Search found 451 matches

by OhNoNotimAgain
November 6th, 2019, 9:41 am
Forum: Company Analysis
Topic: Not a level playing field
Replies: 2
Views: 359

Not a level playing field

Anyone who believes executive compensation schemes are not biased in favour of the executives and against shareholders only needs to read this from the ABF annual report. This year we have recognised an impairment charge of £65m in respect of our UK bakeries following the loss of a key contract. Thi...
by OhNoNotimAgain
October 24th, 2019, 8:51 am
Forum: Investment Trusts and Unit Trusts
Topic: ISHARES PLC FTSE UK DIVIDEND (IUKD)
Replies: 36
Views: 2631

Re: ISHARES PLC FTSE UK DIVIDEND (IUKD)

It's a collective fund, so this is the logical place to discuss it, in my view. All passives are collectives, so by your logic TJH the Passive Investing board should be closed and everything passive discussed here instead! The board descriptions are: Passive Investing -- Index tracking funds and ET...
by OhNoNotimAgain
October 19th, 2019, 11:26 am
Forum: Investment Trusts and Unit Trusts
Topic: ISHARES PLC FTSE UK DIVIDEND (IUKD)
Replies: 36
Views: 2631

Re: ISHARES PLC FTSE UK DIVIDEND (IUKD)

The fund name is misleading as the fund selection process is based on yield, not dividends so it become vulnerable to a a value trap if the share price falls and the yield rises.
by OhNoNotimAgain
September 29th, 2019, 9:52 am
Forum: Investment Strategies
Topic: Value strategies - practical
Replies: 29
Views: 2703

Re: Value strategies - practical

The Ben Graham definition of value was price to book but the utility of that measure has been eroded by two factors: The devaluation of the currency since the move to fiat money in 1971 has helped companies with hard assets like property as hedges against inflation. The increasing importance of comp...
by OhNoNotimAgain
September 24th, 2019, 8:38 am
Forum: Retirement Investing (inc FIRE)
Topic: Are huge charges inevitable?
Replies: 26
Views: 2623

Re: Are huge charges inevitable?

I'm 52 and thinking of retiring in 5 years, so I thought I'd get my current investments (held by both myself and my wife) looked at by a professional with a view to living off them in perpetuity without too much maintenance hassle in the process. We've got roughly 40% in a HYP (ISA), 20% in a Lunib...
by OhNoNotimAgain
September 19th, 2019, 9:19 am
Forum: Investment Strategies
Topic: Dividends vs Growth and Tax
Replies: 41
Views: 2829

Re: Dividends vs Growth and Tax

Because the bulk of equity returns come from dividends, not capital growth.
by OhNoNotimAgain
September 17th, 2019, 10:05 am
Forum: Investment Strategies
Topic: Private Equity Investments
Replies: 6
Views: 1646

Re: Private Equity Investments

I am looking at investing in a private equity fund, Harbourvest Global Private Equity (HVPE) for three reasons. 1 - Correlation between HVPE and some of my larger holdings is either very low or negative (using the CORREL function in Excel) which is very good for diversification 2 - -Having worked f...
by OhNoNotimAgain
September 16th, 2019, 4:10 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Eisman shorts HSBC and STAN
Replies: 28
Views: 1605

Re: Eisman shorts HSBC and STAN

I do not think though that is another Carillion. Dod Oh, well that's all right then, we can all relax. PS It's a bank, no one has a sodding clue about what is going on, has nobody read "The Big Short" or "Crashed" https://www.amazon.co.uk/Crashed-Decade-Financial-Crises-Changed/...
by OhNoNotimAgain
September 16th, 2019, 8:47 am
Forum: Investment Strategies
Topic: Bump in the road
Replies: 4
Views: 1915

Re: Bump in the road

https://www.ft.com/content/f638a3ac-d4d9-11e9-8367-807ebd53ab77 The FTSE All-World equity index has rallied almost 3 per cent already this month, clawing back some of August’s losses. However, many highly popular stocks suffered a sudden and brutal sell-off this week, a reversal that analysts have ...
by OhNoNotimAgain
September 12th, 2019, 4:55 pm
Forum: Investment Strategies
Topic: Bump in the road
Replies: 4
Views: 1915

Bump in the road

https://www.ft.com/content/f638a3ac-d4d9-11e9-8367-807ebd53ab77 The FTSE All-World equity index has rallied almost 3 per cent already this month, clawing back some of August’s losses. However, many highly popular stocks suffered a sudden and brutal sell-off this week, a reversal that analysts have a...
by OhNoNotimAgain
September 11th, 2019, 11:35 am
Forum: Investment Strategies
Topic: Share buybacks: a beautiful thing
Replies: 97
Views: 5635

