Search found 112 matches

by Wasron
August 30th, 2019, 8:04 pm
Forum: Portfolio Management & Review
Topic: No-look November 2019
Replies: 21
Views: 2171

Re: No-look November 2019

Pleasantly surprised by the portfolio value given the position of the FTSE and HK issues. Great news - are you able to give a percentage-movement figure for the month's worth of abstinence? Cheers, Itsallaguess The FTSE 100 has dropped just over 5%, my portfolio by around half that. Having a global...
by Wasron
August 30th, 2019, 4:37 pm
Forum: Portfolio Management & Review
Topic: No-look November 2019
Replies: 21
Views: 2171

Re: No-look November 2019

I think no-look November will be a stretch for me given Brexit. I’m therefore going to attempt ‘Abstention August’ instead. ... Nine days in without incident. Just updated my spreadsheet to select my regular top-ups for Monday, and don’t plan on looking again until the 31st. I think it’s been good ...
by Wasron
August 25th, 2019, 7:57 am
Forum: High Yield Shares & Strategies - general
Topic: How many IT's...
Replies: 29
Views: 1773

Re: How many IT's...

In practice, they would use the dividend reserve to manage dividends with a view to never having to reduce them and increasing them in line with expectations. There are a number of ITs in the FTSE 350 and you can look back and see how they coped with 2007-2008. For an investor purely interested in ...
by Wasron
August 9th, 2019, 1:29 pm
Forum: Portfolio Management & Review
Topic: No-look November 2019
Replies: 21
Views: 2171

Re: No-look November 2019

I think no-look November will be a stretch for me given Brexit. I’m therefore going to attempt ‘Abstention August’ instead. I’ll be on holiday for a couple of weeks anyway, so it’s a good reason not to look at the market while I’m supposed to be relaxing. Wasron Nine days in without incident. Just ...
by Wasron
July 24th, 2019, 8:20 pm
Forum: Portfolio Management & Review
Topic: No-look November 2019
Replies: 21
Views: 2171

Re: No-look November 2019

I think no-look November will be a stretch for me given Brexit.

I’m therefore going to attempt ‘Abstention August’ instead.

I’ll be on holiday for a couple of weeks anyway, so it’s a good reason not to look at the market while I’m supposed to be relaxing.

Wasron
by Wasron
July 5th, 2019, 8:59 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Criteria for "Top Ups" and "New Shares"
Replies: 9
Views: 1467

Re: Criteria for "Top Ups" and "New Shares"

I think that sometimes it’s as simple as accepting that you don’t know whether a company that’s in the doldrums will sink or swim, so in the interest of a balanced portfolio and aiming for high yield (e.g. the HYPTUS ranks it no. 1) then you add to a holding. If you’re building like I am, and will b...
by Wasron
June 26th, 2019, 2:04 pm
Forum: Company Share news (LSE Main Market)
Topic: Petrofac Limited (PFC)
Replies: 79
Views: 5162

Re: Petrofac Limited (PFC)

Rightly or wrongly, I think the market has over-reacted to what's a fairly reasonable trading statement, so it's time for another purchase. Market Summary > Petrofac Limited LON: PFC 461.70 GBX +56.70 (14.00%) Now that's what I consider a well-timed purchase! (Though admittedly, more by good luck t...
by Wasron
June 22nd, 2019, 12:10 am
Forum: High Yield Shares & Strategies - general
Topic: HYP with limited monthly contribution
Replies: 32
Views: 4064

Re: HYP with limited monthly contribution

What I am trying to achieve 1. To be able to afford to retire. In fact to be able to enjoy my retirement. Lots of foreign trips and not having to worry about money. 2. To also provide more of a safety night for life's ups and downs. Yes I've currently got nearly £16K of cash/premium bonds but who k...
by Wasron
June 21st, 2019, 11:04 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: CARNIVAL PLC - Half-year Report Carnival Corporation & plc Reports Second Quarter Earnings
Replies: 12
Views: 2408

Re: CARNIVAL PLC - Half-year Report Carnival Corporation & plc Reports Second Quarter Earnings

For any new purchases/top up it might be prudent to monitor oil prices in light of events in Iran. Good for Shell, BP, not so good for airlines and cruise barges. https://oilprice.com/Energy/Oil-Prices/Oil-Shoots-Up-As-Iran-Says-Its-Ready-For-War.html I’ve tried to cover both bases. I hold Shell, B...
by Wasron
June 21st, 2019, 9:46 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: CARNIVAL PLC - Half-year Report Carnival Corporation & plc Reports Second Quarter Earnings
Replies: 12
Views: 2408

Re: CARNIVAL PLC - Half-year Report Carnival Corporation & plc Reports Second Quarter Earnings

It’s certainly a growing industry, so it should be possible to continue growing the dividend. https://www.maritime-executive.com/article/28-5-million-passengers-took-a-cruise-in-2018 I have most of the usual HYP holdings, and they often aren’t used in the same sentence as growth...so this is one of ...
by Wasron
June 20th, 2019, 3:06 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: CARNIVAL PLC - Half-year Report Carnival Corporation & plc Reports Second Quarter Earnings
Replies: 12
Views: 2408

Re: CARNIVAL PLC - Half-year Report Carnival Corporation & plc Reports Second Quarter Earnings

It hasn’t gone well. Price down over 12%

Yield is now 4.5%

I hold, as I like the growth in the dividend, as well as the operating margin and debt levels.

