Got a credit card? use our Credit Card & Finance Calculators
Thanks to eyeball08,Wondergirly,bofh,johnstevens77,Bhoddhisatva, for Donating to support the site
HYP 2019 - the results are in
Forum rules
Tight HYP discussions only please - OT please discuss in strategies
Tight HYP discussions only please - OT please discuss in strategies
-
- Lemon Quarter
- Posts: 1338
- Joined: November 4th, 2016, 12:11 pm
- Has thanked: 123 times
- Been thanked: 845 times
HYP 2019 - the results are in
Just calculated my 20 share HYP performance for the calendar year 2019 (close 31/12/18 to close 31/12/19):
Income per unit grew by 4.5%.
Out of 56 dividends received, 4 were cuts (VOD, GFRD x 2, S32), compensated by 2 specials received (BHP, S32).
Income unit price grew by 10.5%, compared to FTSE 100 by 12.3% and FTSE AS by 16.9%.
Yield achieved (total dividends received, including specials, divided by today's capital value) was 5.7%.
A low activity year: 1 sold (Capita), 1 top-sliced (GSK), 2 topped up (WPP, IMB) and 1 new share (SLA). Total number of units increased by just 4%.
Generally happy HYP is doing what it should.
How did anyone else do?
FD
Income per unit grew by 4.5%.
Out of 56 dividends received, 4 were cuts (VOD, GFRD x 2, S32), compensated by 2 specials received (BHP, S32).
Income unit price grew by 10.5%, compared to FTSE 100 by 12.3% and FTSE AS by 16.9%.
Yield achieved (total dividends received, including specials, divided by today's capital value) was 5.7%.
A low activity year: 1 sold (Capita), 1 top-sliced (GSK), 2 topped up (WPP, IMB) and 1 new share (SLA). Total number of units increased by just 4%.
Generally happy HYP is doing what it should.
How did anyone else do?
FD
-
- Lemon Quarter
- Posts: 3549
- Joined: November 7th, 2016, 1:56 pm
- Has thanked: 1581 times
- Been thanked: 1414 times
Re: HYP 2019 - the results are in
You are the returning officer for Newcastle upon Tyne Central, and I claim my £5!
Good to read HYP is doing its stuff for you.
Good to read HYP is doing its stuff for you.
-
- The full Lemon
- Posts: 10439
- Joined: November 4th, 2016, 9:33 am
- Has thanked: 3644 times
- Been thanked: 5272 times
Re: HYP 2019 - the results are in
funduffer wrote:Just calculated my 20 share HYP performance for the calendar year 2019 (close 31/12/18 to close 31/12/19):
Income per unit grew by 4.5%.
Out of 56 dividends received, 4 were cuts (VOD, GFRD x 2, S32), compensated by 2 specials received (BHP, S32).
Income unit price grew by 10.5%, compared to FTSE 100 by 12.3% and FTSE AS by 16.9%.
Yield achieved (total dividends received, including specials, divided by today's capital value) was 5.7%.
A low activity year: 1 sold (Capita), 1 top-sliced (GSK), 2 topped up (WPP, IMB) and 1 new share (SLA). Total number of units increased by just 4%.
Generally happy HYP is doing what it should.
How did anyone else do?
FD
A shame the Christmas Eve rally didn't conditue - prices today dropped back by 1% as did my income forecast.
Still, not a bad end to the year.
I'll post my report in the usual way in a day or two.
Arb.
-
- Lemon Quarter
- Posts: 3563
- Joined: November 5th, 2016, 10:30 am
- Has thanked: 1 time
- Been thanked: 1180 times
Re: HYP 2019 - the results are in
Arborbridge wrote:
A shame the Christmas Eve rally didn't conditue - prices today dropped back by 1% as did my income forecast.
Still, not a bad end to the year.
I'll post my report in the usual way in a day or two.
Arb.
Arb, If prices fall wouldn't dividends forecast remain the same, it's just yield on a smaller value, do you need to re-run the forecast yields? I see prices are back up a bit.
