Get Paid Dividends Every Month With This UK Diversified Portfolio

Рет қаралды 21,849

Жыл бұрын

In this video I’m going assemble a sector-balanced and diversified portfolio of 11 large cap UK companies which will not only generate a higher dividend yield than the FTSE 100 but will have shown a higher share price growth over the last 5 years. The portfolio will also pay out dividends every month compared to quarterly payments from a typical FTSE 100 Exchange Traded Fund. For full transparency, of the individual companies mentioned in this video, I own shares in AstraZeneca, BAE Systems, British American Tobacco, National Grid, Shell and Rio Tinto.
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Пікірлер: 148

@KJ318. Жыл бұрын

Thank you for putting in the time to make these videos; hands down one of the most informative and easy to understand investment channels. Keep up the good work 👍👍

@TheCompoundingInvestor Жыл бұрын

Thanks so much. I really appreciate it,

@trunky3315 Жыл бұрын

Hello and thanks for the video. Really liked the editing (castle, horses and the football team). The stocks presented seem really interested also. PS : Well done for the 16k subscriber, crazy as I am watching since 2 or 3k. And now i can watch without subtitles :).

@TheCompoundingInvestor Жыл бұрын

Thanks as always, Trunky :)

@quokkapirquish6825 Жыл бұрын

About time you added LGEN to your own portfolio! Brilliant video, very useful, thank you. I certainly need to diversify my portfolio as I’m heavily weighted in financials - I had expected that high interest rates make lenders richer, which it does, and therefore share prices would rise, which they don’t.

@TheCompoundingInvestor Жыл бұрын

Thanks so much. I also thought the banks would do better but I guess interest rates went up a bit too quickly and that creates a lot of uncertainly that many loans might not be repaid

@GGletgo1 Жыл бұрын

He hasn't added legal and general to his portfolio. This is just a what if video. He already has Aviva so I don't think he'll be adding legal and general.

@beancount811 Жыл бұрын

@@TheCompoundingInvestor Some of their assets also take a hit on the books, since they were likely bought during periods of low interest rates preceding the hikes. There's also an extra dimension of risk when insurers like LGEN and universal banks like HSBA buy up distressed entities. Still, it's very hard to lose money, after a careful review, on a big financial bought below or close to book value. Since they are also predictably cyclical like mining stocks, you could enhance your yield and holding by deploying extra cash every time the price dips to your buy point. The downside, as highlighted above, is having to live through the swings. Eventually the market will reprice upwards back towards book value + expected income, but there can be a wait especially if the economy slows or inflation remains silly. :)

@Gunnerfromends Жыл бұрын

Banks and lenders also have to deal with more defaults with rising interest rates and cost of living so I guess that’s factored into the financial stocks

@beancount811 Жыл бұрын

I can see a dividend fantasy football league coming!⚽💰🍺

@TheCompoundingInvestor Жыл бұрын

Lol

@beancount811 Жыл бұрын

@@TheCompoundingInvestor Wait till you see my equivalent of a Sunday League side! Some really rough mining chaps out front in there. :)

@abdulrahman31350 Жыл бұрын

Love this comment 😂😂😂

@assetstacker Жыл бұрын

Great video concept and cool the way you used the football analogy. Love it

@TheCompoundingInvestor Жыл бұрын

Thanks my friend. All the best with your channel.

@mpersard Жыл бұрын

Great update very entertaining and well explained as always. 👏👏 I have most of this dream team in my portfolio now as I have been buying more Uk companies this tax year. Keep the great videos coming 🎉🎉👏👏👏

@TheCompoundingInvestor Жыл бұрын

Thanks so much for watching and commenting Mr P. Good luck on your investing journey

@Baxter91 Жыл бұрын

Really enjoy your uploads. Appreciate the time and effort you put in to them.

