My top-up table now looks like this:
Top-up Income Cost
Rank EPIC Rank EPIC % Income Rank Epic % Cost
1 IMB* 1 BP. 7.70% 1 PSON 4.46%
2 BP.* 2 LGEN 6.42% 2 RDSB 4.44%
3 BATS* 3 BATS 5.89% 3 LLOY 4.40%
4 BLND 4 IMB 5.22% 4 MARS 4.35%
5 RDSB* 5 BHP 5.01% 5 WMH 4.30%
6 VOD* 6 RIO 5.01% 6 AV. 4.24%
7 LGEN* 7 SSE 4.92% 7 BT.A 4.19%
8 AV.* 8 NG. 4.52% 8 MKS 4.02%
9 GSK 9 VOD 4.39% 9 BP. 3.92%
10 MKS 10 GSK 3.91% 10 GSK 3.72%
11 TATE 11 ADM 3.80% 11 S32 3.71%
12 TSCO 12 UU. 3.59% 12 BLND 3.63%
As I have said in the past, I disqualify any share from topping up if doing so would lead to it contributing more than 5% to either dividend income or portfolio cost. Consequently the first 9 in the income rankings and the first 6 in the cost rankings are disqualified*. This makes BLND the most eligible share, but it has deferred dividends so, pending any reinstatemment, I have disqualified it for now. MKS is also a non-payer so is also on hold. That puts GSK, TATE and TSCO in the lead for when I have enough accumulated dividends to do a top-up, probably late in August.
My portfolio now looks like this:
Value
Rank EPIC Weight
1 DGE 3.71%
2 AZN 3.67%
3 KGF 3.60%
4 ULVR 3.53%
5 NG. 3.38%
6 BHP 3.35%
7 RB. 3.30%
8 SSE 3.28%
9 RIO 3.20%
10 SGRO 3.18%
11 LGEN 3.13%
12 BA. 3.12%
13 ADM 3.09%
14 UU. 3.05%
15 PSON 3.04%
16 GSK 3.03%
17 BATS 3.02%
18 VOD 2.84%
19 TATE 2.80%
20 S32 2.76%
21 TSCO 2.74%
22 BP. 2.71%
23 IMI 2.70%
24 PHP 2.65%
25 RDSB 2.59%
26 AV. 2.57%
27 BLND 2.50%
28 TW. 2.45%
29 SMDS 2.40%
30 WMH 2.23%
31 BT.A 2.08%
32 IMB 2.06%
33 CPG 1.84%
34 MARS 1.56%
36 LLOY 1.54%
36 MKS 1.28%
SGRO has dropped to 10th place, while BA. has risen from 23rd to 12th place and PSON from 26th to 15th.
TJH