MunroMan

Robert Davies

MunroMan’s Activity

Tue Apr 15

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 16:31

Re: My Apr HYP(ISA) Top Up

My ongoing work on 'entropy' in dividend growth has brought home how fascinating the Morrison enigma is.

With respect Luni that is tosh. Companies are not beings with a mind of their own.

The dividend will be set by a dozen [more]

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 15:51

Re: My Apr HYP(ISA) Top Up

As you mentioned yesterday, this might be temporary due to the VOD affair.

I don't know of any OEICs that have gone XD with the VOD payment yet, just some ETFs it seems. When they do I think the yields could be [more]

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 13:05

Re: My Apr HYP(ISA) Top Up

but if you want lots of companies and low hassle, a low cost FTSE 100 tracker, which even now yields about 3.5% is worth considering. There are indexes that pay a higher yield too.

The market has moved on. 4% is the new totally hassle [more]

NL

Boards Post

MunroMan replied to the High Yield - Share Strategies board. 13:01

Re: Tracker v. DIY, 2006-13: capital

Luni,

You say this

That is to speak of income, which is all I want in retiral.

And then critise funds for not delivering on Total Return and lagging benchmarks. Both of which I thought you didn't like.

Can [more]

Mon Apr 14

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 22:58

Re: How to measure a fund

To me, the cheapest fund is the one with the lowest annual expense ratio, and not the one that crams its portfolio full of insurance shares, highly-geared utilities and speculative recovery shares with uncovered but high historic [more]

NL

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MunroMan posted to the Investment Trusts & Unit Trusts board. 16:51

How to measure a fund

Buying something, whether it’s a car a carpet or a company, is a tricky process. It involves quantifying the asset being purchased, such as number of seats, size or profits, and then forming a judgement on the value of those properties. It may [more]

NL

Boards Post

MunroMan posted to the Banking Sector board. 16:36

Lloyds Board

This measure accounts for 30% of the Long Term Incentive Plan for lloyds.

Absolute TSR Growth in share price including dividends over 3 year period
Threshold: 8% pa
Maximum: 16% pa


How much influence does the Board [more]

NL

Boards Post

MunroMan replied to the Exchange Traded Funds (ETFs) board. 11:26

Re: UKDV etf

Maybe the increase is due to VOD - quite likely - so I'll wait to see the whole year out-turn before reaching for the champagne:)

It is going to be a major effect this year.

One reason why the reported yield on the FTSE 100 [more]

NL

Boards Post

MunroMan replied to the Exchange Traded Funds (ETFs) board. 11:23

Re: UKDV etf

I started using cash as my HYP marker because at the time if I didn't HYP the funds I'd have spent them or let them languish in the building society.
The building society returns are an easy win.


That is cheating because it is a [more]

NL

Boards Post

MunroMan replied to the Exchange Traded Funds (ETFs) board. 10:16

Re: UKDV etf

.I notice it is 67% increased from the same quarter in 2013.

Is that becaue of VOD?

I have only a minor holding of UKDV to act as a marker for my HYP, in particular.

Good choice. First rule of fund management [more]

Sat Apr 12

NL

Boards Post

MunroMan replied to the High Yield - Share Strategies board. 16:55

Re: Tracker v. DIY, 2006-13: capital

iShares UK Dividend ETF (IUKD), which tracks the FTSE UK Dividend+ Index (weights by forecast yield)

SPDR S&P UK Dividend Aristocrats ETF (UKDV), which tracks the S&P UK High Yield Dividend Aristocrats Index (weights by
[more]

NL

Boards Post

MunroMan replied to the High Yield - Share Strategies board. 10:29

Re: Tracker v. DIY, 2006-13: capital

I have never seen them mention this point and to a certain point surely if they don't buy everything then they are not trackers

The shorthand is that trackers = index = passive with the assumption that a tracker fund will follow an [more]

NL

Boards Post

MunroMan replied to the High Yield - Share Strategies board. 10:13

Re: Tracker v. DIY, 2006-13: capital

The other advantage with not having a tracker is that we are not forced to buy into some the ridiculous floatations/companies the great and the good at the ftse come up with. BUMI, anything Russian, oil explorers. If you have a ftse tracker you [more]

Fri Apr 11

NL

Boards Post

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

Re: Tracker v. DIY, 2006-13: income

Looking at 5 year returns, http://markets.ft.com/research/Markets/Overview shows that the current value of the total return version of that index is 5436.83, whereas 5 years ago [more]

NL

Boards Post

MunroMan replied to the Investment Strategies board. 11:48

Re: Minimum investment for HYP

guess that they are basing their comment on the typical performance over the last 120 years or so.

Sorry, that was just my interpretation of its data.

Rob

NL

Boards Post

MunroMan replied to the High Yield - Share Strategies board. 11:16

Re: Tracker v. DIY, 2006-13: income

Accy,

Yes. But few complain that Berkshire Hathaway has lagged the index ever since the governments of the US and the UK started printing money in vast quantaties. Cheap money has favoured a growth bias over a value bias.

That is [more]

NL

Boards Post

MunroMan replied to the High Yield - Share Strategies board. 10:59

Re: Tracker v. DIY, 2006-13: income

For the individual share holder, the payment received from your holding is what matters, not what the totality of every T, D and Harry gets.

One is a small company massively exposed to one commodity that is under huge threat from the [more]

NL

Boards Post

MunroMan replied to the High Yield - Share Strategies board. 09:45

Re: Tracker v. DIY, 2006-13: income

and biggest is not necessarily best when it comes to income.

Shell B forecast payment: £2,872 million
Tate & Lyle forecast payment £129m million

You choose.

Rob

NL

Boards Post

MunroMan replied to the High Yield - Share Strategies board. 09:44

Re: Tracker v. DIY, 2006-13: income

and biggest is not necessarily best when it comes to income.

Shell A forecast payment: £4,551 million
Tate & Lyle forecast payment £129m million

You choose.

NL

Boards Post

MunroMan replied to the Investment Strategies board. 09:03

Re: Minimum investment for HYP

My experience was that it took about 10 years to be sure that there was clear water between my portfolio and the market,

That makes sense.

The Barclays Equity Gilt Study suggests that the first 17 years of a dividend biased [more]

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Big gold star, 5000 posts
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Very First Post Re: Bridge - Daily Fool 28 Apr (28/04/1999)
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