richfool wrote:BullDog wrote:Thanks for the replies. I am still overweight energy stocks, both conventional and renewables. I sold 2/3 my Shell holdings at 2400p but still overweight energy as a whole. I think I would like to top slice my BERI and remain in for an almost free ride. But there's no obvious higher yielding candidates that I haven't already topped up from the Shell sale. Thanks again.
It would be worth keeping in mind what dividend yield you are getting on your original cost/outlay. Agreed, I can't think of anything else with currently high dividend yields, as an alternative, apart from renewables, which are at high premiums, unless you want to look at something like: HFEL, - Asia Pacific and China exposure.
Thanks. From memory, I think I bought at a yield of just over 5%. At today's price it's obviously much lower than that. I already hold HFEL and JAGI and to be honest, I really don't want any more. I favour LGEN and MNG for yield but since topping them up from recent SDRC and SHEL sales, I have enough of them! Still it's a nice problem to mull over! Thanks again.