@TheCompoundingInvestor Жыл бұрын

Thanks so much

@oa3699 Жыл бұрын

Thanks so much, Sir; for taking out the time to share your valuable knowledge.. Cos of your videos, I have begun on my journey.. Bought a few shares & I intend to add more over time. Wish I had started much earlier.. Wonder why this is not taught in schools, earlier in life, etc ?? Many thanks once again... My family will be thanking you; whether you know it or not :)

@MrRoyck10 Жыл бұрын

A comprehensive analysis with a realistic view on how to mitigate risk associated with a volatile economy, thanks for sharing your regular Sunday updates.

@TheCompoundingInvestor Жыл бұрын

Thanks so much. I really appreciate you taking the time to watch and comment. definitely going through some volatile times at the moment. All the best on your investing journey.

@sanjayraja7639 Жыл бұрын

Another great video. Love the football analogy👍. Great stuff🙏

@TheCompoundingInvestor Жыл бұрын

Thanks my friend

@BiscuitsXL Жыл бұрын

Thanks for the videos man they help a lot seriously!

@TheCompoundingInvestor Жыл бұрын

Thanks Biscuit. Glad you find them useful

@ayhansimsek8506 Жыл бұрын

Thanks for making this video and sharing it with us. Keep up going

@TheCompoundingInvestor Жыл бұрын

Thanks so much

@gratitudeinvesting Жыл бұрын

That's a Champions league winning team right there! I love how you put this together!

@gianlucapagnoni283 Жыл бұрын

I expected you to pick Unilever rather than British American Tobacco! Anyway another great contribution! I always wait for the beginning of the month to check your progress, pay my rent, receive some interests from fixed rate account and see what goes Ex -dividend or pays 🤑🤑🤑😉

@TheCompoundingInvestor Жыл бұрын

Thanks. Yeah there were several combinations which would have worked and perhaps BATs is a weak link in the side. I’ll put Unilever on as sub and change at half time lol.

@MadderPrinciple 7 ай бұрын

Thanks for this very informative video, great work, keep it up!

@TheCompoundingInvestor 7 ай бұрын

Thanks for watching. Glad you found it useful and good luck on your investing journey

@luisminillas21 11 ай бұрын

great video!! regards from Andalusia!

@TheCompoundingInvestor 11 ай бұрын

Thanks so much

@carlenecayhill Жыл бұрын

Fab video as always...what great returns vs the FTSE 100, maybe we'll see this 'Dream Team' ETF pop up on an investment platform in the future 😅

@TheCompoundingInvestor Жыл бұрын

Lol! Thanks Carlene. All the best with your finance channel.

@gurdeepchumber2764 Жыл бұрын

Great video mate,love em

@TheCompoundingInvestor Жыл бұрын

Thanks Gurdeep

@dezyd4671 Жыл бұрын

These Sundays are the best. Great video. ❤

@TheCompoundingInvestor Жыл бұрын

Thanks so much

@NFTinvestments74 Жыл бұрын

Love this and very clever.

@TheCompoundingInvestor Жыл бұрын

Thanks so much

@JohnWilliams-me1ks Жыл бұрын

Thank you for doing these videos. I am a recent convert to investing in stocks and shares. I have started off investing in 2 ETFs, but I am keeping an eye on L&G as my first company stock. Their shares seem to be good value for money currently.

@TheCompoundingInvestor Жыл бұрын

Thanks John. ETFs are a good way to start out in order to achieve wider diversification. I always keep an eye on L&G but in no rush to buy as I already have Aviva.

@quokkapirquish6825 Жыл бұрын

I’ve held LGEN for about a year now - it’s a long term hold now as the share price is 10% less than I paid. Could be a good time to invest as the yields are even higher now?

@bobjim7313 Жыл бұрын

Your videos are always amazing!

@TheCompoundingInvestor Жыл бұрын

Thanks so much, I really appreciate it

@jeromegudgeon Жыл бұрын

Great concept. Difficult to argue against these. Glad to see L&G got the nod over the others. Just shows how weak we are with technology though as Sage is one I avoid.