My HYP ISA income is up about 5.8% in hard cash compared to last year, yielded 5.6% based on year beginning value and total dividends inc specials received over 12 months. All dividends re-invested throughout the year. Forecast yield from HYPTUSS 4.8%.
-
- The full Lemon
- Posts: 10439
- Joined: November 4th, 2016, 9:33 am
- Has thanked: 3644 times
- Been thanked: 5272 times
Re: HYP 2019 - the results are in
kempiejon wrote:Arborbridge wrote:
A shame the Christmas Eve rally didn't conditue - prices today dropped back by 1% as did my income forecast.
Still, not a bad end to the year.
I'll post my report in the usual way in a day or two.
Arb.
Arb, If prices fall wouldn't dividends forecast remain the same, it's just yield on a smaller value, do you need to re-run the forecast yields? I see prices are back up a bit.
Not necessarily. Forecasts float about independently of the price, and to come to firm conclusion one would also have to check each line to make sure the website had updated the yields for the changing price - sometimes the update lags a bit. Checking 35-40 shares isn't trivial, so I don't normally do it except when I need to know the forecast is without any "funnies" - that is, when I'm deciding what I might pay myself in the future.
For the normal HYPTUSS "run" I wouldn't normally worry about it too much* - it all comes out in the wash eventually.
*the only routine alteration I make at the moment is for BHP where for some reason the yield is down as around 10.xx% when it should be around 5.9% or similar. It's been like that for weeks and I've no idea why, neither am I too bothered since I take it into account.
Arb.
-
- Lemon Quarter
- Posts: 1790
- Joined: May 2nd, 2018, 12:01 pm
- Has thanked: 730 times
- Been thanked: 1117 times
Re: HYP 2019 - the results are in
Arborbridge wrote:the only routine alteration I make at the moment is for BHP where for some reason the yield is down as around 10.xx% when it should be around 5.9% or similar. It's been like that for weeks and I've no idea why, neither am I too bothered since I take it into account.
Back in January 2019 BHP Group (BHP) had a Return of Capital - 79.529p per share. If you add that to a forecast dividend you might well get a yield of more than 10%. Incorrect of course.
Ian
-
- The full Lemon
- Posts: 10439
- Joined: November 4th, 2016, 9:33 am
- Has thanked: 3644 times
- Been thanked: 5272 times
Re: HYP 2019 - the results are in
IanTHughes wrote:Arborbridge wrote:the only routine alteration I make at the moment is for BHP where for some reason the yield is down as around 10.xx% when it should be around 5.9% or similar. It's been like that for weeks and I've no idea why, neither am I too bothered since I take it into account.
Back in January 2019 BHP Group (BHP) had a Return of Capital - 79.529p per share. If you add that to a forecast dividend you might well get a yield of more than 10%. Incorrect of course.
Ian
OK, thanks. I guessed it must be something of the sort, but couldn't really be that concerned about it. I suppose it will work its way through next year.
Arb.
-
- Lemon Quarter
- Posts: 3563
- Joined: November 5th, 2016, 10:30 am
- Has thanked: 1 time
- Been thanked: 1180 times
Re: HYP 2019 - the results are in
Arb, I quite agree about when forecasts are update I doubted they would have been done over Christmas though.
and Arb & Ian, I hadn't noticed the anomaly yield on BHP so I've manually updated my SS.
and Arb & Ian, I hadn't noticed the anomaly yield on BHP so I've manually updated my SS.
-
- Lemon Quarter
- Posts: 1790
- Joined: May 2nd, 2018, 12:01 pm
- Has thanked: 730 times
- Been thanked: 1117 times
Re: HYP 2019 - the results are in
kempiejon wrote:Arb, I quite agree about when forecasts are update I doubted they would have been done over Christmas though.
and Arb & Ian, I hadn't noticed the anomaly yield on BHP so I've manually updated my SS.
I also never noticed the anomaly as my own Share Database spreadsheet is correct. A quick look therein showed me the Return of Capital or Special Dividend as can also be seen here
https://www.dividenddata.co.uk/dividend ... y?epic=BHP
Ian
-
- Lemon Slice
- Posts: 256
- Joined: November 5th, 2016, 9:53 am
- Has thanked: 1211 times
- Been thanked: 108 times
Re: HYP 2019 - the results are in
Here are my numbers for the last year.
