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
So you agree with Dod AND Terry, perhaps. But then Dod post was in effect a criticism of Terry, so