Your browser isn't supported
It looks like you're using an old web browser. To get the most out of the site and to ensure guides display correctly, we suggest upgrading your browser now. Download the latest:

Welcome to the MSE Forums

We're home to a fantastic community of MoneySavers but anyone can post. Please exercise caution & report spam, illegal, offensive or libellous posts/messages: click "report" or email forumteam@. Skimlinks & other affiliated links are turned on

Search
  • FIRST POST
    • TBC15
    • By TBC15 29th Sep 17, 2:08 PM
    • 596Posts
    • 300Thanks
    TBC15
    Great British Invest off or Passive V Active Updates
    • #1
    • 29th Sep 17, 2:08 PM
    Great British Invest off or Passive V Active Updates 29th Sep 17 at 2:08 PM
    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

    Active______ OCT__NOV__DEC__JAN__FEB__MAR__APR__MAY__JUN__JUL__AUG__SEP

    Ams25________2.1__2.2__2.9__3.2__1.9__0.6__2.5__4.9__5.1__---__7.2__6.5

    Finellah_____2.2__1.8__3.4__4.1__3.4__1.2__3.3__7.1__7.2__8.0_10.5__9.9

    Linton G_____3.5__3.8__6.1__7.7__5.7__2.0__6.2__9.6_10.1_12.5_14.4_13.9

    Linton WP____0.6__0.7__1.4__0.5_-0.2_-1.4__0.2__1.4__2.0__3.2__2.9__1.9

    Prism G______5.5__6.0__7.5__9.3__9.4__5.1__7.9_13.8_14.8_17.4_19.9_19.3

    TBC15________5.9__5.7__8.1__9.3__8.2__4.0__8.2_13.2_14.8_16.0_18.9_18.0

    Thrugelmir___5.1__3.9__3.4__3.9__2.6__0.3__2.4__5.0__5.5__5.1__6.4__7.9



    Passive

    A_T BB_______---__---__4.0__3.1__---__0.5__4.2__6.8__6.3__5.8__6.3__5.7

    Ams25________2.1__1.9__3.4__2.9__1.6__0.2__2.0__4.5__4.5__---__7.0__6.8

    BLB53________2.1__1.9__3.4__2.9__1.9__0.2__2.0__4.5__4.5__6.4__7.1__6.8

    bostonerimus_1.6__3.2__4.3__7.9__4.4__3.4__3.5__4.8__4.8__7.4__8.8__8.9

    bostoner£____2.7__2.5__3.5__1.9__1.1_-1.3__0.8__5.4__6.8__9.5_12.2_12.1

    FinellahVLS80_2.3_2.0__3.9__3.8__2.7__0.0__2.6__5.8__5.9__8.5__9.3__9.3


    Physical Gold (sovereigns)*

    DiggerUK Gold-0.1_-1.2_0.1_-1.1_-0.6_-1.9_-0.5__2.2_-1.0_-3.1_-3.4_-5.0



    For Reference Passive Vanguard

    FTSEGlobalAllC3.1_3.2__4.9__5.1__4.1__0.3__3.0__7.1__7.3_11.0_13.0_12.8


    * Please note sovereigns are typically bought at 3.5% above spot and sold 2.5% below spot
    Last edited by TBC15; 07-10-2018 at 5:05 PM. Reason: update
Page 8
    • finellah
    • By finellah 30th Jun 18, 7:51 AM
    • 41 Posts
    • 4 Thanks
    finellah
    Finellah 7.2%
    Finellah VLS80 5.9%
    Vanguard Glb All Cap 7.3%
    • Linton
    • By Linton 30th Jun 18, 2:42 PM
    • 9,820 Posts
    • 10,075 Thanks
    Linton
    Linton Growth: £110083
    Linton WP:£101954
    • A_T
    • By A_T 30th Jun 18, 5:36 PM
    • 537 Posts
    • 366 Thanks
    A_T
    A_T's British Bulldog Portfolio

    £106,283.70
    • Thrugelmir
    • By Thrugelmir 30th Jun 18, 10:55 PM
    • 60,090 Posts
    • 53,436 Thanks
    Thrugelmir
    Don't Let Your Granny Loose at the Dogs

    @ 30/06/2018 - £105,475.50p (change on month +0.43%)



    Intend using the accumulated cash balance of £1823 to subscribe to the rights issue for BP Marsh and excess shares offer.
    Financial disasters happen when the last person who can remember what went wrong last time has left the building.
    • bostonerimus
    • By bostonerimus 2nd Jul 18, 1:00 PM
    • 2,364 Posts
    • 1,666 Thanks
    bostonerimus
    No movement in June still up 4.8% in dolllars........in pounds it looks better but I'll leave the numbers to the "administrator"
    Misanthrope in search of similar for mutual loathing
    • TBC15
    • By TBC15 2nd Jul 18, 4:00 PM
    • 596 Posts
    • 300 Thanks
    TBC15
    The "administrator" has administrated.
    • bostonerimus
    • By bostonerimus 2nd Jul 18, 4:06 PM
    • 2,364 Posts
    • 1,666 Thanks
    bostonerimus
    The "administrator" has administrated.
    Originally posted by TBC15
    Thank you......that exchange rate bonus shows how much currency variations can change returns.
    Last edited by bostonerimus; 02-07-2018 at 4:15 PM.
    Misanthrope in search of similar for mutual loathing
    • C_Mababejive
    • By C_Mababejive 2nd Jul 18, 10:20 PM
    • 10,607 Posts
    • 9,514 Thanks
    C_Mababejive
    I'll chip in with my Sipp

    FCPT +3.65% (month) + £15.46 divi
    CTY +3.65% (3 months)
    SMT +21.82%(3 months)

