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The Joy of Income Portfolios - Part 3 of 5

1/11/2017

If you haven’t read Parts 1 and 2 yet, then scroll back down my Blog Page a tiny bit and you should find them very easily.

Features of an ideal Dividend Stock
There are many aspects and features that make a particular Stock suitable for an Income Portfolio - the following spring to mind as things to consider:

Fit with Portfolio - I am sure I have mentioned this before in this Blog epic but I see it as an important point to stress. It is vital that any Stock under consideration as a potential candidate for the Portfolio will fit nicely within the overall Portfolio and not result in over-exposure to a particular theme or sector. Any new Stock must add to the diversity to lower Risk of the overall Portfolio rather than to add to the Risk. It is not simply good enough to buy perhaps 12 Stocks which have high dividend yields etc. - they must be considered as a whole and as a complementary and supportive Basket of Stocks. It is the overall Risk of the Portfolio which matters, not that of the Individual Stocks themselves. Think in terms of a ‘Blended Risk’.

2 Comments

Guest Blog from Phil Sloan - How to Protect your P2P earnings from Tax: The IFISA

22/3/2017

2 Comments

Kindly Phil has written another P2P related Blog for us and again it includes some links to Special Deals where you can get a Discount and Phil and myself get a small slice as well. Please note these can be High Risk Investments and if in doubt you should consult with a qualified Financial Advisor - we make no recommendation with regards to suitability for you and we are not qualified or FCA regulated. If this is new to you then make sure you read Phil’s previous Guest Blog and you will find within that one some Lower Risk P2P Investments like Zopa and Ratesetter.

Cheers, WD.

In my first article for Wheelie’s Website last month I wrote about the 'how's and ‘why's' of P2P (Peer to Peer), and if you're unfamiliar with the area it might be worth you reading my first article, paying particular attention to the risks involved:

http://wheeliedealer.weebly.com/blog/guest-blog-peer-to-peer-lending-worthy-of-consideration-in-an-environment-of-low-interest-rates-and-rich-stockmarket-valuations

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Guest Blog - Investors Chronicle Growth Seminar

12/10/2016

4 Comments

The Guest Blog below comes from a good mate of mine who attended an Investors Chronicle event recently in London. Very kindly he offered it up for a wider Audience and now he is extremely famous, but in an Anonymous kind of manner !!

Anyway, a huge (and Bold) THANK YOU on behalf of all WD readers to ‘you know who you are’.

It’s very much appreciated, WD.

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Diversification - am I enjoying too much of a Good Thing? Part 3 of 3

9/12/2015

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Why is Diversity Good?

I am sure most Readers will be fully aware that if you hold a bunch of Stocks, you have the advantage that gains from the good Stocks will outweigh the losses from the poor performing Stocks - obviously just holding 1 or 2 Stocks is pretty much suicidal. However, this of course is very much linked to the number of holdings - for example, if you hold just 5 Stocks there is a very real Risk that 2 of them could Blow-up badly and you will make a loss overall on the Portfolio (especially if you focus on Small Caps and AIM). Whereas if you hold 100 Stocks then you will pretty much just track the overall Markets and will have a Management/Administration nightmare. I have gone into this whole subject many times before in various Blogs so I won’t dwell much more, but probably the minimum sensible number of Stocks to hold is around 15 and probably 40 is really the maximum (that is lucky, cos I am aiming to get down to the WD40 !!). It is also my view that only very experienced and successful Investors can get away with holding just 15 Stocks - it is much more Risky than people realise and it just takes a couple of Errors to murder your Returns. As recent weeks in the Stockmarket have shown me mercilessly on Stocks like Entertainment One ETO, Telit Communications TCM, Utilitywise UTW, Brady BRY, Black Swans can swoop in at any time and cause devastation. I would bet that most people with extremely concentrated Portfolios massively over-estimate their Stockpicking and Portfolio Management Skills.

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The Joy of Income Portfolios - Part 3 of 5

Guest Blog from Phil Sloan - How to Protect your P2P earnings from Tax: The IFISA

Guest Blog - Investors Chronicle Growth Seminar

Diversification - am I enjoying too much of a Good Thing? Part 3 of 3

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