Henderson Far East Income Share Discussion Threads

[woodhawk] 17/1/2023 08:09

I do so like a nice chunky quarterly divi!

Yield approx 8.3% at current share price Lovely!

[alanrussell] 17/1/2023 07:40

6p divi, 5.9 last year, 1.7% increase.

[panshanger1] 16/1/2023 16:03

I got this at a 6 month high and on a nice uptrend The Chinese reopening trade giving this a push and could have further to run imho GLA

[skinny] 13/1/2023 12:33

Price / NAV

[woodhawk] 13/1/2023 12:16

Good to see NAV consistently rising now.

[woodhawk] 12/1/2023 16:23

Yes, I agree, best to be comfortable with your level of exposure. Best of luck to you anyway.

[uapatel] 12/1/2023 16:16

Well done those adding, but as a proportion of my income portfolio HFEl, was too heavy hence the reduction.

Everyone has to view their own risk/Strategy.

I’m not complaining, allowed me to rebalance my overall ISA portfolio.

Good luck all holders

[woodhawk] 12/1/2023 14:31

And why not? A very sensible thing to do.

[carpingtris] 12/1/2023 14:26

Director looks to have added at these levels :)

[yachtmaster2] 12/1/2023 14:10

Had these in both my SIPP and Isa since 2015 at an average of 250. Can’t imagine why I’d want to sell them. Great for income.

[woodhawk] 12/1/2023 13:43

Nor have I - more inclined to add at these levels and with this quarterly yield.

[uapatel] 12/1/2023 12:28

Took the opportunity to reduce my holdings (by 45%), as I’m in profit and had averaged down previously. Re balanced into other funds. Means my income dropped, but happier/comfortable with what I have left here.

[superiorshares] 11/1/2023 21:32

Stuff
I don't follow direct line , but I thought in their last results they put something out about customers migrating away ?
There will be a whole load of areas that cancel dividends completely. Construction/ housing will be one I think ?

[tim 3] 11/1/2023 19:34

dlq is the reason I only hold tiny amounts of individual you never know whats round the corner.

Of course there are still risks with investments like this but at least your money is spread across many companies.

[scruff1] 11/1/2023 19:01

Certainly not the well named Motley Fool. It was touting DLG as a buy weekend

[scruff1] 11/1/2023 18:59

Nobody saw that coming though Super. Ne'er a hint. Strange

[superiorshares] 11/1/2023 18:59

I will provide you with some more uninformed chatter in due course 😉

[superiorshares] 11/1/2023 18:57

Direct Line
Very Timely
Don't fight the Fed
Don't fight the SS

[tim 3] 11/1/2023 15:26

Bareknee.

Thanks for your reply.

[bareknee] 11/1/2023 14:16

Tim

Re "someone was saying that basically the yields of the company's held came to quite a bit less than the amount these pay."

HFEL generates revenue, distributed as dividends to shareholders, from a combination of dividends received from stock the trust owns and income from derivatives. The vast majority comes company dividends, but the derivatives generate the extra income.

So, if you tot up all the dividends HFEL receive, it might be less than what's paid out to shareholders, but the total revenue ( divis + derivatives ) means the dividend paid to shareholders is almost always fully covered.