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BBOX

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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Arborbridge
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BBOX

#279197

Postby Arborbridge » January 22nd, 2020, 2:11 pm

Today, I added a dose of Tritax Big Box to my HYP. The forecast yield is 5%-ish so just scrapes in to my criterion for yield. Yield given on HL is 4.74% historic.

Hopefully this will tap into the safer end of property, pairing with my British Land holding and into internet shopping. Let's hope it isn't a nine month wonder!

I bought about 0.7 of a "unit" which used most of the available cash in that particular account, and after this purchase it lies 13th in the topup rankings. SLA lies top of the eligible rankings at the moment and will probably receive something next month. The HYP now has 36 shares.

NB SLA is in a different broker account from BBOX, and this does have some spare cash.

Pleased to be joining MDW in holding this share.

Arb.

idpickering
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Re: BBOX

#279225

Postby idpickering » January 22nd, 2020, 4:44 pm

Arborbridge wrote:Today, I added a dose of Tritax Big Box to my HYP. The forecast yield is 5%-ish so just scrapes in to my criterion for yield. Yield given on HL is 4.74% historic.

The HYP now has 36 shares.

Arb.


Good luck with your purchase Arb. I'm at 29 holdings and don't feel the urge to further expand my HYP by buying even more shares. I'm keen to not become a self inflicted victim of diworsification.

imho you don't have to have a finger in every pie just for the sake of it. But each to their own.

Ian.

Arborbridge
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Re: BBOX

#279230

Postby Arborbridge » January 22nd, 2020, 5:00 pm

idpickering wrote:
Arborbridge wrote:Today, I added a dose of Tritax Big Box to my HYP. The forecast yield is 5%-ish so just scrapes in to my criterion for yield. Yield given on HL is 4.74% historic.

The HYP now has 36 shares.

Arb.


Good luck with your purchase Arb. I'm at 29 holdings and don't feel the urge to further expand my HYP by buying even more shares. I'm keen to not become a self inflicted victim of diworsification.

imho you don't have to have a finger in every pie just for the sake of it. But each to their own.

Ian.


Well, that's true, but whether this is diworsification I'll let you know in five years. I'm hoping it will make a good partner with BLND in my property sector and in a way which avoids traditional retail. I remember you were once rather cynical about my choice of IGG, but then you joined the party rather late. ;)

Arb.

monabri
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Re: BBOX

#279237

Postby monabri » January 22nd, 2020, 5:14 pm

Arb,

I wonder if the fcast yield is based on an uplift of 2.22% (Quarterly dividend of 1.7125p versus last financial years quarterly dividend of 1.675p)?

https://www.dividenddata.co.uk/ex-divid ... hTerm=bbox

I'm curious as to your source of forecast divi. (as I would like to check out some others).

monabri.

idpickering
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Re: BBOX

#279239

Postby idpickering » January 22nd, 2020, 5:20 pm

Arborbridge wrote:
Well, that's true, but whether this is diworsification I'll let you know in five years. I'm hoping it will make a good partner with BLND in my property sector and in a way which avoids traditional retail. I remember you were once rather cynical about my choice of IGG, but then you joined the party rather late. ;)

Arb.


As I said, good luck with your purchase, I hope it works out for you. A few months ago I toyed with expanding my Reit coverage, even looking at BBOX. I went for LAND instead in the end, favouring it’s size.

As for IG Group, it was Stephen Bland who suggested buying them.

Ian.

MDW1954
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Re: BBOX

#279242

Postby MDW1954 » January 22nd, 2020, 5:41 pm

Arborbridge wrote:Pleased to be joining MDW in holding this share.

Arb.


MDW also holds ESP, PHP, LXI, and WHR among a clutch of other higher-yielding REITs.

MDW1954

Arborbridge
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Re: BBOX

#279244

Postby Arborbridge » January 22nd, 2020, 5:53 pm

MDW1954 wrote:
Arborbridge wrote:Pleased to be joining MDW in holding this share.

Arb.


MDW also holds ESP, PHP, LXI, and WHR among a clutch of other higher-yielding REITs.

MDW1954


I'm not going that far in joining you! :lol:

Arborbridge
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Re: BBOX

#279318

Postby Arborbridge » January 23rd, 2020, 8:47 am

idpickering wrote:As for IG Group, it was Stephen Bland who suggested buying them.

Ian.


Apologies Ian, and forget my previous remark.
In fact, my memory was at fault because it wasn't IGG but Man Group which you occasionally joshed me about. That hasn't done so badly, BTW, with a TR of 10.36% since purchase - with rather lumpy divs.

Arb.

idpickering
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Re: BBOX

#279322

Postby idpickering » January 23rd, 2020, 9:03 am

Arborbridge wrote:
idpickering wrote:As for IG Group, it was Stephen Bland who suggested buying them.

Ian.


Apologies Ian, and forget my previous remark.
In fact, my memory was at fault because it wasn't IGG but Man Group which you occasionally joshed me about. That hasn't done so badly, BTW, with a TR of 10.36% since purchase - with rather lumpy divs.

Arb.


Morning Arb, no need to apologise, but thanks nonetheless. For me this month I’m topping up my BP. holdings on 27 Jan 20. Buy when others are fearful and all that. :D For next month I’m Pickering over an IMB top up.

Ian.

mattman74
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Re: BBOX

#279684

Postby mattman74 » January 24th, 2020, 1:01 pm

My wife & I hold a small position
It is about 2% of our combined portfolios & gives us about 2% of our income.

I’ve ended up pretty overweight on REITs at the moment so I have no intention of adding

Matt

MDW1954
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Re: BBOX

#279907

Postby MDW1954 » January 25th, 2020, 3:10 pm

mattman74 wrote:I’ve ended up pretty overweight on REITs at the moment so I have no intention of adding

Matt


There have been some wonderful bargains over the past three years, so I'm fairly overweight, too. That said, I bought into CREI a few weeks ago. So I'm still buying, just not as much.

MDW1954


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