AJC5001 wrote:Alaric wrote:
There are shares with yields below the FTSE average that are strong performers with regards to consistent dividend increases and share price increases to match. If building for deferred income as opposed to current income for immediate consumption, why rule them out?
I would love to do exactly that, yet, in spite of previous requests, I have never seen anyone managing to produce a (say) 15 share portfolio holding such shares. The best anyone normally comes up with is Unilever and Diageo.
Where are the rest?
In the interests of transparency, you asked the same question of Alaric back in May of this year, and as far as I'm aware, a portfolio-based answer from Alaric is still not forthcoming -
https://www.lemonfool.co.uk/viewtopic.php?f=31&t=17614&start=120#p222119You're not the only person to ask, by they way, as I'm aware of the same question being asked by a number of different posters, and I'm also very interested myself to see if Alaric does indeed come up with a wider list of shares to help back up what seems to be a very much repeated claim, which he persistently uses to disparage the portfolio-based HYP approach.
Whilst the HYP approach may have it's faults, it's at least able to perform across a wide number of sectors and shares, which lends itself very well to a portfolio based approach using large-cap companies.
On the face of it, and in the absence of any further evidence, I can only come to the conclusion that it seems to be one of those claims that struggles with the '
theory/reality' interface when trying to view it with portfolio-construction in mind.
I hope Alaric becomes more successful at getting over that particular hurdle in the future...
Cheers,
Itsallaguess