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My income portfolio
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- Lemon Slice
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Re: My income portfolio
Rolling historic 12 month income to end June was down 0.02% on last year, but that was up 40% on the previous year, which itself was down 5.2% on the year before.
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- Lemon Quarter
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Re: My income portfolio
OhNoNotimAgain wrote:Rolling historic 12 month income to end June was down 0.02% on last year, but that was up 40% on the previous year, which itself was down 5.2% on the year before.
I don't know what income you are talking about but my HYP income per unit is up 10% (01July2022 - 30June2023), following a 39% increase (01July21- 30June22).
FD
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- Lemon Slice
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Re: My income portfolio
funduffer wrote:OhNoNotimAgain wrote:Rolling historic 12 month income to end June was down 0.02% on last year, but that was up 40% on the previous year, which itself was down 5.2% on the year before.
I don't know what income you are talking about but my HYP income per unit is up 10% (01July2022 - 30June2023), following a 39% increase (01July21- 30June22).
FD
All UK equities
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- Lemon Quarter
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Re: My income portfolio
I'm late to this thread. Dod's portfolio breakdown struck me as much more diversified than I expected. No holding breached 5%. Is this a deliberate limit, is action taken to keep holdings at lower percentages? I do recall posts regarding trimming Scottish Mortgage.What is the highest % that any holding has been in recent years?
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