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by Arborbridge
November 20th, 2019, 9:44 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: United Utilities Interims.
Replies: 4
Views: 111

Re: United Utilities Interims.

I make that a 2.42% pa increase in dividend for 5 years - slightly down on the previous five year period which was 2.91% but keeping up with RPI. I also note that the yield is remaining moderate, which suggests the market is currently agnostic on the Corbyn risk. Whether we should be is another mat...
by Arborbridge
November 20th, 2019, 8:41 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: United Utilities Interims.
Replies: 4
Views: 111

Re: United Utilities Interims.

I make that a 2.42% pa increase in dividend for 5 years - slightly down on the previous five year period which was 2.91% but keeping up with RPI. I also note that the yield is remaining moderate, which suggests the market is currently agnostic on the Corbyn risk. Whether we should be is another matt...
by Arborbridge
November 20th, 2019, 7:50 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Fishing again in the HYP Pool
Replies: 41
Views: 1306

Re: Fishing again in the HYP Pool

The share price has crept up since they took over MedicX in March this year. (You may remember someone posted that PHP had overpaid but it has in fact proved a good investment.) The yield is not really HYP-P at around 3.8% but is good enough for me and just chugs along as one would expect with this...
by Arborbridge
November 19th, 2019, 8:49 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Fishing again in the HYP Pool
Replies: 41
Views: 1306

Re: Fishing again in the HYP Pool

You are correct Arb. I was thinking when I wrote that, about shares like British Land, Land Securities, Hammerson and the other 'traditional' property companies. The two which I hold have got pretty much niche markets and I much prefer that. My mistake and it was not intended to mislead. I actually...
by Arborbridge
November 19th, 2019, 5:40 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Fishing again in the HYP Pool
Replies: 41
Views: 1306

Re: Fishing again in the HYP Pool

Dod101 wrote:
AsleepInYorkshire wrote:May I [respectfully/humbly] suggest you review your holdings in British Land.


I am afraid that holdings in UK property companies have long since disappeared from my portfolio.

Dod


Are you sure ;)

You own Segro and PHP, I believe.

Arb.
by Arborbridge
November 19th, 2019, 5:36 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: BT Group Interims
Replies: 18
Views: 1404

Re: BT Group Interims

As of a year ago, BT had the greatest pension liability of any UK Co, relative to its market value. Given that funding gaps such as this will get a lot worse when the market falls, companies will be keen to offload those liabilities, so it might be more logical to buy Phoenix, or perhaps Chesnara a...
by Arborbridge
November 19th, 2019, 10:28 am
Forum: Company Share news (LSE Main Market)
Topic: Marks and Spencer Group PLC (MKS)
Replies: 79
Views: 1849

Re: Marks and Spencer Group PLC (MKS)

Having just looked at M&S's website, I'm afraid I can't get too fussed about the nuances of the dividend calculation. I suggest you all do the same and consider whether this company has any future at all. I only looked at clothing admittedly, particularly women's sweaters, but it is mostly very...
by Arborbridge
November 19th, 2019, 9:50 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: BT Group Interims
Replies: 18
Views: 1404

Re: BT Group Interims

Coming back to this thread, and my above comment, in short, I've changed my mind on topping these up this month. With the election result pending and the threat of nationalisation to top up now would be folly. Might do so next month though should Uncle Boris retain the keys to No.10. So this months...
by Arborbridge
November 19th, 2019, 9:19 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: BT Group Interims
Replies: 18
Views: 1404

Re: BT Group Interims

I have decided to have one more nibble at BT.A shares for this month's top up in my 29 share HYP. That'll make it about 4% in capital value of my HYP whole. That'll do with them for now I think. Ian. Coming back to this thread, and my above comment, in short, I've changed my mind on topping these u...
by Arborbridge
November 19th, 2019, 8:08 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Fishing again in the HYP Pool
Replies: 41
Views: 1306

Re: Fishing again in the HYP Pool

I hold both but on yield alone Phoenix is obviously the one. However I doubt that Chesnara is yielding only 3.99%. :? .I think it is more like 7.5% which is where I would have expected it to be, bearing in mind its poor capital performance recently. See my post. I didn't say it was yielding 3.99%, ...
by Arborbridge
November 18th, 2019, 6:24 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Fishing again in the HYP Pool
Replies: 41
Views: 1306

