10 highest-yielding FTSE 100 shares in 2023

[Jon277]

here

https://www.ii.co.uk/analysis-commentary/10-highest-yielding-ftse-100-shares-2023-ii530261

[moorfield]

Yields of 8% and above are typically regarded as a sign that the market thinks a dividend may be unsustainable.

So that's five of his selection then.

[IanTHughes]

Yields of 8% and above are typically regarded as a sign that the market thinks a dividend may be unsustainable.

So that's five of his selection then.

It is not his selection, rather it is a list of the top ten yields from the FTSE100

Enjoy!


Ian

[88V8]

So that's five of his selection then.

It is not his selection, rather it is a list of the top ten yields from the FTSE100

I was going to make the same comment, although the whole article is rather a muddle and one could easily read it as a picklist... and a pretty depressing list, when one looks at the level of cover.

V8

[moorfield]

It is not his selection, rather it is a list of the top ten yields from the FTSE100

I was going to make the same comment, although the whole article is rather a muddle and one could easily read it as a picklist... and a pretty depressing list, when one looks at the level of cover.

V8

Ok well if we are going to engage in nit picking (i) its a list of the top 15, not the top 10, and (ii) those according to dividenddata are

VOD
BATS
PHNX
MNG
IMB
LGEN
STJ
AV.
NWG
GLEN
HSBA
TW.
BT.A
BDEV (not LLOY)
SMDS

You missed the point I was driving at, in that the author is implying a too high yield is 8%. Not 2*CTY which I suggest, and I know you love.

[funduffer]

I was going to make the same comment, although the whole article is rather a muddle and one could easily read it as a picklist... and a pretty depressing list, when one looks at the level of cover.

V8

Ok well if we are going to engage in nit picking (i) its a list of the top 15, not the top 10, and (ii) those according to dividenddata are

VOD
BATS
PHNX
MNG
IMB
LGEN
STJ
AV.
NWG
GLEN
HSBA
TW.
BT.A
BDEV (not LLOY)
SMDS

You missed the point I was driving at, in that the author is implying a too high yield is 8%. Not 2*CTY which I suggest, and I know you love.

CTY currently yielding about 5%, so 2 x CTY yield is 10%

FTSE 100 yield 3.8%, so 2 x FTSE 100 yield is 7.6%

So 8% is a bit like Luni's 'danger zone'.

Anyway the debating points are all in the 'Too High Yield' thread!

Merry Christmas!

FD

[Crazbe7]

here

https://www.ii.co.uk/analysis-commentary/10-highest-yielding-ftse-100-shares-2023-ii530261

Of the 15 highlighted I hold 12. Supplemented by other stuff not allowed to be mentioned here.

I still sleep at night

Crazbe7

[moorfield]

I'm thinking of starting a 5-share FTSE100 "Dogs" portfolio project next year in an ISA - buy/hold/recycle annually.

The initial selections (from different supersectors) are looking like:

VOD - Telecommunications
BATS - Food, Beverage and Tobacco
PHNX - Insurance
MNG - Financial Services
NWG - Banks

[Arborbridge]

I'm thinking of starting a 5-share FTSE100 "Dogs" portfolio project next year in an ISA - buy/hold/recycle annually.

The initial selections (from different supersectors) are looking like:

VOD - Telecommunications
BATS - Food, Beverage and Tobacco
PHNX - Insurance
MNG - Financial Services
NWG - Banks

It's fun to do that - but best if you commit real cash, then you have an incentive to keep the recording keeping going throughly. That selection might work quite well. You say from different supersectors but three are financials, are they not?

I also tried something similar with ITs at big discounts, but never managed to prove much, except that one can wait many years for the discount discrepancy to correct. I wandered off and got bored The rump of the ITs I still have, but most were sold.

Arb.

[moorfield]

I'm thinking of starting a 5-share FTSE100 "Dogs" portfolio project next year in an ISA - buy/hold/recycle annually.

The initial selections (from different supersectors) are looking like:

VOD - Telecommunications
BATS - Food, Beverage and Tobacco
PHNX - Insurance
MNG - Financial Services
NWG - Banks

It's fun to do that - but best if you commit real cash, then you have an incentive to keep the recording keeping going throughly. That selection might work quite well. You say from different supersectors but three are financials, are they not?

I also tried something similar with ITs at big discounts, but never managed to prove much, except that one can wait many years for the discount discrepancy to correct. I wandered off and got bored The rump of the ITs I still have, but most were sold.

Arb.

Yes good point, using the Industry classifications would be broader

VOD - Telecommunications
BATS - Consumer Staples
PHNX - Financials
GLEN - Basic Materials
TW. - Consumer Discretionary


Enjoy your weekend.

[tjh290633]

I'm thinking of starting a 5-share FTSE100 "Dogs" portfolio project next year in an ISA - buy/hold/recycle annually.

The initial selections (from different supersectors) are looking like:

VOD - Telecommunications
BATS - Food, Beverage and Tobacco
PHNX - Insurance
MNG - Financial Services
NWG - Banks

As I found out, this year's winners are often next years losers and vice versa.

The was once a worse performing funds portfolio, Johnson Fry I think, which worked fine on that basis until Japanese funds had a losing streak in the 1990s. I speak from experience.

TJH

[Arborbridge]

I'm thinking of starting a 5-share FTSE100 "Dogs" portfolio project next year in an ISA - buy/hold/recycle annually.

The initial selections (from different supersectors) are looking like:

VOD - Telecommunications
BATS - Food, Beverage and Tobacco
PHNX - Insurance
MNG - Financial Services
NWG - Banks

As I found out, this year's winners are often next years losers and vice versa.

The was once a worse performing funds portfolio, Johnson Fry I think, which worked fine on that basis until Japanese funds had a losing streak in the 1990s. I speak from experience.

TJH

Yes, Johnson Fry. Nice idea. but it didn't quite work out!