Search found 248 matches

by YeeWo
September 18th, 2018, 3:29 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Jardine Lloyd Thompson - yet more corporate action
Replies: 5
Views: 229

Re: Jardine Lloyd Thompson - yet more corporate action

On a TR basis JLT has been one of my better investments. Not sure whether to sell in the market or hold on, sold Sky far too soon and lost out. I had rather hoped JLT would of been “forever”, that’s clearly not the case. Swires sold out of Insurance in 1997, now Jardine today. Sad that I can no long...
by YeeWo
September 8th, 2018, 5:32 pm
Forum: Passive Investing
Topic: Turkish trackers
Replies: 14
Views: 937

Re: Turkish trackers

NATO member Turkey is clearly doing things (in partnership with Russia & Iran) which don’t best please NATO. Circa a month ago I perceived “partnership”, it now transpires the non-Assad Syrians are in Idlib and RU/IR & Assad are sharpening the knives to potentially slaughter them all. Turke...
by YeeWo
September 6th, 2018, 3:19 pm
Forum: Airport Lounge
Topic: Bucharest
Replies: 0
Views: 132

Bucharest

Flying this evening for 4 days. Any suggestions from fellow-fools? Would like to do a train trip out to the coast! Any helpful suggestions gratefully received........
by YeeWo
September 6th, 2018, 1:22 pm
Forum: Beerpig's Snug
Topic: What's your drug?
Replies: 42
Views: 1112

Re: What's your drug?

- Occasionally Swimming (Free on a Friday in my locality)
- Hop House Lager in my local Weatherspoons
- Travel regularly to SE Asia (VFR) and short-haul mini breaks
- Walking, I commute on foot (9 miles per day).
- Blogging........ 8-)
by YeeWo
September 5th, 2018, 3:41 pm
Forum: High Yield Shares & Strategies - general
Topic: What are you smoking?
Replies: 3
Views: 467

Re: What are you smoking?

http://www.proactiveinvestors.co.uk/companies/news/204055/rbc-burns-british-american-tobacco-and-imperial-brands-with-downgrades-as-ngps-set-to-outgrow-cigarette-market-204055.html The core of the story : "Canadian bank RBC has downgraded both British American Tobacco plc (LON:BATS) and Imperia...
by YeeWo
August 31st, 2018, 9:10 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone in $11bn Australian merger
Replies: 16
Views: 1128

Re: Vodafone in $11bn Australian merger

moorfield wrote:I'm sticking to Depeche Mode's advice for the long term.
A Policy if Truth? Just can’t get enough? Don’t recall Depeche Mode giving long term invesment advice! What am I missing?(!!!).
by YeeWo
August 22nd, 2018, 6:11 am
Forum: Biscuit Bar
Topic: Value Board
Replies: 31
Views: 1265

Re: Value Board

I'd be inclined to suggest TRIP as a strategy. Total Return Income Portfolio. You look for stocks producing income but you also want the portfolio to maintain its value in real terms. If 6% is a target, you are looking for shares between 1% income and 5% growth and 5% income and 1% growth. 8% incom...
by YeeWo
August 21st, 2018, 3:12 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone - 5 year low
Replies: 56
Views: 3174

Re: Vodafone - 5 year low

Why are you intending to trim back? Why not simply direct new money elsewhere? If possible to profitably trim I will do so in order to de-risk my holding in VOD. interesting looking HYP by the way, thanks for sharing. As someone said, it contains a few that are "not the usual suspects" In...
by YeeWo
August 21st, 2018, 12:41 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone - 5 year low
Replies: 56
Views: 3174

Re: Vodafone - 5 year low

Very brave YeeWo, if I may say. Can I ask how many shares you hold? My limits are no more than 5% per share, and 10% per sector. Ian. Ian. 21 different holdings : below my portfolio as is today. I'm not wild about being so overweight on Vodafone and as I've previously stated i'll trim when profitab...
by YeeWo
August 18th, 2018, 10:35 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone - 5 year low
Replies: 56
Views: 3174

Re: Vodafone - 5 year low

Vodafone is now circa 11% of my portfolio, I’ve been loading up this year as the SP’s fallen. I won’t be adding any more, will enjoy the dividends and will trim aggressively when/and/or if the SP recovers to 250p-ish (this FWIW is the Broker Consensus’ SP forecast for the business). Time will tell.....
by YeeWo
August 14th, 2018, 4:11 pm
Forum: Lemon Socials
Topic: London Summer Social - 8 June
Replies: 101
Views: 5136