Re: Fishing again in the HYP Pool

Funny thread this, especially about Phoenix and Chesnara. What the OP needs to know is what is the current yield on both. Chesnara yields around 7.8% and Phoenix Holdings around 6.3% I think we have more or less established. I am sorry to say that I have no idea why Chesnara has done so poorly on t...
by Arborbridge
November 18th, 2019, 2:46 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Fishing again in the HYP Pool
Replies: 41
Views: 1306

Re: Fishing again in the HYP Pool

Phnx forecast on capital invested is 6.6%, CSN 3.99% I hold both but on yield alone Phoenix is obviously the one. However I doubt that Chesnara is yielding only 3.99%. :? .I think it is more like 7.5% which is where I would have expected it to be, bearing in mind its poor capital performance recent...
by Arborbridge
November 18th, 2019, 2:44 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Fishing again in the HYP Pool
Replies: 41
Views: 1306

Re: Fishing again in the HYP Pool

Chesnara - just checked mine and it's 7.7% trailing. Sharecast agrees with that figure and forecasts 7.9% forward. Dod, do you have any views on what has gone wrong with the results at Chesnara recently? I did well with them initially but their earnings haven't been great this year and that's been ...
by Arborbridge
November 18th, 2019, 2:42 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Fishing again in the HYP Pool
Replies: 41
Views: 1306

Re: Fishing again in the HYP Pool

Given the divergent price movements are the yields now a long way apart? crumps. you ask some strange questions 8-) Phnx forecast on capital invested is 6.6%, CSN 3.99% Arb. It is just that if one is up 30% and the other down 30% the yields have also moved a lot. So I was wondering if they had simi...
by Arborbridge
November 18th, 2019, 11:49 am
Forum: High Yield Shares & Strategies - general
Topic: Dividend Yield on FTSE 100
Replies: 55
Views: 1830

Re: Dividend Yield on FTSE 100

Alaric wrote:
Arborbridge wrote:But if you need income in retirement - it is, assuming you do not want the caper of asset harvesting.
.


I wouldn't disagree with that. But why concentrate on dividend income if all you use it for is to reinvest?



Unbelievable :lol:
by Arborbridge
November 18th, 2019, 11:47 am
Forum: High Yield Shares & Strategies - general
Topic: Dividend Yield on FTSE 100
Replies: 55
Views: 1830

Re: Dividend Yield on FTSE 100

if you need income in retirement - it is, assuming you do not want the caper of asset harvesting. Living off only dividends might be desirable but it is also a luxury. It assumes that your capital sum is large enough to be able to get away with that. And if that sum is only large enough because you...
by Arborbridge
November 18th, 2019, 10:40 am
Forum: High Yield Shares & Strategies - general
Topic: Dividend Yield on FTSE 100
Replies: 55
Views: 1830

Re: Dividend Yield on FTSE 100

There have been contributors to these boards who have abandoned their attempts to run a HYP when their stock selections the method steered them into, such as Carillion, turned out to be failures. You keep singling out a particular company which went belly up - I think you previously mentioned its s...
by Arborbridge
November 18th, 2019, 10:12 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Fishing again in the HYP Pool
Replies: 41
Views: 1306

Re: Fishing again in the HYP Pool

I will take a look at phoenix I'd prefer PHNX being the larger company. I am, though, biassed since my Chesnara holding is 30% underwater but my wife's Phoenix holding is roughly the same but positive :? Arb. Given the divergent price movements are the yields now a long way apart? crumps. you ask s...
by Arborbridge
November 18th, 2019, 8:08 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Fishing again in the HYP Pool
Replies: 41
Views: 1306

Re: Fishing again in the HYP Pool

Walrus101 wrote:
Dod101 wrote:I would certainly add Phoenix Holdings and/or maybe Chesnara.

Dod


I will take a look at phoenix


I'd prefer PHNX being the larger company. I am, though, biassed since my Chesnara holding is 30% underwater but my wife's Phoenix holding is roughly the same but positive :?

Arb.
by Arborbridge
November 17th, 2019, 9:43 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Have you owned HYP1 since it was developed and it is still untinkered with?
Replies: 25
Views: 758

Re: Have you owned HYP1 since it was developed and it is still untinkered with?

True to form, maybe half the posts are about the wording of the question. It would have been easier to just click no. Anyway, thank you for voting, we have two very long term HYP1-ers. Remarkable. Thank you. RVF Without understahding the question the poll is useless, surely? It seems, 3 people boug...

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