    Total initial cost =22395.92
    Value =25009.48
    Cash=219.54
    Feudal Britain needs land reform. 70% of the land is "owned" by 1 % of the population and at least 50% is unregistered (inherited by landed gentry). Thats why your slave box costs so much..
    • TBC15
    • By TBC15 3rd Jul 18, 1:09 AM
    • 596 Posts
    • 300 Thanks
    TBC15
    I'll chip in with my Sipp

    FCPT +3.65% (month) + £15.46 divi
    CTY +3.65% (3 months)
    SMT +21.82%(3 months)

    Total initial cost =22395.92
    Value =25009.48
    Cash=219.54
    Originally posted by C_Mababejive
    It may be a little late to participate. Full details here https://forums.moneysavingexpert.com/showthread.php?t=5719517
    • C_Mababejive
    • By C_Mababejive 3rd Jul 18, 10:00 PM
    • 10,607 Posts
    • 9,514 Thanks
    C_Mababejive
    It may be a little late to participate. Full details here https://forums.moneysavingexpert.com/showthread.php?t=5719517
    Originally posted by TBC15
    OK Thanks,, Ill keep out and just read !
    Feudal Britain needs land reform. 70% of the land is "owned" by 1 % of the population and at least 50% is unregistered (inherited by landed gentry). Thats why your slave box costs so much..
    • Prism
    • By Prism 1st Aug 18, 8:53 AM
    • 503 Posts
    • 420 Thanks
    Prism
    Prism Global for the end of July - another decent month

    £117,363
    • TBC15
    • By TBC15 1st Aug 18, 11:23 AM
    • 596 Posts
    • 300 Thanks
    TBC15
    Bit of a set back at the end of the month but still +

    BLB53 £106,435
    TBC15 £115,988
    • bostonerimus
    • By bostonerimus 1st Aug 18, 12:52 PM
    • 2,364 Posts
    • 1,666 Thanks
    bostonerimus
    Dollar results 107360....so 7.36% gain
    Last edited by bostonerimus; 01-08-2018 at 1:40 PM.
    Misanthrope in search of similar for mutual loathing
    • Prism
    • By Prism 1st Aug 18, 1:04 PM
    • 503 Posts
    • 420 Thanks
    Prism
    Bit of a set back at the end of the month but still +

    BLB53 £106,435
    TBC15 £115,988
    Originally posted by TBC15
    I have been gradually selling off my L&G tech tracker that you also have, so wasn't hit too badly in the last few days. However with Apple's results from yesterday that should help recover that and tech in general.
    I kept an original version my portfolio going (more tech and China than i like) along side my current one with changes and so far the original has outperformed my changed one by about 1K. We shall see if my rebalancing/tinkering pays off in the long run but I'm not sure it will.
    • TBC15
    • By TBC15 1st Aug 18, 1:50 PM
    • 596 Posts
    • 300 Thanks
    TBC15
    I have been gradually selling off my L&G tech tracker that you also have, so wasn't hit too badly in the last few days. However with Apple's results from yesterday that should help recover that and tech in general.
    I kept an original version my portfolio going (more tech and China than i like) along side my current one with changes and so far the original has outperformed my changed one by about 1K. We shall see if my rebalancing/tinkering pays off in the long run but I'm not sure it will.
    Originally posted by Prism
    The last 4 days have not been kind and today has the makings of more grief.
    • Linton
    • By Linton 1st Aug 18, 3:47 PM
    • 9,820 Posts
    • 10,075 Thanks
    Linton
    Linton Growth £112510
    Linton WP £103172
    • finellah
    • By finellah 1st Aug 18, 4:37 PM
    • 41 Posts
    • 4 Thanks
    finellah
    Finellah 108004
    FinellahVLS80 108493
    Vanguard All Cap 110985
    • A_T
    • By A_T 1st Aug 18, 6:21 PM
    • 537 Posts
    • 366 Thanks
    A_T
    A_T's British Bulldog portfolio

    £105837

    +5.83%
    • Thrugelmir
    • By Thrugelmir 8th Aug 18, 12:43 PM
    • 60,090 Posts
    • 53,436 Thanks
    Thrugelmir
    Don't Let Your Granny Loose at the Dog

    Late to the party, prices as at close on 3rd August.

    +5.13%

    Mixed month which was overall down slightly. With noticable risers and fallers.

    Subscribed to BPM rights offer and sold out of SOI completely.

    Cash balance £3,680.
    Financial disasters happen when the last person who can remember what went wrong last time has left the building.
    • TBC15
    • By TBC15 1st Sep 18, 6:47 AM
    • 596 Posts
    • 300 Thanks
    TBC15
    Results for August, shame about the last couple of days.

    TBC15 £118,933
    BLB53 £107,050

    Slight change for the end of the month

    Out withFidelity UK Smaller Companies W Acc , 41/2 years of lack lustre performance.
    In with more Lindsell Train Global Equity B GBP

    I’ll update the portfolio section when I get 5 mins
Welcome to our new Forum!

Our aim is to save you money quickly and easily. We hope you like it!

Forum Team Contact us

Live Stats

3,697Posts Today

8,936Users online

Martin's Twitter
  • RT @kelsher123: @MartinSLewis First time switcher! And no, it wasn?t as challenging as I thought???? A British Gas customer so no brainier. Th?

  • Agreed but by marketing it as cough specific people think there's something extra so they buy this rather than gene? https://t.co/hATY3W8Yia

  • Good news for those aggressively criticising this poll and trying to pull it apart. I've just got off a 3 way call? https://t.co/Pu750aktyg

  • Follow Martin