Search found 199 matches

by OZYU
May 2nd, 2019, 10:18 am
Forum: Portfolio Management & Review
Topic: TJH's HYP-Historical Data
Replies: 16
Views: 2180

Re: TJH's HYP-Historical Data

I think that re balancing is important. That is why TJH, myself and many of my investors friends practice it on our HY oriented portfolios. It systematically (on average of course over a long period because it can go spectacularly wrong at individual event), captures to ones advantage the in and out...
by OZYU
March 20th, 2019, 8:24 am
Forum: Investment Strategies
Topic: Dividend warning
Replies: 32
Views: 2818

Re: Dividend warning

Funny how a journalist from Citywire can say how important dividends and reinvested dividends are in total returns when others get attacked for saying the same thing. He doesn't get attacked because he says practically the opposite to that other person! Look at his chart half way down entitled &quo...
by OZYU
March 19th, 2019, 8:15 am
Forum: High Yield Shares & Strategies - general
Topic: HYP investing as a yield trap
Replies: 127
Views: 6704

Re: HYP investing as a yield trap

Fair enough comment, but then we are back in the realm of various manager's pet ideas for achieving that. In my reading, over the periods of five or ten years which are easily researchable, passive funds do not do well against the active ones. I know this goes against current fashion in some circle...
by OZYU
March 17th, 2019, 10:36 am
Forum: How Do I Invest
Topic: Article in Telegraph on ISA Millionaires
Replies: 46
Views: 3130

Re: Article in Telegraph on ISA Millionaires

Hi TJ, Our aims are different, I don't and never will need the income. So any advice I might give is directed at the generally younger pot builder who needs to be mindful of building his pot, hence tr. As you know we, my wife and I, run five different portfolios, and only seek some higher yield in t...
by OZYU
March 15th, 2019, 11:40 am
Forum: How Do I Invest
Topic: Article in Telegraph on ISA Millionaires
Replies: 46
Views: 3130

Re: Article in Telegraph on ISA Millionaires

Interesting thread. Personal circumstance, in particular age, has had a major effect in achieving such yardsticks. The key to all this was to be able to subscribe fully or near fully throughout the period, and to re invest all divis,which luckily we were able to do this, since PEPs and ISA coincided...
by OZYU
March 15th, 2019, 9:56 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Manx Telecom News
Replies: 23
Views: 1026

Re: Manx Telecom News

Sold mine, as I often do on such occasions, on announcement, since the divi was built into the price on offer. I am fully aware that these things can go both ways, with either a higher bidder emerging, or the deal falling through, but I tend to prefer a bird in the hand in such matters. Another of m...
by OZYU
March 8th, 2019, 10:18 am
Forum: High Yield Shares & Strategies - general
Topic: High Yield Investment Trusts - AIC Sector and Yield table (March 2019)
Replies: 13
Views: 1971

Re: High Yield Investment Trusts - AIC Sector and Yield table (March 2019)

Careful folks, some of the yields are wrong, for example two my wife holds, EAT and IPU, have been wrong on the AIC website for quite some time. Have not checked in detail, but others look suspicious, so as usual do further investigate before investing. In doing such extensive work, anything beyond...
by OZYU
March 7th, 2019, 6:47 pm
Forum: Investment Trusts and Unit Trusts
Topic: City of London IT dividend error?
Replies: 12
Views: 1109

Re: City of London IT dividend error?

Let's not get mixed up here, as even the AiC website seems to have the mistake on their divi entries(difficult to believe): Do no confuse the City of London Investment Trust, CTY, who have yet to announce results for some time iirc, who will probably increase the next 4 quarterlies by say around 4%,...
by OZYU
March 7th, 2019, 3:05 pm
Forum: High Yield Shares & Strategies - general
Topic: Dod's high yield portfolio
Replies: 35
Views: 3108

Re: Dod's high yield portfolio

monabri wrote:Is the HFEL divi weight correct -based on 4.24% capital weight?


This just reflects that Dod purchased it relatively recently, presumably. So that new 'Div engine' has not yet got into gear.


