The ones I know of are IUKD as you mention which basically selects 50 companies with high dividends fairly mechanically. UKDV picks the aristocrats (history of reliable and rising dividends). There is also VHYL which pays high dividends from around the world. I have this one and also ISF which is just a FTSE 100 tracker. The yield is around 3.5% on that one and I’m happy with that.
Thanks for dropping this gold dust content unexpectedly like bird’s droppings on my Guards Red car after polishing it for hours 😅 I appreciate this content with some good companies.
I've only been investing for about a year and it's been a little rough but I think i've made my mistakes now and ready to really settle it down and just keep going with a clearer head, I wish I would of done this sooner but starting at 35 is better than 55 I guess. Onwards and upwards!
Nice video as normal surprised you left out BATS (23 years), PHP (22 years), and City of London Investment Trust (23 years). You have constant dividends but I found quarterly compound quicker than Bi-Annual. I use a different ratio with constant share price over a 5-year period as a gauge for dividend growth, like a savings account really. The PHP share price has been constant, never going below £1 since 2018. Bluefield Solar which BTW was your pick when I first watched back when you started on your YT. That I have held and increased the ratio on the investment as it follows my model. It is refreshing to see YT channel which gives factual information.😁
Thanks gar phill. Some really good info. For the purpose of the video I selected the companies in a rather mechanical way. they has to show increasing dividends for at least the last 7 years but also a 5 year share price increase. I'm not saying this was the best criterion but at least it reduced the number of companies to a manageable number (under 20). Both PHP and BATS have shown a share price drop over the last 5 years so I didn't include them. Admittedly PHP only shows a relatively small drop and their stats are still very impressive so I'm glad you mentioned them. I think BATs have fallen 30% or so over the last 5 years so that's why they were not included and Bluefield Solar which I own have only increased dividends for the last 5 years and not the 7 which I had decided was the cut off point.
There was a press release on 8th June, looks like LSE is staying ... "CRH plc, the leading provider of building materials solutions, is pleased to announce that shareholders overwhelmingly approved the unanimous recommendation of the Board and management team to transition to a US primary listing on the New York Stock Exchange (NYSE) at an Extraordinary General Meeting held earlier today. The Group will retain a standard listing on the London Stock Exchange (LSE) and will de-list from Euronext Dublin. The changes are expected to take effect on or around 25 September 2023."
Incredible content, I am watching a few reits and trusts but love these stocks because i love investing in great companies and seeing the dividends roll in. I started my journey properly this year but going well
@@TheCompoundingInvestor thank you, I have 23 holdings with 3 being purely growth companies without dividends. The others are a fair mix. You hold a few of them too I see which is great to see. Are you adding any more companies to your mix soon that aren’t etf’s?
I suggest, Steve, that the real beauty of holding these stocks - as opposed to shares in a REIT or a Unit Trust, is that you are not paying the fund manager (who would very probably have bought these shares anyway) for their services. Open up a Stocks and Shares SIPP every year, buy stocks in this list, and let the dividends flow in! When funds and market conditions permit, buy more of the same.
Good video and companies thanks. Would also recommend taking a look at Croda, Ashstead, Diploma, Spirax Sarco and Halma in the FTSE 100. All quality companies with a long history of annual dividend growth (higher than those you listed). They may not have particularly starting yields, but if you hold for 5-10 years and reinvest dividends then total return and yield on cost are likely to be impressive. These type of dividend growers can help you beat inflation.
Think you can't really go wrong with companies like National Grid & United Utilities. I have plans to buy shares in both when I have funds available and when they're a good entry price (hopefully sub £10 for both.)
Ahh, some familiar names in that list. A nice treat for a Compounding Sunday. My love of the high seas draws me to Clarkson: 70% of enterprise value in cash; can buy its sector peer, Braemar, whole with said cash; generates enough cash to buy itself every three to five years on average. In difficult times, it's diversified as a platform and freight derivaties trading business, and as an island, its home base is a very secure floor for ongoing trade. Compared to global peers looking at a potential cyclical drop in revenue of 20-50% over the next three years, CKN's guidance/consensus is only for a 5-6% drop, and that's coming off a Covid bounce. Good margins. A little volatile but if you hold mining stocks, it won't be as bad. As a ship broker, it can easily reposition its hunt for growth to where the next boom is. :)
@@TheCompoundingInvestor Quite under the radar, to be sure. I wasn't even aware freight futures were a thing. But it seems to be chugging along nicely for them.
