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Money Week rate ITV a sell. Too much competition.

BP and RDSB look good. The worry in the back of my mind is that cities and states in the USA will target oil companies for compensation for causing global warming. They will be looking to milk the oil sector like they did tobacco a few years back.

If a recession looms, staples like ULVR might be worth considering.

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It’s difficult to know what to make of the FTSE100 right now. The last time the index yielded more than current level was during the 2008-09 meltdown which as we know was a pretty good time to be buying, but then otoh global markets look like they are about to roll over I expect Mr Buffett to be looking in our direction like an oversexed man in a brothel. 

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BARC.L added to the income portfolio today.

Dividend yield of 6.5%, Forward P/E of 6.5 and Price to Book  of 0.4 is my triple margin of safety.

 

Current holdings:

VOD.L

AV.L

BLND.L

BARC.L

 

Early days, but the Portfolio is doing pretty good so far. 

 

 

Edited by vand

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I dunno what all the other value investors have been playing at in the last few years, because the vand HYP has been absolutely flying in the last month:

VOD +8%
AV +8%
BARC +13%
BLND +18%

I basically split my investmenting between 3 separate strategies:

Global macro Portfolio
High Yield Portfolio
Permanant Portfolio

So as the precious metals have been in correction mode in the last couple of weeks which has seen a fall in my global macro fund, the high yield strategy has kicked in a delivered great performance to pick up the slack. 

The PP ticks along steadily in the background for steady wealth accumulation.

 

Overall these diversified strategies help me charter a much smoother path to wealth accumulation.

 

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