Search found 3271 matches

by tjh290633
August 21st, 2019, 9:22 am
Forum: Brokers and Share Dealing
Topic: HSDL again
Replies: 57
Views: 4345

Re: HSDL again

Have you looked at "Corporate Actions" in the HSDL side menu. Such messages are usually there.

TJH
by tjh290633
August 20th, 2019, 4:32 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Greene King - SOLD!
Replies: 96
Views: 2040

Re: Greene King - SOLD!

I recall saying this before, but I'm of the view that as a generality HYPs may experience more bids and other corporate action long term than the market overall, with this activity being mostly highly beneficial for the port. The reason is that HY is a component of value so there is a value tilt in...
by tjh290633
August 20th, 2019, 9:47 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: BHP dividend declaration - big increase
Replies: 2
Views: 375

Re: BHP dividend declaration - big increase

A bit more information: https://www.investegate.co.uk/bhp-group-plc--bhp-/rns/bhp-results-for-the-year-ended-30-june-2019/201908200700015568J/ Our Board today determined to pay a final dividend of 78 US cents per share. The final dividend to be paid by BHP Group Limited will be fully franked for Aus...
by tjh290633
August 19th, 2019, 6:17 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Trimmed back Compass CPG
Replies: 13
Views: 880

Re: Trimmed back Compass CPG

Did you include the special dividend(s); there was at least one large one during that period. How is total return calculated over a 10 year period? I should have thought it was more than that. Presumably that is an annualised figure allowing for compounding. Is there a quick way of doing that? Ther...
by tjh290633
August 19th, 2019, 6:03 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: The history of HYP4, and the possibility of reviving it
Replies: 55
Views: 1410

Re: The history of HYP4, and the possibility of reviving it

Those are all the details I have of material events after 2007 for the shares which I held at that time. TJH Compass did a share consolidation two or three years back, accompanied (I think) by a small return of capital. Anyone reviving HYP4 need to factor in RBS' own share consolidation, which took...
by tjh290633
August 19th, 2019, 10:10 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: The history of HYP4, and the possibility of reviving it
Replies: 55
Views: 1410

Re: The history of HYP4, and the possibility of reviving it

Looking at the composition of HYP4, I see that I hold, or have held, 12 of the securities. RBS I have never held, but did hold Halifax at demutualisation in 1997 and disposed of it after RBS had their failed rights issue in June 2008. Foolishly I put the money into Cattles. Persimmon I have never he...
by tjh290633
August 19th, 2019, 9:13 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Trimmed back Compass CPG
Replies: 13
Views: 880

Re: Trimmed back Compass CPG

Terry, your method seems a great way to grow income over time, maintain diversification, and the total returns over the last 30 years are really impressive. Can I please ask whether you use HYP for any income provision? Even though your top-ups focus on growing income, whenever you trim or receive ...
by tjh290633
August 18th, 2019, 10:43 pm
Forum: Polite Discussions
Topic: Tory thinktank - state pension age should rise to 75
Replies: 85
Views: 1262

Re: Tory thinktank - state pension age should rise to 75

However, there was no significant change in the basis of the state pension until 1925 when the Widows’, Orphans’ and Old Age Contributory Pensions Act introduced the first contributory state pension scheme. This scheme was funded on contributions from both the employee and employer. That was, I bel...
by tjh290633
August 17th, 2019, 11:22 pm
Forum: Trading my way to a million
Topic: Trader Meet Ups.
Replies: 7
Views: 1168

Re: Trader Meet Ups.

I attend and enjoy a small monthly get together with people interested in the stock and forex markets in Hampshire. I am wondering do others attend such social gathering to swap stories, thoughts on shares, the next (possible big thing) etc? See Lemon Socials under the heading Lemon Lounge. We had ...
by tjh290633
August 16th, 2019, 3:55 pm
Forum: Computers, TVs & Phones
Topic: Fire tablet or anything better?
Replies: 12
Views: 560

Re: Fire tablet or anything better?

I think there are better Android tablets available, without Amazon's interference. My wife had one which she has misplaced or lost. I have replaced it with a Fusion tablet, with Android 8 and a larger screen, which is vastly superior.

