Ticker Value as % of Total Latest / Forecast Yield
NESF 13.72% 6.90%
BATS 13.60% 8.30%
LGEN 7.55% 6.30%
IMB 5.77% 8.70%
BSIF 5.73% 6.40%
AV 5.65% 5.90%
DLG 5.36% 8.10%
VOD 5.08% 6.80%
FSFL 4.56% 6.80%
MONY 4.29% 5.70%
MNG 3.94% 8.70%
HL 3.89% 3.20%
HSBA 3.24% 4.50%
GSK 3.10% 3.50%
RIO 3.09% 8.90%
NWG 2.83% 4.30%
ULVR 2.83% 3.70%
BLND 2.79% 3.80%
LAND 2.03% 4.90%
BARC 0.96% 4.30%
Total yield: 6.55% (est)
Although it's mainly an income play, stability and growth are important too, so I'm looking for something that will produce good risk adjusted returns while still delivering an income stream.
I'm still in accumulation process, so will be building this up over the next few years. All dividends will be reinvested, naturally.
I also consider the Renewable Energy funds (NESF, BSIF, FSFL) to be almost a fixed-income replacement but with much higher yield and also inflation adjusting.