@user-tu4zb1fg9d Жыл бұрын

any reason you avoid sage?

@narz7573 Жыл бұрын

I thought you was gonna put Unilever and Greencoat UK in this but not bad choices , nice video

@TheCompoundingInvestor Жыл бұрын

Thanks, it was a bit of a balancing act as I also wanted to make sure each month had dividends as well as trying to beat the FTSE 100 in terms of growth and yield. So many others could have gone in. Unilever and Greencoat are great companies of course and a big part of my actual portfolio

@GGletgo1 Жыл бұрын

I like these type of videos. You should do a video that shows the difference between inesting £100 a month and a £1000 a month over 10 years to see how mich difference it could make on your return. Oh also, i wanted to know what was your long term goal with IUSA ETF? What are you going to do once it goes over the dividend allowance? Are you going to use that bed and ISA transaction that you mentioned before? Won't you lose out by doing that because they exchange it on the current market lrice and not at the price you orginally bought it for? And i dont understand why you dont have room for the IUSA in your ISA. Is there some kind of limit on the number of different shares you can have in an ISA?

@TheCompoundingInvestor Жыл бұрын

I still have around 50-60k outside the ISA so therefore can't keep everything inside. I shift across 20k a year from the GIA to the ISA and it is all the highest dividend payers I move across. Because of the tax changes over recent years I have to be very careful what I hold outside of the ISA. This is why I've gone for things that I would not normally buy like Croda, SMT and IUSA. These will remain outside of the ISA. I still have plenty of Diageo to move across which pays a higher dividend. I also have lots of Rolls Royce outside the ISA but that currently does not pay a dividend. My dividends outside the ISA are well below the limit currently. Will become more challenging however in future years.

@MAXERNEST Жыл бұрын

i like the dream team footie analogy , mine have mostly red cards :} maybe they should rename it to the footie 100 :} great video ,i have left my portfolio to just chug along ,June has paid me some pocket money via divs ,will keep going, best regards

@TheCompoundingInvestor Жыл бұрын

Thanks Max. June is usually a good month for dividends. All the best

@ihateyouall1648 Жыл бұрын

Thanks, very nice video.

@TheCompoundingInvestor Жыл бұрын

Thanks so much

@garphill2162 Жыл бұрын

Nice Video and a good way to show a staple Portfolio. Question have you thought about different strategies with Investment models? This from your perspective is just to show how different approaches can work. A side note as your Channel Grows and your Investment Portfolio. My wife once said your hobby is becoming like a main job. Knowledgeable as my wife is I still work but my Investment Journey does seem to becoming more than a Hobby. So has it crossed your mind when your Channel and Investment become more than a hobby and turned into a main job?

@TheCompoundingInvestor Жыл бұрын

Thanks for the suggestion and I'll give it some thought. Definitely a hobby at the moment but in years to come it does give you options if you want to give up some responsibilities at work or go part time.

@BloXchain Жыл бұрын

Always a pleasure when you upload content. Your analysis is always clear and to the point. Likely been asked before but could I ask if anyone is aware of any single platform or software you can drop stocks into that can calculate forecast growth, income and payment date?

@GGletgo1 Жыл бұрын

Yea dividend tracker. It's a great app. Tells you the predicated dividends and has a 🗓️ telling u when pay dates are

@TheCompoundingInvestor Жыл бұрын

Thanks so much. I only use the free websites dividend data and dividend Max to my research into dates / yields etc. I’ve not come across what you are looking for but there is a channel called Pension Craft and on one of his podcasts he was talking about software which can backtest a portfolio and predict future performance but you probably have to pay for it I would imagine.

@defenseinvesting2008 8 ай бұрын

I like your football team configuration. Nevertheless I have a selection of FTSE100 and FTSE250 companies for the British part in my portfolio. By now I am invested in none of these eleven stocks. Today f.e. I rebought the FTSE250 company Oxford Instruments.

