This year was the first year of Top ups, as opposed to new cash purchases. I may make some new acquisitions in the future, however overall I am happy with the content. As ever, recommendations or thoughts are appreciated.
For the Top Ups - I added new holdings in Legal and General Group, Aviva, British American Tobacco, Imperial Brands, Petrofac and Phoenix Group. I sold my holding of KCOM when the takeover was approved (for more than the takeover offer?!) and put that money into Sirius Minerals as it had fallen to a low. Even though this doesn't pay a dividend, I am happy to take the risk.
My best performers are AstraZeneca, BHP, BP, Central Asia Metals and BBA Aviation - all of whom haven't been topped up but have more than doubled my initial investment and still hold substantial yields.
I think I am now in the growth phase of the HYP, although I will continue to try and get the full ISA limit in, every year.
Not HYP Shares
Dividends:
Dividends have grown year on year - primarily due to the cash injections. However since I unitised 2 years ago I have seen growth in dividends per unit of just under 20%
HYP Vs FTSE:
I've managed to outperform the FTSE all in by about 6% over the last 3 years
Thoughts and views are welcome