I'm conscious I own a fair number of low yielders - LLOY etc - but I expect most of them to start paying out once the Government edict says they can.
Based on current projections, my dividend income is down roughly 30% on last tax year.
Just to point out, I am more than happy with the sector descriptions so if we can avoid saying 'you call it media but it's an advertising agency/TV production company'. I get that but the line has to be drawn somewhere.
If I was looking to collect any new stamps then there aren't really many I would consider at the moment. Unless I've missed some beauties.
I tend to look for a 4% yield as a minimum and I do take a view on short/medium term politics/economics.
Airlines and holiday companies are out for the moment as are owners of offices and shops BLND etc.
And I do tinker/chop and change. iWeb charges me a fiver each way and stamp duty is just how it is.
My own trawl of potentials brings up: (Forecast yields from HYPTUSS)
BHP 5.4%
SSE 5.6%
ADM 5.7%
BA 4.6%
IMB 10.4%
MRW 4.0%
SBRY 5.3%
SVT 4.2%
SLA 7.9%
TCAP 4.9%
Value Div Fcst
Share Epic Sector %Total %Total Yield
Anglo American AAL Mining 3.44% 2.24% 2.90%
AstraZeneca AZN Pharmaceuticals 10.46% 5.63% 2.40%
Aviva AV Insurance 2.91% 6.46% 9.90%
BP BP Oil & Gas Producers 2.68% 5.47% 9.10%
British American Tobacco BATS Tobacco 3.68% 6.44% 7.80%
Compass Group CPG Catering 0.70% 0.00% 0.00%
Diageo DGE Beverages 1.78% 0.96% 2.40%
Elementis ELM Chemicals 1.28% 0.11% 0.40%
GlaxoSmithKline GSK Pharmaceuticals 3.11% 3.34% 4.80%
IG Group Holdings IGG Financial Services 5.03% 5.97% 5.30%
ITV ITV Media 3.03% 2.72% 4.00%
Legal and General Group LGEN Insurance 3.43% 6.16% 8.00%
Lloyds Banking Group LLOY Banks 1.63% 1.03% 2.80%
National Grid NG Utilities 4.46% 5.60% 5.60%
Persimmon PSN Housebuilder 7.34% 6.59% 4.00%
Primary Health Properties PHP Real Estate Investment Trusts 2.44% 2.19% 4.00%
Rio Tinto RIO Mining 5.18% 6.50% 5.60%
RIT Capital Partners RCP Equity Investment Instruments 1.07% 0.45% 1.90%
Royal Dutch Shell 'B' RDSB Oil & Gas Producers 2.47% 2.94% 5.30%
Sage Group SGE Software & Computer Services 2.27% 1.27% 2.50%
Smith (DS) SMDS Packaging 2.61% 2.28% 3.90%
Tate and Lyle TATE Food Producers 4.34% 4.28% 4.40%
Taylor Wimpey TW Housebuilder 2.82% 0.76% 1.20%
Unilever ULVR Food Producers 9.09% 7.14% 3.50%
United Utilities Group UU Utilities 3.71% 4.08% 4.90%
Vodafone Group VOD Mobile Telecommunications 4.77% 6.63% 6.20%
Wood Group (John) WG Oil Equipment, Services & Distribution 2.13% 0.72% 1.50%
WPP WPP Media 2.15% 2.03% 4.20%
Portfolio Running Yield = 4.46%
Value Div
Sector %Total %Total
Mining 8.62% 8.74%
Pharmaceuticals 13.57% 8.97%
Insurance 6.34% 12.62%
Oil & Gas Producers 5.15% 8.41%
Tobacco 3.68% 6.44%
Catering 0.70% 0.00%
Beverages 1.78% 0.96%
Chemicals 1.28% 0.11%
Financial Services 5.03% 5.97%
Media 5.18% 4.75%
Banks 1.63% 1.03%
Utilities 8.17% 9.68%
Housebuilder 10.16% 7.35%
Real Estate Investment Trusts 2.44% 2.19%
Equity Investment Instruments 1.07% 0.45%
Software & Computer Services 2.27% 1.27%
Packaging 2.61% 2.28%
Food Producers 13.43% 11.42%
Mobile Telecommunications 4.77% 6.63%
Oil Equipment, Services & Distribution 2.13% 0.72%
Total 100.00% 100.00%
Note: 1...'Value %Total' is the portfolio value of the share as a % of the total portfolio
2...'Div %Total' is the expected dividend of the share based on forecast yield
as a % of the total portfolio expected dividend
Any helpful thoughts are appreciated.