All good companies but I had certain criteria otherwise there would be too many for one video. They were a price rise over the last 5 years, dividend increase consistently over the last 7 years and also they had to have a dividend yield higher than a certain percentage which I can't remember off the top of my head, may have been 2%.
I focused on individual companies here but you are right Philip, there are some really good trusts which raise their dividends consistently. Perhaps I'll do a separate video on these and go into a bit more detail on them.
This is not an exhaustive list, but I scanned for companies that increased their divs by at least 5% CAGR over a 5- and 10- year period. Here's what I came up with: BMY BVXP CCC DPLM HWDN III MACF MGNS MPE REDD RNWH VTU WYN . I've owned DPLM since 2015, for example, and it's up nearly 350% since that time. I'll add that all the companies I have listed have reasonable debt levels, so they're unlikely to go bung in the next 5 years.
Diageo is on my list for a long term hold. My friend works for RELX, and they really are a solid 100 year old well run company (ticker is pronounced RELLEX though 😊)
My only concern about RELX (and I agree, it is an excellent company) is the debt it is carrying. Is anybody else concerned about that or should I be confident this won't impact the business long-term?
@@biggerissues6085 It's debt levels are not overly high when compared with its revenues (the majority of which are recurring and therefore not cyclical). I don't own it but it is a real quality compounder that you are likely to be pleased you invested in ten years from now.
With Foresight Solar and Greencoat UK Wind, how do the ongoing charges affect the attractiveness for you given they are managed trusts? Of course, the charges (~1%) are much lower than the dividend yield but still an extra expense to consider compared to others on your list.
Regarding Greencoat which I’ve had for several years (since they floated) the shares are up around 45% with a very decent yield so despite the ongoing charges they have done a lot better than many of my other companies in the same time frame. So far so good but will keep monitoring the performance
It’s not a sector I know too much about and I don’t hold any REITS currently, however there is a channel called pensionCraft which did a video on this yesterday which you might want to check out
The thing with REITS is they consistently lose value over the long term. Yes its nice to have monthly income but not when it comes at -50% over the 5 years. I was investing and I was losing far more in value than i was getting paid out. Its okay if you plan on NEVER selling those shares but not for me.
@@channel-zu8go They've lost value recently due to rapid increase in interest rates (which discounts the value of their portfolio). I would say that many REITS are looking pretty attractive today sitting on very high yields and discounts. If you think we are at peak rates then you might make some money here. But yes, over the long-term they are an income-delivery (not capital growth) vehicle.
Really like your videos, you are an inspiration. Have you thought to increasing your content, maybe a Patreon, it's great that you concentrate on the UK market.
Thanks Paul I really appreciate your comment. As I have a busy full time day job there is only a limited time I can devote to content creation at the moment.
@@TheCompoundingInvestor yeah I appreciate that, Patreon is a great subscription based tool and you can post whenever you like. Maybe portfolio info, buys and sells, any spreadsheets you use. Just a thought mate your journey is very interesting.
Rode VideoMic Me-L. It’s directional so eliminates background noise. Cost be £60 but I think it’s about £70 these days. It’s very small and plugs into my IPhone lightning port. I edit using the free iMovie app on the iPhone but it’s an iPhone 10 and struggling these days. Seeing how long I can keep the thing going.
Love your videos, they really do inspire and motivate! i am thinking of combining some of these stocks with some of the other companies in your portfolio to have a good blend of growth and established top dogs that pay a bigger dividend.
Great call and I agree. Great history of increasing dividends and also impressive capital growth. I think the current yield is below 2% and that was my cut-off point for the video otherwise I’d have too many companies to mention. I forgot to say this is in the video but totally agree with you, great looking company and glad you mentioned them.
