Search found 74 matches

by Luniversal
November 14th, 2018, 1:50 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: LuniHYP100: Year 7 review
Replies: 18
Views: 2587

Re: LuniHYP100: Year 7 review

"Luni, Did you sell Admiral? What was the reason, if so and why is DLG preferable?" Sold it as a member of 'HYP v2.0', one of my other two FTSE 100 demo portfolios. As stated in the OP, these were not performing differently enough from the first one to be worth keeping. Admiral cost £1185 ...
by Luniversal
November 13th, 2018, 6:50 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: LuniHYP100: Year 7 review
Replies: 18
Views: 2587

Re: LuniHYP100: Year 7 review

"I purpose to sell NEX (with the spun-off TP ICAP holding) in the market once the offer goes unconditional. Around £1,800 should come, plus dividends of £401, from an investment of £1,197. So-so. "Added to the c.£740 of 'unallocated' capital, however, the sales cover a substitute purchase ...
by Luniversal
November 12th, 2018, 6:39 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: HYP Today
Replies: 40
Views: 2423

Re: HYP Today

Greetings, stockpickers.

Hope we get an 18th-anniversary update on HYP1 from pyad shortly.
by Luniversal
July 26th, 2018, 3:47 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: LuniHYP100: Year 7 review
Replies: 18
Views: 2587

Re: LuniHYP100: Year 7 review

Vodafone and Standard Life returned cash in 2014-15 and Standard Life again this Jul., reducing weights in the portfolio. Hi Luni, What happened with Standard Life this July? Regards, StepOne What happened, alas, is that I have jumped a gun. I glanced at the timetable in May and blithely inferred t...
by Luniversal
July 21st, 2018, 2:52 pm
Forum: Biscuit Bar
Topic: HYP Practical discussions
Replies: 116
Views: 5357

Re: HYP Practical discussions

PD, I saw Luni's included ULVR and was waiting for this obvious inbound for the last few hours. I also noted to myself that he was not purist in his HYPing, by the way he used zones as a concept. His selection of ULVR was as part of a package including eliminating anything where he felt it was too ...
by Luniversal
July 20th, 2018, 2:16 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: LuniHYP100: Year 7 review
Replies: 18
Views: 2587

Re: LuniHYP100: Year 7 review

OhNoNotimAgain wrote:The benchmark should be the FT All Share.


...but all purchases were from the FTSE100.

Anyway the important, practical test of success is the inflation-protected withdrawal rate: income that keeps on trucking.
by Luniversal
July 19th, 2018, 6:17 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: LuniHYP100: Year 7 review
Replies: 18
Views: 2587

LuniHYP100: Year 7 review

Here is a seventh-birthday report on LuniHYP100, or 'My HYP' as it was called on The Motley Fool boards (1). It tests vintage-2000 Pyadic principles: fifteen FTSE 100 stocks, equal weights, sound payout records, above-average yields, sectorally varied, all bought within a week, no unforced tinkering...
by Luniversal
July 15th, 2018, 8:28 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: LuniHYP250: Year 6 review
Replies: 18
Views: 1927

Re: LuniHYP250: Year 6 review

Mentallurgist wrote:Could I ask where you got your week ahead data from ?


Mostly from the horse's mouth- companies' websites.

I found other sources patchy. The Chronic Investor was best.
by Luniversal
July 15th, 2018, 7:29 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: LuniHYP250: Year 6 review
Replies: 18
Views: 1927

Re: LuniHYP250: Year 6 review

pyad wrote:[i]I've always advocated sticking wholly to the 100 index at selection, or almost wholly so.

So it's an interesting experiment you have but although it's not conclusive, it does look like it supports my view.


I hope soon to report on my all-Footsie HYP, whose seventh birthday is on Wednesday.
by Luniversal
July 14th, 2018, 9:15 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: LuniHYP250: Year 6 review
Replies: 18
Views: 1927

Re: LuniHYP250: Year 6 review

Is it possible to show how an off the shelf investment product with the closest mandate would have performed, perhaps iUKD (fully recognising that it selects from the FTSE 350 which contains the 100 as well as the midcaps in this HYP)? I'm always keen to know how these targeted ETFs compare to the ...
by Luniversal
July 14th, 2018, 1:12 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: LuniHYP250: Year 6 review
Replies: 18
Views: 1927

Re: LuniHYP250: Year 6 review

Raptor- No change in m.o.: all picks were from the upper reaches of the FTSE250, though I don't chuck them out if they later shrink or grow. It never occurred to me to select with reference to the midcaps index yield, though I may begin to do so if I can unearth it. A bit bigger than the All-Share's...
by Luniversal
July 13th, 2018, 6:56 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: LuniHYP250: Year 6 review
Replies: 18
Views: 1927

LuniHYP250: Year 6 review

Here is reviewed the latest year of what began as a 20-share 'Midcaps HYP' on The Motley Fool. It is now called LuniHYP250, since it consists of FTSE 250 companies, although none was valued at less than £500m on purchase. Choices were on standard 'pyadic' tests, e.g. dividend history, gearing, secto...
by Luniversal
June 18th, 2018, 4:54 pm
Forum: Investment Trusts and Unit Trusts
Topic: Basket of Seven: 2018 review
Replies: 51
Views: 6622

Re: Basket of Seven: 2018 review

Most grateful to all 40+ Lemon Fools who have thanked me for this flying visit of a prodigal son. I kept stats for the Basket of Eight (a 'juicier' but short-termist alternative in income ITs) and will update it in the autumn if anyone is interested. The 'Growth Ten' ITs (global, for capital gain) a...
by Luniversal
June 14th, 2018, 3:34 pm
Forum: Investment Trusts and Unit Trusts
Topic: Basket of Seven: 2018 review
Replies: 51
Views: 6622

Basket of Seven: 2018 review

The Basket of Seven (B7) was devised in 2010 for the ignorant and apathetic investor who needs to pay bills as they fall due. The portfolio tries for a flow of income, from equity-based investment trusts, whose purchasing power should grow sedately over time. It should as far as feasible be 'fire a...

Go to advanced search