Search found 34 matches

by MDS1951
August 20th, 2019, 8:50 am
Forum: High Yield Shares & Strategies - general
Topic: Greene King £8.50 bid - possible income options for proceeds....
Replies: 25
Views: 4262

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

And me!

My Greene King money will be going into Schroder Income Capital.

I'm 68 and the older I become the more I want other people to take my investment decisions for me.

MDS1951
by MDS1951
April 11th, 2019, 7:36 am
Forum: Company Share news (LSE Main Market)
Topic: Indivior (IDV)
Replies: 9
Views: 469

Re: Indivior (IDV)

I can't help you with what to do next, Bouleversee, except to post the link to the RB Annual Report for 2018. It is in PDF format, so I hope you can read it on your PC. The balance sheet is on Page 139. https://www.rb.com/media/4356/rb-ar2018.pdf Total assets of RB were £37,650 million and of that £...
by MDS1951
April 10th, 2019, 8:44 pm
Forum: Company Share news (LSE Main Market)
Topic: Indivior (IDV)
Replies: 9
Views: 469

Re: Indivior (IDV)

I was very interested in the charges against Invidior, and their knock-on effect on Reckitts because I had 68 shares in the latter this morning, so I read their announcement today and noted this bit:- Investors are referred to previous public statements including Note 19 in our 2018 Annual Report in...
by MDS1951
March 19th, 2019, 10:02 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Pickering time: new holding?
Replies: 61
Views: 3410

Re: Pickering time: new holding?

moorfield wrote: I wrote 15-20, and pyad didn't write exactly 15 shares, did he ? Further down in the same article Pyad wrote:- If you look at blue chip shares, the trend is for them to increase their dividends. In a 10-15 share portfolio, even if one or two of the shares go through a bad patch and...
by MDS1951
March 19th, 2019, 9:54 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Wood Group (John) PLC (WG.) Final results
Replies: 8
Views: 952

Re: Wood Group (John) PLC (WG.) Final results

Thanks for the sterling conversion date Bree - I had missed it on my skim down the results and hadn't had a second look.

Like Doris, I held on when AMFW went to join Wood Group.

MDS1951
by MDS1951
March 7th, 2019, 8:11 am
Forum: Investment Trusts and Unit Trusts
Topic: City of London IT dividend error?
Replies: 12
Views: 1168

Re: City of London IT dividend error?

I'm sure you are correct in thinking these 2 huge dividends are a mistake, JuanDB. I hold CTY and, as you say, they have yet to decide on their 3rd dividend for their 2019 year. I think the Janus Henderson dividend information is provided by Morningstar rather than JH themselves, and Morningstar hav...
by MDS1951
January 25th, 2019, 7:04 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: The Dividend Letter discontinued
Replies: 86
Views: 5528

Re: The Dividend Letter discontinued

I was one of those who helped put the nails in the coffin - I phoned them earlier this month to say I wouldn't be renewing my subscription as I wouldn't be adding to my HYP. It's a logical outcome of Pyad's investing philosophy. You are supposed to never sell or tinker, so when you decide your HYP i...
by MDS1951
January 5th, 2019, 8:36 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Arb's HYP 12th year
Replies: 11
Views: 1221

Re: Arb's HYP 12th year

Thank you Arb for giving me the push to sell my shares in Pearson. I've been thinking of doing that for some time as they have cut their dividend quite severely and had the lowest yield within my HYP, and I decided I could get more income for the money elsewhere.
by MDS1951
January 1st, 2019, 1:59 pm
Forum: Portfolio Management & Review
Topic: MDS1951 Investment Trust Portfolio Review 2018
Replies: 2
Views: 800

Re: MDS1951 Investment Trust Portfolio Review 2018

Thank you for your reassurance, Ozyu. I am not anxious about the reduction in value of my IT portfolio - merely grumpy! :D
by MDS1951
January 1st, 2019, 1:50 pm
Forum: Portfolio Management & Review
Topic: MDS1951 HYP Review 2018
Replies: 0
Views: 364

MDS1951 HYP Review 2018

Here's how my HYP progressed during 2018. I made no purchases and withdrew £3,000 from dividend income. First, a table. L=Statistic||2018||2017||2016||2015||2014 L=Holdings:||91,245||101,275||95,675||90,310||92,210 L=Cash:||4,150||2,585||1,930||1,335||512 L=Total:||95,395||103,860||97,605||91,645||9...
by MDS1951
December 31st, 2018, 3:25 pm
Forum: Portfolio Management & Review
Topic: MDS1951 Investment Trust Portfolio Review 2018
Replies: 2
Views: 800

MDS1951 Investment Trust Portfolio Review 2018

My IT portfolio isn't huge and consists of 10 ITs purchased for roughly £2k per IT, making a total investment of £19.9k; I ceased investing new money in my ITs in July 2016, so 2018 is the first year where year on year income comparisons haven't been distorted by dividend drag. I used Luni's B8 and ...
by MDS1951
December 30th, 2018, 8:36 am
Forum: High Yield Shares & Strategies - general
Topic: The one-way HYP revolving door....
Replies: 41
Views: 2991

Re: The one-way HYP revolving door....

