Member Info for zac0_4

Tichtich - your 7.5% yield, is that yield on current value of your portfolio or yield on cost? Also, has your portfolio increased or decreased in value during your perion of ownership?

MikeSO2 - why are you so positive regarding buybacks? It's a neutral transaction!

This isj ust another shambolic dividend paying REIT for me. Nice to positive predictions though. People used to say the same (some on here) 5+ years ago when NRR had fallen from £3.50 to 50p and then recovered to 80p. It was the time buy apparently! 5 years later it's trading at 76p!!

Whilst I have a position here it's only a small part of my portfolio, and getting smaller all the time. My guess, and that's all people are doing, is that it's heading for the 80's - pence that is!!

An absolute shambles! The sp has been in a downward trend for the last 3 years or so with the rate of decline simply accelerating of late.

Is this yet another REIT that will just find the bottom and settle there?

. . . a relatively good year for my dividend paying holdings!

All this calendar year's dividends are now in for my 5 dividend paying holdings. 4 out of 5, at today's share price, have delivered a double digit total return. Collectively, year to date, total return is 12.4%. My benchmark for all my investments is a simple global index tracker fund. LGGG, the fund I use, has delivered a tr of 13.3%. I'm always surprised at how few of my total holdings beat the index on a regular basis.

Anyway, generally speaking, I'm pleased with my dividend paying holdings performance this year. Here they are:

HHI +20.7%

LGEN +17.7%

HFEL +15.7%

MRCH +11.4%

UKW -13.4%!!!!!

' . . . what's not to like?'

A share price that shows little sign of halting its decline!

Robleo - I'm in the same boat here! Total return since investing of -15% (-30% capital depreciation and +15% in dividends)

Thankfully it's less than 2% of my portfolio. 40% is in managed funds and 35% in global equity tracker funds, both non-dividend paying!

Hi robleo - hope you're well. Sorry for late reply . . . I forgot I'd posted!!

Do I think L&G International Index will outperform over the next 5 years? In all honesty I've no idea. What I can say, and this is one of the reasons I hold the fund, is that it has outperformed my portfolio return in 5 out of the last 6 years

2019 tr entire portfolio 20.9% vs L&G Int Index 22.9%

2020 tr entire portfolio 0.7% vs L&G Int Index 13.0%

2021 tr entire portfolio 17.4% vs L&G Int Index 22.1%

2022 tr entire portfolio -9.7% vs L&G Int Index -8.5%

2023 tr entire portfolio 10.7% vs L&G Int Index 16.7%

2024 tr entire portfolio 15.8% vs L&G Int Index 12.3%

On that basis I'll probably continue to increase the allocation to the fund as a percentage of my portfolio. Good Luck

J_B_83

Why dividend holdings in particular? Are you looking for income? If you're not after income now, an alternative strategy is to invest for growth and move to an income payer at the time you require it. Compare a global index tracker fund to LGEN over the long term. There's only 1 winner!

Alas_Smith

I think Trump has probably had an effect on most people's portfolios! He certainly has on mine!!

I have quite a diverse portfolio. Current exposure is as follows: USA 60%, UK 17%, RoW 23%. I'm in the process of tweaking this at present but don't think tweaks will alter percentages by much

At the end of June my year to date performace is +2.1%, having recovered from -4.8% at the end of April. 12month performance is +7.5%. My portfolio delivered a total return of 4% in the 2nd half of 2024, so I still have my fingers crossed for a near double digit return by the year end

Investing certainly isn't for the faint hearted!! Good Luck

For me a buy back is simply a neutral transaction and has no direct impact on the share price

In my opinion buy backs have little or no effect on the share price

Hi Crossley

All good, thanks. Hope all's well with you and your investments

Gwm121 . . .

"hard to find low risk high divi ones

Ideal is 4pc capital appreciation to offset inflation, and reliable increasing divi above 4 or 5pc . . ."

Take a look at MRCH & HHI

I'm not a massive fan of dividend payers but accept that I should own some as part of my portfolio. I've held the above for years and add on times of weakness. Also hold HFEL, UKW & LGEN

Good Luck

AS - I didn't say 14% was a good return, I said I'd be more than happy with it (although looking at my current portfolio performance I'd say a total return for the year of 14% would be a good return as currently its down -1.6%)

For interest my portfolio is made up of the following:

Managed Global Equity Funds 38%

Individual Growth Shares 3% (Nvidia, Crowdstrike, Microsoft)

Tracker Funds / ETFs 40% (Split 60% Global Equity / 40% Factor)

Dividend Paying Holdings 18%

Anyhow, good luck with your portfolio this year and beyond!

I'm not a huge fan of dividend paying assets. However, I maintain 15-20%, by value, of my portfolio in dividend payers. Only 5 holdings in total. 3 ok and a couple of (to date) lemons!

I tend to review at the start of each calendar year. Since Jan 1st LGEN is showing a 5% capital gain and, assuming it maintains its current share price until year end, will return approx 9% via dividends. So a potential total return this year of c.14%.

I'll be more than happy with that!

"Average hold is 131.3 . . . "

How is this possible?

Another year and another drag on overall portfolio performance.

I started 2024 with 22 holdings. Dividend paying holdings (6) represented 19%, by value of my portfolio. The balance was spread across various managed / tracker global equity funds.

Overall annual return for the portfolio was +15.8%, made up of a +4.8% return from dividend payers and +18.4% from the rest. As of year end dividend payers now contribute to 17%, by value, of the portfolio.

L&G came in at 20th place out 22 holdings by performance.

Unfortunately I see little indication ahead for an improvement in any of my UK holdings

Robleo - hope you're well. You say you like to be well diversified so have a 50/50 split between international funds and uk dividend shares

Is that really diversified? The UK represents about 4% of the global economy yet you have 50% of your investments held there

Also, if your hold, for example, a global equity tracker fund you'll be invested in 2,500+ businesses. How many individual UK shares do you hold? Are they concentrated in a small number of sectors eg financials?

Maybe 50% of your portfolio is diversified whilst the other 50% is concentrated!

Bots - many thanks for the info. I stand corrected. Even after 25+ years of investing I'm still learning! Good luck