Search found 243 matches

by Darka
September 12th, 2019, 7:36 am
Forum: High Yield Shares & Strategies - general
Topic: Selling Unilever?
Replies: 49
Views: 1406

Re: Selling Unilever?

As mentioned by other Lemons above, if one considers the Total Return for Unilever over the last 5 years versus FCIT, HFEL,WTAN, CTY, BA. & HFEL, it has outperformed all of them - the likes of BA., CTY & even HFEL by some margin. Of course, past performance etc. Hi monabri, How did you crea...
by Darka
September 11th, 2019, 8:07 pm
Forum: High Yield Shares & Strategies - general
Topic: Selling Unilever?
Replies: 49
Views: 1406

Re: Selling Unilever?

Frame the question in context of your overall income objective (if you have one), and ask: (1) is overall portfolio income on target, and (2) is overall portfolio yield high ? I hold ULVR too, and in my case the answers are (1) yes, and (2) yes, above benchmark (CTY, 4.5%). I have no firm reason to...
by Darka
September 11th, 2019, 5:16 pm
Forum: High Yield Shares & Strategies - general
Topic: Selling Unilever?
Replies: 49
Views: 1406

Re: Selling Unilever?

As mentioned by other Lemons above, if one considers the Total Return for Unilever over the last 5 years versus FCIT, HFEL,WTAN, CTY, BA. & HFEL, it has outperformed all of them - the likes of BA., CTY & even HFEL by some margin. Of course, past performance etc. Thanks monabri, I think your...
by Darka
September 11th, 2019, 5:15 pm
Forum: High Yield Shares & Strategies - general
Topic: Selling Unilever?
Replies: 49
Views: 1406

Re: Selling Unilever?

I think its a terrible idea. Top-slice if its a bit overweight perhaps - I did, when it hit 150% of median in June. Have you looked at the relevant total returns? I know this is a High Yield board, but it takes an awful lot of extra dividend to compensate for markedly inferior capital growth. ULVR ...
by Darka
September 11th, 2019, 2:32 pm
Forum: High Yield Shares & Strategies - general
Topic: Selling Unilever?
Replies: 49
Views: 1406

Re: Selling Unilever?

You could look at it another way. You could sell Unilever and buy into FGT (Finsbury Inc & Grth trust), which holds a large chunk in ULVR along with other diversified "quality" stocks. FGT has an excellent record for capital growth, but you would then get a yield of c 1.63%, whereas U...
by Darka
September 11th, 2019, 1:14 pm
Forum: High Yield Shares & Strategies - general
Topic: Selling Unilever?
Replies: 49
Views: 1406

Re: Selling Unilever?

I do not think that selling Unilever and buying City of London IT would be a good idea no matter what the motive, unless you are very anxious for an immediate increase in income. I would be surprised if Unilever has not been a better share for total return over the years. HFEL would I think be a be...
by Darka
September 11th, 2019, 1:12 pm
Forum: High Yield Shares & Strategies - general
Topic: Selling Unilever?
Replies: 49
Views: 1406

Re: Selling Unilever?

OLTB wrote:It's an interesting conundrum isn't it - I also hold ULVR in my HYP but am not thinking of tinkering at the moment.


Thanks OLTB, it is indeed - not doing anything about it at the moment but maybe in the future.
by Darka
September 11th, 2019, 12:43 pm
Forum: High Yield Shares & Strategies - general
Topic: Selling Unilever?
Replies: 49
Views: 1406

Selling Unilever?

I've been thinking of selling Unilever (3% yield) and moving the money to an IT, possibly City Of London (4.3% yield) or maybe Henderson Far East Income Ltd (5.8% yield) which would not only give me a higher income but also more diversification. Another share I could do the same with is BAE systems ...
by Darka
August 29th, 2019, 7:58 am
Forum: High Yield Shares & Strategies - general
Topic: Greene King Funds to IT's
Replies: 1
Views: 620

Greene King Funds to IT's

As some of you know I sold my Greene King shares once the offer was in, it was enough of a premium that I was happy to get rid of the shares there and then without waiting for any potential counter offer. With the released funds, I increased my holdings of the following Investment Trusts: ⋅&nbs...
by Darka
August 20th, 2019, 1:19 pm
Forum: High Yield Shares & Strategies - general
Topic: How many IT's...
Replies: 29
Views: 1717

How many IT's...

