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by Arborbridge
July 10th, 2019, 6:40 pm
Forum: Financial Software - Discussion
Topic: Yield Forecasts For HYP
Replies: 25
Views: 3814

Re: Yield Forecasts For HYP

I like to get some idea of what my income might be next year, and I do not see any point in looking in the rear view mirror when driving forward! A forecast enables my to reset my drawdown for pension purposes for the coming year. the important thing for me, is whether the HYP income forecast as a ...
by Arborbridge
July 1st, 2019, 9:57 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone topped up
Replies: 136
Views: 6392

Re: Vodafone topped up

At the other extreme there will be those that will select any share in Main Market. Ian In which case, I'd suggest they may not be HYP shares! Certainly PYAD restricted himself to large - prefereably very large - companies, his theiry being that a portfolio based on the larget shares would be less ...
by Arborbridge
July 1st, 2019, 8:58 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone topped up
Replies: 136
Views: 6392

Re: Vodafone topped up

I was not commenting on the guidelines for this board but rather the HYP Strategy. Ian If you list the FTSE shares in order of yield, the chances are that you will end up with a group which is above the FTSE average - that's what I meant by it's being "implicit" in PYAD's instructions. I'...
by Arborbridge
July 1st, 2019, 7:27 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone topped up
Replies: 136
Views: 6392

Re: Vodafone topped up

I ask again, what has the FTSE Average yield got to do with HYP? Ian Well, I may be wrong, but hasn't the "H" always be taken to mean above the FTSE average? That's the way I've always read it and it seems implicit in Stephen Blands original articles. The current board guidelines say: &qu...
by Arborbridge
July 1st, 2019, 7:19 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone topped up
Replies: 136
Views: 6392

Re: Vodafone topped up

As regards to the discussion about whether the "pool" is smaller or not: perhaps I did not express myself well. The pool may or may not be smaller - I just don''t know. But we need not become to despairing as HYPers since all other UK equity income funds fish in the same pool and are still...
by Arborbridge
July 1st, 2019, 7:02 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone topped up
Replies: 136
Views: 6392

Re: Vodafone topped up

my remark was in the context of investing in UK income ITs as an alternative to HYP - which are investing in the same pool. How about investing in Companies which have a lower than average dividend yield? Their dividend yield is lower than average because their share prices have increased at a grea...
by Arborbridge
June 30th, 2019, 10:45 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone topped up
Replies: 136
Views: 6392

Re: Vodafone topped up

I think, to pick up Arb's point, there is for instance HFEL IT which gives a decent income and at the same time derives most of it well away from our shores. There is nothing to say that the HYP candidates need to be UK oriented or if there is that is a silly rule which needs to be removed. Dod Jus...
by Arborbridge
June 30th, 2019, 10:36 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone topped up
Replies: 136
Views: 6392

Re: Vodafone topped up

A further point is that retreating to IT's solves nothing, since they are fishing in the same pond (or pool). If our income choices have reduced, so have theirs. I don't intend to expand on my reply here, as it's clearly off-topic for this board, but I also feel it's necessary to point out the clea...
by Arborbridge
June 30th, 2019, 7:05 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone topped up
Replies: 136
Views: 6392

Re: Vodafone topped up

Another problem with the rising-divi-no-cutter approach is that the universe of such shares has become rather small. Man cannot live on Shell alone. V8 That is absolutely correct to my mind, and one reason why I have felt it necessary to look again at growth shares and to some extent ITs. A HYP doe...
by Arborbridge
June 30th, 2019, 11:08 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone topped up
Replies: 136
Views: 6392

Re: Vodafone topped up

Usually this sort of action is the precursor to a fairly sharp recovery, so it is an opportunity to be grasped. Waiting for 5 years as the price rises and the dividends multiply does not make sense to me. You are losing out on dividend flow and capital appreciation while you wait. TJH Hear, hear. M...
by Arborbridge
June 30th, 2019, 9:25 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone topped up
Replies: 136
Views: 6392

