Search found 408 matches

by OhNoNotimAgain
May 23rd, 2019, 8:43 am
Forum: High Yield Shares & Strategies - general
Topic: Losing the faith - should I just sell and move to funds (Poor Performance / Renationalisation)
Replies: 86
Views: 3028

Re: Losing the faith - should I just sell and move to funds (Poor Performance / Renationalisation)

If anyone has any insights on "iShares Quality Dividend ETFs & What Are The GBP Based Equivalents" https://www.lemonfool.co.uk/viewtopic.php?f=31&t=17742 it would be great as it may help me decide on what to invest in but I am just at a complete loss of what to do at the moment an...
by OhNoNotimAgain
May 22nd, 2019, 12:00 pm
Forum: High Yield Shares & Strategies - general
Topic: Losing the faith - should I just sell and move to funds (Poor Performance / Renationalisation)
Replies: 86
Views: 3028

Re: Losing the faith - should I just sell and move to funds (Poor Performance / Renationalisation)

I have had a HYP for a good fifteen years or so. Looking at my overall performance over this period I am at a current yield of 5.5% and a current unrealised profit of 25% (and a realised profit of 15%). Comparing to my Pension funds and Fidelity Funds I have, my HYP is probably underperforming thes...
by OhNoNotimAgain
May 18th, 2019, 8:46 pm
Forum: High Yield Shares & Strategies - general
Topic: Losing the faith - should I just sell and move to funds (Poor Performance / Renationalisation)
Replies: 86
Views: 3028

Re: Losing the faith - should I just sell and move to funds (Poor Performance / Renationalisation)

Backache wrote:Firstly I would say don't be to dissapointed research has shown that the majority of fund managers do worse than the market a


I think there is a clue there.
by OhNoNotimAgain
May 18th, 2019, 8:42 pm
Forum: High Yield Shares & Strategies - general
Topic: Losing the faith - should I just sell and move to funds (Poor Performance / Renationalisation)
Replies: 86
Views: 3028

Re: Losing the faith - should I just sell and move to funds (Poor Performance / Renationalisation)

tjh290633 wrote: Equal weighting would be my choice.

TJH


There is simply no logic to investing the same amount of capital into Shell as into Thomas Cook. All you are doing is giving a portfolio a bias to small caps and a higher risk profile. You are investing in companies, not collecting stamps.
by OhNoNotimAgain
May 18th, 2019, 8:36 am
Forum: Passive Investing
Topic: Charges
Replies: 31
Views: 1057

Re: Charges

It is possible to invest in passive funds directly and therefore avoid the platform fee.
And not all passives charge a dilutuion fee of 0.5% to cover stamp duty but this cost is absorbed by the fund and is expressed in the OCF so some analysis is needed when comparing OCFs.
by OhNoNotimAgain
May 4th, 2019, 9:30 am
Forum: High Yield Shares & Strategies - general
Topic: HYP against benchmarks: 9 years on
Replies: 12
Views: 939

Re: HYP against benchmarks: 9 years on

Data geeks might be interested in this site which has a wide variety of indices that can apparently be downloaded.

https://thefreedomindex.com/indexes/
by OhNoNotimAgain
May 1st, 2019, 2:28 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: PYAD HYP 2019_04 – Update 30 April 2019
Replies: 25
Views: 1634

Re: PYAD HYP 2019_04 – Update 30 April 2019

The older I get and the more I learn I realise there is more and more that I don't know.
by OhNoNotimAgain
April 30th, 2019, 10:49 am
Forum: High Yield Shares & Strategies - general
Topic: was "How many shares in a HYP"
Replies: 30
Views: 991

Re: was "How many shares in a HYP"

Alaric wrote:

If I may repeat the question, why is it necessary to weight by equal market value by sector and not some other method? If I were to raise this point on the HYP practical board, it would be deemed off topic and deleted.


It isn't and it is possible to weight by other measures.
by OhNoNotimAgain
April 30th, 2019, 8:07 am
Forum: How Do I Invest
Topic: Total Shareholder Return
Replies: 7
Views: 519

Re: Total Shareholder Return

ron505 wrote:Can anyone recommend a good website which provides/calculates total shareholder return over long periods? Ideally one where you can enter the stock and date purchased and have it calculate the total shareholder return over the period.