@TheCompoundingInvestor 8 ай бұрын

Thanks. I wish you all the best on your investing journey

@Norfolkpaul Жыл бұрын

Great video 😊

@TheCompoundingInvestor Жыл бұрын

Thanks Paul

@Norfolkpaul Жыл бұрын

@@TheCompoundingInvestor nice to do video on USA v UK 😊

@matteden7535 Жыл бұрын

Definitely recommend majority of those companies... all the best

@TheCompoundingInvestor Жыл бұрын

Thank you! All the best.

@WilliamChrisanthus Жыл бұрын

I'm thrilled that I made impactful decisions regarding my finances that have transformed my life. As a single parent residing in Manchester, UK, I purchased my second house in February with the hope of retiring next year at the age of 46, provided things continue to progress smoothly for me.

@lukesargent5594 Жыл бұрын

Fantastic content

@TheCompoundingInvestor Жыл бұрын

Thanks so much

@lukesargent5594 Жыл бұрын

Can you recommend a company in the renewable energy sector ? Do you invest in any ? Thankyou

@TheCompoundingInvestor Жыл бұрын

@@lukesargent5594 I own 3 of them. Bluefield solar, Greencoat Wind and Renewables Infrastructure (Trig) which does a mixture of solar and wind. Out of these 3 I like Greencoat UK Wind the best. There is another one which I don’t own however and it seems to be doing well and maybe worth checking out. It’s called Foresight Solar Fund.

@passionatemozzy4652 Жыл бұрын

I have this exact portfolio, instead of having it balanced however I keep BAT at a low percentage due to its tendency to drop

@TheCompoundingInvestor Жыл бұрын

Nice one! Thanks so much and all the best on your investing journey.

@knowledgeseeker5499 Жыл бұрын

Awesome motivational video ❤ I managed to invest in 370 shares of VHYL and aimed to reach 1000 shares in future. I will be expecting first dividend next week from VHYL 😊

@TheCompoundingInvestor Жыл бұрын

Thanks so much and yes it will soon be pay day from VHYL.

@ken_le Жыл бұрын

just wonder what is the % for each holding or this will be equal weight? What do you think if i go for etf like VUKE as core and Satellite with high growth and return on capital?

@TheCompoundingInvestor Жыл бұрын

Equal weighting so around 9% for each of the 11 companies / sectors

@Dr.JubairsFinance Жыл бұрын

Loving the background music, is it new?

@TheCompoundingInvestor Жыл бұрын

Hi Jubair. The one at the beginning? I subscribe to story blocks and they give you copyright free music as well as video clips. It’s called Dark Ambient Suspense by Media Music Group

@Justaleedsthing 11 ай бұрын

At the end where you show the stocks “You invest in” are they all the ones you invest in?

@TheCompoundingInvestor 11 ай бұрын

They are all the individual companies I invest in currently. I also have 3 ETFs which are VHYL, ISF and IUSA. I do also have a ‘viewers’ portfolio which I set up a year ago and put £500 into each of 10 shares they picked. This is held separately in Freetrade but will be sold soon when I do my final update video. It includes L&G and Persimmon

@Calder1169 Жыл бұрын

I like the look of Smurfit. Might nab some next week.

@TheCompoundingInvestor Жыл бұрын

It’s been doing quite well since being promoted to the FTSE 100 a few years ago

@beancount811 Жыл бұрын

@@TheCompoundingInvestor ~13B revenue ~9B enterprise value ~7B market cap; people love their packaging! Not sure about them having a big moat though.

