Great British Invest off or Passive V Active Updates

TBC15

BLB53                            £127,973       28%

TBC15                            £154,845      55%

Digger UK                       £151,202      51%

Finellah VLS80               £137,767      38%

Vanguard FTSE All Cap £154,727      55%

At last a decent month for TBC15. Overall up about 10% with Smithson leading the pack at 16%.

bostonerimus

Bostonerimus$   140711
Bostonerimus£   152245 , weak pound keeps on giving

A_T

A_T's British Bulldog

£113,559

TBC15

BLB53                            £125,742       26%

TBC15                            £154,131      54%

Digger UK                       £153,956      54%

Finellah VLS80               £136,682      37%

Vanguard FTSE All Cap £156,014      56%

Well the month started off with great promise. Two weeks in I was up about 6.5% and then back to following Arne Saknussemm.

Framlington Global Technology surprisingly robust. Smithson seems to have its own eye watering gravity.

Prism

Prism Global - £155,493

Another big drop for Chrysalis, down 32%. That makes it -71% YTD with the upside being its now less than 1% of the whole portfolio so has little impact.

bostonerimus

Bostonerimus$   135625
Bostonerimus£   155501

The dollar to pound exchange rate is 1.16, which is a little ridiculous.

bostonerimus

End of September 2022

Bostonerimus$   124160
Bostonerimus£   148768

Thank you Liz...

The dollar value of my original 50% US equity, 25% non US equity, and 25% US bonds keeps falling, but to put it in perspective the $24k gain over that last 5 years is a 4.5% annually compounded gain, so things could be worse...Looking at it in pounds, through the lens of the exchange rate, it looks a lot better and the 48k gain is 8% annual return. 

Linton

Linton Growth - £129786
Linton WP  - £113327

Prism

Prism Global - £150380

TBC15

BLB53                            £118,669       18%

TBC15                            £144,023      44%

Digger UK                       £156,489      57%

Finellah VLS80               £128,770      29%

Vanguard FTSE All Cap £147,024      47%

It’s our 5 year anniversary, thanks for keeping up with the posts.

For me the last 5 years up until 2022 have been all beer and skittles apart from the initial covid dip in 2020 that recovered quite quickly.  2022 however appears to be the start of interesting times.......

I’ve changed the makeup of TBC15 over the last 5 years. For my info I’ve tracked the previous incarnations of TBC15. In every case over the years my modifications have resulted in a reduction of performance. I think I may be cursed with the Maxwell touch. For info my original TBC portfolio would be at £163,058.

Digger UK’s investment returns have me eying the wife’s jewellery.