The Lemon Fool

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.

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

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

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

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.

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.

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.

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 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.