@sasastories1 5 ай бұрын

Hi mate, i love your videos and am keen to get started. I only have a iphone. Would you say it’s essential to have a computer or could i start this process on my phone? Thank you 🙏

@TheCompoundingInvestor 5 ай бұрын

Hi there. I believe you just need to download the T212 app onto your phone and you can sign up from there. You will need to provide some ID etc.. I got the following from their website.. Be 18 years or older Have a valid taxpayer identification number Verify your identity - you will need to take a picture of a valid government-issued photo ID and a selfie

@sasastories1 5 ай бұрын

@@TheCompoundingInvestor Thank you so much, ive got it downloaded now 🙏

@hitomikagewaki31 Жыл бұрын

I wish more stocks paid monthly instead of quarterly or semi annually(I'm looking at you Nintendo). What are your thoughts on O? aka realty income and what is it ticker in England? It should be noted O has properties in the USA, Spain, the UK, and Italy. Never heard of Segro until now. I need to buy more National grid, RY + BMO and NTDOY. I'm an American that owns Canadian, UK and Japanese stocks.

@TheCompoundingInvestor Жыл бұрын

I don’t know too much about US stocks. The S&P 500 ETF is all I really buy in the US. National Grid has done well for me over the years.

@Beedeetee_wc Жыл бұрын

Great video 😀 RE S&P 500 ETFs - why did you choose IUSA over e.g. VUAG? Looking to get involved but struggling to tell the difference between the various options

@TheCompoundingInvestor Жыл бұрын

Looks like VUAG is an accumulation ETF which automatically reinvests the dividends. IUSA pays out the dividend so I can choose what it goes back into. Apart from that they are similar and have the same fees of 0.07%

@Beedeetee_wc Жыл бұрын

@@TheCompoundingInvestor thanks! Any thoughts on the big difference in price?

@TheCompoundingInvestor Жыл бұрын

I think the unit price is probably irrelevant and depends on how the fund manager structures it. If you were to put say £1000 in both the day to day performance e.g. percentage change should be very similar

@CCS-du9mh Жыл бұрын

Great picks! Would you say this is a good replacement to your previous Dream Team? Those I've bought that were previously in it, I'll most likely just keep them but not add any further. Thanks! Edit: I use VXUS instead of FTSE 100 but I may consider it again to be honest.

@TheCompoundingInvestor Жыл бұрын

This team was a bit of a compromise to be honest as I tried to find a combination which would pay out every month as well as having better 5 year growth and higher average dividends. Unilever / Diageo are other very strong options.

@CCS-du9mh Жыл бұрын

@@TheCompoundingInvestor I'll probably just combine both depending on the buy alert/setup. I also wondered, if I have SP500 & VXUS, and single stocks, do you think it's redundant to hold ISF & QQQ?

@TheCompoundingInvestor Жыл бұрын

@CCS-du9mh I only have IUSA which tracks the good old S&P500 which is the one Warren Buffett recommends that most people should use for the long term. Pays a relatively low dividend too of around 1.5% which I keep outside of the ISA. There is not enough room to put everything inside

@CCS-du9mh Жыл бұрын

@@TheCompoundingInvestor Maybe, I'll just stick to what I have ETF-wise. ISA I have JREM (Emerging)/VUAG (SP500)/SMEA (Developed) all in GBX, all accumulating to get as much of the entire market. Outside of ISA I have CSPX (SP500), and VXUS (International). At the time there wasn't a distributing ETF in GBX and there isn't an VXUS equivalent. Maybe adding more will get too messy haha.

@pickashole 11 ай бұрын

Well my short journey so far of about 6 weeks. I have 8 individual companies and VHYL. Every month another two companies get added and will pick into the other ETF's you have. All for the long term. Plan is to collect enough in dividends each month to cover utility bills upon retirement.. Plan may change.

@TheCompoundingInvestor 11 ай бұрын

Nice strategy and I like the idea of comparing the dividend amounts to bills which could be covered by them if you chose to use them for that purpose. Very motivational.

@pickashole 11 ай бұрын

@@TheCompoundingInvestor in the interim, every dividend will be invested along with new money.