I took advantage of the recent bid for Greene King to sell my full holding and am now looking for a new home for these funds. These funds will be added to my IT portfolio as I've been moving that way over the last 2-3 years, but want to avoid owning too many, both to reduce complexity and I believe ...
by Darka
August 20th, 2019, 8:49 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Greene King - SOLD!
Replies: 111
Views: 4572

Re: Greene King - SOLD!

I would have preferred to keep them, but have also just sold out.

Will be reinvesting in at least one HYP share and some other things that are off topic.
by Darka
August 19th, 2019, 9:29 pm
Forum: High Yield Shares & Strategies - general
Topic: Greene King £8.50 bid - possible income options for proceeds....
Replies: 25
Views: 2429

Re: Greene King £8.50 bid - possible income options for proceeds....

Excellent post Itsallaguess, It's pretty much what I'll be doing with my GNK cash, I may sell in the next few days to lock it in - will decide tomorrow. I'll probably put most of the money into IT's as I'm gradually moving more that way anyway - similar %'s to your, 60% HYP and currently 25% IT and ...
by Darka
August 13th, 2019, 3:22 pm
Forum: High Yield Shares & Strategies - general
Topic: When to draw down the capital
Replies: 24
Views: 1665

Re: When to draw down the capital

Great post Julian. I've been thinking about how to (or if I should) draw down on capital eventually as I don't want to die rich and you've given me some idea's. I'm a pretty advanced excel user, but I think your decay model is a little bit beyond me at the moment, I need to have a good think about i...
by Darka
August 1st, 2019, 1:56 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: BATS Half Yearly Report.
Replies: 6
Views: 1143

Re: BATS Half Yearly Report.

I already have a full holding of BATS already, but did buy some more Imperial Tobacco this morning.
by Darka
August 1st, 2019, 1:03 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: BATS Half Yearly Report.
Replies: 6
Views: 1143

Re: BATS Half Yearly Report.

Walrus101 wrote:I know we all prefer discussing doom and gloom :) But are these not a pretty impressive set of results?


They are indeed very good and I'm happy to hold.
by Darka
July 29th, 2019, 10:48 am
Forum: How Do I Invest
Topic: SIPP, ISA or Both?
Replies: 15
Views: 1271

Re: SIPP, ISA or Both?

I would go for both. I have several ISA's which will provide the bulk of our retirement income, with my SIPP kicking in a few years later on which will add a nice level of additional income. The main benefit for me using the SIPP, is that I can salary sacrifice and get back some of the National Insu...
by Darka
July 19th, 2019, 9:54 pm
Forum: Portfolio Management & Review
Topic: No-look November 2019
Replies: 21
Views: 2121

Re: No-look November 2019

I'll give it a try this year too
by Darka
July 19th, 2019, 7:27 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: The British Land Company PLC - Dividend Declaration
Replies: 2
Views: 784

Re: The British Land Company PLC - Dividend Declaration

Thanks Ian,

I hold too and am tempted to top up once I have some funds at the end of the month.
by Darka
July 15th, 2019, 3:49 pm
Forum: Retirement Investing (inc FIRE)
Topic: SIPP Natural Yield (Dividends)
Replies: 14
Views: 2876

Re: SIPP Natural Yield (Dividends)

My HL SIPP account does not offer this, my Halifax Share Dealing and ShareBuilder offers this as does the ISA but a quick check on their website and I don't think they offer it on the SIPP. Thank you, I suspect no provider does but wanted to ask to see if anyone knew of any that did. It's a shame r...
by Darka
July 15th, 2019, 1:15 pm
Forum: Retirement Investing (inc FIRE)
Topic: SIPP Natural Yield (Dividends)
Replies: 14
Views: 2876

Re: SIPP Natural Yield (Dividends)

Better to pay charges from within due to effective tax relief on them? Probably yes, but it would depend if I can find a SIPP which would payaway only the dividends, if they could only do the cash balance as payaway then it wouldn't leave any cash for the charges, unless you could set a minimum cas...

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