Great British Invest off or Passive V Active Updates

TBC15

It doesn’t count because it’s not the end of the month, but Digger UK went through the 200% return on the 2nd of the month. Well done.

TBC15

BLB53                            £164,288       64%

TBC15                            £255,310      155%

Digger UK                       £318,417      218%

Finellah VLS80               £191,776      92%

Vanguard FTSE All Cap  £233,687     134%

Well, that was an interesting month TBC15 performance OK but mehh 2% up until the end of the 3rd week with Gold thumbing its nose up 14%. We then hit the 23rd, light the blue touch paper time. Impressive daily increases finally petered out on the last day, but still an impressive 7.3% return for the month.

Digger UK has officially tripled his investment, well done. However, the peak of up 14% at £3259 per oz on the 21st has reduced to end the month at £3057. Still a very respectable 7.4% return on the month.

Prism

Prism Global

£196,545

Bostonerimus1

Forgot to post on Nov 1st, but here are the numbers
Bostonerimus $219104

Bostonerimus £215858

TBC15

BLB53                            £163,772       64%

TBC15                            £245,803      146%

Digger UK                       £329,978      230%

Finellah VLS80               £190,892      91%

Vanguard FTSE All Cap  £232,028     132%

Well, all that good stuff in Oct disappeared over the first 3 weeks of Nov, the last week showed some recovery ending down 3.7% overall. Unusually Fundsmith showed a positive return of 2%

Digger UKs gold stash defied gravity and made a leisurely assent upwards 3.6%

Prism

Prism Global - £196,702

Almost flat - up 0.08%

Smithson is likely converting to an OEIC next year from a trust. The announcement bumped the share price quite a bit (around 6% on the day) which removed a large wedge of the discount.

Bostonerimus1

Bostonerimus $219560

Bostonerimus £221223

TBC15

BLB53                            £163,759       64%

TBC15                            £247,720      148%

Digger UK                       £333,979      234%

Finellah VLS80               £191,011      91%

Vanguard FTSE All Cap  £230,905     131%

Modest rise of 0.8% for the last month of the year for TBC15. Promising first week went into a declining 2nd week and a recovery. Fundsmith never fails to disappoint down 2.5% for the month.

Gold had a mixed month with return of 4.9% by the 29th only to fizzle out and finish the month up 1.2%

Wishing you all a happy Christmas and a prosperous New Year.

Bostonerimus1

Bostonerimus $219560

Bostonerimus £217921

A flat December but return in 2025 was 14.6% and I did absolutely nothing.

Prism

Prism Global - £194,165

Maybe 2026 is Fundsmith's year?