@mdashfak98 Жыл бұрын

Outstanding video, just one question kindly "Don't you think fuel company's like Shell and BP their business will be going down in near future because of low emission purpose Electric Car's taking the place? And Tobacco business because of E-Cigarets such as Vape? Please your valuable opinion on that

@TheCompoundingInvestor Жыл бұрын

Thanks so much. They will have to transition their business for sure to avoid a similar fate as Nokia, Blackberry, Kodak etc. Shell and BP are transitioning into renewables and the tobacco companies will need to experiment with other products. There was talk of Imperial brands developing caffeine products of some kind.

@mdashfak98 Жыл бұрын

@@TheCompoundingInvestor Thanks a lot for your reply 🙏🏻

@davegriff1593 11 ай бұрын

I Think I read somewhere that Shell were having second thoughts on renewable.

@dylan400d 11 ай бұрын

Just tried your affiliate link for T212 - it says the name linked to the account is Fiona... is this correct?

@TheCompoundingInvestor 11 ай бұрын

Yes that’s correct, the boss of the house :)

@dylan400d 11 ай бұрын

@@TheCompoundingInvestor Amazing - I love your journey, and only wish I had started doing it earlier. You should host a Q & A at some point !

@H80989 Жыл бұрын

Say i wanted large returns per month, should i buy many shares of a stable company with higher dividends? Like shell and jp morgan? Would this guarantee monthly income?

@TheCompoundingInvestor Жыл бұрын

I did a video recently which may help you build a portfolio with UK shares that would pay out each month.. kzfaq.info/get/bejne/rMp-ZpNisuCsqnk.html Oil and Banking tend to be cyclical stocks so although they pay good dividends your capital can jump around quite a bit depending on the state of the economy. Companies like the utilities, medicines, and consumer staples tend to pay a lower dividend but are more stable during all areas of the economic cycles

@H80989 Жыл бұрын

@@TheCompoundingInvestor yes, thank you will check it out. Would it be possible to open a bank account in the uae and withdraw from my UK stocks to avoid the hefty tax ?

@TheCompoundingInvestor Жыл бұрын

@Adam89898 I’m afraid I don’t know the answer to that one

@lawrencer25 Жыл бұрын

@@H80989why not just call the bank ? Iam sure they will be more than helpful

@playingFTSE Жыл бұрын

Don't you class Rightmove as tech? That's in the FTSE 100 right?

@TheCompoundingInvestor Жыл бұрын

The website I took the sectors from (Disfold.com) has Rightmove listed as.. Sector: Communication Services Industry: Internet Content & Information

@playingFTSE Жыл бұрын

@@TheCompoundingInvestorfair enough! I think I'd have it as tech though, it's essentially just an app right, but then I guess it's advertising of some description.

@TheCompoundingInvestor Жыл бұрын

@playingFTSE Definitely some odd classifications I thought. They have Persimmon and Taylor Wimpey as Consumer Discretionary which puts them in the same sector as JD Sports and Flutter Entertainment. Very odd. I guess with a system which uses only 11 categories it is fairly restrictive.

@twinkletale5548 Жыл бұрын

Funny as I own LGEN and Smyrfit Kappa.

@leeread1234 7 ай бұрын

I own BAT but my portfolio says they pay end of April not May ? atm May is the only month that I don't get paid something.

@TheCompoundingInvestor 7 ай бұрын

Should be 3rd May this year and 2nd May next year. If you Google “BATS dividend max” they have a great website which shows you past and future dates.

@andyh3142 Жыл бұрын

Outside the ftse 100 have you been topping up on the solar and wind likes of UK wind, Trig and the others have all took a fairly severe haircut recently.

@TheCompoundingInvestor Жыл бұрын

The problem is quite a few of my shares have suffered recent falls so it’s quite difficult deciding which to load up on. I added to UK Wind recently I think. BP and Croda took heavy falls recently and I was distracted by those two. I’m monitoring Persimmon like a hawk at the moment. In 2009 I bought in at £6 and then sold at £8 and watched to my horror as it went to £35. I won’t be making that mistake again. It might dip below £10 next week. If I buy I’ll be holding for the long term this time.

