Great British Invest off or Passive V Active Updates

Options
TBC15
TBC15 Posts: 1,452 Forumite
First Post First Anniversary Name Dropper
edited 24 September 2023 at 4:44PM in Savings & investments 
For those who are curious to compare their Passive or Active investment strategies I'm starting 
a new thread today with monthly updates (Bottom lines only in £).

For details see http://forums.moneysavingexpert.com/showthread.php?t=5719517

Monthly updates on portfolio values should be posted here. As we are now into the sixth year
I’ve included the first - fifth years results under
the columns 1ST - 5TH. % growth is from original start date of 29th Sept 2017
For those who wish to see the monthly figures for the first  - fifth years they are included
in cloud dogs spreadsheet.

https://docs.google.com/spreadsheets/d/1xsUO5U8fU9F0zcXNav99c2yTRCbIUn8DF1RGtArds2Q/edit?usp=sharing


Active_______1ST__2ND__3RD__4TH__5TH__OCT__NOV__DEC__JAN__FEB__MAR__APR__MAY__JUN__JUL__AUG__SEP
Finellah______10___18___30___57___44__TBA__TBA__TBA__TBA__TBA__TBA__TBA__TBA__TBA__TBA__TBA
Linton G______14___13___23___51___30___31___35___31___37___37___35___36___35___37__TBA__TBA
Linton WP______2____6____9___21___13___15___18___16___17___15___15___15___14___12__TBA__TBA
Prism G_______19___29___47___84___50___50___55___61___66___66___68___72___70___71___74___70
TBC15_________18___28___50___80___44___46___46___43___50___53___56___55___60___63___68___66
Thrugelmir_____8___10___32___81__TBA__TBA__TBA__TBA__TBA__TBA__TBA__TBA__TBA__TBA__TBA__TBA

Passive______1ST__2ND__3RD__4TH__5TH__OCT__NOV__DEC__JAN__FEB__MAR__APR__MAY__JUN__JUL__AUG__SEP
A_T BB_________6__TBA____4___31__TBA__TBA__TBA____7__TBA__TBA__TBA__TBA__TBA__TBA__TBA__TBA
BLB53__________7___15___17___32___19___21___26___21___26___25___26___26___25___27___29___27
Bostonerimus___9__TBA__TBA___53___24___31___39___33___42__TBA___42___43__TBA__TBA___54___51
Bostoner£_____12__TBA__TBA___51___49___50___53___47___53__TBA___53___53__TBA__TBA___60___59
FinellahVLS80__9___17___18___39___29___32___38___33___38___37___38___38___37___40___43___41

For reference Vanguard FTSE Global All Cap		
VGFTSEGALL____13___20___25___54___47___51___57___50___57___55___56___55___56___61___65___62

Physical Gold Sovereigns
DiggerUK______-5___26___53___35___57___48___52___57___63___57___66___65___65___57___60___60

Please note Sovereigns have a spread of typically 3.5% to buy and 2.0% to sell
«134567…79

Comments

  • ams25
    ams25 Posts: 260 Forumite
    First Anniversary First Post
    Options
    Historical performance of VLS60 vs AMS25 Active LS 60

    So having entered my above portfolio into Trustnet (keen I know:j) I get this performance outcome:

    VLS60
    AMS25 Active

    6m... 1.3%---- 6.1%
    1yr... 6.9%
    13.3%
    3yrs... 31.5%.... 55.0%

    For what it is worth the Trustnet FE risk score is 61 for VLS60 and 63 for my portfolio.. which is surprisingly close and provides some comfort that this is a viable comparison.

    Will provide the updates here as we move forward.

    Perhaps unfortunately, this is not my total portfolio which is more balanced/cautious overall (but it does mean I sleep better at night)
  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Name Dropper Photogenic First Anniversary First Post
    Options
    ams25 wrote: »

    Perhaps unfortunately, this is not my total portfolio which is more balanced/cautious overall (but it does mean I sleep better at night)

    Likewise, hence my SIPP is pro-active. I'll add my portfolio later on in the weekend.
  • TBC15
    TBC15 Posts: 1,452 Forumite
    First Post First Anniversary Name Dropper
    edited 29 September 2017 at 4:20PM
    Options
    I was hoping to keep this section free just for Monthly bottom lines with Portfolios in the Portfolios thread section.



    Thrugelmir when you work out your mix could you post it in the Portfolio section Please.
  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Name Dropper Photogenic First Anniversary First Post
    Options
    Will do. :beer:
  • TBC15
    TBC15 Posts: 1,452 Forumite
    First Post First Anniversary Name Dropper
    Options
    Results for October are encouraging.
    TBC15 £105933
    BLB53 £102071
  • bostonerimus
    bostonerimus Posts: 5,617 Forumite
    First Anniversary Name Dropper First Post
    edited 1 November 2017 at 5:36AM
    Options
    Here's mine
    VTBLX -0.09%
    VTIAX +1.94%
    VTSAX +2.17%

    So Values are
    VTBLX $24977
    VTIAX $25485
    VTSAX $51086

    Total $101548 or +1.55%
    “So we beat on, boats against the current, borne back ceaselessly into the past.”
  • Linton
    Linton Posts: 17,162 Forumite
    Name Dropper First Post First Anniversary Hung up my suit!
    Options
    Linton Growth - £103517
    Linton wealth preservation - £100611
  • ams25
    ams25 Posts: 260 Forumite
    First Anniversary First Post
    edited 1 November 2017 at 2:58PM
    Options
    My active 60:40 portfolio, with the same stock/bond and regional asset allocations as Vanguard 60:40:

    AMS25 60:40: 102,085 +2.09%
    Vanguard 60:40: 102,071 + 2.07%

    could not be closer.....:D

    The AMS25 equity only (60%) performance was +2.94%, and the bond component +0.77%
    best performers on approx 5%+ each were Fidelity Emerging, Fundsmith and Stewart Asia Pac Leaders. Laggards on approx 0.5% were Woodford Equity Income and JO Hambro CM opps.

    Data is according to Trustnet from 29/9 to 1/11, which also gives a 1 year performance number of 15.2% for the AMS25 60:40 and 8.3% for Vanguard LS 60:40. It will be interesting to see if this out performance is still intact in a year's time.
  • finellah
    finellah Posts: 104 Forumite
    First Anniversary First Post
    edited 1 November 2017 at 5:48PM
    Options
    My ISA (+/-65% equity): 102205 (2.205%), FWIW Trustnet Volatility 6.8
    JISA (VLS80): 102334 (2.334%), Trustnet Volatility 7.94
  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Name Dropper Photogenic First Anniversary First Post
    edited 1 November 2017 at 7:16PM
    Options
    Don't let your Granny loose at the dogs SIPP £105,136 (+5.14%).

    Highlights

    Jarvis Securities +21.77%
    Acorn Income Fund +6.15%
    BP Marsh +5.93%
    Schroder Oriental +5.87%
    Henderson FE Income +5.48%

    Diverse Income -1.84%

    Cash Balance Held £470. ( Dividends/income accrued and paid)
★ ★ ★ Meet your Ambassadors

Categories

  • All Categories
  • 343.2K Banking & Borrowing
  • 250.1K Reduce Debt & Boost Income
  • 449.7K Spending & Discounts
  • 235.3K Work, Benefits & Business
  • 608K Mortgages, Homes & Bills
  • 173.1K Life & Family
  • 247.9K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 15.9K Discuss & Feedback
  • 15.1K Coronavirus Support Boards