Re: Share buybacks: a beautiful thing

I second Gengulphus' comments about the banks' share prices rising because of the removal of uncertainty regarding PPI. Markets hate uncertainty; ). Now that banks are all run by vicars and charity workers we can add them to the list of sectors where the future is clearly laid out and we know exact...
by OhNoNotimAgain
September 7th, 2019, 7:31 pm
Forum: Investment Trusts and Unit Trusts
Topic: Proportion of portfolio in Investment Trusts
Replies: 55
Views: 4754

Re: Proportion of portfolio in Investment Trusts

..and I can hand-on-heart say that changing tack and moving into income-IT's has been the single best investment decision that I've ever made. Can you tell us which has given the biggest increase in dividends over the last decade? I honestly can't... Perhaps I wasn't as clear as I could have been w...
by OhNoNotimAgain
September 7th, 2019, 8:03 am
Forum: Investment Trusts and Unit Trusts
Topic: Proportion of portfolio in Investment Trusts
Replies: 55
Views: 4754

Re: Proportion of portfolio in Investment Trusts

Itsallaguess wrote: and I can hand-on-heart say that changing tack and moving into income-IT's has been the single best investment decision that I've ever made.

Cheers,

Itsallaguess


Can you tell us which has given the biggest increase in dividends over the last decade?
by OhNoNotimAgain
August 26th, 2019, 1:55 pm
Forum: Investment Strategies
Topic: Share buybacks: a beautiful thing
Replies: 97
Views: 5635

Re: Share buybacks: a beautiful thing

I worked for many years for a US IT company that has spent a fortune over more than 20 years buying its own shares, at the same time as cutting costs to an extent that crippled any ability to deliver quality services. During this period the share price performance has been woeful, the revenue has p...
by OhNoNotimAgain
August 17th, 2019, 12:20 pm
Forum: Investment Trusts and Unit Trusts
Topic: ASEI - Aberdeen Standard Equity Income
Replies: 21
Views: 7249

Re: ASEI - Aberdeen Standard Equity Income

The aim of the Trust is:

To provide shareholders with an above average income from their equity investment
while also providing real growth in capital and income.


Judging by the 67% increase in the dividend since 2010 it's dividend growth has drastically lagged its passive competitors.
by OhNoNotimAgain
August 17th, 2019, 9:36 am
Forum: Investment Strategies
Topic: ETF's v Unit Trusts(or OEIC's) v Investment Trusts
Replies: 22
Views: 1748

Re: ETF's v Unit Trusts(or OEIC's) v Investment Trusts

The clue is in the name. An ETF is just an open ended fund you can trade on a secondary market. Unlike an OEIC where you invest directly in or out of the fund, usually once a day, an ETF trader has to find a counter-party. For investors with time frames in decades the ability to trade at any time of...
by OhNoNotimAgain
August 12th, 2019, 8:25 am
Forum: Retirement Investing (inc FIRE)
Topic: Considering early retirement
Replies: 71
Views: 7403

Re: Considering early retirement

Look for advisers who charge by the hour, not percentage of assets.
by OhNoNotimAgain
July 27th, 2019, 9:43 am
Forum: Investment Trusts and Unit Trusts
Topic: Personal Assets v Capital Gearing v RICA?
Replies: 140
Views: 13210

Re: Personal Assets v Capital Gearing v RICA?

Well if he didn't foresee the crash, why did he have a 6 figure sum in a fund that would substantially underperform the market in normal times? In which "normal times" has PNL substantially underperformed which market? http://mediacharting.digitallook.com/cgi-bin/digital/chart_image.cgi?c...
by OhNoNotimAgain
July 24th, 2019, 1:21 pm
Forum: Investment Trusts and Unit Trusts
Topic: Personal Assets v Capital Gearing v RICA?
Replies: 140
Views: 13210

Re: Personal Assets v Capital Gearing v RICA?

So you foresaw the crash, and put your money in a fund that would not lose as much as the market? Surely leaving it in cash would have been a much better strategy? Lootman is not saying that he foresaw the crash at all. Only that relatively he lost less money, and redeployed it to take advantage of...
by OhNoNotimAgain
July 24th, 2019, 10:04 am
Forum: High Yield Shares & Strategies - general
Topic: UK dividends smashed records in Q2!....
Replies: 15
Views: 3673

Re: UK dividends smashed records in Q2!....

They are trying to track the performance of the FTSE100 so I believe they are. The prospectus states "...intend to distribute all or substantially all of the net income (interest and dividends, less expenses) of the Fund..." VUKE's OCF is 0.09% so will have only a small impact on dividend...

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