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Is that it?

For discussion of the practicalities of setting up and operating income-portfolios which follow the HYP Group Guidelines. READ Guidelines before posting
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tjh290633
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Re: Is that it?

#3229

Postby tjh290633 » November 10th, 2016, 11:56 am

As reported in my thread on this board, I trimmed back RIO and then realised that BA. had risen strongly this morning, so I had a second lot of trades to make. As a result my weightings are now much more concentrated:

Code: Select all

Value                           
Rank    EPIC   Weight   % Median
    1   NG.     3.37%     120.5%
    2   AZN     3.27%     116.8%
    3   RIO     3.25%     116.1%
    4   AV.     3.21%     114.8%
    5   CPG     3.20%     114.5%
    6   IMI     3.16%     113.0%
    7   ADM     3.14%     112.4%
    8   BA.     3.12%     111.4%
    9   BP.     3.04%     108.7%
   10   SSE     3.02%     107.9%
   11   VOD     3.00%     107.2%
   12   GSK     3.00%     107.1%
   13   RDSB    2.95%     105.4%
   14   MARS    2.90%     103.8%
   15   RB.     2.87%     102.5%
   16   UU.     2.85%     101.8%
   17   TW.     2.82%     100.9%
   18   BLND    2.80%     100.1%
   19   BATS    2.80%     100.0%
   20   KGF     2.72%      97.4%
   21   LGEN    2.72%      97.3%
   22   SMDS    2.71%      96.9%
   23   IMB     2.70%      96.7%
   24   TATE    2.69%      96.1%
   25   PSON    2.65%      94.7%
   26   SGRO    2.60%      93.0%
   27   DGE     2.58%      92.3%
   28   BT.A    2.56%      91.5%
   29   CLLN    2.53%      90.3%
   30   MKS     2.51%      89.9%
   31   ULVR    2.41%      86.2%
   32   WMH     2.39%      85.6%
   33   LLOY    2.24%      80.1%
   34   BLT     2.21%      79.1%
   35   TSCO    1.60%      57.0%
   36   S32     1.26%      45.0%
   37   INDV    1.16%      41.5%


In terms of percent of the median holding value, they now range between 120% and 80%, ignoring the three at the bottom.

I don't see any sudden rises leading to more trimming in the near future.

TJH

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Re: Is that it?

#3264

Postby Charlottesquare » November 10th, 2016, 1:03 pm

Lootman wrote:
idpickering wrote:Perhaps of more concern on a Global perspective is the 5.3% rise in the SP of BAE Systems. Sure hints at Trump's likely mindset


A little odd to me because Clinton was perceived as the more likely to get the US involved in war. For instance she advocates for a no-fly zone in Syria, placing the US in direct conflict with Putin. Trump has opposed the US getting involved in military excursions overseas and has said that he would not have invaded Iraq.

So there's another way to look at it longer term. Coal shares are doing well at the US open because Trump believes that climate change is a hoax and wants to disband the EPA. And drugs shares are off to the races.

Interesting times.


Well, it may be that countries in Europe will need to start stumping up more of their GDP for their military given Trump intends (or says he intends) other NATO members pay their way rather than get what he and a fair chunk of Americans see as a free lunch. I suspect USA military action would more benefit American defence contractors.

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Re: Is that it?

#3304

Postby Wizard » November 10th, 2016, 2:35 pm

May be out of date, but I thought in the past BAe bought into businesses that were US and suppliers to US military. So maybe would get both direct (US spending) and indirect (Non-US NATO spending) benefit of Trump?

Terry.

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Re: Is that it?

#3306

Postby Wizard » November 10th, 2016, 2:37 pm

Wizard wrote:May be out of date, but I thought in the past BAe bought into businesses that were US and suppliers to US military. So maybe would get both direct (US spending) and indirect (Non-US NATO spending) benefit of Trump?

Terry.


Yup, they call it BAe Systems, Inc.

"Special Security Agreement
BAE Systems, Inc. is a Delaware corporation that has mitigated our foreign ownership through a Special Security Agreement between the U.S. Government, BAE Systems, Inc. and BAE Systems plc. That agreement calls for the appointment of outside directors who, in conjunction with other U.S. based board members, comprise a Government Security Committee. The Government Security Committee has the responsibility for overseeing the company’s compliance with U.S. Government Security and Export regulations, and meets regularly with U.S. Government oversight agencies to provide feedback on that compliance. Our long history of successful compliance with the SSA allows BAE Systems to supply products and services to the Department of Defense, Intelligence Community and Homeland Security on some of the Nations most sensitive programs."

idpickering
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Re: Is that it?

#3309

Postby idpickering » November 10th, 2016, 2:42 pm

TJH,

How did you do your tabulation in your post please?

Ian

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Re: Is that it?

#3326

Postby nk104 » November 10th, 2016, 3:39 pm

For those hoping for some HYP bargains after a Trump win, there isn't much to get excited about.


There is now - most of the defensive stalwarts are getting mashed on a bout of optimism elsewhere. Worst thing is I bought more IMB and NG yesterday!

Still, hopefully won't matter in 30 years time.

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Re: Is that it?

#3345

Postby kiloran » November 10th, 2016, 4:19 pm

idpickering wrote:TJH,

How did you do your tabulation in your post please?

Ian

There are several methods, Ian, but you could try these:
http://lemonfoolfinancialsoftware.weebly.com/tableformat.html
http://lemonfoolfinancialsoftware.weebly.com/export-excel-data-to-tmf.html

Or just type into Notepad (use spaces, not tabs, and copy paste between code tags

--kiloran

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Re: Is that it?

#3384

Postby 77ss » November 10th, 2016, 5:30 pm

idpickering wrote:
77ss wrote:
Proceeds moved from a 3.7% yield into SSE (5.9%) and VOD (5.4%). OTBE, the extra dividends will more than cover costs in 6 months. After which....


