But this time running the selections with as much safety margin as possible. Keep to the FTSE100, above the market yield, good dividend cover, Earnings, yield and gearing safe, etc.
Turns out that at the moment that's rather difficult and I had to loosen the selection criteria quite a bit to get 15 shares in 15 sectors.
What I came up with (in the selected order) was:
- * Taylor Wimpey (TW.)
* Aviva (AV.)
* British American Tobacco (BATS)
* BT Group (BT.A)
* HSBC (HSBA)
* United Utilities (UU.)
* LandSec (LAND)
* BP (BP.)
* BAE Systems (BA.)
* DS Smith (SMDS)
* GlaxoSmithKline (GSK)
* Direct Line (DLG)
* Rio Tinto (RIO)
* William Hill (WMH)
* MicroFocus (MCRO)
As you can see it is a Motley bunch of the usual suspects, including a remarkable number of EPIC symbols with full stops in them (is this a secret selection criteria I wonder ).
What do you think of this list, and what would your preferred selection be at the moment?