanks, yes I'm aware of that, I was referring to the last f/y only. Re the 86% v's 66%, I think I'm right in saying that the over performance is due in large part to selling 30% before COVID and then buying back in at significantly lower levels. 

No criticism of approach intended. I'm still in the early stages of learning and find Thrugelmir's approach fascinating. It's different and I'm drawn to different.

Alexland

Bobziz said:

Thanks, yes I'm aware of that, I was referring to the last f/y only.

Most asset managers holding above average quality investments will have underperformed during the first half of 2021 as they had less impact during 2020 to recover from. It's pretty normal to see that in the past 12 month's performance figures so unless they abandoned their strategy, sold all their good stuff and dashed-to-trash to benefit from the recovery in stuff they didn't want to own they would be seen as underperforming the broader market.

Prism

Bobziz said:

Linton said:

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. 

Thanks, yes I'm aware of that, I was referring to the last f/y only. Re the 86% v's 66%, I think I'm right in saying that the over performance is due in large part to selling 30% before COVID and then buying back in at significantly lower levels. 

No criticism of approach intended. I'm still in the early stages of learning and find Thrugelmir's approach fascinating. It's different and I'm drawn to different.

I think its a good example of what can be done outside of the index and in general global large caps. Some examples being Jarvis Securities which has annualized at over 40% over the last three years and green energy infrastructure trusts like GRID which provide the returns without the volatility linked to energy prices.

bostonerimus

VBTLX has been a real drag on my portfolio. If I'd just put it all into the US equity index VTSAX in Oct 2017 and left it alone it would be up 100%. But investing is not about the ifs, shoulds or coulds, it's about what you actually do.

TBC15

TBC15 is currently at 99%, that’s the good news. The bad news is it’s my original portfolio.

Thrugelmir

TBC15 said:

TBC15 is currently at 99%, that’s the good news. The bad news is it’s my original portfolio.

  

Prism

TBC15 said:

TBC15 is currently at 99%, that’s the good news. The bad news is it’s my original portfolio.

My original portfolio is at £179k so my changes have worked (for once).

Thrugelmir

Don't Let Your Granny Loose at the Dogs Portfolio

At 31-01-2022 - £183,211  

Down 1.68%  month to month.  

Prism

Prism Global

£172,291

Almost a 10% loss for the month with Chrysalis leading the way at around -20% and Smithson not for behind at -17%. To be expected really based on valuations on growth equities. As usual, changing nothing.