The Lemon Fool

Rolling historic 12 month income to end June was down 0.02% on last year, but that was up 40% on the previous year, which itself was down 5.2% on the year before.

OhNoNotimAgain wrote:Rolling historic 12 month income to end June was down 0.02% on last year, but that was up 40% on the previous year, which itself was down 5.2% on the year before.

I don't know what income you are talking about but my HYP income per unit is up 10% (01July2022 - 30June2023), following a 39% increase (01July21- 30June22).

FD

funduffer wrote:

OhNoNotimAgain wrote:Rolling historic 12 month income to end June was down 0.02% on last year, but that was up 40% on the previous year, which itself was down 5.2% on the year before.

I don't know what income you are talking about but my HYP income per unit is up 10% (01July2022 - 30June2023), following a 39% increase (01July21- 30June22).

FD

All UK equities

I'm late to this thread. Dod's portfolio breakdown struck me as much more diversified than I expected. No holding breached 5%. Is this a deliberate limit, is action taken to keep holdings at lower percentages? I do recall posts regarding trimming Scottish Mortgage.What is the highest % that any holding has been in recent years?