2018 - How did we do?

[tjh290633]

For the calendar year, my dividends are down just over 1%, but this is down to less from Special dividends in 2018. In terms of dividend per unit they are down -6%, but ignoring special dividends they are just up +0.6% on the financial year to date.

This illustrates the need to differentiate between ordinary and special dividends, and how unitisation helps to see the true picture.

TJH

[kempiejon]

I don't unitise, I've added new money, about another 6% of the beginning of the year value and re-invested all dividends, I've not updated my XIRR that's an April event usually but I can see that my capital is down around 13% from a maximum reached in August. My dividend income for the last 12 months is up over 10% compared to Dec end last year; in April 2018 I made a note of the HYPTUSS forecast income and at Dec 2018 the total is 1% up on that prediction, there's a couple of dividends to come and rolling 12 month income on current capital is just over 4%, forecast from my spreadsheet offers me 5%.

[Breelander]

For the calendar year, my dividends are down just over 1%...

For the calendar year my dividends per unit are up 4.8% in terms of real cash in the bank and after deducting costs.

[Hypster]

Better late than never!

Year | Income per Unit (p) | Income Change | Unit Price | Unit Price Change
2013 |                     |               |      £0.94 |                  
2014 |                 4.7 |               |      £1.12 |             16.1%
2015 |                 5.0 |          5.5% |      £1.03 |             -8.7%
2016 |                 5.1 |          2.0% |      £1.31 |             21.4%
2017 |                 5.0 |         -2.0% |      £1.29 |             -1.6%
2018 |                 6.3 |         26.0% |      £1.21 |             -6.6%

Full report here