I still have some un-sheltered income-investments that I'm working into my ISA accounts, and I also usually take this 'new tax-year' opportunity to carry out a bit of portfolio-management too, with an eye on any potentially-useful CGT options that might be able to be crystalised and perhaps rotated into what are often higher-yielding alternatives, perhaps with a bit of top-slicing or complete sales, depending on the individual situations.
My initial starting point for these types of investigations is the brilliant AIC website, which holds lots of useful metrics for a whole host of Investment Trusts, and so below is a table of IT's in February 2020 with a yield of 2.5% and higher, and listed with the tabular data broken down by AIC Sector, and then ranked in descending order of yield for each sector.
Please note that if anyone wishes to replicate this type of dataset themselves at any time, then there's some instructions at the bottom of this post on how to do that...
I've dip-checked the above data, but please do note that it should be used only as a starting-point for further investigation, and it should certainly be the case that you should carry out your own due-diligence on any data that you may use for any subsequent investment decisions that you might wish to make.
A good source to cross-check some of the above data, if anything does look interesting or even suspicious, is the TrustNet website, which also gives yield and discount information for these types of investments - https://www.trustnet.com/
Here are some instructions to be able to generate up-to-date yield-data in the future, using the above excellent AIC website -
1. Open the AIC website (https://tinyurl.com/yawfc9zy)
2. Select the 'AIC Sector Selection' button, and then the 'AIC VCT Sectors' button, and then click the 'Deselect all AIC VCT Sectors' button to remove the VCT data from this list.
3. Also in the 'AIC Sector Selection' area, make sure the tick-boxes for 'Include AIC sector weighted averages', 'AIC weighted averages sorted to top', and also 'Include industry averages' are un-ticked.
4. In the 'AIC Equity Sectors' sections, and also the 'AIC Alternative Sectors', check to make sure that all of the sub-sector boxes are ticked to bring in the data for all of those sub-areas.
5. Select the 'Filters' button, and then set the 'Dividend Yield' option to '2.5%+' (The next yield filter is 5%, which might well miss out on some interesting 4% yields, so we set this option to 2.5% to capture those potential entries..)
6. Underneath this settings-area, you should now have an up-to-date data-table similar to the above, broken down by AIC Sectors.
6. If you want to import that data into a spreadsheet, to perhaps then rank by sector and yield, then you should enable the option to view the data in 'Print Mode' by selecting the 'Save / Print' option, which can be found above the AIC settings area used above, and then selecting the 'Enable Print Mode' button - the AIC data will then be represented on-screen in a way that can be bulk-selected and copied into a spreadsheet.
- Please do note that if you don't select the 'Enable Print Mode' option, and you try to copy the data into a spreadsheet, then it's likely to only copy some of the data...
If anyone is interested in looking at any of the underlying investments behind any of the above income IT's, then the following post will help with some instructions on how to do that -
https://www.lemonfool.co.uk/viewtopic.php?f=31&t=15549&p=191407#p191455
Link to December 2019 data - https://www.lemonfool.co.uk/viewtopic.php?f=31&t=21036
Cheers,
Itsallaguess
