Re: 8th annual HYPertension health check
Posted: December 20th, 2023, 11:21 am
Here you go. The crossings out are mine.
I'm afraid you are going to struggle to lift yourself out of the relegation zone with this portfolio. Will we see a new Christmas/New Year #1, I wonder?
Disclaimer:
Using one IT is an exaggerated (and slightly lazy on my part) example here. I'm sure the point can be grasped that line could equally be the overall yield of a portfolio of ITs across different sectors (UK, Overseas, Debt, Property, Specialist). It's not too difficult to build a small portfolio of ITs yielding north of 7.0%, for example. Think about whats going on with overall portfolio yield, intrinsic diversification and cash management, and volatility of income.
These are my overall income figures (indexed) for the last six years, the effect of "upcycling" all my low/no yield shares into income oriented ITs has been dramatic.
2017 1000
2018 1112
2019 1205
2020 973 (covid)
2021 1725
2022 2098
2023 2304 (incomplete)
CryptoPlankton wrote:
I'm afraid you are going to struggle to lift yourself out of the relegation zone with this portfolio. Will we see a new Christmas/New Year #1, I wonder?
Disclaimer:
Using one IT is an exaggerated (and slightly lazy on my part) example here. I'm sure the point can be grasped that line could equally be the overall yield of a portfolio of ITs across different sectors (UK, Overseas, Debt, Property, Specialist). It's not too difficult to build a small portfolio of ITs yielding north of 7.0%, for example. Think about whats going on with overall portfolio yield, intrinsic diversification and cash management, and volatility of income.
These are my overall income figures (indexed) for the last six years, the effect of "upcycling" all my low/no yield shares into income oriented ITs has been dramatic.
2017 1000
2018 1112
2019 1205
2020 973 (covid)
2021 1725
2022 2098
2023 2304 (incomplete)