Member Info for moneybox007

But the question is why don't we all sell every FTSE share and track USA and sell our profits every quarter to replace the divis.

I hold ADM, LGEN, BATS, PSN, IMB and RIO for the income. I also hold ETFs and ITs which track the US S&P500 and NASDAQ.

Since 2016, my divi and growth return for my UK shares is

-14% (IMB)

5.5% (BAT)

35.8% (PSN)

43.1% (LGEN)

133% (ADM)

344% (RIO)

However, my USA IT and ETF return is

iShares S&P500 Tech IT (IITU) - 468%

JPMorgan American IT (JAM) - 225%

Vangaurd S&P500 ETF (VUSA) - 198%

We ALL know that we are lsoing money by keeping it in the FTSE. Why do we keep doing it? Why don't we sell all our non-USA shares and just track the S&P500, NASDAQ etc?

We ALL know that the US is the stock market. If USA completely fails and these indices collapse, the whole finance world collapses, including the FTSE.

Why do we keep doing it???

I get what your'e saying but I've heard "it is time the FTSE made a comback" for 15 years!!

I don't think it ever will (compared to USA)

FTSE since April 2018 - up 15%

S&P 500 since April 2018 - up 112%

The majority of my money is in USA ETFs and ITs

I've got ADM, LGEN, PSN, MNG and RIO for divi

I buy and hold all my shares except RIO where I have bought under 45 and old over 60 for several years now.

The cycle is very consistent and I normally sell around March/April each year.

I'd like to hear from fellow churners if they have a sell price in mind for the current cycle and do they expect it to overshoot the 62 mark which is my sell price.

Thanks

12 month trailing divi of 5.84%

https://dividenddata.co.uk/dividend-yield.py?epic=RIO

What bagger do we need to get back to my 10,750 shares at 20.75 pence from Jan 2019?

My calcualtor hasn't got that many 0000s

Whoops!!

My wife mentioned pizza earlier and that's usually our go-to Friday take-out.

Her fault obvs.

7 minutes to get in...............

Dividendddata.co.uk is your friend

Warren Buffet doesn't think the US stock market is overvalued. You are quoting a measure called the "Warren Buffet Indicator" which is one of hundreds of ways of evaluating the US stock market. It measures the ratio of total US MCAP to GDP.

Currently it stands at 170% suggesting the market is overvalued. However, Buffet himself wrote in 2001:

"The ratio has certain limitations in telling you what you need to know,"

It's a tool and if you have an investment horizon of 1-2 years, worth taking note of. If your investment horizon is "the rest of your life", then buy S&P500 wheneer you can and over a decade or more, you'll be ok.

The US stock market has risen (on average) by 10% every year since WW2. The shares you are buying won't give you 10% per year in divis and will struggle to give you a capital gain. Why not buy an S&P 500 tracker (VUSA maybe) for the 10% growth and then a global growth/income tracker. I use JP Morgan Global Growth (JGGI) which is up 58% since the beginning of 2019 including a nice 4% divi?

UK PLC is dead and the companies you are buying are all UK. The China fund is risky. The world is turning agsinst China right now as we speak and every effort will be made to ensure they don't have years like 2019/2020 ever again.

How's that 44 quid entry point looking? I've been buying RIO under 48 and selling over 58 for 3 years now. Great cyclical share which gives a good divi whilst you make 20% every cycle.

3.18% or 4.34% with Special

https://dividenddata.co.uk/dividend-yield.py?epic=ADM

Forecast yield is 6.6% according to sharepad.co.uk and 6.7% according to dividenddata.co.uk

No point in quoting previous year's figure(s)

Www.dividenddata.co.uk have a dividend calculator

https://dividenddata.co.uk/dividend-calculator.py?epic=GLEN

16:18

I think that's a record.

I can confirm x-o withhold 15% only.

Ex_div today with 3.81% impact. What were you expecting?

Sharepad who are usually 100% spot on have the f/c divi at 5.8& at a price of 2211 so well over 6% when you posted 3 weeks ago.

Impasse!!