Search found 49 matches

by MDW1954
January 14th, 2017, 4:51 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Do you ever sell HYP low yielders?
Replies: 60
Views: 1827

Re: Do you ever sell HYP low yielders?

No it wasn't intended as a joke, I'm really quite confused. And I didn't help matters by quoting your own words back to you (about various approaches being permitted) and the quote system making it look as though I had written it, not you. Blame itsallaguess for that! :D (Although I'm sure I'll get...
by MDW1954
January 11th, 2017, 9:36 pm
Forum: Other Investing
Topic: THE BORING INVESTMENT GREEN ROOM
Replies: 33
Views: 2466

Re: THE BORING INVESTMENT GREEN ROOM

More years ago than I care to remember, I toured Nichol's facilities as an "important visitor", having reasonably high-level discussions with the management team. I was hugely impressed, but the shares were expensive. But not as expensive as they have subsequently become! There's a moral t...
by MDW1954
January 11th, 2017, 6:03 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Arb's HYP 10th year
Replies: 39
Views: 1331

Re: Arb's HYP 10th year

To quote text from a post and automatically quote the whole post with the [q u o t e="MDW1954"] at the start click the [ http://www.lemonfool.co.uk/styles/prosilver/theme/images/quote.gif ] 'Reply with quote' button above the post you want to quote. You can edit it down to just the bit yo...
by MDW1954
January 11th, 2017, 12:03 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Arb's HYP 10th year
Replies: 39
Views: 1331

Re: Arb's HYP 10th year

As an aside MDW1954, I've noticed on a few occasions now that when replying to a post using the message-board 'quote' system you have a habit of removing the [ quote="poster_you're_quoting"] text [/ quote] I don't have a habit of removing anything. I accept that that the quoted text above...
by MDW1954
January 10th, 2017, 10:20 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Do you ever sell HYP low yielders?
Replies: 60
Views: 1827

Re: Do you ever sell HYP low yielders?

Ah, so various approaches are permitted?

If you look at the the new board descriptors (which have been in place a couple of days now) you will see that the focus is perhaps a little more inclusive than at TMF, on both the "Strategies" and "Practical" boards.

MDW1954
by MDW1954
January 9th, 2017, 10:05 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Arb's HYP 10th year
Replies: 39
Views: 1331

Re: Arb's HYP 10th year

I continue to owe a huge debt of gratitude to ANC1, for pointing me down such an interesting path. I hope you find some of the above VBA code just as interesting MDW1954. Now, this reply is going to be off-topic, but I hope my fellow moderators will be indulgent. :D One of the first things I did wh...
by MDW1954
January 9th, 2017, 1:20 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Arb's HYP 10th year
Replies: 39
Views: 1331

Re: Arb's HYP 10th year

Grimer,

I use this spreadsheet tool to download the share price data:

http://investexcel.net/multiple-stock-q ... for-excel/


That's a really interesting looking link, and VBA tool. Thanks for posting it!

MDW1954
by MDW1954
January 6th, 2017, 3:32 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: SDN’s HYP Report – Jan 2016
Replies: 25
Views: 724

Re: SDN’s HYP Report – Jan 2016

It's a rear-view metric, when mostly I'm interested in forward-looking metrics to help me make decisions regarding my HYP, and this one can't help with that.


Absolutely. Return on capital, however one phrases it, can't help with forward-looking capital allocation decisions.

MDW1954
by MDW1954
January 6th, 2017, 2:40 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: SDN’s HYP Report – Jan 2016
Replies: 25
Views: 724

Re: SDN’s HYP Report – Jan 2016

I'll profess to still not fully understanding the usefulness of the metric to you, even in situations where an 'opportunity-cost decision' might not be being made, but it's clear that you see it as a useful tool in some situations. Let me phrase it differently, then, in the hope of being clearer. I...
by MDW1954
January 6th, 2017, 1:43 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: SDN’s HYP Report – Jan 2016
Replies: 25
Views: 724

