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Arb HYP to June 30th

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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Charlottesquare
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Re: Arb HYP to June 30th

#324373

Postby Charlottesquare » July 7th, 2020, 3:22 pm

Arborbridge wrote:Half way through a rather too exciting a year, and time for a idea of what the damage is.

12 month rolling income:

in pence per unit        June 30 2019              June 30 2020        change
HYP 7.29 6.32 -13.3%
incITs 7.36 7.69 + 4.48%
incOEICs 7.44 7.19 - 3.3%


On that basis, ITs have served me rather well owing to their reserving capability, presumably, though the surprise is that the OEIC income hasn't dropped more.

12 month change in unit price:
price of income unit in pence June 30 2019            June 30 2020      change
HYP 126.72 115.56 -8.8%
incITs 170.19 144.35 -15.1%
OEIC 168.88 141.96 -15.9%




Arb.


Is there a more pronounced geographic spread regarding where the IncITs and OEICs are invested compared with the HYP?
Moderator Message:
Discussion of such ITs is not allowed on this board. They are allowed to be included for the sake of completeness in otherwise pure HYP presentations.

You can however discuss these on High Yield Shares & Strategies - General by quoting Arb's post there. Thank you. Chris

Arborbridge
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Re: Arb HYP to June 30th

#324501

Postby Arborbridge » July 8th, 2020, 7:38 am

Charlottesquare wrote:
Arborbridge wrote:Half way through a rather too exciting a year, and time for a idea of what the damage is.

12 month rolling income:

in pence per unit        June 30 2019              June 30 2020        change
HYP 7.29 6.32 -13.3%
incITs 7.36 7.69 + 4.48%
incOEICs 7.44 7.19 - 3.3%


On that basis, ITs have served me rather well owing to their reserving capability, presumably, though the surprise is that the OEIC income hasn't dropped more.

12 month change in unit price:
price of income unit in pence June 30 2019            June 30 2020      change
HYP 126.72 115.56 -8.8%
incITs 170.19 144.35 -15.1%
OEIC 168.88 141.96 -15.9%




Arb.


Is there a more pronounced geographic spread regarding where the IncITs and OEICs are invested compared with the HYP?
Moderator Message:
Discussion of such ITs is not allowed on this board. They are allowed to be included for the sake of completeness in otherwise pure HYP presentations.

You can however discuss these on High Yield Shares & Strategies - General by quoting Arb's post there. Thank you. Chris


As requested, I won't discuss it here, but the simple to the question is "YES". My main benchmark - a basket of income ITs - does contain some international input, - about 4 ITs (3 far east or asia, one Europe) from 16. I don't know the detailed breakdown - I've never checked.

From my POV, the comparison is purely personal to answer questions about my management of HYP compared with letting others do it for me. An on-going experiment which will continue until the answer is no longer relevant, I suspect :lol:

And just to reiterate Chris's warning: this is simply to answer Charlottesquare's question, NOT to stimulate discussion.

Arb.

Charlottesquare
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Re: Arb HYP to June 30th

#324545

Postby Charlottesquare » July 8th, 2020, 10:51 am

Arborbridge wrote:
Charlottesquare wrote:
Arborbridge wrote:Half way through a rather too exciting a year, and time for a idea of what the damage is.

12 month rolling income:

in pence per unit        June 30 2019              June 30 2020        change
HYP 7.29 6.32 -13.3%
incITs 7.36 7.69 + 4.48%
incOEICs 7.44 7.19 - 3.3%


On that basis, ITs have served me rather well owing to their reserving capability, presumably, though the surprise is that the OEIC income hasn't dropped more.

12 month change in unit price:
price of income unit in pence June 30 2019            June 30 2020      change
HYP 126.72 115.56 -8.8%
incITs 170.19 144.35 -15.1%
OEIC 168.88 141.96 -15.9%




Arb.


Is there a more pronounced geographic spread regarding where the IncITs and OEICs are invested compared with the HYP?
Moderator Message:
Discussion of such ITs is not allowed on this board. They are allowed to be included for the sake of completeness in otherwise pure HYP presentations.

You can however discuss these on High Yield Shares & Strategies - General by quoting Arb's post there. Thank you. Chris


As requested, I won't discuss it here, but the simple to the question is "YES". My main benchmark - a basket of income ITs - does contain some international input, - about 4 ITs (3 far east or asia, one Europe) from 16. I don't know the detailed breakdown - I've never checked.

From my POV, the comparison is purely personal to answer questions about my management of HYP compared with letting others do it for me. An on-going experiment which will continue until the answer is no longer relevant, I suspect :lol:

And just to reiterate Chris's warning: this is simply to answer Charlottesquare's question, NOT to stimulate discussion.

Arb.


Thanks for response, having been chastised I will not continue the discussion.

csearle
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Re: Arb HYP to June 30th

#324936

Postby csearle » July 9th, 2020, 7:03 pm

Moderator Message:
Please see this thread for discussion of Arb's general retirement provision. Thanks - Chris


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