My HYP was last posted here on 22 Sep 21 here; viewtopic.php?p=443590#p443590 since which I made three top ups, those being; Sep 21 LXI, Oct 21 HICL and HICL once more in Nov 21. There have been no sales.
My HYP now looks like this, in capital value weighting terms;
Share Weight
Legal & General 5.7%
British American Tobacco 4.6%
BAE Systems 4.6%
GlaxoSmithKline 4.6%
Admiral Group 4.5%
National Grid 4.4%
SSE 3.8%
IG Group 3.8%
Tritax Big Box 3.8%
Shell (RDSB) 3.8%
BP. 3.8%
United Utilities 3.7%
Phoenix Group 3.6%
Vodafone 3.4%
BHP Group 3.4%
Tesco 3.4%
AstraZeneca 3.3%
Sainsbury 3.3%
The Renewables Infrastructure Group 3.2%
Tate & Lyle 3.2%
Greencoat UK Wind 3.0%
Primary Health Properties 3.0%
Schroders (non-voting) 2.8%
LXI 2.8%
Rio Tinto 2.8%
Unilever 2.6%
HICL 2.6%
Diageo 2.2%
Average 3.5%
The law of ish applies.
My plan is to top up my PHP holdings this month, and UKW in Jan 22, then RIO in Feb 22. Obviously, that plan is in flux as things change. I may well top up my ULVR holdings over the coming months too.
Your comments are invited.
Ian.