I get that the title of my opening post is dated in the future, but this is a rough guide as to how my HYP will look then (ish).
My HYP was last put up here on 09 Jul 21 here; viewtopic.php?p=426324#p426324 since which I've made two buys of HICL. There was comment regarding me maybe top slicing my oil stocks, which I've done too. In that thread Malcolm MDW1954 mentioned that I could do with raising my exposure to REITs, and kindly mentioned some suggestions, some of them were a bit to small for my taste in terms of cap size, but one did stick out to me, that being LXI. So much so, that on 22 Sep 21 I will be adding them to my HYP. I get that they've risen in sp terms of late, and better yields are available elsewhere, but this is about diversification for me. So, on that date my HYP will look something like this, in capital value weighted terms;
Share Weight
Legal & General 5.7%
Admiral Group 5.4%
British American Tobacco 4.8%
BAE Systems 4.7%
National Grid 4.6%
Phoenix Group 4.6%
SSE 4.4%
GlaxoSmithKline 4.2%
IG Group 4.2%
The Renewables Infrastructure Group 3.8%
Tritax Big Box 3.5%
Vodafone 3.4%
Tate & Lyle 3.4%
Tesco 3.4%
Greencoat UK Wind 3.4%
BP. 3.3%
Shell (RDSB) 3.3%
United Utilities 3.3%
AstraZeneca 3.3%
Sainsbury 3.3%
Schroders (non-voting) 3.2%
BHP Group 3.2%
Rio Tinto 3.2%
Primary Health Properties 3.2%
Unilever 2.6%
LXI 2.2%
Diageo 2.0%
HICL 1.1%
Average 3.5%
The law of ish applies.
I do intend topping up my LXI and HICL holdings further.
Ian.