Comparison: HYP1 and IT Alternatives
Posted: November 26th, 2023, 11:08 am
Comparison: HYP1 and IT Alternatives
Thank you so much pyad for continuing to update us on the progress of HYP1. For anyone thinking about maybe following the High Yield Portfolio (HYP), a truly wonderful fount of information.
I have been comparing the progress of HYP1 since its set up in Nov 2000, with some possible alternative investment scenarios.
Income
HYP1 was of course set up to receive an income with no need for any intervention, and I think from the foregoing we can deduce that it has done just that.
Of course, there are many that suggest that, despite the aim of simply receiving an income, Capital Value is also important. For those individuals, the following couple of tables – Capital Value and Annual Return - should be of interest.
Capital
Annual Return - XIRR
Conclusion
1. HYP1 has splendidly achieved its Income aim, better than many alternative investment possibilities.
2. HYP1 has increased its Capital Value, better than many alternative investment possibilities.
3. HYP1 has achieved a reasonable Annual Return, better than many alternative investment possibilities.
4. HYP1 has been a success!
Enjoy!
Ian
Thank you so much pyad for continuing to update us on the progress of HYP1. For anyone thinking about maybe following the High Yield Portfolio (HYP), a truly wonderful fount of information.
I have been comparing the progress of HYP1 since its set up in Nov 2000, with some possible alternative investment scenarios.
Income
# | Portfolio | Name | Income
1 | HYP1 | High Yield Portfolio | 131,248.64
2 | HHI | Henderson High Income | 127,966.68
3 | AEI | Aberdeen Equity Income | 109,352.59
4 | MRCH | Merchants Trust | 103,105.27
5 | TMPL | Temple Bar | 99,191.26
6 | CTY | City of London | 97,565.46
7 | FGT | Finsbury Growth & Income | 95,814.84
8 | EDIN | Edinburgh Investment | 91,992.85
9 | BNKR | Bankers | 72,755.83
10 | MUT | Murray Income Trust | 66,399.73
11 | JCH | JPMorgan Claverhouse | 63,703.59
12 | SAIN | Scottish American | 53,695.11
13 | FCIT | F&C Investment Trust | 51,824.61
14 | SMT | Scottish Mortgage | 48,208.88
HYP1 was of course set up to receive an income with no need for any intervention, and I think from the foregoing we can deduce that it has done just that.
Of course, there are many that suggest that, despite the aim of simply receiving an income, Capital Value is also important. For those individuals, the following couple of tables – Capital Value and Annual Return - should be of interest.
Capital
# | Portfolio | Name | Capital
1 | SMT | Scottish Mortgage | 611,290.37
2 | FGT | Finsbury Growth & Income | 300,371.85
3 | FCIT | F&C Investment Trust | 255,816.14
4 | BNKR | Bankers | 247,402.60
5 | SAIN | Scottish American | 146,278.63
6 | HYP1 | High Yield Portfolio | 145,829.00
7 | TMPL | Temple Bar | 140,737.77
8 | CTY | City of London | 122,713.10
9 | MUT | Murray Income Trust | 117,571.43
10 | AEI | Aberdeen Equity Income | 104,982.66
11 | MRCH | Merchants Trust | 104,210.53
12 | JCH | JPMorgan Claverhouse | 94,947.57
13 | HHI | Henderson High Income | 90,963.86
14 | EDIN | Edinburgh Investment | 90,659.34
Annual Return - XIRR
# | Portfolio | Name | XIRR
1 | SMT | Scottish Mortgage | 10.55%
2 | FGT | Finsbury Growth & Income | 8.86%
3 | HYP1 | High Yield Portfolio | 7.89%
4 | HHI | Henderson High Income | 7.77%
5 | BNKR | Bankers | 7.54%
6 | FCIT | F&C Investment Trust | 7.00%
7 | TMPL | Temple Bar | 6.91%
8 | MRCH | Merchants Trust | 6.40%
9 | CTY | City of London | 6.27%
10 | AEI | Aberdeen Equity Income | 6.27%
11 | MUT | Murray Income Trust | 6.06%
12 | SAIN | Scottish American | 5.40%
13 | EDIN | Edinburgh Investment | 4.14%
14 | JCH | JPMorgan Claverhouse | 4.04%
Conclusion
1. HYP1 has splendidly achieved its Income aim, better than many alternative investment possibilities.
2. HYP1 has increased its Capital Value, better than many alternative investment possibilities.
3. HYP1 has achieved a reasonable Annual Return, better than many alternative investment possibilities.
4. HYP1 has been a success!
Enjoy!
Ian
Moderator Message:
The HYP guidelines rule as off-topic discussions about "the effectiveness and performance of HYP strategies versus other strategies, the desirability or otherwise of investment trusts as an alternative to HYP shares, nor discussions of other types of approaches." This thread has therefore been moved to a more appropriate board. -- MDW1954
The HYP guidelines rule as off-topic discussions about "the effectiveness and performance of HYP strategies versus other strategies, the desirability or otherwise of investment trusts as an alternative to HYP shares, nor discussions of other types of approaches." This thread has therefore been moved to a more appropriate board. -- MDW1954