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by MDW1954
August 23rd, 2019, 4:28 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: OLTB's HYP - 3rd Anniversary
Replies: 5
Views: 1294

Re: OLTB's HYP - 3rd Anniversary

Sorry for the late reply, I've been busy and mostly off-board.

My comment would be that many of your current holdings have frozen dividends, with others mooted to be following them (eg IMB).

I like to see a bit more growth.

MDW1954
by MDW1954
August 21st, 2019, 4:42 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: My HYP as of 21 Aug 2019.
Replies: 16
Views: 1544

Re: My HYP as of 21 Aug 2019.

I'm not sure that I would conflate a house builder with an owner of doctors' surgeries, student accomodation blocks, and warehouses. But each to their own, as the saying goes.

MDW1954
by MDW1954
August 21st, 2019, 2:37 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: My HYP as of 21 Aug 2019.
Replies: 16
Views: 1544

Re: My HYP as of 21 Aug 2019.

idpickering wrote:
It's not life threatening only having 29 holdings, but thoughts/suggestions welcome.

Ian.


Only one REIT? ESP, PHP, BBOX, WHR et al all offer specialist REIT exposure and mostly decent yields.

Others may disagree, but even beaten-down NRR and HMSO could be worth a look.

MDW1954
by MDW1954
August 20th, 2019, 7:49 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: The history of HYP4, and the possibility of reviving it
Replies: 55
Views: 2445

Re: The history of HYP4, and the possibility of reviving it

And if I am correct then what this suggests is that a 25-share HYP is a proxy for the (say) FTSE-100 except with additional risk concentration. There are an awful lot of low-yielders in the FTSE 100, so (if I understand this correctly) then I don't think that I agree with it. A proxy for the FTSE 1...
by MDW1954
August 19th, 2019, 10:04 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: The history of HYP4, and the possibility of reviving it
Replies: 55
Views: 2445

Re: The history of HYP4, and the possibility of reviving it

PS: RBS was bought on a trailing 4.7% when the All-Share Index yielded c. 2.7%. Hence it was well into my 'danger zone' (ratio >=160) at ~175. Which, apart from it being High Yield, tells us absolutely nothing, then and now, as to whether it was a suitable HYP candidate. Ian Well, it tells me loads...
by MDW1954
August 19th, 2019, 9:54 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Greene King - SOLD!
Replies: 111
Views: 4664

Re: Greene King - SOLD!

MDW1954 Good timing! https://www.fool.co.uk/investing/2019/08/19/2-unloved-sectors-that-look-over-sold/ I wrote that on July 30th, and it went out as an email 'Collective' a couple of days later. TMF always waits a few weeks before re-publishing as an article on the main site. Hence today's publica...
by MDW1954
August 19th, 2019, 5:24 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Greene King - SOLD!
Replies: 111
Views: 4664

Re: Greene King - SOLD!

Oh dear, what a tremendous pity. This is one of my longest term shares, and I have no wish to lose it. I know some people will relish the thought of taking a profit and moving on, but I am not in his for a fast buck, but for long term income. So sell a good beer company to a property developer and ...
by MDW1954
August 19th, 2019, 10:24 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: The history of HYP4, and the possibility of reviving it
Replies: 55
Views: 2445

Re: The history of HYP4, and the possibility of reviving it

Those are all the details I have of material events after 2007 for the shares which I held at that time. TJH Compass did a share consolidation two or three years back, accompanied (I think) by a small return of capital. Anyone reviving HYP4 need to factor in RBS' own share consolidation, which took...
by MDW1954
August 18th, 2019, 10:39 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: The history of HYP4, and the possibility of reviving it
Replies: 55
Views: 2445

Re: The history of HYP4, and the possibility of reviving it

RBS in May 2007 was a triumph for strategic ignorance. Not. Even then, the warning bells were sounding.

For me, the mechanistic nature of the process jars. Thankfully, here on TLF, our own HYP-picking guidelines are less restrictive.

