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John Lee in FT describes his high yield portfolio

General discussions about equity high-yield income strategies
BullDog
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Re: John Lee in FT describes his high yield portfolio

#660036

Postby BullDog » April 17th, 2024, 8:17 pm

monabri wrote:
AEWNimrod wrote:I have been unable to access the Lord Lee articles in the FT, by putting the title into google looking for an unredacted version has anyone else experienced this.

Many thanks



I just clicked on H58's link ( the first post) and it loaded OK.

https://www.ft.com/content/3a80d337-cd0 ... 7e08720669

HTH !

Same here, opened just fine.

moorfield
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Re: John Lee in FT describes his high yield portfolio

#660174

Postby moorfield » April 18th, 2024, 6:16 pm

Hm. If I were a trustee of a family charity I would not be hiring Lord Lee to build a conservative, income-focused portfolio.

Anpario, Chesnara, Duke Royalty, MP Evans, Hollywood Bowl, STV, Workspace and VP.

Er, you wot ??

What a wonderful time for him to have other peoples cash to invest given current available dividend yields.

No discussion of investment trusts in that context.


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