That’s a good question and of course there is no guarantee that a company will even continue to pay dividends however if it has a long track record of increasing its dividends then that is usually a good sign that things are well with the underlying nature of the business. National Grid for example is a virtual monopoly and they can raise prices in line with inflation. Diageo and Unilever have huge brand loyalty and can raise prices and customers will still buy their products because they are trusted. Most companies have dividend policy on their website which explains what their planned dividend strategy is going forward
appreciate your hard work must admit never looked at a lot of these companies... I have shares in Barc GSK Airtel Africa and a few others, hoping to buy in the dip of the financials but beginiing to think this looks risky. Did you notice the PB rate has taken a bump up? (looks exciting)
I’ve been growing my position slowly. I think they could be a takeover target eventually. Last year Unilever made a bid for them. Haleon have started paying a dividend now also
Thanks Adam. I don’t actually know how much better I would have done by investing in a low cost index fund each month as opposed to selecting shares. I’ll have to try and work this out at some point. ETFs were not mainstream when I started and my platform didn’t allow me to buy overseas shares so I grew accustomed to buying individual UK stocks. For other mistakes I made then check this video below.... Avoid These Investing Mistakes! ua-cam.com/video/5flykHoeHWY/v-deo.html
The ongoing charges for ISF are 0.07% compared to 0.09% for VUKE. Also when I was choosing my first ETF on my platform (Barclays) most fellow clients seemed to be going for ISF at the time. Probably in the long term there is not too much difference between them. Odd that the fees are more for VUKE.
@@andyQ87 would imagine the fees and lack of choice. I've jumped in on Dodl this year. Last year I can due to my age. Have calculated that the government bonus outweighs the charges. The major downside is that once money is in its in until at least 60 so I'm not putting all my investments in there this year. Also like Dodl as it has lots of the shares I wanted anyway and would hold long term - National Grid, GSK, L&G for example.
I agree there is no guarantee on what will happen in the future but different companies have different policies on dividends and what they aim to do e.g. raise them in line with inflation, keep them in line with profits, don't pay them etc. Their dividend policy should be found on their websites under investor relations. A company with a long track record of raising its dividend and a policy / intention of doing so has a higher probability of continuing this trend.
I used the dividend data website. You can then click on the dividend history and rank various columns of your choosing. I had a cut-off point of 2% yield which I should have mentioned and there are many companies paying below 2% which also met the criterion. I then had to check that each company I increased their share price over the last 5 years which was quite time consuming.
@@TheCompoundingInvestor I could tell a lot of work went into the information you shared. It would be interesting to know what the comparison for VHYL would be over that same time period, and if you had invested in VHYL, if the current yield today would be double digits following reinvestment of all dividends received.
@@Paulie44 My guess is that VWRL might outperform VHYL in total return over the long term. This doesn't concern me however as I find dividends really motivating. There is a website called JustETF which allows you to compare the performance of multiple ETFs side by side. Worth checking out.
@@TheCompoundingInvestor VWRL May outperform VHYL in the long term, but I’m already 49 years old. I’m aware of JustETF and will investigate further, thank you.
I know you cant 'financially advise' but would be interesting to know what small and/or riskier dividend companies you'd invest in if you did. Ive been looking at cakebox for quite some time now for instance.
Before the video I hadn’t even heard of foresight solar fund. It seems to have a huge yield. This might be one I’d look more into and monitor but no plans to buy at the moment. The average yield of my entire portfolio is more or less the same as the FTSE 100 of around 3.5%
whats your strategy for eventually making converting the shares to money? do you sell a percentage each year, or do you have distributing dividends etc? or do you wait for a big life changing purchase such as a new house, then sell a portion of the shares etc?
Good questions. When the dividends are paid they remain as cash inside the platform. This gets reinvested fairly quickly often with new money going in as well. I have a full time job in the education sector so I can just allow the portfolio to compound over time. I also have a work pension which I contribute to each month. The passive income from share gives me options if in the future I want to go part time or give up some work responsibilities. That’s my thoughts and plans at the moment. I try not to look at the top of the mountain and concentrate on one step at a time.
Hi Jeff, The best website I've used for ideas on dividend investing is the Motley Fool (UK version). I've never signed up to anything and only use their free investing news articles which anyone can view. Other websites are dividend data which tell you dividend yields / history of payments etc.
May I ask, what is your opinion on the fact that when investing through a platform like trading 212 you are just a title holder of the shares? I’m only just starting to invest and was wondering what someone more experienced thinks
You are still the beneficial owner of the shares although the shares will be registered with Trading 212. My main portfolio is with Barclays and again I'm the beneficial owner of the shares. In the event of Barclays going bust they cannot touch my shares as they are ring-fenced from their own assets. I'm assuming this is the case with most brokers but you should check their website to make sure.
