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Told ya!
Shhhh!
Usual caveats
Trek
Great update, and the dividend seems to have gone up too.
Pretty happy with this.
They appear very professional with much diversity in their energy generating assets. Keen to give back to shareholders. Not a company that will keep you awake at night. Exactly what I'm looking for these days. Not exciting. Potentially never going to appreciate that much in SP value, although they are perhaps well below NAV and could be worth more.
Managed to grad 2 x 1500 shares at under 193. Sp been all over the place this morning. Was much more expensive for 3k in one go! Again!
I was concerned I may have missed the boat to add ‘cheap shares’ in time for next two close together divi’s!
Usual caveats
Trek
USD/GBP has also given the divi a healthy lift. 16p annualised return from a boring stock that trades in the 180-200p range. Happy days.
I also had another 5000 shares this morning. I'm out of cash now. Just dividends to reinvest as they come in.
I'm hoping for the sale of Petroteq to close in June. Its been going on for a year now. Then I will have some more cash to deploy. Buy and leave alone is my investment style now. Dividend compounding is the strategy. This (GLO) fits perfectly
Given that we. are all fans. and shareholders. of. GLO, are any. of. you prepared . to say. what percentage of your . share portfolios is invested . in the. company as I. would like. to. compare that my own portfolio I. have 6% in GLO. As an income investor and just. for. information - I have 9% in HFEL , 7% in LGEN, and 6% in both. PHNX. and. NCYF.
As of today my PF percentages are as
IMB 12%
MNG 11%
PHNX 11%
DLG 11%
GLO 8%
HFEL 7.75%
NESF 7.4%
VSL 5.6%
I am holding 18 different stocks and Investment Trusts across finance, insurance, tobacco, energy, oil and gas, infrastructure. Capital loss on most as I started investing over a year ago. However, with dividend I am around 2% down overall and reinvest every penny.
I may sack off some of the smaller holding IT's that have performed well and current yields are under 6% and throw into GLO to boost the annual returns. Some of the ITs do not increase dividends annually and just about cover dividends through earnings. I think GLO is a better bet.
However, I also have an account which I manage for my wife. Its only ITs in there. I hold HFEL, NESF and GSF as I do in my own. If I added those to my own holdings HFEL and NESF would be one of my biggest and GSF would be in the top 8 of that list below.