I stopped investing new money in my HYP approximately 4 years ago when I began to draw on the dividend income. I had decided that I was fed up with thinking about what new share to buy or top up and I wanted other people to take the investment decisions for me. So I invested over something like an 1...
by MDS1951
December 14th, 2018, 5:12 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: 2018 - How did we do?
Replies: 83
Views: 4677

Re: 2018 - How did we do?

Today's snapshot is that income/unit fell by 4.44% in 2018 compared with 2017, but in 2017 there were some special dividends and I didn't have any in 2018. Capital is down 7.7% compared with a FTSE100 drop of around 10%-11% so I suppose I should be pleased about that. I'll post in more detail at yea...
by MDS1951
September 22nd, 2018, 8:12 am
Forum: Investment Trusts and Unit Trusts
Topic: Choosing Unit Trusts/OEICS
Replies: 3
Views: 696

Re: Choosing Unit Trusts/OEICS

Thank you very much FrenchJames for pointing me in the direction of the FT tools for the risk/return profile of funds.

Thanks for the ideas about small cap funds, Scotia - I might well include one of the funds you suggest.

MDS1951
by MDS1951
September 20th, 2018, 11:04 am
Forum: Investment Trusts and Unit Trusts
Topic: Choosing Unit Trusts/OEICS
Replies: 3
Views: 696

Choosing Unit Trusts/OEICS

I intend to invest £20k a year in unit trusts/OEICS over several years within an ISA. I already invest regularly within the ISA that I shall use in the following:- Artemis Global Income HSBC FTSE 250 Index L&G European Index Trust I am thinking of adding 4 more to the portfolio:- Jupiter Asian I...
by MDS1951
April 10th, 2018, 7:49 am
Forum: Retirement Investing (inc FIRE)
Topic: What to do with £120k?
Replies: 22
Views: 4232

Re: What to do with £120k?

Thank you very much for starting this topic, spiderbill. I may well be in a similar postion to you in a few months time and some of the responses to your query have chimed with my intention to put the bulk of whatever inheritance comes my way mainly into tracker funds.
by MDS1951
March 9th, 2018, 12:58 pm
Forum: Investment Trusts and Unit Trusts
Topic: Links to Luniversal’s investment trust baskets
Replies: 23
Views: 4220

Re: Links to Luniversal’s investment trust baskets

Approximately 3 years ago I drip-fed my IT portfolio, using Luni's B8 list for the main constituents (6 ITs), 3 from his B7 list and one on neither list to make 10 ITs in total. I checked all these ITs with their Morningstar ratings (and still do) and also with the holdings of fellow Fools who had b...
by MDS1951
December 30th, 2017, 11:39 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Annual HYP Summary 2017
Replies: 1
Views: 446

Annual HYP Summary 2017

Another year closes so it is time to post how my HYP performed in 2017. L=Statistic||2017||2016||2015||2014 L=Holdings||101,275||95,675||90,310||92,210 L=Cash||2,585||1,930||1,335||512 L=Total||103,860||97,605||91,645||92,722 L=Dividends||4,906||4,080||4,144||4,193 L=Withdrawn||3,250||3,000||2,750||...
by MDS1951
December 18th, 2017, 3:02 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: A depressing feeling
Replies: 63
Views: 4594

Re: A depressing feeling

Same with me Arb, so far as December is concerned re dividends. All the quarter October-December is Dividend Famine Time for me with the quarter contributing only 7.7% of my dividend income for calendar 2017. However, throughout the year I draw only part of my average monthly dividend income, so I h...
by MDS1951
October 31st, 2017, 7:09 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: How much is your HYP worth?
Replies: 18
Views: 1380

Re: How much is your HYP worth?

My HYP is worth a shade over £100k and will produce income (including special dividends, returns of capital etc) of £4.9k for calendar 2017. I also have invested in higher-yielding ITs and those are worth £23k and will produce income of £0.8k for calendar 2017. I'm presently investing in UTs and tho...

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