Search found 521 matches

by TUK020
January 16th, 2019, 8:48 am
Forum: Investment Strategies
Topic: Growth Strategies?
Replies: 11
Views: 618

Re: Growth Strategies?

What’s a minimum lump sum to be considering a high yield strategy? I have just over £30k in my S&S ISA at the moment. It wouldn’t be tax efficient to put more than I am currently in my SIPP, but I should see a reasonable uptick in salary next FY so will increase contributions somewhat according...
by TUK020
January 15th, 2019, 8:58 pm
Forum: Investment Strategies
Topic: ISA and/or SIPP
Replies: 13
Views: 372

Re: ISA and/or SIPP

How much a SIPP makes sense to prioritize depends not only on your current tax rate, but also your tax rate when you start drawing pension from it. If you might be in danger of hitting the LifeTime Allowance, or might be in danger of getting into higher rate tax as a pensioner, the one option worth ...
by TUK020
January 15th, 2019, 8:47 pm
Forum: Financial Software - Discussion
Topic: HYPTUSS - introduction of portfolio-review 'Overview' sheet?
Replies: 6
Views: 214

Re: HYPTUSS - introduction of portfolio-review 'Overview' sheet?

i'd like to propose, just as a starter for this discussion, that this is a good blueprint for the type of development being discussed here. It tells us the following HYP information - Share EPIC Sector Capital Weighting Income Weighting Forecast Yield tsallaguess Spot on for the data fields. Also a...
by TUK020
January 15th, 2019, 8:33 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Greene King - Xmas Trading Update
Replies: 17
Views: 913

Re: Greene King - Xmas Trading Update

If you sleep easier and feel the policy is successful, that's great. It would be really helpful if you could keep a proper log of what you have done and come on here say, once a year, showing whether you feel it's working. As you know, I'm a bit sceptical that this works as an indicator that. Most ...
by TUK020
January 13th, 2019, 8:06 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Spoilt for choice
Replies: 33
Views: 1611

Re: Spoilt for choice

SL4.
Been influenced by TJH's approach to rebalancing, and so did a lot of portfolio sorting out last year
by TUK020
January 12th, 2019, 7:25 am
Forum: Investment Strategies
Topic: China - Too big to ignore?
Replies: 7
Views: 354

Re: China - Too big to ignore?

Pendrainllwyn wrote:- The Chinese economy was 10 times bigger in 2017 than it was in 2000

Pendrainllwyn


The gist of what you have said makes sense, except for this item which I think has got garbled.
2x bigger in 7 years would fit with GDP growth rates

Be interesting to get the same view of India
by TUK020
January 10th, 2019, 1:59 pm
Forum: Investment Strategies
Topic: Munroman's rules of finance
Replies: 31
Views: 1001

Re: Munroman's rules of finance

Lootman wrote:You realise that he is still here, right?

memberlist.php?mode=viewprofile&u=192


I eventually worked it out. Comments still stand.
by TUK020
January 10th, 2019, 1:51 pm
Forum: Investment Strategies
Topic: Munroman's rules of finance
Replies: 31
Views: 1001

Munroman's rules of finance

Chap used to post in the other place under the monniker 'Munroman'. He seems to get clobbered everytime he chirps up due to a perceived conflict on interest, but he has made some useful contributions. He came up with: There are only a few rules in finance. 1. Markets are volatile, get used to it. 2....
by TUK020
January 9th, 2019, 3:03 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Greene King - Xmas Trading Update
Replies: 17
Views: 913

Re: Greene King - Xmas Trading Update

Where does one obtain information on stocks being shorted? https://shorttracker.co.uk/companies/?sort=2&d=desc Many thanks. I do not know too much about the "science" of shorting but suspect that it is the same as the science of going long. Hope you have the fundamentals correct then ...
by TUK020
January 9th, 2019, 7:12 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Greene King - Xmas Trading Update
Replies: 17
Views: 913

Re: Greene King - Xmas Trading Update

EssDeeAitch wrote:
Where does one obtain information on stocks being shorted?


