The latest update for this HYP constructed by pyad, as recorded on this thread: viewtopic.php?f=15&t=16868&start=140
Has been posted here: viewtopic.php?f=15&t=43342#p663381
Further details of how updates are to be made to this portfolio can be found on this thread: viewtopic.php?p=218513#p218513
Comments are of course welcome although it would be appreciated if they were confined to this thread, leaving the main thread to simply record all actions taken and the progress of the portfolio.
Enjoy!
Ian
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PYAD HYP 2019_04 REINVEST: Year 6 - Commentary
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Tight HYP discussions only please - OT please discuss in strategies
Tight HYP discussions only please - OT please discuss in strategies
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Re: PYAD HYP 2019_04 REINVEST: Year 6 - Commentary
You mention buying Vodafone, but want to wait for the full year accounts to see if there is going to be dividend cut (you thought not). I'm afraid your too late they have already said they are cutting it to 4.5p next year.
https://www.investegate.co.uk/announcem ... rn/8089340
FY24 total ordinary dividend expected to be maintained at 9.0c per share and ordinary dividend to be rebased to 4.5c per share from FY25 onwards;
https://www.investegate.co.uk/announcem ... rn/8089340
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Re: PYAD HYP 2019_04 REINVEST: Year 6 - Commentary
And, VOD have been flat since the last cut in 5 years ago so no history of increasing income. But that's irrelevant as Ian's buying Phoenix, if I was in the market for a new pick and wasn't a bit heavy in insurance and general financials 10% yield 14 years of increasing dividends looks worth a sniff. Ah I see 5 years of rising yield too.
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Re: PYAD HYP 2019_04 REINVEST: Year 6 - Commentary
daveh wrote:You mention buying Vodafone, but want to wait for the full year accounts to see if there is going to be dividend cut (you thought not). I'm afraid your too late they have already said they are cutting it to 4.5p next year.FY24 total ordinary dividend expected to be maintained at 9.0c per share and ordinary dividend to be rebased to 4.5c per share from FY25 onwards;
https://www.investegate.co.uk/announcem ... rn/8089340
Thanks, i must have missed that. I had already decided to await the full year results, so did not investigate further.
Enjoy!
Ian
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Re: PYAD HYP 2019_04 REINVEST: Year 6 - Commentary
kempiejon wrote:And, VOD have been flat since the last cut in 5 years ago so no history of increasing income. But that's irrelevant as Ian's buying Phoenix, if I was in the market for a new pick and wasn't a bit heavy in insurance and general financials 10% yield 14 years of increasing dividends looks worth a sniff. Ah I see 5 years of rising yield too.
This "virtual" portfolio has bought two small lots of Phoenix Group Holdings (PHNX) at yields of 11.12% - October 2023 - and 10.55% - February 2024
It would appear that the yield has decreased in recent months.
Enjoy!
Ian
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Re: PYAD HYP 2019_04 REINVEST: Year 6 - Commentary
IanTHughes wrote:kempiejon wrote:And, VOD have been flat since the last cut in 5 years ago so no history of increasing income. But that's irrelevant as Ian's buying Phoenix, if I was in the market for a new pick and wasn't a bit heavy in insurance and general financials 10% yield 14 years of increasing dividends looks worth a sniff. Ah I see 5 years of rising yield too.
This "virtual" portfolio has bought two small lots of Phoenix Group Holdings (PHNX) at yields of 11.12% - October 2023 - and 10.55% - February 2024
It would appear that the yield has decreased in recent months.
Enjoy!
Ian
I hold PHNX, and have topped up my holdings twice recently.
With regards to the yield from PHNX, dividendata have them at 10.17%.
See; https://www.dividenddata.co.uk/dividend ... ?epic=PHNX
Ian.
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Re: PYAD HYP 2019_04 REINVEST: Year 6 - Commentary
idpickering wrote:IanTHughes wrote:This "virtual" portfolio has bought two small lots of Phoenix Group Holdings (PHNX) at yields of 11.12% - October 2023 - and 10.55% - February 2024
It would appear that the yield has decreased in recent months.
I hold PHNX, and have topped up my holdings twice recently.
With regards to the yield from PHNX, dividendata have them at 10.17%.
See; https://www.dividenddata.co.uk/dividend ... ?epic=PHNX
If you calculate the yield using an up-to-date market price, you will find it is currently around 10.35%
Enjoy!
Ian
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