A good global customer mix too.

Likely to be a top up for me next month

Regards
by Wasron
June 20th, 2019, 9:57 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Dividend Danger Zone
Replies: 7
Views: 919

Re: Dividend Danger Zone

I thought it odd that they highlighted BBA Aviation. I hold them and consider them a boring business to business provider of airport services. They also only yield around 4%. Given the number of higher yielding shares with static dividends it seemed odd to focus on one that was lower yielding and st...
by Wasron
May 28th, 2019, 9:48 pm
Forum: Investment Strategies
Topic: How to increase defensiveness of IT portfolio
Replies: 60
Views: 8279

Re: How to increase defensiveness of IT portfolio

VGOV isn’t one i’m familiar with. ETFs aren’t generally my thing to be honest. I enjoy stock picking, but trust most of my money to IT managers.

After having a quick look, VGOV looks like it has very low volatility, like IS15
by Wasron
May 28th, 2019, 9:22 pm
Forum: Investment Strategies
Topic: How to increase defensiveness of IT portfolio
Replies: 60
Views: 8279

Re: How to increase defensiveness of IT portfolio

Further to the above thread, would anyone suggest any bond funds to increase defensiveness? I am aware that the likes of PNL and CGT would give some exposure, albeit at a price. Another option, after watching Monabri's suggested Vanguard video, could be an ETF such as VIGBBD, IGLH or VGOV. I use SL...
by Wasron
May 27th, 2019, 4:11 pm
Forum: Investment Strategies
Topic: How to increase defensiveness of IT portfolio
Replies: 60
Views: 8279

Re: How to increase defensiveness of IT portfolio

It looks to me like you have a decent level of diversity already, and adding to a couple of the more defensive ones wouldn’t upset that balance. To some extent it depends on what you’re trying to defend yourself from. Traditional defensive HYP shares would be GSK, Imperial Brands and National Grid. ...
by Wasron
May 25th, 2019, 11:03 am
Forum: Investment Trusts and Unit Trusts
Topic: ITs for cash from bought-out shares
Replies: 24
Views: 5685

Re: ITs for cash from bought-out shares

Have you considered Law Debenture LWDB?

They yield only 3.16%, but they are heavy in Industrials, so fit well with the cash coming from RPC and Inmarsat.

They also have the fiduciary element that distinguishes them other options out there.

Best of luck with your decision making

Regards
by Wasron
May 24th, 2019, 7:34 am
Forum: Company Share news (LSE Main Market)
Topic: Petrofac Limited (PFC)
Replies: 79
Views: 5162

Re: Petrofac Limited (PFC)

My suspicion is it will go lower. 380 and I will be joining you. Now down to 398, and extremely tempting. I suspect that a significant reason for its becoming so tempting is the fall in the oil price to around $67 for Brent Crude. It must be quite a rare event that dropping POO is welcomed with ope...
by Wasron
May 7th, 2019, 9:11 pm
Forum: Company Share news (LSE Main Market)
Topic: Petrofac Limited (PFC)
Replies: 79
Views: 5162

Re: Petrofac Limited (PFC)

I've been tempted to go back in again after today's 11% loss, taking the price back down to £4.67, but I'm slightly more wary this time, as the bribery issues do seem to be having a material effect, at least in Iraq - https://www.sharecast.com/news/news-and-announcements/petrofac-plunges-after-iraq...
by Wasron
May 1st, 2019, 8:50 pm
Forum: Portfolio Management & Review
Topic: Wasron’s annual portfolio review
Replies: 12
Views: 1759

Re: Wasron’s annual portfolio review

Interesting posts. I followed a similar method to retire in my late 40’s in 2007 I think the idea of funding retirement spending by selling chunks of VWRL every couple of months will probably change when you get to retirement ! I would consider IS15 for your corporate bond ETF as well as/instead of...
by Wasron
April 30th, 2019, 8:12 pm
Forum: Portfolio Management & Review
Topic: Wasron’s annual portfolio review
Replies: 12
Views: 1759

Re: Wasron’s annual portfolio review

:evil: Instead of, or as well as VWRL, have you considered VHYL, the global high yield equivalent? Global diversification, lower US weight than VWRL and a 3.50% yield rather than 2%. I’m not a dividend investor, but if I was that’s what I’d use for international diversification alongside a U.K. foc...

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