Thanks

Ron


Bloomberg.
by OhNoNotimAgain
April 29th, 2019, 8:49 am
Forum: High Yield Shares & Strategies - general
Topic: was "How many shares in a HYP"
Replies: 30
Views: 991

Re: was "How many shares in a HYP"

Despite Vanguard's apparently low cost, it cannot beat the market because of its costs. If that is what you want, then a broad fund is not what you want. You need something more focused on the higher yields. If you are happy with minimal management, then a DIY HYP will do the job. If you want to be...
by OhNoNotimAgain
April 26th, 2019, 1:44 pm
Forum: Investment Trusts and Unit Trusts
Topic: RIT Capital Partners
Replies: 16
Views: 881

Re: RIT Capital Partners

The Schroder daughter was eminently qualified to be a NED. She sits on a large amount of stock that she cannot sell so has every reason to urge the executives to do the right thing for the long term. The alternative is a selection from the huge list of profressional NEDs that just rotate around list...
by OhNoNotimAgain
April 25th, 2019, 7:47 am
Forum: Investment Trusts and Unit Trusts
Topic: Strategic Equity Capital.
Replies: 8
Views: 552

Re: Strategic Equity Capital.

That is heartening, as I'm sure they know what they are doing much better than I do! That is a resounding endorsement of its marketing effort and its corporate literature. Investors struggle with the concept that if they understand compound interest and that no one can predict the future they know ...
by OhNoNotimAgain
April 18th, 2019, 8:34 am
Forum: High Yield Shares & Strategies - general
Topic: Guidance on yield please
Replies: 12
Views: 818

Re: Guidance on yield please

A high yield is a product of two factors; the dividend payment and the share price.

The first is determined by the Board and the second by the stock market.

Investors need to decide who is more likely to be correct about the next payment.
by OhNoNotimAgain
April 15th, 2019, 11:57 am
Forum: Retirement Investing (inc FIRE)
Topic: Amusing pension prediction
Replies: 20
Views: 1813

Re: Amusing pension prediction

Yes even better, buy individual shares. They will not drop in price when the market does either. I do not like cynicism very much, but to be serious the fact is if the market is negative for the next 10 to 12 years (based apparently on current valuations) then buying an index fund is guaranteeing a...
by OhNoNotimAgain
April 1st, 2019, 9:15 am
Forum: High Yield Shares & Strategies - general
Topic: Variations on PYADs HYP strategy
Replies: 53
Views: 2803

Re: Variations on PYADs HYP strategy

Option 3, in a passive, gives you the return of the asset class, the beta, without anyone having to fret about frequent checking, which keeps costs down. That is the bit that people hope to get alpha, the additional return over the index either from dividends or capital, but usually causes them grie...
by OhNoNotimAgain
March 29th, 2019, 8:46 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Stephen Bland - New HYP Portfolio @ Stockopedia
Replies: 162
Views: 10816

Re: Stephen Bland - New HYP Portfolio @ Stockopedia

Indeed - but if morningstar gets something that wrong, what chance do I stand? Arb. Is that a light bulb moment? In any event anyone who believes the numbers in Reports and Accounts is living in a fantasy world. How many accounting scandals do we get every year? And how many happen that are either ...
by OhNoNotimAgain
March 27th, 2019, 5:37 pm
Forum: Investment Trusts and Unit Trusts
Topic: Interactive Investor 'basket' of ITs for income
Replies: 41
Views: 3425

Re: Interactive Investor 'basket' of ITs for income

If the Lemon Fool doesn't mind I am going to use this opportunity for a shameless plug. Before the end of March we are launching on the AIC website an "Income Builder" tool. Have been looking forward to this....Any update on the AIC Income builder tool..????? Cheers Hoping for early next ...
by OhNoNotimAgain
March 27th, 2019, 8:18 am
Forum: Retirement Investing (inc FIRE)
Topic: Retirement income investing advice for 64yo
Replies: 12
Views: 2259

Re: Retirement income investing advice for 64yo

I am always surprised about the obsession with fund fees yet everyone accepts the need for a platform that might charge 0.5%.

You don't need a platform to invest directly in some OEICs.
by OhNoNotimAgain
March 21st, 2019, 8:58 am
Forum: Investment Strategies
Topic: Dividend warning
Replies: 32
Views: 2449

Re: Dividend warning

if you invest across the whole market you get the winners, which get bigger, and the losers, which eventually fade away.[/i] So your big idea is that you can out-perform the market by buying the market? Depends how you buy it. The traditional way is weighting by mkt cap which gives a momentum and g...
by OhNoNotimAgain
March 20th, 2019, 6:35 pm
Forum: Investment Strategies
Topic: Dividend warning
Replies: 32
Views: 2449

Re: Dividend warning

But Ohno, if I understand him, is claiming that dividends drive total return. His thesis seems to be that if you (say) bought the 50% of shares with the highest dividends then your total return will exceed a (very very cheap) cap-weighted tracker. And it is fairly easy to see whether that is true b...

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