Income per unit (excluding specials), up 15 %
(income) unit value, up 5.8 %
Trailing yield (calculated as cumulative income per unit received during 2019 divided by unit value at 31/12/2019) = 5.6 %
Income per unit (excluding specials), up 15 %
(income) unit value, up 5.8 %
Trailing yield (calculated as cumulative income per unit received during 2019 divided by unit value at 31/12/2019) = 5.6 %
-
- Lemon Quarter
- Posts: 1338
- Joined: November 4th, 2016, 12:11 pm
- Has thanked: 123 times
- Been thanked: 845 times
Re: HYP 2019 - the results are in
Hypster wrote:Here are my numbers for the last year.
Income per unit (excluding specials), up 15 %
(income) unit value, up 5.8 %
Trailing yield (calculated as cumulative income per unit received during 2019 divided by unit value at 31/12/2019) = 5.6 %
A bit odd that income per unit went up so much, and unit value so little.
Seems different to what I have seen from other 2019 reports, which generally have income per unit up 4-8% and unit value 10-15%.
Just wondering!
FD
-
- Lemon Quarter
- Posts: 1338
- Joined: November 4th, 2016, 12:11 pm
- Has thanked: 123 times
- Been thanked: 845 times
Re: HYP 2019 - the results are in
As a bit of fun, I have tabulated the income per unit increases in 2019 from a few HYPs reported on this blog.
I am showing the increase in HYP income per unit reported during 2019 (obviously where the poster has said they have unitised their HYP, so that builders and withdrawers can be compared).
The scores on the doors are:
Smautf: 42.8% (with specials), 10.7% (without specials)
SDN123: 17.8% (with specials)
Hypster: 15%
moorfield: 8.7%
Stepone: 5.2%
myself: 4.5%
So I provisionally award Smautf the HYPer of the year prize, and myself the wooden spoon!
.......unless you can show better
Happy New Year!
I am showing the increase in HYP income per unit reported during 2019 (obviously where the poster has said they have unitised their HYP, so that builders and withdrawers can be compared).
The scores on the doors are:
Smautf: 42.8% (with specials), 10.7% (without specials)
SDN123: 17.8% (with specials)
Hypster: 15%
moorfield: 8.7%
Stepone: 5.2%
myself: 4.5%
So I provisionally award Smautf the HYPer of the year prize, and myself the wooden spoon!
.......unless you can show better
Happy New Year!
-
- Lemon Quarter
- Posts: 2829
- Joined: November 7th, 2016, 8:22 am
- Has thanked: 68 times
- Been thanked: 1029 times
Re: HYP 2019 - the results are in
funduffer wrote:As a bit of fun, I have tabulated the income per unit increases in 2019 from a few HYPs reported on this blog.
I am showing the increase in HYP income per unit reported during 2019 (obviously where the poster has said they have unitised their HYP, so that builders and withdrawers can be compared).
The scores on the doors are:
Smautf: 42.8% (with specials), 10.7% (without specials)
SDN123: 17.8% (with specials)
Hypster: 15%
moorfield: 8.7%
Stepone: 5.2%
myself: 4.5%
So I provisionally award Smautf the HYPer of the year prize, and myself the wooden spoon!
.......unless you can show better
Happy New Year!
Surey more correctly the 'HYP income grower (including Specials) of the year'. Not as snappy a title I'll concede
-
- Lemon Slice
- Posts: 256
- Joined: November 5th, 2016, 9:53 am
- Has thanked: 1211 times
- Been thanked: 108 times
Re: HYP 2019 - the results are in
funduffer wrote:A bit odd that income per unit went up so much, and unit value so little.
To be honest, I thought the same! It's entirely possible that I'm handling income units incorrectly. I'll go over some of the posts I used to inform my methodology to make sure I did it right.
