The Lemon Fool

Having a crack at this. I checked Itsallaguess's instructions as per previous post https://lemonfool.co.uk/viewtopic.php?f=31&t=41547
I can see a couple of faults but having done most of the leg work I thought it might be useful to others with the proviso that they check carefully. I'm not inclined to do more work on this so sharing just as is. For now, for me good enough is done.

I see Itsallaguess has not been active here for a while. Hope all is well.

moorfield wrote:I see Itsallaguess has not been active here for a while. Hope all is well.

I asked the same question ..he's taking a break from TLF , apparently.

viewtopic.php?p=659445#p659445

a lot of stuff on significant discount

TUK020 wrote:a lot of stuff on significant discount

Agreed, catch is these days I invest less than I used to (now only work part time) and whilst dividends build up they only amount to either one purchase of a new holding a year or four top ups a year (tends these days to be top ups), what I would give to have another pension to transfer into my SIPP

kempiejon wrote:Having a crack at this. I checked Itsallaguess's instructions as per previous post https://lemonfool.co.uk/viewtopic.php?f=31&t=41547
I can see a couple of faults but having done most of the leg work I thought it might be useful to others with the proviso that they check carefully. I'm not inclined to do more work on this so sharing just as is. For now, for me good enough is done.

Thankyou for picking up this baton.
I like the format, which does not run off the side of the screen.

V8

88V8 wrote:

kempiejon wrote:Having a crack at this. I checked Itsallaguess's instructions as per previous post https://lemonfool.co.uk/viewtopic.php?f=31&t=41547
I can see a couple of faults but having done most of the leg work I thought it might be useful to others with the proviso that they check carefully. I'm not inclined to do more work on this so sharing just as is. For now, for me good enough is done.

Thankyou for picking up this baton.
I like the format, which does not run off the side of the screen.

V8

Small quibble here - I have to keep scrolling back up to the top to remind myself which column is which. Not possible to fix the header column, or at least repeat it per page (yes, page size will vary, but at least every 20 rows or so)? Whatever, glad you’ve done this & thanks very much.

GrahamPlatt wrote:Small quibble here - I have to keep scrolling back up to the top to remind myself which column is which. Not possible to fix the header column, or at least repeat it per page (yes, page size will vary, but at least every 20 rows or so)? Whatever, glad you’ve done this & thanks very much.

If you follow the instructions from itsallaguess in the OP link, https://lemonfool.co.uk/viewtopic.php?f=31&t=41547 it contains the following :-

"7. The presented AIC data can now be copied and pasted into a spreadsheet, and then filtered by sector or yield as required.

Please also note that if you don't select the 'Enable Print Mode' option during the above process, and you then try to copy the data into a spreadsheet, then it's likely to only copy some of the data..."

So you can do whatever you like with your own spreadsheet, like freezing the column headers.

Adrian

Charlottesquare wrote:

TUK020 wrote:a lot of stuff on significant discount

Agreed, catch is these days I invest less than I used to (now only work part time) and whilst dividends build up they only amount to either one purchase of a new holding a year or four top ups a year (tends these days to be top ups), what I would give to have another pension to transfer into my SIPP

If you had the funds, what would you be going for?

TUK020 wrote:

Charlottesquare wrote:
Agreed, catch is these days I invest less than I used to (now only work part time) and whilst dividends build up they only amount to either one purchase of a new holding a year or four top ups a year (tends these days to be top ups), what I would give to have another pension to transfer into my SIPP

If you had the funds, what would you be going for?

Probably more of what I have rather than anything fresh/new, the figs below are the percentage of my IT holdings within my SIPP (I tend to have ISA much narrower) . I do still have two individual companies in SIPP, Shell and L & G, Shell because I never sell Shell, L & G is a punt that price /yield looks out and market is wrong. (Famous last words)

Am not sure I would top up JPM I&G much more though am happy given breadth that it and Murray run overweight (Note I know BH is not an IT, I just treat it as a bit like one) With 17 in list I possibly have too many but I do like to spread by geography and target odd sectors.

So, re choice I would tend to have a look at the discounts offered per holding although HL would make me check each one singly at the time (it does not report them on screen list/csv), if something had a decent discount perhaps an extra £3k on each like that, depends how much I had to play with.

In sort of good news my employer has changed my AE pension provider so the funds in the old one can now get switched in to SIPP, so that should help add some funds-though only 6-7% of the SIPP by value as AE pension has not been going that long.

Default purchase if uncertain of which sector would likely be more of Murray if I was less confident how individually Asia, US, EU or UK would go over say next 11 years (I steer clear of Emerging etc these days ) I have only 2 more years untouched then start drawing (At 64 my plan is to loot my SIPP from 2026-2035 when I am retired without tripping HR tax) so am far more cautious than I used to be, no time to correct mistakes.

Apologies-I cannot tab tables

Aberforth Smaller Companies Trust plc Ordinary 1p Shares 3.59
Abrdn Asian Income Fund Limited Ordinary NPV Shares 5.30
Berkshire Hathaway Inc Class B USD0.0033 *1 *R 5.92
Blackrock Sustainable American Income Trust plc Ordinary 1p Shares 4.81
BlackRock World Mining Trust plc Ordinary 5p 4.85
Edinburgh Investment Trust plc Ordinary 25p Shares 5.24
European Assets Trust plc GBP0.10 4.67
Henderson Far East Income Ltd Ordinary NPV 4.93
JPMorgan China Growth & Income Plc Ordinary 25p 4.92
JPMorgan Global Growth & Income plc Ordinary 5p 15.84
Middlefield Canadian Inc - GBP PC Part Pref Shs Npv 4.36
Murray International Trust plc ORD GBP0.05 8.89
North American Income Trust plc ORD GBP0.05 6.54
Schroder Oriental Income Fund Ordinary 1p 5.63
Scottish Mortgage Investment Trust plc Ordinary Shares 5p 5.03
VinaCapital Vietnam Opportunity Fund Ltd USD0.01 5.13
Warehouse REIT plc ORD GBP0.01 4.36
Totals 100.01