MDW1954
by MDW1954
August 15th, 2019, 7:48 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: impulse sell, oh dear
Replies: 22
Views: 1767

Re: impulse sell, oh dear

However, they say they own assets, i.e. Big Boxes, physical "things" - but do they also own shares in other companies? Arb. No, they don't. Investment companies are not the same as investment trusts. Both can be members of the AIC, as can REITs. MDW1954 Thanks for the clarification. Actua...
by MDW1954
August 15th, 2019, 7:46 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: impulse sell, oh dear
Replies: 22
Views: 1767

Re: impulse sell, oh dear

As I remember Pyad preferred the bigger index, as I do myself, but would not explicitly rule out a 250; is it the highest sustainable yield in a new sector? As Arb said we might get a ruling I and most HYPers would be able to decide for themselves if it was a suitable buy for their port. Agreed. I ...
by MDW1954
August 15th, 2019, 7:39 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: impulse sell, oh dear
Replies: 22
Views: 1767

Re: impulse sell, oh dear

While I am interested in the company, acknowledge they are FTSE250 with 5 years of increasing dividends, I wonder whether TMFPyad would ever have invested in 'Tritax Big Box' :-) You seem to imply, if I read you aright, that there are readily-apparant reasons why he might not? As a HYP pick, it mig...
by MDW1954
August 15th, 2019, 4:18 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: impulse sell, oh dear
Replies: 22
Views: 1767

Re: impulse sell, oh dear

While I am interested in the company, acknowledge they are FTSE250 with 5 years of increasing dividends, I wonder whether TMFPyad would ever have invested in 'Tritax Big Box' :-) You seem to imply, if I read you aright, that there are readily-apparant reasons why he might not? As a HYP pick, it mig...
by MDW1954
August 11th, 2019, 11:14 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: HSBC the Future
Replies: 34
Views: 2641

Re: HSBC the Future

There's an excellent article in this week's Economist, which is broadly very positive on HSBC and Mark Tucker. It's behind a paywall, so I won't link to it, but for those with Economist access, well worth a read. (It could be that the Economist allows a set number of free reads, of course -- I don't...
by MDW1954
August 9th, 2019, 11:32 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Aviva Half Yearly.
Replies: 57
Views: 2343

Re: Aviva Half Yearly.

So my final question is this: If 5 years is not enough, how much longer than 5 years must a share such as AV show improvement from 10, 15, whatever number of years ago, before you will accept it as an HYP candidate? Ian No more from me on this subject Let me answer that, even though you and Arb may...
by MDW1954
August 9th, 2019, 11:12 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Aviva Half Yearly.
Replies: 57
Views: 2343

Re: Aviva Half Yearly.

I disagree, I think it has been an HYP stalwart. Based on my records: Aviva PLC (AV) Annual Dividend Increases 3 Years | 5 Years | 10 Years 9.09% | 10.82% | 2.34% On what do you base your analysis of “hopeless”? Arb has put some flesh on my comments and just look at the dividend table shown earlier...
by MDW1954
August 1st, 2019, 9:38 pm
Forum: REITs & Property Companies
Topic: Regional REIT.
Replies: 128
Views: 26319

Re: Regional REIT.

Richfool PHP v. HCFT PHP has indeed been a great trade YTD 2019; but is now seriously over-extended on a 24% NAV premium & 4.3% yield. Their 10yr track record shows an average NAV increase of 2.8%pa versus 7.0% for HCFT Throughout this time the HCFT yield has been consistently higher and now st...
by MDW1954
August 1st, 2019, 12:32 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Halifax cheap dealing day
Replies: 6
Views: 418

Re: Halifax cheap dealing day

That rather highlights a point: for HYP practical purposes, a notice would be much better placed here rther than hidden away on some other board. No HYPer wants to keep checking on the brokers' board just on the off-chance and only here will it receive due attention by our particular community. Arb...
by MDW1954
August 1st, 2019, 11:28 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Halifax cheap dealing day
Replies: 6
Views: 418

Re: Halifax cheap dealing day

That rather highlights a point: for HYP practical purposes, a notice would be much better placed here rther than hidden away on some other board. No HYPer wants to keep checking on the brokers' board just on the off-chance and only here will it receive due attention by our particular community. Arb...
by MDW1954
July 30th, 2019, 1:05 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: A Cobham tinker.
Replies: 44
Views: 2097

Re: A Cobham tinker.

I also remember asking the same question as I am asking now: why would an HYPer select a lower yielding share such as Cobham (COB) when such a decision would mean first rejecting what was, to my mind at least, a perfectly acceptable substantially higher yield alternative such as BAE Systems (BAE)? ...

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