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My income portfolio

General discussions about equity high-yield income strategies
OhNoNotimAgain
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Re: My income portfolio

#601967

Postby OhNoNotimAgain » July 13th, 2023, 2:18 pm

Rolling historic 12 month income to end June was down 0.02% on last year, but that was up 40% on the previous year, which itself was down 5.2% on the year before.

funduffer
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Re: My income portfolio

#602517

Postby funduffer » July 16th, 2023, 12:50 pm

OhNoNotimAgain wrote:Rolling historic 12 month income to end June was down 0.02% on last year, but that was up 40% on the previous year, which itself was down 5.2% on the year before.

I don't know what income you are talking about but my HYP income per unit is up 10% (01July2022 - 30June2023), following a 39% increase (01July21- 30June22).

FD

OhNoNotimAgain
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Re: My income portfolio

#602654

Postby OhNoNotimAgain » July 17th, 2023, 9:24 am

funduffer wrote:
OhNoNotimAgain wrote:Rolling historic 12 month income to end June was down 0.02% on last year, but that was up 40% on the previous year, which itself was down 5.2% on the year before.

I don't know what income you are talking about but my HYP income per unit is up 10% (01July2022 - 30June2023), following a 39% increase (01July21- 30June22).

FD

All UK equities

bluedonkey
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Re: My income portfolio

#629992

Postby bluedonkey » November 25th, 2023, 11:33 pm

I'm late to this thread. Dod's portfolio breakdown struck me as much more diversified than I expected. No holding breached 5%. Is this a deliberate limit, is action taken to keep holdings at lower percentages? I do recall posts regarding trimming Scottish Mortgage.What is the highest % that any holding has been in recent years?


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