Diverse Income Share Discussion Threads

[wynterwilde] 15/4/2024 08:36

'Morning everyone

Thank you for your replies, I now have plenty of information to digest.... ;-)

[florenceorbis] 14/4/2024 07:32

cardinal3
13 Apr '24 - 21:37 - 684 of 684

[cardinal3] 13/4/2024 21:37

AIC is also a good resource as it shows total return and excellent comparison tools. I sold a few of my ITs earlier in the year so I could focus more on individual shares. Two I retain are JGGI which has had a great run and FEV for European exposure and to derisk from the UK

hxxps://www.theaic.co.uk/

[tag57] 13/4/2024 20:16

WW have you looked at a list of dividend hero’s?
As per Aleman, they are trusts but have consistently paid growing dividends for decades - can find yields upto 4-6%

[maywillow] 13/4/2024 11:06

perhaps not entirely what you might wish but give it a try


YLD Thread




Have a super weekend

[wynterwilde] 13/4/2024 10:40

Hi guys

Does anyone have an opinion on which is the best (ie safe and with good divi.......)
ETF as an income?

I hold Legal and General International Index Trust as an Accumulation, and could of course also buy their income version, but I'd prefer to diversify.

I can't find a 'fund' thread....is there one?

TIA

[maywillow] 10/2/2024 17:57

Aleman

despite the calm thread,thanks for your contribution

enjoy your weekend and good luck with future divis which for many fall during April and May then November and December

[aleman] 08/2/2024 08:51

FSFL update shows a 25% discount to NAV and an 8.6% prospective yield. Solar power (and a little battery farming) might be a useful diversification for an income portfolio.

This thread is very quiet considering how many high yielders there are these days.

[adrian j boris] 25/1/2024 10:27

HSBC regains crown as top UK dividend payer for first time since GFC

Overall UK dividends down 3.7%

Cristian Angeloni
25 January 2024 • 3 min read


Last year, banks overtook any other sector in terms of dividend payments, something that has not happened since before the Global Financial Crisis, Computershare noted.


Last year, banks overtook any other sector in terms of dividend payments, something that has not happened since before the Global Financial Crisis, Computershare noted.

HSBC has topped the list of UK dividend payers for 2023, a spot it has not held since 2008, after fully restoring its quarterly payouts last year.

Data from Computershare's Dividend Monitor published today (25 January) revealed 2023 marked the second consecutive year in which banks made the largest contribution to UK dividend growth, with payouts rising by almost a third to £13.8bn.

European dividend payouts forecast to rise by 6.5% in 2024

Last year, banks also overtook any other sector in terms of dividend payments, an event that has not occurred since before the Global Financial Crisis, Computershare noted.

However, overall UK dividends fell by 3.7% to £90.5bn over 2023, due to a decrease in one-off special dividends, although regular dividends grew by 5.4% to £88.5bn.

Mark Cleland, CEO issuer services UK, Channel Islands, Ireland and Africa at Computershare, said: "The return to prominence by the banks is really remarkable. 13 years of rock-bottom interest rates made it very hard for the sector to make profits, but the need to quell inflation with higher interest rates means the last two years have delivered a dramatic turnaround. Bank investors are reaping the dividends of this reversal and we expect them to see even larger payouts in 2024."

The oil and utility sectors followed suit, with high energy prices driving a 15.8% increase in dividends from the oil sector, whereas inflation-linked dividend policies drove record dividends from utilities.

The biggest detraction came from the mining sector, the firm found, as commodity prices and profits weakened throughout the year.

Total dividends paid by the mining sector dropped to £4.5bn - down more than a quarter year-on-year - including special dividends, which are "common in the highly cyclical industry", Computershare said.

Despite this, the sector still accounted for £1 in every £8 distributed by UK companies in 2023.

FTSE 100 dividend forecasts fall 10% for 2023 and 2024

The Dividend Monitor highlighted dividend growth was also slowed by large share buybacks undertaken last year, which impacted the total amount of dividends paid as their aim is to reduce the number of shares in issue.

