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FTSE 350 - Sector and Yield table (Jan 2019)

General discussions about equity high-yield income strategies
Itsallaguess
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FTSE 350 - Sector and Yield table (Jan 2019)

#191210

Postby Itsallaguess » January 5th, 2019, 11:04 am

We've not done this for a while, so below is a list of FTSE 350 constituents listed by SECTOR and then ranked by YIELD within each sector.

Only shares represented in the HYPTUSS Digital Look data-sheet are populated, so there may be minor omissions in the data below.

I've dip-checked the data, but if anyone finds it interesting then please only use it as an initial guide, with follow-on investigations certainly being required for any further investment purposes....

Cheers,

Itsallaguess



csearle
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Re: FTSE 350 - Sector and Yield table (Jan 2019)

#191222

Postby csearle » January 5th, 2019, 11:56 am

I love tables like this. I can't help eagerly looking to see where my holdings are and estimating whether they would still attract my attention were I not to already own them.

Chris

(Edit: in the main my holdings are still at or near the top of each sector.)

Ashfordian
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Re: FTSE 350 - Sector and Yield table (Jan 2019)

#191229

Postby Ashfordian » January 5th, 2019, 12:11 pm

Is now the time the 'square share' (yield > PE) comes back into fashion?

Lots of interesting candidates to investigate in that list. Many thanks for that

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Re: FTSE 350 - Sector and Yield table (Jan 2019)

#191255

Postby dredd0 » January 5th, 2019, 1:26 pm

Wonderful timing a so many, many thanks for the post.

28% in cash and looking forward to the wild ride of the next few weeks. So much on offer already and sure there is more to come.

Graeme

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Re: FTSE 350 - Sector and Yield table (Jan 2019)

#191263

Postby dredd0 » January 5th, 2019, 1:34 pm

Marston's?

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Re: FTSE 350 - Sector and Yield table (Jan 2019)

#191264

Postby IanTHughes » January 5th, 2019, 1:39 pm

dredd0 wrote:Marston's?

Fell out of the FT250 at the end of June 2018


Ian
(I hold)

Wizard
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Re: FTSE 350 - Sector and Yield table (Jan 2019)

#191391

Postby Wizard » January 5th, 2019, 11:10 pm

Not sure where the JFJ yield comes from, but looks very wrong. Current price 380p, 2018 dividend 5p.

Terry.

Itsallaguess
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Re: FTSE 350 - Sector and Yield table (Jan 2019)

#191406

Postby Itsallaguess » January 6th, 2019, 4:39 am

Wizard wrote:
Not sure where the JFJ yield comes from, but looks very wrong. Current price 380p, 2018 dividend 5p.


I do agree Terry - it does look to be the biggest outlier in the latest FTSE350 data - I did spot it, and wondered if there was some sort of return of capital going on that might be skewing the data, and I did double-check that particular yield to see if Digital Look were actually stating 16.6%, and they are on their latest page for JFJ -

https://tinyurl.com/ybpkzxqt

Both DividendData and Hargreaves Lansdown have the JPMorgan Japanese Inv Trust (JFJ) paying out a more sedate 1.32% -

https://tinyurl.com/y8hgzmoo

https://tinyurl.com/y86bozq4

We'll get these types of anomalies from time to time with scraped data like this, unfortunately, and it's a reminder again that whilst these sorts of tables might be useful as a jumping-off point, we really do need to perform much more stringent sanity-checks before we might think of using such data as the basis for actual investments...

I am always careful to very clearly point this out whenever I post these types of tables, but this is a good real-world example of why this is important, so thanks for pointing this particular anomaly out.

I hope the wider data is still useful and interesting, even taking the above into account.

Cheers,

Itsallaguess

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Re: FTSE 350 - Sector and Yield table (Jan 2019)

#191456

Postby Wizard » January 6th, 2019, 12:02 pm

Itsallaguess

Please accept my apologies, I did not mean to cause you a lot off effort replying, nor was it in an criticism of your table which is really helpful. In my hamfisted way I was just trying to post a warning to anyone who might jump on JFJ. I have always found Digital Look broadly useful, but a little error prone, so I am not surprised by the odd 'kink'.

Again, sorry if my post caused you a lot of effort responding.

Terry.

