tag:blogger.com,1999:blog-6533494677366906459.post1464136885707385064..comments2023-05-14T13:16:00.415+01:00Comments on DIY Income Investor : Breaking the Rules (Portfolio Sale)Sisyphushttp://www.blogger.com/profile/11345967558482194349noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-6533494677366906459.post-75058830722749113772015-02-04T17:08:10.065+00:002015-02-04T17:08:10.065+00:00CLIG has maintained dividends through some fairly ...CLIG has maintained dividends through some fairly torrid times. The yield has fallen to just over 7% but is still one of the highest available from a company trading in line with expectations. Emerging markets will remain volatile for sure but for income seekers I see no reason to sell. In contrast many Reits and infrastructure funds are trading on 15% premiums which I think is unsustainable. Have just sold out of FCPT on our mans 5 ratio rule as it is on a premium of 17.5% to nav. Might buy some more CLIG!Murrochhttps://www.blogger.com/profile/12728356869530831981noreply@blogger.comtag:blogger.com,1999:blog-6533494677366906459.post-43811180327956800142015-02-03T12:50:35.240+00:002015-02-03T12:50:35.240+00:00Good heavens. And the xd date isn't until 15....Good heavens. And the xd date isn't until 15.2!! Grafenia seems to be in free fall despite the good yield. I think I'll do the ninja thing today and sit on my turtle - no dealing. It was a bit tempting on reading your blog at first to swap the CLIG for some GRA, but I probably don't have your exposure to CLIG and that is making me reluctant to act.... Anonymousnoreply@blogger.com