What % of your portfolio are active vs passive funds?

silvand

I’m currently 50/50 with mine.
Lisa active
ISA mixed
SIPP passive

juststuff123

75% Passive / 25% active but moving to 90% passive / 10% active in the next year or so.

Thrugelmir

neildt wrote: »

is that they hold investments in companies I want to be invested in,

Likewise. Before buying into any IT I have a trawl through the investments they hold., the weighting in the fund etc.

Sue58

bowlhead99 wrote: »

This implies there are some active funds that it's usual to have. I don't have any of the three you mention, and from the 25 active holdings that Linton posted, he doesn't either.

My mum has LT global equity in her ISA portfolio which I did 'approve' of her buying and she probably doesn't really remember what she has so I suppose I could say I have it, but I don't use it for myself.

If you don't have either Fundsmith or LTGE, would you mind me asking which global funds or IT's you do hold?

bostonerimus

bostonerimus wrote: »

I'm about 90% passive. My only active fund is US Vanguard Wellesley Admiral fund. Its 60% bonds and 40% stocks and it was one of the first funds I ever bought as it was recommended as a core retirement fund in an old employer's retirement account. Fee is 0.16% and dividend is 3% so it's used by many US folks as a retirement income generator.

https://investor.vanguard.com/mutual-funds/profile/overview/vwiax

Overall I'm now about 80% equities and 20% bonds with the majority being in my 3 index tracker funds, VTSAX, VTIAX and VBTLX. I take a total return approach and don't bother to divide my investment portfolio into buckets with specific objectives or time scales. I have a simple holistic goal of generating dividends and capital gains to fund my retirement. I do keep a cash bucket for spending and emergencies. But my portfolio is simple and I will take money from it and rebalance according to what's up and what's down as needed.

bowlhead99

Sue58 wrote: »

If you don't have either Fundsmith or LTGE, would you mind me asking which global funds or IT's you do hold?

I have a number of funds which are regionally focused, mixed asset or industry sector specialists.

The ones that are properly global equity (meaningful amounts of US, Europe and Asia) without being mixed asset or dedicated to one industry sector are:

Public equities:
Scottish Mortgage Investment Trust (SMT)
iShares MSCI World Size Factor ETF GBP (IWFS)

Private equities:
Harbourvest Global Private Equity (HVPE)
Pantheon International PLC (PIN)

Although SMT does have 20% unlisted holdings and has its favourite sectors.

enthusiasticsaver

100% Active now through an IFA.

A few months ago it was 100% passive in Vanguard LS so an about turn for me.

Thrugelmir

enthusiasticsaver wrote: »

100% Active now through an IFA.

A few months ago it was 100% passive in Vanguard LS so an about turn for me.

That's some turnaround. Why the dramatic change of heart?

Alistair31

enthusiasticsaver wrote: »

100% Active now through an IFA.

A few months ago it was 100% passive in Vanguard LS so an about turn for me.

Wow. Most people seem to go the other way.

Interested in what made you switch ?

stphnstevey

At the end of the day, the only real question people want answering on this type of thread is does my active portfolio outperform your passive! :rotfl:

Looking at performance LTGE, FE, SMT or HVPE for example, looks like you could have had the same performance with a slightly cheaper NASDAQ 100 tracker EQQQ