Great British Invest off or Passive V Active Updates

cloud_dog

I agree.

But, the current set up is not representative.

TBC15

cloud_dog wrote: »

I agree.

But, the current set up is not representative.

Of what? I think the title says it all. Great British Invest off.

In the interest of a broad church some participants may not be of our faith, but their contributions are welcomed and appreciated.

As I’m from the UK, UK related returns are my primary interest. As I’m paid in dollars and most world investments are dollar returns the input from our colonial cousins is of value to understand why my returns aren’t quite as robust as I imagined they should be.

TBC15

A_T wrote: »

A_T's British Bulldog portfolio down 0.9% on the month. Proof if it were needed that for UK investors there's no hiding place from Sterling rising against the dollar.

Overall since the start up 3.09% to £103,100

But it was fun on the way up.

Thrugelmir

End of January

Don't let your Granny loose at the dogs SIPP £104,107
(+4.1% to date, +0.74% in month).

Cash Balance Held £1,602.41p. ( Dividends/income accrued and paid).

Undertook a major rebalancing exercise in January. Haven't had a chance to recalculate this portfolio as yet. As do intend to factor in dealing charges and stamp duty to make meaningful sense of the numbers in the future. (build a spreadsheet to track changes easily in other words!). So have simply quoted the value applicable to the original portfolio as at the end of January.

Filo25

Unfortunately I only started my Active portfolio (75% Active anyway) at the end of December, so much too late to include in this challenge, held up ok in an interesting January, beat VLS100 by a bit and beat an all passive following the same market allocation by a bit less for the month.

I probably will tweak it a bit though, pull back a bit from EM to Europe

chrisgg

£108,026 by the end of Jan.

Biggest contributor JPM Chinese IT, worst performer Princess Private Equity.

finellah

Finellah 4.1
FinellahVLS80 3.8

TBC15

Thrugelmir wrote: »

End of January

Don't let your Granny loose at the dogs SIPP £104,107
(+4.1% to date, +0.74% in month).

Cash Balance Held £1,602.41p. ( Dividends/income accrued and paid).

Undertook a major rebalancing exercise in January. Haven't had a chance to recalculate this portfolio as yet. As do intend to factor in dealing charges and stamp duty to make meaningful sense of the numbers in the future. (build a spreadsheet to track changes easily in other words!). So have simply quoted the value applicable to the original portfolio as at the end of January.

I’ve updated your result for Jan to reflect you now have 5.7% more than you started of with.

bostonerimus

economic wrote: »

But the whole point of this thread is to compare active vs passive. If you are comparing between people on here, it does not make sense to compare returns in two different currencies. It needs to be compared like for like. Of course for bostonerimus, he may not care and thats perfectly fine. But its important to know when people do compare his performance with others, that his returns are in USD whereas the vast majority of other posters on here will have returns based in sterling.

If we are only comparing active vs passive then we should only be looking at the raw percentage returns.

Linton

bostonerimus wrote: »

If we are only comparing active vs passive then we should only be looking at the raw percentage returns.

If you had invested in Linton Growth in $s you would now be up around 14%.