Great British Invest off or Passive V Active Updates

Thrugelmir

Prism said:

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.

@Prism Any particular reason(s) for the fall in Chrysalis ? 

Prism

Thrugelmir said:

Prism said:

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.

@Prism Any particular reason(s) for the fall in Chrysalis ? 

Well most of the private equity in it is pretty frothy loss making growth stuff although NAVs have not been released yet. However there is around 10% in listed equity in there, including THG Holdings which has been under a short attack for much of last year and is down 43% YTD and 82% over the year.

TBC15

BLB53 £132,761            33%

TBC15 £167,594            68%

Digger UK £139,272       39%

 

Well that makes your ears pop.

Tech giveth and Tech taketh away.

Currently studying the front of my Hitchhikers guide.

( I can imagine Linton is trying to think of a polite way of saying I told you so)

Linton

Linton Growth:£140092 - 9% down on month.    
mmm Now below VLS100 for the first time.  Should Linton Growth be so high in growth?  On the other hand I do have plenty of more value oriented equity elsewhere.  A quandary, but keep as is for the time being.  Best performers: emerging SE Asia both large and Small Caps. Worst performers: all other Small Caps.

Linton WP £121434 - 1% down on month

finellah

Finellah 57.2%
Finella VLS80 40.8%
Vanguard FTSE All Cap 56.0%

Thrugelmir

Don't Let Your Granny Loose at the Dogs Portfolio

At 28-02-2022 - £178,824  

Down 2.39%  month to month.  

Loss accounted for by the Black Swan event which has hit Polymetal. Should have jumped ship when there was an opportunity to do so earlier in the week. 

TBC15

BLB53 £130,392            30%

TBC15 £162,914            63%

Digger UK £148,342       48%

Prism

Prism Global - £163,897

finellah

Finellah 54.2%
Finella VLS80 38.1%
Vanguard FTSE All Cap 52.3%

bostonerimus

Bostonerimus$   150883
Bostonerimus£   149707

VTSAX 62%
VTIAX 20%
VBTLX 18%

Bostonerimus$ peaked at $162k in December 2021 and is down 7% over the last 2 months. As ever I am doing absolutely nothing.