RE: CSDI strikes again (VOD)10 May 2021 20:39
Hi Robleo
Yes my p/f has been undergoing major surgery !
Thanks to ideas provided on "General chat thread" and joining in with the Red Braces Gang, I have been re-educated away from my focus purely on HY shares. As Alas_Smith has suggested, HY shares may not be best way for me to achieve growth, as I am young enough to look at capital growth in preference to dividend income for growth. My selection of HY shares led to some big losses (part realised, part ongoing), so now have a mix of HY shares and a short-term trading shares.
I have retained CEY, GSK, IMB and RDSB, with various other HY targets AEWU, ASEI, BATS, POLY, AV/SLA which have been traded for short term gains (2%-10%); and other non/low divi payers purely as trading shares.
My current p/f is roughly:
HY/LTH Shares: ASEI 4%; CEY 7%; GSK 10% ; IMB 10%; RDSB 11%;
Trading/short term shares: 88E 3%; AVST 11%; BEG 6%; CMCX 7%; GGP 3%; NCYT 6%; PDG 5%; TSCO 6%; VOD 5%
Cash 6%
Cheers - CSDI