The Lemon Fool

monabri wrote:

My p/f value increased by 3.17%.

The FTSE250 had a good month - Brexit related/Sterling strengthening.

monabri

My HYP which is a blend of mostly FTSE100 but some 250s has shown capital appreciation of 2%.
I have a 250 income growth mini portfolio which is up 3.9%.
My HYP has a 4.6% yield forecast only a bit more than the 100 index, the 250 yields 3.4% higher than the 2.9% for the index.

monabri wrote:I should clarify...

I have included the value of the dividends for the shares that went XD in the month. Ok, the payment has not arrived but the share(s) have gone down as a result of going XD - I'm "correcting" for this by including the divi as though it has been paid. The difference would reduce the 3.17% by 0.4% to 2.77% otherwise.

Monabri Good point, is that "correction" the right thing to do though? I think you might be flattering your numbers there, the index has accounted for the xD by the index value falling and you're adding it back into your numbers. Also if you've included received dividends in your portfolio valuation the FTSE100 and 250 are capital only, don't they ignore dividends? For those counting dividends (and the first time I ran my number I included the increase in cash value) isn't it a TR index that would be more appropriate?

kempiejon wrote:

monabri wrote:I should clarify...

I have included the value of the dividends for the shares that went XD in the month. Ok, the payment has not arrived but the share(s) have gone down as a result of going XD - I'm "correcting" for this by including the divi as though it has been paid. The difference would reduce the 3.17% by 0.4% to 2.77% otherwise.

Monabri Good point, is that "correction" the right thing to do though? I think you might be flattering your numbers there, the index has accounted for the xD by the index value falling and you're adding it back into your numbers. Also if you've included received dividends in your portfolio valuation the FTSE100 and 250 are capital only, don't they ignore dividends? For those counting dividends (and the first time I ran my number I included the increase in cash value) isn't it a TR index that would be more appropriate?

I can see the validity of what your're saying..I wonder what the others who are participating in NLN are doing when they compare their apples with the FTSExxx?

monabri wrote:

kempiejon wrote:

monabri wrote:I should clarify...

I have included the value of the dividends for the shares that went XD in the month. Ok, the payment has not arrived but the share(s) have gone down as a result of going XD - I'm "correcting" for this by including the divi as though it has been paid. The difference would reduce the 3.17% by 0.4% to 2.77% otherwise.

Monabri Good point, is that "correction" the right thing to do though? I think you might be flattering your numbers there, the index has accounted for the xD by the index value falling and you're adding it back into your numbers. Also if you've included received dividends in your portfolio valuation the FTSE100 and 250 are capital only, don't they ignore dividends? For those counting dividends (and the first time I ran my number I included the increase in cash value) isn't it a TR index that would be more appropriate?

I can see the validity of what your're saying..I wonder what the others who are participating in NLN are doing when they compare their apples with the FTSExxx?

I was not comparing mine against anything, just stating the obvious of 2.36% capital growth.

Ahh..it's like we never "went away"..just a tweet from The Donald is all that is needed.

Itsallaguess wrote:
Thanks for everyone's interest this year. With a fair wind (and without wishing to dwell on the matter here...) we might hopefully see a more settled period in 11 months time when we hopefully return for next year's test....

The next logical step of this experiment, presumably, is No-look 2020 ?

moorfield wrote:

Itsallaguess wrote:
Thanks for everyone's interest this year. With a fair wind (and without wishing to dwell on the matter here...) we might hopefully see a more settled period in 11 months time when we hopefully return for next year's test....

The next logical step of this experiment, presumably, is No-look 2020 ?

Beat you to viewtopic.php?p=268352#p268352

Hypster wrote:Crikey, I must do this more often! My unit price rose 11.6% during November, the third highest monthly rise on record. It appears to have been driven by Persimmon, Marks & Spencer, and ITV.

Gah! Knew it was too good to be true, just identified an error in my spreadsheet. The correct change in unit price was 4.1%

Inadvertently I have started 'Voiding Vernal' by refusing to look at my SIPP in meteorological Spring - it's going far easier than No-look November I must say. If I cant see my portfolio, everything's far better than what it probably is.

Cheers, OLTB.

How about a No-look 2020 ? I might be up for that

moorfield wrote:
How about a No-look 2020 ?

I might be up for that

I'm with you there, although 'No-Luck 2020' might be just as appropriate given the circumstances....

Joking aside though, and assuming the majority of the market will bounce back at some point, current issues really do bring home that we're in a much more fortunate position than many..

Here's hoping for a brighter end to the year....in fact I'm up for a 'Look! Look! Look! November 2020' if we can all find ourselves turning the corner by then, on both the global-health and the financial side of things.

Fingers crossed...

Cheers,

Itsallaguess

I just managed a no-look Thursday!

Anyone else planning for a ‘No-look November’ this year?

I’ll be setting up my regular investments for the month on Friday and then leaving alone until Tuesday 1st December

Lockdowns and US election might make this seem like a bad time to go hands off, but looking every day for the last few months hasn’t helped much

Wasron

Wasron wrote:Anyone else planning for a ‘No-look November’ this year?

Absolutely not. I shall be watching for any developments at William Hill, for a start.

TJH

Wasron wrote:
Anyone else planning for a ‘No-look November’ this year?

I’ll be setting up my regular investments for the month on Friday and then leaving alone until Tuesday 1st December

Lockdowns and US election might make this seem like a bad time to go hands off, but looking every day for the last few months hasn’t helped much

Yeah, I'll give it a go.

I've nearly got through October too this year, as I started a little earlier just to see how I got on, and even with all the uncertainty and volatility this year, I'm doing OK to be honest. There was uncertainty and volatility last year too, if we remember...

I've got to say that since we started out trying this November thing a few years ago now, it's made a massive difference to me generally, even outside of that specific month, and I think it's just allowed me to acknowledge to myself that there's better things to do than think I'm adding any real value by keeping a 'daily watching brief' on my investments...

Sure, there's periods where closer visibility is required, even sometimes over relatively prolonged time-scales, but on the whole I think we tend to watch things out of habit, and it's a habit that's nice to get out of to be honest..

I just found myself asking "What additional value did watching things like a hawk add over the past 7 days?", and if I was honest with myself, the answer was invariably "None whatsoever"....

So what if an additional holding has gone up or down by 5% this week? At portfolio level it's generally just noise, diluted away by all the other variations in holding values, and that's why we diversify to start with, isn't it?

Why diversify, and then actively behave as if we're not?

The answer to that question has finally, and thankfully, hit home, and it all started with taking that month of November 'off' all those years ago...

Cheers,

Itsallaguess