-
- The full Lemon
- Posts: 10439
- Joined: November 4th, 2016, 9:33 am
- Has thanked: 3644 times
- Been thanked: 5272 times
Re: HYP 2019 - the results are in
funduffer wrote:A bit odd that income per unit went up so much, and unit value so little.
FD
My results are distorted by the take over of Greene King because this reduced the number of units near the year end. If I take the units at face value I get an increase in income of 12.7%. If I take the units prior to the GNK sale the increase is 6.6%. After GNK there were no other sales or purchases in the year.
My results are:
Income per unit (daily calculation method) 6.6%
Income unit price: up 12.8%
Arb.
-
- The full Lemon
- Posts: 16629
- Joined: October 10th, 2017, 11:33 am
- Has thanked: 4343 times
- Been thanked: 7535 times
Re: HYP 2019 - the results are in
Arborbridge wrote:funduffer wrote:A bit odd that income per unit went up so much, and unit value so little.
FD
My results are distorted by the take over of Greene King because this reduced the number of units near the year end. If I take the units at face value I get an increase in income of 12.7%. If I take the units prior to the GNK sale the increase is 6.6%. After GNK there were no other sales or purchases in the year.
My results are:
Income per unit (daily calculation method) 6.6%
Income unit price: up 12.8%
Arb.
As you know I do not unitise but is the cash realised not converted into units as well? I cannot see why this value would be discounted.
Dod
-
- The full Lemon
- Posts: 10439
- Joined: November 4th, 2016, 9:33 am
- Has thanked: 3644 times
- Been thanked: 5272 times
Re: HYP 2019 - the results are in
Dod101 wrote:
As you know I do not unitise but is the cash realised not converted into units as well? I cannot see why this value would be discounted.
Dod
The cash is withdrawn, so the number of units falls. This usually doesn't matter too much, but GNK was quite a large holding, causing the unit fall to be noticable - therefore making the income per unit look larger than it should have been.
If calculating using accumulation units, you are correct in saying the cash would be retained and the number of units would remain the same.
Arb.
-
- The full Lemon
- Posts: 10439
- Joined: November 4th, 2016, 9:33 am
- Has thanked: 3644 times
- Been thanked: 5272 times
Re: HYP 2019 - the results are in
The scores on the doors are:
Smautf: 42.8% (with specials), 10.7% (without specials)
SDN123: 17.8% (with specials)
Hypster: 15%
moorfield: 8.7%
Arborbridge: 6.6% (taking out Greene King distortion)
Stepone: 5.2%
funduffer: 4.5%
Smautf: 42.8% (with specials), 10.7% (without specials)
SDN123: 17.8% (with specials)
Hypster: 15%
moorfield: 8.7%
Arborbridge: 6.6% (taking out Greene King distortion)
Stepone: 5.2%
funduffer: 4.5%
-
- Lemon Pip
- Posts: 97
- Joined: November 4th, 2016, 1:25 pm
- Has thanked: 22 times
- Been thanked: 22 times
Re: HYP 2019 - the results are in
My SIPP income is up 9.8% over 2018....mostly due to the BHP special, reinvestments in IMB, and new investments added (ING Group, Henderson Far East Investments, Restaurant Group), and offset by Berkeley Group's spannering around with their share buyback crapola.
-
- Lemon Slice
- Posts: 448
- Joined: November 4th, 2016, 4:55 pm
- Has thanked: 161 times
- Been thanked: 158 times
Re: HYP 2019 - the results are in
Arborbridge wrote:
My results are distorted by the take over of Greene King because this reduced the number of units near the year end. If I take the units at face value I get an increase in income of 12.7%. If I take the units prior to the GNK sale the increase is 6.6%. After GNK there were no other sales or purchases in the year.
My results are:
Income per unit (daily calculation method) 6.6%
Income unit price: up 12.8%
Arb.
So, if you intend reinvesting the Greene King proceeds, you will get the opposite distortion in the current years results, won't you?
Doesn't seem to be achieving the purpose of unitising as I understood it.
Adrian
Return to “HYP Practical (See Group Guidelines)”
Who is online
Users browsing this forum: jimleigh61 and 25 guests