Itsallaguess
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Re: FTSE 350 - Sector and Yield table (Jan 2019)

#191461

Postby Itsallaguess » January 6th, 2019, 12:08 pm

Wizard wrote:
Itsallaguess

Please accept my apologies, I did not mean to cause you a lot off effort replying, nor was it in an criticism of your table which is really helpful. In my hamfisted way I was just trying to post a warning to anyone who might jump on JFJ. I have always found Digital Look broadly useful, but a little error prone, so I am not surprised by the odd 'kink'.

Again, sorry if my post caused you a lot of effort responding.


Terry, you've absolutely nothing to apologise for, and I'm always glad for the opportunity to raise the very important point that this type of data should be taken for what it is meant to be, which is to help as a potential starting point for anyone looking for income-investment opportunities, and as such, any information should always be sanity-checked against 'known good' data, with proper 'due diligence' carried out if any such starting-points do actually look interesting as a potential route to invest.

To see real-world examples as to why such due-diligence is very important, such as your quite correct example of the JFJ yield being wrong, is both timely and absolutely welcome...

Thanks again for allowing me the opportunity to raise this very important point!

Cheers,

Itsallaguess

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Re: FTSE 350 - Sector and Yield table (Jan 2019)

#193566

Postby sackofspuds » January 14th, 2019, 10:55 pm

Very interesting seeing yields per sector like that.

What stands out at a glance is the differences in yield between shares in the same sector.

Begs the question whether the outliers with huge yields per sector are those that have crashed recently.

Yes, I know that's a massive oversimplification but does show the importance of DYOR.

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Re: FTSE 350 - Sector and Yield table (Jan 2019)

#206548

Postby SlickMongoose » March 8th, 2019, 9:17 pm

This is a very interesting list, thanks.

Minor question, why does Games Workshop not appear on the list?

Itsallaguess
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Re: FTSE 350 - Sector and Yield table (Jan 2019)

#206567

Postby Itsallaguess » March 9th, 2019, 5:22 am

SlickMongoose wrote:
This is a very interesting list, thanks.

Minor question, why does Games Workshop not appear on the list?


Hi SM,

Thanks for pointing this out - the answer is because the original table filtered the FTSE 350 components through the HYPTUSS data-set (the current Digital Look data file at that time), and having just taken a look at that file, and the most recent data-file as well, I can confirm that Games Workshop (GAW) does not currently feature in either.

Whilst that explains why GAW is missing from the original table, it raises a more interesting point as to why it's missing from our digital look data-set, given that it's got a 4.3% forecast yield at the moment (https://tinyurl.com/y2znb6vm).

The only good answer for that is to say that the omission can't have cropped up much in the past, and it can't be a regular component of many people's HYP portfolios, otherwise I think we'd have captured this omissions in the same way as we've captured similar missing components in the past.

Now that you have kindly raised this omission, I'll try to get the relevant Games Workshop data into our HYPTUSS data-sheet, which will then mean that any future data-runs that I do similar to this FTSE 350 sector and yield table will then take Games Workshop into account, and it will also mean that HYP owners who own it and use the HYPTUSS tool will of course see the expected GAW data in the tool.

Thanks very much for pointing this out, it's much appreciated.

Cheers,

Itsallaguess

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Re: FTSE 350 - Sector and Yield table (Jan 2019)

#206614

Postby kiloran » March 9th, 2019, 10:42 am

Itsallaguess wrote:Now that you have kindly raised this omission, I'll try to get the relevant Games Workshop data into our HYPTUSS data-sheet, which will then mean that any future data-runs that I do similar to this FTSE 350 sector and yield table will then take Games Workshop into account, and it will also mean that HYP owners who own it and use the HYPTUSS tool will of course see the expected GAW data in the tool.

Cheers,

Itsallaguess

I've added GAW into the digital_look_data_sheet.txt at http://lemonfoolfinancialsoftware.weebl ... op-up.html
It will be included in future releases of the HYPTUSS

--kiloran

Itsallaguess
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Re: FTSE 350 - Sector and Yield table (Jan 2019)

#206620

Postby Itsallaguess » March 9th, 2019, 11:27 am

kiloran wrote:
I've added GAW into the digital_look_data_sheet.txt at - http://lemonfoolfinancialsoftware.weebl ... op-up.html

It will be included in future releases of the HYPTUSS


Brilliant, thanks Kiloran.

Cheers,

Itsallaguess

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Re: FTSE 350 - Sector and Yield table (Jan 2019)

#206644

Postby SlickMongoose » March 9th, 2019, 1:07 pm

Thanks very much.


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