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Swapping Sage for......?

Practical discussions about equity High-Yield Portfolios (HYP) for income
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dredd0
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Re: Swapping Sage for......?

#191274

Postby dredd0 » January 5th, 2019, 2:11 pm

Thank you for feeding my confirmation bias needs. I bought SGE at about 250p in 2012, thinking the yield would rise. It has, but so has the SP, so it has never been in the top half of my portfolio's yielders. Maybe it never will be, but if they stick to their knitting they will either end up sitting on a huge pile of cash or a larger player is going to buy them. I think I would only sell if they started on a major acquisition trail.

Graeme

moorfield
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Re: Swapping Sage for......?

#230587

Postby moorfield » June 18th, 2019, 8:59 pm

absolutezero wrote:A few weeks later: I have still not sold.
The addition of an extra 1.6% of my dividend income, while nice, isn't exactly going to lead to early retirement or shopping at Waitrose.
I may change my mind at some later date though.



I wonder if you are still holding onto these az ?

Sage has paid it's dividends for this calendar year, and yields 2.1% < 0.5x my benchmark CTY 4.3% tonight, so now might be an opportune time to "upcycle".


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