Ozyu
by OZYU
March 7th, 2019, 10:05 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: RIO price fall
Replies: 3
Views: 398

Re: RIO price fall

First thing to look at on a price fall, is today a Thursday. ….etc

Sorry Moorfield, you beat me to it. I type really slowly these days.
by OZYU
March 5th, 2019, 6:08 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Phoenix Holdings Results
Replies: 9
Views: 638

Re: Phoenix Holdings Results

Note - The adjustment in dividend (from 25.1p to 23.4p) reflecting the June 18 Rights Issue. No quite. The adjustment had already taken place in the October payment of 22.6p. (The theoretical value, since the exact adjustment factor, which in being calculated needs to take into account the 20% hold...
by OZYU
March 5th, 2019, 4:29 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Phoenix Holdings Results
Replies: 9
Views: 638

Re: Phoenix Holdings Results

Note - The adjustment in dividend (from 25.1p to 23.4p) reflecting the June 18 Rights Issue. More name corrections. -- MDW1954 No quite. The adjustment had already taken place in the October payment of 22.6p. (The theoretical value, since the exact adjustment factor, which in being calculated needs...
by OZYU
March 5th, 2019, 9:31 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Direct Line - Preliminary Results year ended 31 December 2018
Replies: 11
Views: 578

Re: Direct line insurance

Ricksure wrote:DLG have just declared a final dividend of 14p a share and a special dividend of 8.3p a share.

Sorry I do not have further infomation


https://www.londonstockexchange.com/exc ... 89837.html
by OZYU
March 2nd, 2019, 12:29 pm
Forum: High Yield Shares & Strategies - general
Topic: High Yield Investment Trusts - AIC Sector and Yield table (March 2019)
Replies: 13
Views: 1971

Re: High Yield Investment Trusts - AIC Sector and Yield table (March 2019)

Careful folks, some of the yields are wrong, for example two my wife holds, EAT and IPU, have been wrong on the AIC website for quite some time. Have not checked in detail, but others look suspicious, so as usual do further investigate before investing. In doing such extensive work, anything beyond,...
by OZYU
February 21st, 2019, 4:51 pm
Forum: How Do I Invest
Topic: Moving cash from a SS Isa to a cash ISA with my Bank
Replies: 5
Views: 530

Re: Moving cash from a SS Isa to a cash ISA with my Bank

There does not seem to be much that Nationwide can do properly. My wife has Power of Attorney for a very ancient relative, and they are making a pigs ear of similar matters, so bad that she has complained on their incompetence with the Office of the Public Guardian, as Nationwide are basically being...
by OZYU
February 14th, 2019, 8:12 am
Forum: Investment Strategies
Topic: Portfolio Unitization - Results Interpretation
Replies: 31
Views: 1539

Re: Portfolio Unitization - Results Interpretation

Hi EssDeeAitch, Well in general terms I am up for including any metric in my investment spreadsheet if it has some obvious use. Now I’ve tried thinking about what adding an XIRR column to my investments spreadsheet would do for me. As I understand it what it would give me is an annualised gain figu...
by OZYU
February 13th, 2019, 9:33 am
Forum: Investment Strategies
Topic: Portfolio Unitization - Results Interpretation
Replies: 31
Views: 1539

Re: Portfolio Unitization - Results Interpretation

Well TJH, thanks for the response. I am working on an accumulation basis (I think). I have just followed the instructions contained in the monevator article for which there was a link in my first post. My investment spreadsheet has my portfolio value for every week since 2012 and each row also reco...
by OZYU
February 3rd, 2019, 8:52 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Microfocus an HYP share?
Replies: 50
Views: 2968

Re: Microfocus an HYP share?

I'd be very interested in people's opinions on this one. Probably my best total-return performance when fishing in the lower-cap pool - certainly beating my other good performer in the same market-cap-arena, which is Smith (DS), and that's been no slouch either, as any owners will know... Bought in...
by OZYU
February 3rd, 2019, 8:04 am
Forum: High Yield Shares & Strategies - general
Topic: NorwichFools HYP - 4th birthday and starting drawdown.
Replies: 15
Views: 1345

Re: NorwichFools HYP - 4th birthday and starting drawdown.

Many thanks for very useful replies and giving me serious food for thought. Can people recommend a single good,simple, practical guide to unitization? I've done a search and there are many, many articles. I have a detailed transaction history of purchases/sales, cash in/out, dividends. Is that suff...
by OZYU
February 1st, 2019, 8:00 pm
Forum: High Yield Shares & Strategies - general
Topic: NorwichFools HYP - 4th birthday and starting drawdown.
Replies: 15
Views: 1345

Re: NorwichFools HYP - 4th birthday and starting drawdown.

On the face of it a fit for purpose portfolio, and indeed lots of solid holdings, we hold a fair number ourselves. However, your f/cast portfolio yield is approaching 6.66%. At this level, one can expect that the danger of capital erosion will creep in. In fact this is precicely what is happening. Y...

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