Quite a few of them. Companies like Clarkson and Foresight Solar I hadn’t even heard of before doing the research. I’m thinking of maybe adding a few to my portfolio at some point
Cranswick mentioned in the video is a food company but I agree food production is going to be extremely important going forward and good to have some exposure to
All I can really say is that I don’t have any plans at the moment to add new companies. I think I have around 25 individual ones already across many sectors but I might change my mind in the months or years to come.
@@TheCompoundingInvestor I'm currently holding 31 single stocks & 2 ETFs in my GIA, and then 2 single stocks and 3 ETFs in my ISA. I'm just doing really small dcas on buy alerts, when the 20 EMA is above the 50, although not necessarily in an uptrend. I do feel sometimes I should feed more into my ETFs for safety though.
In this video I looked at companies which have long unbroken records of growing their dividends. Rio cut theirs fairly recently. BHP cut theirs twice I believe since 2015. Still good companies and I actually own Rio
It was a purely arbitrary number which I tried in order to reduce 350 companies down to around 20. 7 years consecutive dividend growth and 5 years share price rise seemed to give me a sensible number of companies for a video. I also had a cut off point of 2% current dividend yield. I’m not saying this is the best criteria at all. If you want to check out the website I looked at then you can visit Dividend Data website and go to dividend history. It’s quite good. I then of course had to check each individual company to see if the share price had in fact risen over the last 5 years.
The longer you leave it, the more it grows and compounds and if reaches 240k, that would generate 1k a month assuming a dividend yield of 5%. You should get capital growth too
I chose to include only companies which raise their dividends consistently for at least 7 years as well as showing a share price increase over the last 5 years otherwise I’d have far too many companies to talk about in one video. LGEN didn’t raise their dividend in 2020 and also the share price is down 15% over the last 5 years. Having said this I think they are a great company and I’ve come close to buying them several times in the past
What are the margins like for Greencoat Wind? ...everywhere I look i see margins of 90% and above but surely this cannot be right, even software companies cant get anywhere near this.
Hi there Oliver. For this video I focused only on companies which have raised their dividends for at least the last 7 years and also increased their share price over the last 5 years. HSBC cut their dividends in 2019 and 2020. For GSK you have to go back 9 years since they last raised their dividends. It was flat from 2015 to 2021 and then cut in 2022.
I got the data from a website called dividenddata.co.uk Click on the tab DIVIDEND HISTORY and you can look this info up for all the shares in the FTSE 100 and 250
That’s fair enough. I’ve done a couple videos on how you can get paid each month with UK shares but I suspect your method will be a lot more diversified. Always good to see regular income flowing in.
If someone is going to invest in say bunzl, then it's because they think that the future earnings growth is more favourable than what the person they are buying from thinks. It's got nothing to do with the dividend yield or what they did in the past. Picking a stock purely because it pays a dividend will not improve your financial outcomes.
Which UK dividend shares are your favourites?
BP, Shell, SSE, HSBC, Sainsburys, Unilever.
@@Pcr06 great choices there. Thanks
Is there a good dividend etf? Was looking at wukd and iukd
The ones I know of are IUKD as you mention which basically selects 50 companies with high dividends fairly mechanically. UKDV picks the aristocrats (history of reliable and rising dividends). There is also VHYL which pays high dividends from around the world. I have this one and also ISF which is just a FTSE 100 tracker. The yield is around 3.5% on that one and I’m happy with that.
@@LT99_ I have VHYL (all world high dividend yield), VWRL (all world but lower dividend) and recently bought some VUKE (FTSE 100 with a good yield).
Dividend growth + capital growth + reinvesting dividends + adding in new money = compounding machine
Well said. All the best on your journey
Yeahh is a machine
I live in theUK. Originally i only invested US stocsk but found your channel last month, absolutely love your channel.
Thanks my friend, I really appreciate it. Good luck on your investing journey
Great vid thanks - Legal & General. Yield = 8.5%. Solid company ...
I am from abroad and investing in my country, but just started my portfolio in UK, Yours videos have helped my a lot on my researches.thank you
You are welcome. I’m glad you are finding them useful. Good luck on your investing journey
Of all of these, I continue to buy and hold Diageo 🔥 I say this the morning after consuming a couple of Guinness'
Living the dream 🍺
Legal and general if bought at right price is a good dividend too
I have recently bought shares in National Grid, for the same reasons. After all, everyone uses electricity
The advantages of not always following indexes. Great share. Thanks for posting.