https://shorttracker.co.uk/companies/?sort=2&d=desc
by TUK020
January 3rd, 2019, 9:48 pm
Forum: High Yield Shares & Strategies - general
Topic: HYP-othetical: Year 13 review
Replies: 3
Views: 502

Re: HYP-othetical: Year 13 review

Very educational. Thank you for sharing the wisdom gleaned from such an exercise.
by TUK020
January 2nd, 2019, 4:48 pm
Forum: Portfolio Management & Review
Topic: Annual Portfolio Review by Shetland (2018)
Replies: 10
Views: 440

Re: Annual Portfolio Review by Shetland (2018)

I am curious as to why Galliford Try in the middle of that lot?
tuk020
by TUK020
January 1st, 2019, 3:43 pm
Forum: Macro and Global Topics
Topic: 2008 again?
Replies: 108
Views: 3289

Re: 2008 again?

But regardless we seem to have meandered wildly off-topic. The most germane recent comment, IIRC, had to do with energy price spikes VS proper financial crisises and the current season being similar to 2008. While we have been meandering, another year has gone past. Shouldn't the title of the threa...
by TUK020
January 1st, 2019, 3:19 pm
Forum: Biscuit Bar
Topic: Labels. The potential for creating disagreement
Replies: 74
Views: 1778

Re: Labels. The potential for creating disagreement

And here it is - https://www.lemonfool.co.uk/viewtopic.php?f=15&t=15470 I'm hoping TUK020, that one of the links on the above thread is the FTSE100 screen that you're thinking of, if you could perhaps take a look and confirm? Cheers, Itsallaguess It is indeed buried in there. On UHYP15, the thr...
by TUK020
January 1st, 2019, 1:55 pm
Forum: Biscuit Bar
Topic: Labels. The potential for creating disagreement
Replies: 74
Views: 1778

Re: Labels. The potential for creating disagreement

In Dec 2015, Big G did a worked example of running a screen on the FTSE100, taking each sector, looking at the candidates, and working through the reasoning behind which one he would select for the portfolio. It was probably the single most useful post that I read on TMF. I keep on hoping that Gengu...
by TUK020
December 31st, 2018, 5:25 pm
Forum: High Yield Shares & Strategies - general
Topic: After exiting the HYP revolving door...
Replies: 19
Views: 1569

Re: After exiting the HYP revolving door...

I have the following in equity investment instruments: % value CTY 5.3 HFEL 2.62 HICL 2.95 MRCH 2.3 MYI 3,75 TMPL 1.54 FCIT 1.68 LWDB 0.95 RMMC 1.74 Total 22,84 Also, I now use the HYPTUSS sheet as my main tracking sheet for the portfolio (split between ISA & SIPP). Another investment that is an...
by TUK020
December 31st, 2018, 2:31 pm
Forum: Bitter Lemons
Topic: Jetwash Jimmy. Has his apparatus frozen?
Replies: 6
Views: 466

Jetwash Jimmy. Has his apparatus frozen?

Happy New Year everyone
by TUK020
December 31st, 2018, 2:27 pm
Forum: Macro and Global Topics
Topic: 2008 again?
Replies: 108
Views: 3289

Re: 2008 again?

tikunetih wrote:
Should I speak to my therapist perhaps?

He probably wouldn't appreciate a call on New year's Eve.
Take a deep breath, and pour yourself a glass of wine.
Happy New Year
:D
by TUK020
December 31st, 2018, 2:00 pm
Forum: Biscuit Bar
Topic: Labels. The potential for creating disagreement
Replies: 74
Views: 1778

Re: Labels. The potential for creating disagreement

But personally I think the ongoing problems with the HY boards are much more than just a matter of imprecise guidelines. These fights have been going on for at least a decade, and I can recall some disagreements stretching back 20 years. Which leads me to believe that there is no form of the guidel...
by TUK020
December 31st, 2018, 9:31 am
Forum: Macro and Global Topics
Topic: 2008 again?
Replies: 108
Views: 3289

Re: 2008 again?

Secondly, it's not "misleading in a very key aspect" by not being adjusted for inflation - give over! Where's anyone claiming it was a real-terms chart? Talk about a straw man. . I was NOT intending to imply that anyone was attempting to mislead. Apologies if it came across that way. I me...

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