funduffer wrote:Thanks for keeping this going, Ian.
I am particularly interested in this drawdown version, especially to see how quickly it becomes concentrated for income and capital.
After 6 years 3 shares provide 28% of the income, and 3 shares are worth 31% of the capital.
Not yet in the same league as HYP1 in terms of out of balance, but heading that way I might suggest.
Otherwise, I guess it has done what most HYP’s have done in this period - big drop during the pandemic, and recovery back close to the 2019 start point.
Yes, interesting.
Here is the complete picture vis a vis Income Concentration.
EPIC | Company | Y'ld (%) | Year Div (£) | Year Div (%) | No. | Year Div (%)
IMB | Imperial Brands | 7.95% | 1,450.58 | 10.99% | 1 | 10.99%
IGG | IG Grp Holdings | 5.90% | 1,256.71 | 9.52% | 2 | 20.51%
AV | Aviva | 6.92% | 1,049.09 | 7.95% | 3 | 28.46%
BHP | BHP Grp | 5.31% | 1,020.72 | 7.73% | 4 | 36.19%
BA | BAE Systems | 2.18% | 912.90 | 6.92% | 5 | 43.11%
ABDN | Abrdn PLC | 9.47% | 803.43 | 6.09% | 6 | 49.20%
HSBA | HSBC Holdings | 4.50% | 777.30 | 5.89% | 7 | 55.09%
VOD | Vodafone Grp | 11.34% | 775.92 | 5.88% | 8 | 60.97%
SMDS | DS Smith | 5.03% | 775.80 | 5.88% | 9 | 66.85%
WPP | WPP | 4.77% | 701.32 | 5.31% | 10 | 72.16%
PNN | Pennon Grp | 6.43% | 582.86 | 4.42% | 11 | 76.58%
ITV | ITV | 6.90% | 582.60 | 4.41% | 12 | 80.99%
GSK | GSK PLC | 3.41% | 451.20 | 3.42% | 13 | 84.41%
IBST | Ibstock | 4.62% | 409.43 | 3.10% | 14 | 87.51%
BP | BP | 4.63% | 400.11 | 3.03% | 15 | 90.54%
SHEL | Shell | 3.81% | 340.71 | 2.58% | 16 | 93.12%
LAND | Land Securities Grp | 5.75% | 323.11 | 2.45% | 17 | 95.57%
BLND | British Land Company | 5.56% | 295.33 | 2.24% | 18 | 97.81%
WDS | Woodside Energy Grp Ltd | 7.69% | 169.40 | 1.28% | 19 | 99.09%
DLG | Direct Line Insurance Grp | 2.12% | 65.60 | 0.50% | 20 | 99.59%
HLN | Haleon PLC | 1.84% | 56.46 | 0.43% | 21 | 100.02%
CCL | Carnival Corp. | 0.00% | 0.00 | 0.00% | 22 | 100.02%
It has to be said that none of the top few have overly high yields.
Enjoy!
Ian