Here's the data for end 2023
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Stock | Name | Capital Change | Total return change
AV. | Aviva | -3.5% | 3.6%
BATS | British American Tobacco | -31.1% | -23.9%
BDEV | Barratts | 32.2% | 40.1%
LGEN | Legal & Gen | -2.6% | 5.0%
MNG | M & G | 15.7% | 26.0%
PHNX | Phoenix Group | -13.8% | -5.4%
PSN | Persimmon | 6.1% | 12.2%
RIO | Rio Tinto | -1.8% | 3.7%
TW. | Taylor Wimpey | 36.0% | 44.9%
VOD | Vodafone | -22.0% | -13.4%
| | |
Total | | 1.6% | 9.8%
| | |
FTSE100 | | 2.5% |
FTSE100 TR | | | 7.9%
Nothing overly exciting, but at least it beat the FTSE100 Total Return index, and my initial £20k has grown to just over £59k in 11 years.
Choosing the shares for 2024 was a bit messy. I've normally used the latest and forecast yields from Sharecast, but this has proven rather unreliable of late. I decided to use the data from the StepOne FTSE350 spreadsheet at
https://lemonfoolfinancialsoftware.weeb ... se350.html. Columns G and H show historic and forecast yields based on historic and forecast dividends, and columns AH and AI show latest and forecast yields. I just sorted and ranked on these four columns and then created a total rank based on the sum of the 4 rankings. This produced:
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EPIC | Name | Hist | Fcst | Latest | Fcst | Rank | Rank | Rank | Rank | Rank
| | Yield | Yield-1 | Yield | Yield-2 | Hist | Fcst-1 | Latest | Fcst-2 | Total
BATS | British American Tobacco | 9.50% | 10.70% | 9.50% | 10.40% | 4 | 4 | 2 | 3 | 13
PHNX | Phoenix Group Holdings | 9.30% | 10.10% | 9.50% | 9.80% | 5 | 6 | 3 | 4 | 18
LGEN | Legal & General Group | 7.50% | 8.40% | 7.70% | 8.10% | 8 | 9 | 7 | 5 | 29
STJ | St James's Place | 8.20% | 7.00% | 7.70% | 7.70% | 6 | 12 | 8 | 7 | 33
AV. | Aviva | 5.80% | 8.10% | 7.10% | 7.60% | 12 | 10 | 9 | 8 | 39
TW. | Taylor Wimpey | 6.20% | 6.10% | 6.40% | 6.40% | 10 | 16 | 10 | 9 | 45
SDR | Schroders | 28.40% | 5.10% | 5.00% | 5.10% | 2 | 23 | 19 | 15 | 59
SKG | Smurfit Kappa Group (CDI) | 3.50% | 433.10% | 3.90% | 412.50% | 35 | 1 | 27 | 1 | 64
LLOY | Lloyds Banking Group | 4.50% | 6.30% | 5.00% | 5.80% | 24 | 14 | 18 | 10 | 66
VOD | Vodafone Group | 10.90% | 10.20% | 11.40% | | 3 | 5 | 1 | 58 | 67
BARC | Barclays | 4.10% | 6.50% | 4.70% | 5.60% | 27 | 13 | 20 | 12 | 72
I threw out Smurfit Kappa due to the crazily high forecast yield, and then used the other 10 shares. I know there are many other ways to determine the 10 candidates for this year, but it's a crude mechanical strategy and I'm not wanting to over-think it.
This time next year, Rodney.......
--kiloran