tag:blogger.com,1999:blog-6533494677366906459.post5398618279147720920..comments2023-05-14T13:16:00.415+01:00Comments on DIY Income Investor : Bye-Bye BaBY (Portfolio Sale)Sisyphushttp://www.blogger.com/profile/11345967558482194349noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-6533494677366906459.post-30767990854827271592014-03-04T08:11:34.590+00:002014-03-04T08:11:34.590+00:00Thanks Vatsa
That might be worth thinking about -...Thanks Vatsa<br /><br />That might be worth thinking about - but the short maturity means that it is not eligible for an ISA.<br /><br />DIYSisyphushttps://www.blogger.com/profile/11345967558482194349noreply@blogger.comtag:blogger.com,1999:blog-6533494677366906459.post-18821127649814084362014-03-02T20:39:47.675+00:002014-03-02T20:39:47.675+00:00I sold out my BBY and AZN on similar grounds - I w...I sold out my BBY and AZN on similar grounds - I was up 40% on each in less than 2 years and though offering good yields were feeling a bit overpriced.<br /><br />Been a bit of a mental tussle as to what to re-invest in though.<br /><br />Still not got my investing strategy nailed down yet but thank you for the blog - I have definitely been affected by yours!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6533494677366906459.post-57530328380968522672014-02-27T13:24:41.810+00:002014-02-27T13:24:41.810+00:00I've now joined you in selling BBY and recycle...I've now joined you in selling BBY and recycled part of the proceeds into Ladbrokes (LAD) which is yielding 6% - now crossing fingers for a recovery, if they ever manage to sort out their online offering!TunnelVisionnoreply@blogger.comtag:blogger.com,1999:blog-6533494677366906459.post-9743087562112803382014-02-26T21:49:34.026+00:002014-02-26T21:49:34.026+00:00Hi DIY,
I've been looking at the I shares JP M...Hi DIY,<br />I've been looking at the I shares JP Morgan Emerging Markets Bond (SEMB), a sovereign + quasi sovereign ETF, near 52 week low, down -12% for year, NAV of $3.3bn, yielding 5% according to Bloomberg, 4.5% according to I shares literature .... however what I really like is that it pays income monthly .... great for compounding. What do you think ?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6533494677366906459.post-8821759484267843682014-02-25T17:21:34.640+00:002014-02-25T17:21:34.640+00:00Hi FI,
Usually I aim to replace it with something...Hi FI,<br /><br />Usually I aim to replace it with something having a higher yield than the portfolio average (currently 5.5%). Alternatively, I might try a new ETF which might have a slightly lower yield, as I am still building up a 'reference' portfolio of income-producing ETFs. I like to think that this process helps to 'refresh' the overall portfolio and fine-tune the strategy.Sisyphushttps://www.blogger.com/profile/11345967558482194349noreply@blogger.comtag:blogger.com,1999:blog-6533494677366906459.post-6617929449896021042014-02-25T17:06:29.863+00:002014-02-25T17:06:29.863+00:00When you do sell because it has reached your targe...When you do sell because it has reached your target of a price increase equivalent to 5 years income, do you then always manage to replace it with another investment that produces more income. Your post states that the Balfour Beatty yield is 4.5% with a cover of 2.5, and I am wondering what you would replace this with?<br />Financial Independence UKhttp://www.financialindependenceuk.comnoreply@blogger.comtag:blogger.com,1999:blog-6533494677366906459.post-32431731858507677802014-02-25T12:51:30.149+00:002014-02-25T12:51:30.149+00:00That's pretty much how I see it too. As I comm...That's pretty much how I see it too. As I commented on your other recent post, I'm running BBY with a tight stop-loss (almost triggered yesterday) but wondering if I should just cash in now and keep that extra few %.<br /><br />As I write the share price has rebounded to near to the 12 month high, so I'm going to see if it can push any higher before making a decision.TunnelVisionnoreply@blogger.com