TJH
by tjh290633
August 16th, 2019, 3:34 pm
Forum: Retirement Investing (inc FIRE)
Topic: Considering early retirement
Replies: 62
Views: 3246

Re: Considering early retirement

tjh - you tecchie you - great presentation there. Personally I almost never exceed 20 stocks - that versus your current 35. Are your higher counts due to uncertain times and less conviction plays? I also note you are perhaps under-represented in the better performing Small Caps; and to my mind seri...
by tjh290633
August 16th, 2019, 8:58 am
Forum: High Yield Shares & Strategies - general
Topic: Stock exchange problems today
Replies: 1
Views: 275

Stock exchange problems today

Opening delayed by glitches today, in case you wonder why you can't get price quotes.

TJH
by tjh290633
August 15th, 2019, 11:07 pm
Forum: Retirement Investing (inc FIRE)
Topic: Considering early retirement
Replies: 62
Views: 3246

Re: Considering early retirement

I wish I had a time machine so I could tell my younger self to start investing in 1987. Are any of the above IRRs calculated on the whole period 1987 to present? The IRR from inception in 1987 to the present day is 9.6%. The figures in the second table in my post https://www.lemonfool.co.uk/viewtop...
by tjh290633
August 15th, 2019, 11:43 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Trimmed back Compass CPG
Replies: 13
Views: 880

Re: Trimmed back Compass CPG

I expect you will be proved right in due course. My problem is that I can't help holding my nose (and my trigger finger to buy) when I get a whiff of a midden, which is why I am sitting on a lot of cash. I feel the urge to buy when everything is smelling of roses bursting into bloom. I know they ca...
by tjh290633
August 14th, 2019, 5:50 pm
Forum: Retirement Investing (inc FIRE)
Topic: Considering early retirement
Replies: 62
Views: 3246

Re: Considering early retirement

StepOne wrote:[
And if you don't have a time machine...?

StepOne

You just have to have faith in your system.

TJH
by tjh290633
August 14th, 2019, 5:00 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Prudential Results
Replies: 4
Views: 273

Re: Prudential Results

I first bought PRU in 1990 at 196p, with a starting yield of 5,41%. In 1999 I trimmed them back by 10% as they were going overweight, at 1057p, with a yield of 2.22%. Bought some in 2002 at 341p, giving a yield of 7.61% and again in 2003 at 313p, giving a yield of 7.16% as the dividend was reduced s...
by tjh290633
August 14th, 2019, 4:41 pm
Forum: Retirement Investing (inc FIRE)
Topic: Considering early retirement
Replies: 62
Views: 3246

Re: Considering early retirement

I've shown this a few times now, and it is the annual IRR for my portfolio since 1987: Yr to 05 Apr Annual IRR 1987 1988 -6.23% 1989 41.81% 1990 6.44% 1991 19.60% 1992 3.31% 1993 21.94% 1994 17.67% 1995 1.80% 1996 22.37% 1997 15.92% 1998 58.44% 1999 7.17% 2000 -0.23% 2001 3.06% 2002 6.79% 2003 -28.6...
by tjh290633
August 14th, 2019, 4:21 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Admiral Group plc results for the six months ended 30 June 2019
Replies: 27
Views: 820

Re: Admiral Group plc results for the six months ended 30 June 2019

Alaric wrote: Are the any reasonably sized quoted general insurance brokers, given that reinsuring much of its business makes it more of a broker than some of its competitors?


Hiscox, perhaps? I haven't studied them. See https://www.hiscoxgroup.com/investors

TJH
by tjh290633
August 14th, 2019, 4:17 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Trimmed back Compass CPG
Replies: 13
Views: 880

Re: Trimmed back Compass CPG

Terry, please explain why you think BT is a good buy at this moment, with all the problems and expense of 5G and fibre provision, etc. Was the problem with the pension fund sorted and is there not a serious risk that the dividend might have to be reduced to a level which would make it no longer att...
by tjh290633
August 14th, 2019, 3:58 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Admiral Group plc results for the six months ended 30 June 2019
Replies: 27
Views: 820

Re: Admiral Group plc results for the six months ended 30 June 2019

Just looking at the dividend record: Year to Div Change 2009 57.50 2010 68.10 18.43% 2011 75.60 11.01% 2012 90.60 19.84% 2013 99.50 9.82% 2014 98.40 -1.11% 2015 114.40 16.26% 2016 114.40 0.00% 2017 114.00 -0.35% 2018 126.00 10.53% A bit lumpy with the increases. I first bought in 2014 at 1509p, with...

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