Luniversal’s Activity

Today

NL

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Luniversal replied to the High Yield - Share Strategies board. 11:39

Re: HYP vs Investment Trusts vs ETF

Mapfumo- it may not be a reasonable assumption, but it is the rule of thumb I use for my retiral planning. I always think of capital as 'how much more income would this give me at 4%?'

Since 1985 the average yield on the All-Share Index has [more]

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Luniversal replied to the High Yield - Share Strategies board. 11:14

Re: HYP vs Investment Trusts vs ETF

So either 0.75% of the capital value is 9% of the dividends you're receiving, or you're not paying a 0.75% annual charge. The former implies that you're getting a yield of 0.75%/9% = 8.33%

No, because among basket members [more]

Yesterday

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Luniversal replied to the High Yield - HYP Practical board. 18:53

Re: GDHYP - 31st purchase

Since the end of 2013 MCRO has yielded on average about four-fifths of the All-Share, dropping to two-thirds recently.

It yielded a little over the index at times in 2013. But according to Pyad's definition of HY as anything that pays more [more]

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Luniversal posted to the Investment Strategies board. 15:30

Seasonalities: Aug 2015

There is a school of thought that Aug. is for eccentric behaviour in markets. A-Team dealers and fund managers are away blowing their bonuses. Fat-fingered and animal-spirited deputies sit in for them. Result: weird gyrations in stock prices, on thin [more]

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Luniversal replied to the Investment Trusts & Unit Trusts board. 13:47

Re: How do you decide?

Thank you for reminding me of that comment from Dec. 2013, seagles. It makes me less eager to reconsider HFEL.

Perhaps the 'massive setback in China' which will vindicate or expose it is now afoot.

Yields of more than 5% from [more]

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Luniversal replied to the High Yield - Share Strategies board. 13:33

Re: HYP vs Investment Trusts vs ETF

Another way to look at it is that a 0.75% annual charge is roughly 20% of likely dividends received.

Not in the generalist income sector. Over ten years, revenue expenses have averaged just under 9% of dividends per share in my two [more]

Mon Aug 31

NL

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Luniversal replied to the Investment Trusts & Unit Trusts board. 20:21

Re: How do you decide?

Why Luniversal shuns it is a mystery to me, but hey, everyone to their own.

I shun nothing, but confine detailed research and comments to broadly based trusts which fellow-Fools are most likely to consider- mainly for income. [more]

NL

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Luniversal replied to the High Yield - Share Strategies board. 15:47

Re: HYP vs Investment Trusts vs ETF

Hello, Mapfumo.

The 15 income trusts I recommend for two 'basket' portfolios (MRCH is in one) have average gearing of 10%; MRCH's is the second largest, btw. This level does not make for a vast difference in performance. At present borrowing [more]

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Luniversal replied to the High Yield - HYP Practical board. 11:02

Re: Simple HYP Screen August 2015

There are always a few companies which have cut the latest dividend and look sure to cut the next one also. Or they have not yet cut but are viewed as likely to do so- for instance, where a profit warning has not come with a payout [more]

Sun Aug 30

NL

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Luniversal posted to the High Yield - HYP Practical board. 15:37

One year on

Something to mull over if the Bank Holiday weather is too bad to go out in. No zones, promise!


Company (TIDM) Price Yield Price change
(£) (%) (1 year)
(%)


Greggs (GRG) 11.40 2.1 108.8
Taylor [more]

Fri Aug 28

NL

Boards Post

Luniversal posted to the High Yield - Share Strategies board. 18:21

Week Ahead: Aug 31 - Sep 4 (36/53)

Tuesday September 1 2015

INTERIM PAID
JPMorgan Claverhouse Investment Trust (JCH) 5p

STERLING DIVIDEND CONVERSION RATE
Carnival (CCL)

Wednesday September 2 2016

INTERIM PAID
Man (EMG) [more]

NL

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Luniversal posted to the High Yield - Share Strategies board. 18:17

Dividend declarations:Aug 2015


AUGUST 2015
Company (TIDM) 2015 2014 Change Type+ Declared Ex-div Paid AGM
(p) (p) (%)


Admiral (ADM) 25.10 23.70 5.9 I Aug19 Sep10 Oct09
Admiral (ADM) 25.90 25.70 0.8 S Aug19 Sep10 Oct09
AMEC Foster [more]

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Luniversal replied to the High Yield - HYP Practical board. 13:36

Re: Corporate news today

At end-Aug. the Week Ahead database-- equities of past, present or potential relevance to income investors-- contains 75 FTSE 100 members and 109 from below it which pay dividends regularly. The cutoff for inclusion is around half a billion market [more]

Tue Aug 25

NL

Boards Post

Luniversal replied to the Investing for Income board. 21:09

Re: Fears for Footsie dividends

Mercantile Investment Trust has a strict policy of investing in sub-Footsies. It is in the Basket of Seven on that account. Not so keen on JPMorgan Mid Cap, which is similar.

Further down the scale of market caps, Aberforth Smaller [more]

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Luniversal posted to the High Yield - HYP Practical board. 20:49

When things were rotten

HYP-ers may find solace or diversion in data concerning the share market's nastier spills. Here are all falls of more than 5% for the FT All-Share Index (FTAS) within calendar months: from HYP1's rollout in Nov. 2000 until the latest, Jun. 2013 [more]

NL

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Luniversal replied to the High Yield - HYP Practical board. 12:01

Re: BHP Billiton (BLT) - Full Year Results 30 Ju

Ah, the 'supercycle'. That explains everything-- or have I strayed into the Mystic Meg school of investment?

Some banks got through 2008-10 without turning a hair. Is there an inexorable wave coursing periodically through bankers' parlours, [more]

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Luniversal replied to the High Yield - HYP Practical board. 11:49

Re: 1 cut, 3 raises, 2 holds and a bid.

Remember the dollar/sterling bounce among oil-related declarers which account in USD.

Using $1.57:£1, Antofagasta is still down from 7.2p to 2.0p a share; but BHP Billiton's latest is up from 38p to 39.5p, and Petrofac's from 13.4p to [more]

NL

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Luniversal replied to the High Yield - HYP Practical board. 11:30

Re: BHP Billiton (BLT) - Full Year Results 30 Ju

Real growth in distributions was sustainable by the merged Broken Hill Proprietary and Billiton between 1997 and 2014. Dividends per share increased from 10.5c to 124c without a break.

That run is one of the Footsie's very best in this [more]

Mon Aug 24

NL

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Luniversal replied to the High Yield - HYP Practical board. 21:55

Re: P/E still high

Those who set store by PERs may care to know that the average for the All-Share over the past ten years has been about 13, bottoming at under 11 in 2008.

The index earnings multiple went up to 15 in 2013 and 2013 and has been nearing 17 in [more]

Sat Aug 22

NL

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Luniversal posted to the High Yield - Share Strategies board. 11:39

Monthly review, SuperHYP 122, Juicy One

Chinese economic alarms and Greek elections put the kibosh on British shares in the month to Aug. 21. During 20 sessions from Jul. 27 the FT All-Share Index fell by 5.5% to 3,400: the sharpest decline since Oct.

The month was a game of two [more]

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Recs to Posts Ratio (last 30 days) 26.40
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Most Frequent Board High Yield - HYP Practical
Very First Post Re: Dogs of the FTSE (20/08/2008)
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