Donate to Remove ads

Got a credit card? use our Credit Card & Finance Calculators

Thanks to johnstevens77,Bhoddhisatva,scotia,Anonymous,Cornytiv34, for Donating to support the site

Dividend return

For discussion of the practicalities of setting up and operating income-portfolios which follow the HYP Group Guidelines. READ Guidelines before posting
Forum rules
Tight HYP discussions only please - OT please discuss in strategies
Bouleversee
Lemon Quarter
Posts: 4652
Joined: November 8th, 2016, 5:01 pm
Has thanked: 1195 times
Been thanked: 902 times

Re: Dividend return

#399886

Postby Bouleversee » March 28th, 2021, 7:11 pm

monabri wrote:TW could have been bought for just under 14p in 2008 ( Oct)....currently 180p.

The 2019 dividend alone would have covered the shareprice!


Timing is everything. I bought mine on 13.8.15 @ 201p plus costs so you will understand my lack of enthusiasm. Plus I didn't like the business of the leases and selling them off to sharks, though maybe they all did that. I believe the govt. is putting a stop to that.

tjh290633
Lemon Half
Posts: 8207
Joined: November 4th, 2016, 11:20 am
Has thanked: 913 times
Been thanked: 4096 times

Re: Dividend return

#399930

Postby tjh290633 » March 28th, 2021, 10:41 pm

monabri wrote:TW could have been bought for just under 14p in 2008 ( Oct)....currently 180p.

The 2019 dividend alone would have covered the shareprice!

Back in 2009, TW. had an Open Offer at 25p. I sold most of my holding at 35p, and used it to take up the open offer.I ended up with about 27% more shares than I originally held. My cost per share is now 80p, having been 316p when Wimpey merged with Taylor Woodrow.

TJH

Arborbridge
The full Lemon
Posts: 10366
Joined: November 4th, 2016, 9:33 am
Has thanked: 3599 times
Been thanked: 5226 times

Re: Dividend return

#399963

Postby Arborbridge » March 29th, 2021, 7:40 am

Bena48 wrote: My yield for the portfolio roughly 14 months ago was 5.5% and has declined to 4.95% now. Perhaps asking for peoples overall improvement/decline in dividend yield would have a better question?


In my view the important factor is income not yield, for man cannot live on yield alone ;)

88V8
Lemon Half
Posts: 5766
Joined: November 4th, 2016, 11:22 am
Has thanked: 4096 times
Been thanked: 2558 times

Re: Dividend return

#399988

Postby 88V8 » March 29th, 2021, 9:36 am

Arborbridge wrote:
Bena48 wrote: My yield for the portfolio roughly 14 months ago was 5.5% and has declined to 4.95% now. Perhaps asking for peoples overall improvement/decline in dividend yield would have a better question?

In my view the important factor is income not yield, for man cannot live on yield alone ;)

Haha, indeed.
But yield is a useful measurement of return on capital.

V8

seagles
Lemon Slice
Posts: 490
Joined: August 19th, 2017, 8:37 am
Has thanked: 153 times
Been thanked: 235 times

Re: Dividend return

#400840

Postby seagles » April 1st, 2021, 1:17 pm

Bena48 wrote:My dividends for my HYP were down 35% during the last financial year.
Curious as to how others fared.


Got my last dividend in for financial year 20/21. My actual income is down 52%. Divi per unit is down 38%. Fortunately my other holdings improved. Will be posting "years" review on Portfolio Review & Management forum at some point.

Arborbridge
The full Lemon
Posts: 10366
Joined: November 4th, 2016, 9:33 am
Has thanked: 3599 times
Been thanked: 5226 times

Re: Dividend return

#400914

Postby Arborbridge » April 1st, 2021, 5:38 pm

HYP income for the year to 31st March is down 21.8% in actual £ and in pence per unit, down 22.2%.

However, first quarter income is up 12% YOY so that gives some hope.
Incidentally, my first quarter actual income is 24% higher than I forecast, which tells me the analysts and myself were too pessimistic!

en passant IT basket income for the year is up 4.7% in pence per unit.

Arb.

Arborbridge
The full Lemon
Posts: 10366
Joined: November 4th, 2016, 9:33 am
Has thanked: 3599 times
Been thanked: 5226 times

Re: Dividend return

#402209

Postby Arborbridge » April 7th, 2021, 9:45 am

I've just checked my actual investment cash receipts for Q1 2021, and compared them with Q1 2019 and the total from my three investment streams is up by 20%.
This is actual £, not pence per unit, so in terms of what I have to live off, that looks a happy situation.
Actual £'s have increased due to re-investment, whereas pence per unit show one whether one is producing the same "bang for the buck" invested. (I know you know that, but mention it for any new people around here).

If we continue in this vein, we can tentatively conclude that the Covid crisis will not be so bad as the 2007-8 'do'.


Arb.

Dod101
The full Lemon
Posts: 16629
Joined: October 10th, 2017, 11:33 am
Has thanked: 4343 times
Been thanked: 7534 times

Re: Dividend return

#402219

Postby Dod101 » April 7th, 2021, 10:15 am

That sounds like a good result Arb. I am actually down by around 5% in cash terms for the first quarter, thanks entirely to Shell and Imperial savagely cutting their dividends from last year to this. The first quarter 2020 was in retrospect the last of the golden quarters.

I think I will more than recover that shortfall as the year progresses because for instance yesterday Gleeson reinstated its dividend so even although it is modest, compared to last year that is a net gain and the same will happen when HSBC pays on 29 April. I have made no reinvestment of dividends to affect the result.

Dod

Arborbridge
The full Lemon
Posts: 10366
Joined: November 4th, 2016, 9:33 am
Has thanked: 3599 times
Been thanked: 5226 times

Re: Dividend return

#402243

Postby Arborbridge » April 7th, 2021, 11:13 am

Arborbridge wrote:I've just checked my actual investment cash receipts for Q1 2021, and compared them with Q1 2019 and the total from my three investment streams is up by 20%.
This is actual £, not pence per unit, so in terms of what I have to live off, that looks a happy situation.
Actual £'s have increased due to re-investment, whereas pence per unit show one whether one is producing the same "bang for the buck" invested. (I know you know that, but mention it for any new people around here).

If we continue in this vein, we can tentatively conclude that the Covid crisis will not be so bad as the 2007-8 'do'.


Arb.


For the sake of accuracy, I've just realised "my three investments streams" is misleading in a very minor way. The total cash coming into my broker accounts includes some small odds and ends without the investments in HYP, income OEICs and income ITs. Namely, some minor dividends from growth ITs and OEICS, and mixed bond/equity fund and HL loyalty bonuses. However, these added together are still very minor and were added in to both years anyway.

Arb.


Return to “HYP Practical (See Group Guidelines)”

Who is online

Users browsing this forum: No registered users and 14 guests