As is sods law, you missed out on the further 5.6% rise in BA. SP as of now. But it's about the income of course. ;)

I'm not selling anything and haven't since Feb this year.

Regards,
cheerfuly
Ian.


Yep! I cheerfully admit that I didn't manage to time the market and that I applied strategic ignorance :-)!

Mais je ne regrette rien.

I still have a full holding in BA.
I made a tidy profit on the extra slice I sold (which came from an earlier top-slice of IMB - down by 14% since).
I shall get an extra 2% income on the capital that I moved, which as you point out is the main point .

More seriously, the current market gyrations (post Brexit vote and US election) have thrown up a number of opportunities - buying and selling.

We will have different attitudes to tinkering - partly because we are are different stages in our investing lives.

I made several top-ups post-Brexit and have now made two top-slices post US election - both of which I was considering at some stage anyway - I have just done them earlier than I was expecting. The second, done today, was Tullett Prebon.

'Run your winners' or 'nobody ever went broke taking a profit'. Take your pick!

tjh290633
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Re: Is that it?

#3426

Postby tjh290633 » November 10th, 2016, 6:53 pm

idpickering wrote:TJH,

How did you do your tabulation in your post please?

Ian

I used the method Kiloran suggested, using http://lemonfoolfinancialsoftware.weebl ... ormat.html but I use 3 spaces as the separator, rather than " | ".

It is a lot easier than my old method of copying into NotePad and replacing tabs with spaces, then adjusting the alignment.

By the way, today's market gyrations have changed my list above considerably. Here is the current version:

Code: Select all

Value                           
Rank    EPIC   Weight   % Median
    1   RIO     3.25%     116.9%
    2   AV.     3.25%     116.7%
    3   IMI     3.24%     116.5%
    4   NG.     3.22%     115.7%
    5   AZN     3.20%     115.0%
    6   ADM     3.18%     114.5%
    7   CPG     3.11%     111.9%
    8   BA.     3.09%     111.1%
    9   BP.     3.03%     108.9%
   10   GSK     3.00%     107.8%
   11   SSE     3.00%     107.7%
   12   MARS    2.97%     106.7%
   13   RDSB    2.96%     106.5%
   14   VOD     2.93%     105.2%
   15   LGEN    2.91%     104.5%
   16   TATE    2.84%     102.0%
   17   RB.     2.83%     101.9%
   18   TW.     2.81%     101.2%
   19   SMDS    2.78%     100.0%
   20   KGF     2.77%      99.8%
   21   UU.     2.76%      99.1%
   22   PSON    2.71%      97.5%
   23   BLND    2.71%      97.5%
   24   BATS    2.70%      97.2%
   25   CLLN    2.63%      94.6%
   26   SGRO    2.62%      94.2%
   27   IMB     2.58%      92.9%
   28   DGE     2.53%      91.0%
   29   BT.A    2.51%      90.2%
   30   MKS     2.48%      89.3%
   31   LLOY    2.36%      85.0%
   32   WMH     2.36%      84.8%
   33   ULVR    2.36%      84.7%
   34   BLT     2.24%      80.5%
   35   TSCO    1.62%      58.3%
   36   S32     1.31%      47.0%
   37   INDV    1.16%      41.7%

As you can see, RIO is still at the top, but at a much lower proportion of the median value. Ironically, AV. is now in second place. I think that we can expect more volatility in the days to come.

TJH

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Re: Is that it?

#3646

Postby Arborbridge » November 11th, 2016, 10:21 am

So far, I haven't been able to make that tool work. I'm obviously doing something wrong, but I just end up with an output with loads of white space between the columns. I've tried saving a table in several formats from Excel.

As far as I can see, you still end up having to play around with formatting in Notepad.

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Re: Is that it?

#3661

Postby idpickering » November 11th, 2016, 10:54 am

tjh290633 wrote:
idpickering wrote:TJH,

How did you do your tabulation in your post please?

Ian

I used the method Kiloran suggested, using http://lemonfoolfinancialsoftware.weebl ... ormat.html but I use 3 spaces as the separator, rather than " | ".

It is a lot easier than my old method of copying into NotePad and replacing tabs with spaces, then adjusting the alignment.

By the way, today's market gyrations have changed my list above considerably. Here is the current version:

TJH



Thank you Terry for taking the time to guide me on this. And you other guys too.

Regards,

Ian.

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Re: Is that it?

#3684

Postby Arborbridge » November 11th, 2016, 11:36 am

Ian,

I've just posted a table on my Today's Top up thread. I found the macro at http://lemonfoolfinancialsoftware.weebly.com/export-excel-data-to-tmf.html worked better for me.

Might be worth bearing in mind as an alternative for anyone who is having difficulty.
Arb.

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Re: Is that it?

#3715

Postby idpickering » November 11th, 2016, 12:59 pm

Arborbridge wrote:Ian,

I've just posted a table on my Today's Top up thread. I found the macro at http://lemonfoolfinancialsoftware.weebly.com/export-excel-data-to-tmf.html worked better for me.

Might be worth bearing in mind as an alternative for anyone who is having difficulty.
Arb.



Thanks a lot Arb. Nice crown by the way. :)

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Re: Is that it?

#3776

Postby Arborbridge » November 11th, 2016, 2:41 pm

Nice crown by the way.


Thanks Ian..
That was a surprise to me 8-)

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Re: Is that it?

#3788

Postby Wizard » November 11th, 2016, 2:50 pm

Arborbridge wrote:
Nice crown by the way.


Thanks Ian..
That was a surprise to me 8-)


I suspect the hurdle number of posts may go up soon, lol. But maybe those who have one already will keep it, like the elite group of green named members :lol:

Terry.


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