Re: SDN’s HYP Report – Jan 2016

If there is a good reason that you use 'yield on bought cost' as a metric at all, then could you please explain what it offers you? For my overall HYP, I calculate yield on total new money invested , yield on bought cost , and yield on current prices (the latter being the TTM historic yield, not fo...
by MDW1954
January 5th, 2017, 3:03 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: SDN’s HYP Report – Jan 2016
Replies: 25
Views: 724

Re: SDN’s HYP Report – Jan 2016

Ah! Income. All is clear. And thank you for the mocked-up example. That said, in my own 32-share HYP, I have three shares contributing over 10% of the income (and one, a mildly disturbing 16%). They were all bought opportunistically when prices were depressed, and yields high. I believe that the For...
by MDW1954
January 5th, 2017, 10:31 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: SDN’s HYP Report – Jan 2016
Replies: 25
Views: 724

Re: SDN’s HYP Report – Jan 2016

My test is for the dividend being greater than twice the median. In my mind that is closely linked to the weight being being greater than twice the median. In either case (weight or dividend) being high I'd want to consider trimming. When both are over median the case for trim would be even stronge...
by MDW1954
January 4th, 2017, 10:31 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: A good HYP return
Replies: 67
Views: 2670

Re: A good HYP return

I do think this sort of data is solid gold. Thanks for posting.


I agree! Any more data points from anyone?

MDW1954
by MDW1954
January 3rd, 2017, 10:29 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: A good HYP return
Replies: 67
Views: 2670

Re: A good HYP return

A quick note on moderation and board structure, etc. In mid-December I proposed to fellow moderators a series of board "descriptions" (the text that appears in the high-level listing of, say, Investors' Roundtable") and some tweaks re: structure, eg, Investing for Income as its own bo...
by MDW1954
January 3rd, 2017, 10:46 am
Forum: High Yield Share Strategies - General
Topic: Valuemargin's work on TMF
Replies: 5
Views: 614

Re: Valuemargin's work on TMF

I would add that I have many of his posts as PDFs.

MDW1954
by MDW1954
January 2nd, 2017, 1:39 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Bree's HYPish Portfolio - Christmas Review 2016
Replies: 78
Views: 3483

Re: Bree's HYPish Portfolio - Christmas Review 2016

So I'm the other way around. I'll track my income and capital quite methodically now, with a view to using that information to best plan my future. Don't get me wrong: my end-of-year spreadsheet (which has several tabs) is quite detailed. It records new money added, money invested, income earned, e...
by MDW1954
January 2nd, 2017, 11:16 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Bree's HYPish Portfolio - Christmas Review 2016
Replies: 78
Views: 3483

Re: Bree's HYPish Portfolio - Christmas Review 2016

I've read all this with interest. I don't unitise, as I've never quite seen what it would give me -- in other words, as Dod asks, what would I do with the information? I've been tempted, yes, because I like numbers and spreadsheets and calculations. But it's always come back to that central objectio...
by MDW1954
December 31st, 2016, 12:34 pm
Forum: Investment and Unit Trusts
Topic: My IT Portfolio Performance 2016
Replies: 5
Views: 775

Re: My IT Portfolio Performance 2016

OK -- thank you. I think I understand. And I guess that the important thing is the income in £, anyway.

MDW1954
by MDW1954
December 31st, 2016, 11:07 am
Forum: Investment and Unit Trusts
Topic: My IT Portfolio Performance 2016
Replies: 5
Views: 775

Re: My IT Portfolio Performance 2016

At the end of 2016 each unit was worth £6.0737 (£5.5653 end 2015) and the income per unit was 21.42p (18.42p end 2015). A 16% increase in income-per-unit over the year? Am I reading that correctly? I don't unitise my holdings myself, but I have to say I'm surprised by that figure. We hold many of t...
by MDW1954
December 30th, 2016, 1:14 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: New Dividend History Data
Replies: 11
Views: 687

Re: New Dividend History Data

I have a static IP address, so have become twitchy about this sort of blocking (not to mention other privacy-related issues). A useful way of sidestepping the problem is to use a VPN. While my son says that the free service offered here is OK,I've recently taken out a paid-for subscription: http://w...

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