Re: Vodafone topped up

I am with moorfield on this one - if a share is not eligible as a new purchase, it is also not eligible as a top-up. So a cutter is ineligible for top-up until it has re-established its dividend-growing credentials over several years. FD Quite correct in principle, but one sometimes is tempted to s...
by Arborbridge
June 30th, 2019, 8:01 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone topped up
Replies: 136
Views: 6392

Re: Vodafone topped up

This whole thread is very strange to me. Some appear to follow pyad's and the Board's guidance to the letter, others make up their own rules (which is what I do). Dod Seems "HYP practical" normal to me! Some try to stay true to the original concept, others see reasons to diverge occasiona...
by Arborbridge
June 30th, 2019, 7:56 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone topped up
Replies: 136
Views: 6392

Re: Vodafone topped up

If the ' don't buy a cutter ' rule in the Pyad guidance is there to protect us from ourselves, why is that guidance suddenly ignorable when discussing top-up capital.....? What makes that top-up capital special , over any of the other non-top-up capital that we've invested and ' protected ' better?...
by Arborbridge
June 28th, 2019, 1:38 pm
Forum: Financial Software - Discussion
Topic: Yield Forecasts For HYP
Replies: 25
Views: 3814

Re: Yield Forecasts For HYP

I've only just noticed this thread. I like to get some idea of what my income might be next year, and I do not see any point in looking in the rear view mirror when driving forward! A forecast enables my to reset my drawdown for pension purposes for the coming year. A DIY approach to forecasting I w...
by Arborbridge
June 28th, 2019, 11:54 am
Forum: Financial Software - Discussion
Topic: Sharecast Forward Yield weirdness
Replies: 25
Views: 1836

Re: Sharecast Forward Yield weirdness

Let's hope it either corrects, or there's an alternative. I rather miss having forecast yields and one has to get used to a different set of "funnies" using historic yields. e.g. BLT, PSN, TSCO have to be corrected by hand - and maybe others I haven't spotted. Oddly, it suits one share at ...
by Arborbridge
June 28th, 2019, 7:22 am
Forum: Financial Software - Discussion
Topic: New HYPTUSS versions 11.69 and b-k
Replies: 13
Views: 1491

Re: New HYPTUSS versions 11.69 and b-k

Thanks for making this modification. Where would we be without you? - quite lost.

Arb.
by Arborbridge
June 27th, 2019, 6:04 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone topped up
Replies: 136
Views: 6392

Re: Vodafone topped up

That would rule them out for selection as a new share. Topping up criteria are up to the individual. If they still rank high and are in recovery mode, then I see no reason not to top up. TJH How does a Vodafone share know if it's being "bought new" or "topped up" ? Not sure if y...
by Arborbridge
June 27th, 2019, 3:52 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Greene King Finals.
Replies: 8
Views: 1287

Re: Greene King Finals.

Why do companies always use the circuitous "in line with last year" when they mean "the same as last year". The must feel it sounds better: why not just be direct and honest - or is there a subtle difference I hadn't appreciated?


Arb.
by Arborbridge
June 16th, 2019, 8:54 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: British Land
Replies: 19
Views: 1691

Re: British Land

Perhaps a discussion to be re-started on HY board? There's no future for further discussion here...
What this is really about is TR/growth versus TR/HY, which has no place on the HYP practical board.


Arb.
by Arborbridge
June 16th, 2019, 7:00 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: British Land
Replies: 19
Views: 1691

Re: British Land

FTSE cheap? or a dog? Take a look at the top 10 at https://www.dividenddata.co.uk/dividendyield.py?market=ftse100 As of writing, the displayed yield on the Index is 4.46%. Eliminating the Shell double count, of the top 10 by weight, there's 6 above par HSBC at 6.28% BP at 6.04% Shell at 5.94%/5.93%...

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