HYP Purchase help

[TheBooks]

Hi all
This is my first post on Lemon Fool. I was on TMF for ages.
Many thanks to Stooz and Clariman for providing this.
Many thanks too to Pyad for starting me off on share ownership and HYP 9 years ago.
I'm really big on strategic ignorance! I no longer read all of the posts and I'm afraid I'm a bit out of touch.

I realise that I'm being lazy ( please accept apologies) but I would appreciate some pointers as to where to go next.
Now that Premier Farnell have left the building I'm stuck with a lump of cash that I don't want.
Here is what I have : ~

AstraZeneca 4.0%
Balfour Beatty 3.8%
Berkeley Group Holdings (The) 5.6%
BHP Billiton 5.7%
BP 3.4%
British Land Company 3.2%
BT Group 2.2%
Carillion 4.5%
Diageo 3.2%
GlaxoSmithKline 4.1%
Greggs 4.6%
Halfords Group 2.2%
HSBC Holdings 5.2%
Indivior 0.2%
Legal and General Group 6.0%
Marks and Spencer Group 3.7%
Marston's 3.4%
National Grid 6.1%
Pearson 3.0%
Premier Farnell 2.5%
Reckitt Benckiser Group 4.3%
Royal Dutch Shell 'B' 5.0%
Sainsbury (J) 3.0%
South32 Limited (DI) 0.3%
Tate and Lyle 3.0%
United Utilities Group 3.3%
Vodafone Group 4.5%
100.0%

Oh and sorry for crap formatting too! ( not sure how to do it)

For selfish reasons I don't want fags and bombs.
The cash I have from PFL and accumulated divis is enough for one new holding which I think would be preferable to a few top ups.
Any advice would be greatly appreciated.

Cheers
TheBooks

[kiloran]

Oh and sorry for crap formatting too! ( not sure how to do it)

Cheers
TheBooks

Try this..... http://lemonfoolfinancialsoftware.weebl ... ormat.html
You can practice on the Test board: viewforum.php?f=28

--kiloran

[mao44]

NG. is down to 9.27 as we speak. Looks interesting.

[Wizard]

Having looked at what you already have, based of my current look at starting a HPY how about Aberdeen Asset Management, SSE or Capita?

Regards,
Terry.

[TheBooks]

Formated ....

Code: Select all

AstraZeneca                   |   4.0%
Balfour Beatty                |   3.8%
Berkeley Group Holdings (The) |   5.6%
BHP Billiton                  |   5.7%
BP                            |   3.4%
British Land Company          |   3.2%
BT Group                      |   2.2%
Carillion                     |   4.5%
Diageo                        |   3.2%
GlaxoSmithKline               |   4.1%
Greggs                        |   4.6%
Halfords Group                |   2.2%
HSBC Holdings                 |   5.2%
Indivior                      |   0.2%
Legal and General Group       |   6.0%
Marks and Spencer Group       |   3.7%
Marston's                     |   3.4%
National Grid                 |   6.1%
Pearson                       |   3.0%
Premier Farnell               |   2.5%
Reckitt Benckiser Group       |   4.3%
Royal Dutch Shell 'B'         |   5.0%
Sainsbury (J)                 |   3.0%
South32 Limited (DI)          |   0.3%
Tate and Lyle                 |   3.0%
United Utilities Group        |   3.3%
Vodafone Group                |   4.5%
                              | 100.0%
                             


Thanks Kiloran ~ I'm learning

[Raptor]

Depends if you see UU in same business as SSE. If not then SSE, good yield.

BTW, nice portfolio see many of my own there.

Raptor.

[staffordian]

If you are up for something a little left field, have a look at Lancashire Holdings (LRE). You have L&G for a life insurer but LRE have done the business for me for the last couple of years as my general insurer.

The snag is the low regular dividend, but there is usually a significant special paid just before Christmas.

Certainly not a conventional HYP choice, especially in a portfolio which doesn't yet have basic diversification, but in one with a fair variety of shares such as yours I'd give it some thought.

Staffordian

[tjh290633]

You could switch into Electrocomponents (ECM), the rival to PFL in the same sector. Alternatively double up on pubs, with Greene King (GNK) or on housebuilders with one of several, as you are spoilt for choice. I have Taylor Wimpey, with a yield of well over 7%.