Re: London Summer Social - 8 June

I love The Clachan, never managed to get to a TLF Shindig as yet. Let me know the dates please........!
by YeeWo
August 14th, 2018, 2:00 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Frying pan to the fire again
Replies: 31
Views: 1672

Re: Frying pan to the fire again

Looking around for something in a different sector which was a reliable dividend payer and solid business, I noticed that WPP was yielding more than it had for a long while - so I bought it. That was shortly before Martin Sorrell resigned :roll: I bit the bullet and sold the last of my WPP stock on...
by YeeWo
August 14th, 2018, 1:51 pm
Forum: Share ideas
Topic: DP Eurasia (DPEU)
Replies: 12
Views: 466

Re: DP Eurasia (DPEU)

I mean, you might invest in European companies, and next week, find that Italy has crashed out of the euro. Quite ironic that the conversation moves on to the EU/EUR. Having bought LON:HTRY 13 Aug @ £1.37872 I woke this morning to find Mr Market was willing to offer me £1.485 for it +7.7% overnight...
by YeeWo
August 13th, 2018, 3:56 pm
Forum: Share ideas
Topic: DP Eurasia (DPEU)
Replies: 12
Views: 466

Re: DP Eurasia (DPEU)

There's nothing rational about punting money on these kind of situations but people that do it will always try to rationalise it. Not attempting to rationalise it. The position is a very small percentage of a large reasonably well diversified portfolio: - Co. | SP | % | XIRR AZN | £60.58 | 2.4% | 3...
by YeeWo
August 13th, 2018, 1:42 pm
Forum: Share ideas
Topic: DP Eurasia (DPEU)
Replies: 12
Views: 466

Re: DP Eurasia (DPEU)

This isn't the first post I've seen with regard to investing in the situation in Turkey but that was possibly even more stupid because it involved buying an ETF - so based on the presumption that the assets underlying the ETF are liquid and so the ETF itself is a liquid investment. If the Turkish s...
by YeeWo
August 12th, 2018, 7:39 pm
Forum: Pensions - Practical Problems
Topic: Pension fund consolidation advice
Replies: 45
Views: 1817

Re: Pension fund consolidation advice

xxd09 wrote:I eventually discovered all tax relief -40% in those days -being taken by the Pension provider!

That's one of the most outrageous P-takes I've ever read. If you have access to the documentation proving this a retroactive legal claim would be justified, no?(!)..
by YeeWo
August 12th, 2018, 7:33 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Diageo plc share repurchase programme
Replies: 33
Views: 1167

Re: Diageo plc share repurchase programme

I'd rather Diageo buy back shares at lower prices. Ah, well. I agree Mark. It must be said though Diageo is a beaut of a business and well worth holding for TR over time. I've held since 12 Jan 11 (£12.65) initial purchase and factoring in some buying & selling over the last 7 years plus the re...
by YeeWo
August 10th, 2018, 2:54 pm
Forum: Passive Investing
Topic: Turkish trackers
Replies: 14
Views: 937

Re: Turkish trackers

I wrote something comparable, without any reference to you, 4 minutes after you! The tectonic plates are clearly shifting, NATO member Turkey is clearly doing things (in partnership with Russia & Iran) which don’t best please NATO. A willing General needs to be found to remove Erdogan. If this c...
by YeeWo
August 10th, 2018, 2:43 pm
Forum: Passive Investing
Topic: Turkish trackers
Replies: 14
Views: 937

LON:HTRY

Given the General Crisis going on in Turkey as I write, have any fellow Falling-Knife-Catchers thought about HSBC’s Turkish ETF as a recovery play?(!).
by YeeWo
August 4th, 2018, 12:28 pm
Forum: Portfolio Management & Review
Topic: Bad start to the year
Replies: 24
Views: 2793

Re: Bad start to the year

I'm "up" an anaemic 2.58% YTD. The decline in Vodafone and Tobacco stocks the main drag on a YTD basis anyway. Bought some more Vodafone yesterday upon receipt of their huge dividend payout. As things stand today if I finish '18 up >5-6% I'll be really Glad. GLA! :D Co. | SP 05/01 | SP 03/...

Go to advanced search