Merchants Share Discussion Threads

[ctrader3] 13/6/2021 07:54

Zac, I have posted my thread portfolio to my MRCH thread header
for clarification.
A couple of provisos.
It's not my actual portfolio as the more observant
will notice it no longer holds owns MRCH.
I own some of the shares in my actual portfolio and
several shares not included.
It's a high risk strategy to own only one of
the highest yielders.

[ctrader3] 13/6/2021 07:38

although it turned out the share was 'cheap' and yielded
5% at the low.

[ctrader3] 13/6/2021 07:31

next generation of dividend heroes.
I guess everyone should own at least one smaller companies
although they are never cheap.

[zac0_4] 12/6/2021 23:31

ctrader3 - I've just realised it's the performance of the investment trust dividend heroes. I've started fishing in the next generation of dividend heroes list for further diversification. HFEL (as mentioned) and CQS New City High Yield are current holdings.

[zac0_4] 12/6/2021 23:09

ctrader3 - is this your portfolio? If so, I'm a little surprised. I always had you down as an investor who simply chased dividend yield. Some on the list have lower yields than I thought might be of interest to you.

With my dividend paying holdings I'm continuing the process of moving from single shares into investment trusts to provide further diversification. Some of the holdings on the list may well be of interest.

Surprised Henderson High Income and Henderson Far East Income don't appear.

[ctrader3] 11/6/2021 15:29

at last, shareholders being rewarded.

[ctrader3] 09/6/2021 12:43

Let’s say you bought 1,000 shares of this company on the first trading day of 2000 for 332.5p (an investment of £3325 excluding stamp duty and dealing costs) when it was paying an annual dividend of 22.2p (or a dividend yield of 6.7%). The shares were very cheap as many investors ignored them and put their money into glamorous internet shares.