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TheBooks HYP

For discussion of the practicalities of setting up and operating income-portfolios which follow the HYP Group Guidelines. READ Guidelines before posting
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TheBooks
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TheBooks HYP

#159228

Postby TheBooks » August 13th, 2018, 2:02 pm

Hi all

I started my HYP back in 2007 and kept myself up to date with stocks in the days of the old Fool. Since those days I've become a bit of a "Doris" and things have trundled on with me topping up using the HYP top up speadsheet. I'm afraid I rarely look at posts here.
I think things are going OK but I've never really compared it to anything else.
Current yield is just over 5% which I'm happy with.
Current value is made up of 65% capital input, 26% reinvested dividends 9% capital growth (just raw figures, no indexation)
Higher capital growth would have been nice but, ho hum, we're told not to worry about that anyway.
Early records are a bit sketchy but I do know that it took until 2012 for the capital growth to be a positive number following early capital losses( on paper).
Current growth would have been higher but for Carillion.....
I'm not much of a tinkerer, in fact the few times I have tinkered have been disastrous ~ Selling Taylor Wimpey and Thomas Cook at the bottom only to see them rise again.
I did "top slice" Greggs and Vodafone at some point

Anyway ~ this is where I'm at at the mo ( See table below). The point of this post?
Well partly to say thanks to the board for inspiration of the years. I find it amusing that I now have a large lump of dosh invested in shares. Something I never thought I would do. It won't fund my retirement but will put some nice (tax free) jam on my daily bread once it comes.
Partly also to ask some advice too. I'm so out of the loop now having not followed this board for a few years.
I have enough cash in the account to either top up or add a new share ( one full "unit").
The top up sheet tells me the top candidates are Halfords/BT/Marstons but I'm not so sure.
What are the current favorites? Am I missing any top punts?
Whilst my choices may not all be squeaky clean I do try to avoid fags and bombs

Code: Select all

AstraZeneca                   | 4.5%
Balfour Beatty                | 3.1%
Berkeley Group Holdings (The) | 6.9%
BHP Billiton                  | 6.1%
BP                            | 3.6%
British Land Company          | 2.9%
BT Group                      | 3.7%
Diageo                        | 3.7%
GlaxoSmithKline               | 3.4%
Greggs                        | 4.4%
Halfords Group                | 2.7%
HSBC Holdings                 | 4.9%
Legal and General Group       | 5.5%
Marks and Spencer Group       | 4.4%
Marston's                     | 4.4%
National Grid                 | 4.0%
Pearson                       | 3.0%
Reckitt Benckiser Group       | 3.5%
Royal Dutch Shell 'B'         | 5.3%
Sainsbury (J)                 | 3.5%
South32 Limited (DI)          | 0.3%
Tate and Lyle                 | 2.3%
Taylor Wimpey                 | 5.3%
United Utilities Group        | 3.9%
Vodafone Group                | 4.7%
                             

idpickering
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Re: My HYP

#159234

Postby idpickering » August 13th, 2018, 2:20 pm

Hello TheBooks, thanks for sharing your HYP with us. It does look good, and your Doris way of doing things is to be commended.

Shares I've got that you haven't include;

Admiral Group,
Aviva,
Direct Line Group,
HSBC,
ITV,
Lloyds,
Persimmon,
Rio Tinto,
WPP.

Good luck,

Ian.

tjh290633
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Re: My HYP

#159262

Postby tjh290633 » August 13th, 2018, 3:24 pm

I think that I might bring South32 up to weight.

TJH

monabri
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Re: My HYP

#159265

Postby monabri » August 13th, 2018, 3:28 pm

I'd have a consideration of WPP. Good Divi cover, good yield, big mkt cap, good history of increasing divs...and it'd be a new sector.

Arborbridge
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Re: TheBooks HYP

#159319

Postby Arborbridge » August 13th, 2018, 5:36 pm

Well done TheBooks for being such a Doris - I find "leaving well alone" the hardest part. Well, apart from choosing what to buy or sell ,and when :lol:

My latest purchases - WPP and last year, Chesnara - might fit the bill if you want to add sectors. Some would say 25 shares is enough, in which case topping up Marstons or BT would be fine. I know little of Halfords - it's always seemed a bit of a niche company and I've never looked at it.

However, I'm no paragon since my HYP has only returned around 7% pa since August 2006.


Arb.


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