@andyh3142 Жыл бұрын

I know what you mean got several that would be ripe for topping up. Persimmon to me doesn’t appear to be a company that is going anywhere fast . Not a cineworld or pelaton which could literally go to zero one day it does seem a tempting entry point buy and hold.

@TheCompoundingInvestor Жыл бұрын

I remember in 2009 when Taylor Wimpey crashed to 22p during the credit crunch. House builders can be highly cyclical. They stopped paying dividends at the time and that is often a sign that the bottom is close. Then as the economy picks up again the house builders recover and so the cycle repeats every decade or so.

@worthykev Жыл бұрын

@@TheCompoundingInvestor " I’m monitoring Persimmon like a hawk at the moment. " you and me both!! tempted to open a position, not sure how the divi will fair for the next 2-3 yrs? but as you say highly cyclical and a long term hold.

@TheCompoundingInvestor Жыл бұрын

Looks like they already cut the dividend not long ago. Taylor Wimpey and Barrett are around the 9% mark and that’s pretty scary especially with a mortgage crises unfolding and property prices falling. I doubt those yields are sustainable in the current climate.

@metro1361 Жыл бұрын

Is Berkshire Hathaway good for UK based investors.

@TheCompoundingInvestor Жыл бұрын

It certainly has a great track record of you look at the share price chart. Up 10% this year and up 81% over the last 5 years. Also no dividend withholding tax as they don’t pay a dividend. Obviously past performance is no guarantee of future returns but a great track record for sure. I have exposure to them as I have a decent holding in an S&P500 ETF. My platform does not allow me to buy fractional shares however. Just a single Berkshire Hathaway share now costs half a million dollars!

@metro1361 Жыл бұрын

@@TheCompoundingInvestor Thanks for your reply. Trading 212 can do BRKA as fractional and BRKB as whole shares. A 0.15% FX fee is payable.

@christmas10023 23 күн бұрын

I'm in USA please anyone name a ETF that's listed on USA market that owns these stox Thanks!!

@GGletgo1 Жыл бұрын

First

@TheCompoundingInvestor Жыл бұрын

Thanks

@dalfap2787 Жыл бұрын

Gsk no?

@TheCompoundingInvestor Жыл бұрын

Was a close call between AstraZeneca and GSK. Could have chosen either. I have both in my actual portfolio

@staggeredpotato6941 Жыл бұрын

hullo, i am thinking of adding some PHNX to my portfolio...have you come across that company?

@TheCompoundingInvestor Жыл бұрын

FTSE 100 company in the insurance sector. That’s about the extent of my knowledge. Dividend is almost 10% however so you have to decide if this is sustainable. It’s the 3rd highest yield in the FTSE 100. If the dividend gets cut then the share price often falls as investors start to worry.

@staggeredpotato6941 Жыл бұрын

@@TheCompoundingInvestor Thx! Apparently PHNX has a div cover of 1 and payout ratio of 32%...maybe the cover is a little on the low side...LGEN by contrast has 1.8-1.98

@keithmckay4559 Жыл бұрын

Cigarettes as a consumer staple!

@TheCompoundingInvestor Жыл бұрын

Apparently it is categorised as.. Sector: Consumer Staples Industry: Tobacco

@raeveth 10 ай бұрын

Rather buy Hikma that azn

@adenesguedes6848 11 ай бұрын

On Bazin’s method it’s strategy is not so good, so dividend yeld less than 6% , is useless ! Think about ! I know u can improve it ! All best

@PaganRed Жыл бұрын

Huge question for any experienced investor, if I buy US stocks here in the UK and for example if pay 600 for tesla and sell for 700 would the US take a withholding tax?

@TheCompoundingInvestor Жыл бұрын

As far as I know, US withholding tax only applies to dividends.

@PaganRed Жыл бұрын

@TheCompoundingInvestor thankyou, so I want to invest in coca cola more for growth than anything and the dividends who just be a plus. I was reading they do tax dividends but was unsure on capital gain