Value Div Fcst
Share Epic Sector %Total %Total Yield
BP BP Oil & Gas Producers 9.72% 8.24% 6.30%
British American Tobacco BATS Tobacco 6.18% 6.06% 7.30%
British Land Company BLND Retail REITs 5.94% 4.56% 5.70%
BT Group BT-A Fixed Line Telecommunications 5.04% 5.35% 7.90%
Dixons Carphone DC General Retailers 1.51% 1.16% 5.70%
GlaxoSmithKline GSK Pharmaceuticals & Biotechnology 7.38% 4.66% 4.70%
Lloyds Banking Group LLOY Banks 4.60% 3.53% 5.70%
National Grid NG Multiutilities 11.71% 8.50% 5.40%
Imperial Brands IMB Tobacco 10.49% 16.65% 11.80%
Centrica CNA Gas, Water & Multiutilities 1.79% 1.64% 6.80%
Taylor Wimpey TW Household Goods & Home Construction 17.14% 24.65% 10.70%
United Utilities Group UU Gas, Water & Multiutilities 12.81% 8.44% 4.90%
Rio Tinto RIO Mining 5.69% 6.57% 8.60%
Portfolio Running Yield = 7.44%
Value Div
Sector %Total %Total
Oil & Gas Producers 9.72% 8.24%
Tobacco 16.67% 22.71%
Retail REITs 5.94% 4.56%
Fixed Line Telecommunications 5.04% 5.35%
General Retailers 1.51% 1.16%
Pharmaceuticals & Biotechnology 7.38% 4.66%
Banks 4.60% 3.53%
Multiutilities 11.71% 8.50%
Gas, Water & Multiutilities 14.60% 10.08%
Household Goods & Home Construction 17.14% 24.65%
Mining 5.69% 6.57%
Total 100.00% 100.00%
Note: 1...'Value %Total' is the portfolio value of the share as a % of the total portfolio
2...'Div %Total' is the expected dividend of the share based on forecast yield
as a % of the total portfolio expected dividend
This is how it is now. My wifes ISA holds Aviva; British Land; Santander; Lloyds;Legal & General;SSE; Verizon;Vodafone; Imperial Brands;BT; I am thinking of topping up Rio Tinto, but also need to add a new share to full £7000 value. I have relied on IDPickering; Gengalphus & TJH260933 which has worked well so far. Any options considered. Regards Dickie