My Dec 16 top up

[idpickering]

Good morning all,

Further my post last month regarding my top up of BT.A, the resultant thread of which can be seen here; viewtopic.php?f=15&t=773#p6975, for this month I have elected to top up my GSK holdings. This will be followed next month with a top up of AZN. These purchases will put pharmas at just over 10% of the HYP whole. I'm ok with that as thereafter I can forget about the pharmas and let them do their thing.

Regards,

Ian.

[idpickering]

Good morning all,

Further my post last month regarding my top up of BT.A, the resultant thread of which can be seen here; viewtopic.php?f=15&t=773#p6975, for this month I have elected to top up my GSK holdings. This will be followed next month with a top up of AZN. These purchases will put pharmas at just over 10% of the HYP whole. I'm ok with that as thereafter I can forget about the pharmas and let them do their thing.

Regards,

Ian.

Good afternoon all,

I hold my HYP(ISA) with Halifax, and can confirm that the top up of my GSK holdings happened at 1005hrs this morning. I bought at 1534p, at a forward yield according to digitallook of 5.4%. As of now pharmas represent 9.6% of the HYP whole. Happy with that, and back to sleep transaction wise until 22 Jan 2017.

Regards,

Ian.

[kempiejon]

Hey Ian,
I do like to see your monthly musings, so I'll share mine. Imperial brands for me earlier this month, I'm currently looking at a repeat with savings and accumulated dividends in the new year. Talking of dividends, December is a lean month for me as is January. That'll be enough IMB/BATS for a while as I'll be at an average level in tobacco, perhaps I'll direct money towards drinks with Greene King and Britvic looking as options, for now I think I have enough in Oil, Utilities, telecoms, financials, housebuilders/construction for amount invested and/or % income so perhaps I'll follow you with more Pharms. Still by February I might be looking elsewhere anyway.

[idpickering]

Hey Ian,
I do like to see your monthly musings, so I'll share mine. Imperial brands for me earlier this month, I'm currently looking at a repeat with savings and accumulated dividends in the new year. Talking of dividends, December is a lean month for me as is January. That'll be enough IMB/BATS for a while as I'll be at an average level in tobacco, perhaps I'll direct money towards drinks with Greene King and Britvic looking as options, for now I think I have enough in Oil, Utilities, telecoms, financials, housebuilders/construction for amount invested and/or % income so perhaps I'll follow you with more Pharms. Still by February I might be looking elsewhere anyway.

Hi kempiejon,

Thanks for coming back on this, and for sharing your 'musings'. I get you regarding divis and Dec. I get HSBA, ULVR, BP., RDSB, and IMB. January's not much better, as you say, with mine as follows;

03/01/2017-TATE
04/01/2017-SBRY
11/01/2017-NG.
11/01/2017-RMG
12/01/2017-GSK

I've enough tobacco shares. I have DGE in drinks and am still wondering (pickering) about Greene King. I'm pondering adding United Utilities too still. My planned top ups over the coming months include AZN in Jan, RIO in Feb, CLLN in Mar and CNA in Apr. We'll see nearer the time though as such futurising beyond that, or even to that, is pointless. It is nice to have a plan though.

Regards,

Ian.

[tjh290633]

Thanks for coming back on this, and for sharing your 'musings'. I get you regarding divis and Dec. I get HSBA, ULVR, BP., RDSB, and IMB. January's not much better, as you say, with mine as follows;

03/01/2017-TATE
04/01/2017-SBRY
11/01/2017-NG.
11/01/2017-RMG
12/01/2017-GSK

It shows how we differ, Ian. Mine in January are:

Code: Select all

03-Jan-17    Tate & Lyle plc   
13-Jan-17    Marks & Spencer plc
12-Jan-17    GlaxoSmithKline plc
11-Jan-17    National Grid plc 
30-Jan-17    Marstons plc       


December is not bad, either:

Code: Select all

02-Dec-16    William Hill plc   
07-Dec-16    Unilever plc       
16-Dec-16    BP plc             
16-Dec-16    Royal Dutch Shell B
19-Dec-16    Tesco plc         
31-Dec-16    Imperial Brands plc


Tesco is a nil dividend, of course.

TJH