Computershare argued dividend growth would have been a third faster last year had buybacks not been issued, adding it would have been even faster if "a small proportion of buyback cash had been diverted to dividends".

The report forecast a slower dividend growth for 2024 at 2%, with regular dividends expected to pay £89.8bn this year.

However, special dividends are expected to recover and "at least make up for the negative impact of a stronger pound" and drive the headline total up 3.7% to £93.9bn.

Cleland added: "There was a lot to be cheerful about in 2023, even if lower one-off payments masked the solid progress UK dividends made. UK plc is generating a lot of cash, which means underlying dividend growth was very encouraging in 2023.

"Payouts may well remain below their pre-pandemic highs, but significantly larger share buyback programmes have provided an alternative route for channelling surplus capital to shareholders. These programmes also conceal the extent to which dividends are really growing by reducing the number of shares in issue. This is not to say that either buybacks or dividends are superior - they just represent a different way of cutting the cake."

[the imperialist] 23/1/2024 14:02

RCH? 11%+ Divi, but is it sustainable?

Purchased today for technical reasons, but Divi investors might find today's price a good entry.

[tag57] 16/12/2023 21:19

Fair enough PD. Sounds like an income generating ETF or IT would be a better solution but understand the need for some control over the investments. I have 40+ investments and struggle to keep up 100% so manage by exception to a certain degree.

[powereddrones] 16/12/2023 19:50

I've tried many different ways, I think this will work for me. The charges will be OK, I spend enough on coffees and wot not. This isn't for everyone. I own hundreds of DVDs and Games. I think this is a different way of owning shares and keeping them. It's too easy to try and jump from one stock to another. Sure in a flying market, this worked, but not now.

I don't mind if I have 500+ positions - at the end of the year they will be moved out if certain sell criteria are hit e.g. Yield falls below 5%

Many small positions mean I won't fall in love with the stock - all I care is that it pays the dividend. If the company goes bust, then I won't be affected.

[tag57] 15/12/2023 20:26

PD, surely buying £200 is not worth the charges on individual purchases?

[bluemango] 15/12/2023 20:24

Nice idea and I particularly like the logos ...

One word of caution; I'd go for quality rather than quantity, when you get more than 20 or so holdings it gets harder to keep track of them and to be sure-footed enough to switch around if need be. Also relatively small amounts might swallow too much relatively in dealing charges? Depends on your broker I guess.

[powereddrones] 14/12/2023 19:02

It's a rubbish market for momentum trading right now - Its done me well in the past, but gosh I am not getting any younger, so back to boring divi investing, fire and forget.

What I am doing now is using empty DVD cases. I make my investments physical to the touch. I got the idea from people that collect video games or DVDs and they have a wall of their collection.

So I buy a share, maybe £200 worth, then I make the DVD insert with the share name, market cap, yield etc.

Then I will be less likely to get bored, because I have collecting tendencies (don't we all?). So hopefully after a few years I'll have a nice collection of shares all paying a nice yield of 5%+

If anyone is interested, I will put up a picture. I've only just started...

[powereddrones] 11/12/2023 19:03

RE:662

Sorry.

It's still dropping. Are we going to see 5p?

I have created a new strategy now - I don't pin my hopes on a few stocks.

Just buy a set amount on anything that yields over 5% and has a market cap over 3bn.

I don't care what it does, as long as it does these two things.

hxxps://uk.investing.com/stock-screener/?sp=country::4|sector::a|industry::a|equityType::a|exchange::a|yield_us::5,10.64|eq_market_cap::3000000000,37200000000000%3Cyield_us;1

[maywillow] 10/12/2023 12:36

Chrisinrealestate
8 Dec '23 - 22:06 - 663 of 663
0 0 0

[chrisinrealestate] 08/12/2023 22:06

https://fintechcatalystsltd.com/u/signup?r=

[tag57] 08/12/2023 19:30

Not that funny when your average price is 19p 😭