Added GSK and Unilever this month to my portfolio. I feel its finally starting to come together after starting 12months ago
Nice work! Good companies and should hopefully do well over the long term. All the best.
Thanks for dropping this gold dust content unexpectedly like bird’s droppings on my Guards Red car after polishing it for hours 😅 I appreciate this content with some good companies.
You’re really knowledgeable and helpful, thank you for all the information and I hope your channel grows as quickly as your portfolio :)
Thanks so much, I really appreciate it
I've only been investing for about a year and it's been a little rough but I think i've made my mistakes now and ready to really settle it down and just keep going with a clearer head, I wish I would of done this sooner but starting at 35 is better than 55 I guess. Onwards and upwards!
Plenty of years ahead for the magic of compounding to do it's work. All the best.
To paraphrase Lord Rothschild: ‘The time to buy is when there's blood on the streets.' I think he went on to say even if some of that blood is yours.
This is a great video 👌🏾 looks like a lot of work went into researching each of these companies!
Thanks Carlene, yep this was a tough one to do for sure. All the best with your investing and your channel
hello, thanks for the video. It is interesting to see UK profitable and dividends companies. See you
Thanks Trunky. All the best
I do think the renewables are the future growth.
Always love your videos 😊keep it coming
Thanks Paul
Nice video as normal surprised you left out BATS (23 years), PHP (22 years), and City of London Investment Trust (23 years). You have constant dividends but I found quarterly compound quicker than Bi-Annual. I use a different ratio with constant share price over a 5-year period as a gauge for dividend growth, like a savings account really. The PHP share price has been constant, never going below £1 since 2018. Bluefield Solar which BTW was your pick when I first watched back when you started on your YT. That I have held and increased the ratio on the investment as it follows my model.
It is refreshing to see YT channel which gives factual information.😁
Thanks gar phill. Some really good info. For the purpose of the video I selected the companies in a rather mechanical way. they has to show increasing dividends for at least the last 7 years but also a 5 year share price increase. I'm not saying this was the best criterion but at least it reduced the number of companies to a manageable number (under 20). Both PHP and BATS have shown a share price drop over the last 5 years so I didn't include them. Admittedly PHP only shows a relatively small drop and their stats are still very impressive so I'm glad you mentioned them. I think BATs have fallen 30% or so over the last 5 years so that's why they were not included and Bluefield Solar which I own have only increased dividends for the last 5 years and not the 7 which I had decided was the cut off point.
Php is now below £1.00😊
Interesting video, one word of caution, I think CRH is planning to delist from the LSE and relist in New York.
Thanks Roger and I didn’t know this about CRH. Thanks for the info
There was a press release on 8th June, looks like LSE is staying ... "CRH plc, the leading provider of building materials solutions, is pleased to announce that shareholders overwhelmingly approved the unanimous recommendation of the Board and management team to transition to a US primary listing on the New York Stock Exchange (NYSE) at an Extraordinary General Meeting held earlier today.
The Group will retain a standard listing on the London Stock Exchange (LSE) and will de-list from Euronext Dublin. The changes are expected to take effect on or around 25 September 2023."
I didn’t know that. Thanks for sharing the info
Incredible content, I am watching a few reits and trusts but love these stocks because i love investing in great companies and seeing the dividends roll in. I started my journey properly this year but going well
Thanks Steve. Good work! All the best on your investing journey
@@TheCompoundingInvestor thank you, I have 23 holdings with 3 being purely growth companies without dividends. The others are a fair mix. You hold a few of them too I see which is great to see. Are you adding any more companies to your mix soon that aren’t etf’s?
No plans at the moment to add anything new. I’ll just top us existing holdings
I suggest, Steve, that the real beauty of holding these stocks - as opposed to shares in a REIT or a Unit Trust, is that you are not paying the fund manager (who would very probably have bought these shares anyway) for their services. Open up a Stocks and Shares SIPP every year, buy stocks in this list, and let the dividends flow in! When funds and market conditions permit, buy more of the same.
Great video. Interesting to the end. Wish you would do a series of videos reviewing half dozen companies in each video.
FSFL is a new company to me so I will check them out and thank you 👍🏻
You are welcome Matt. All the best
Good video and companies thanks. Would also recommend taking a look at Croda, Ashstead, Diploma, Spirax Sarco and Halma in the FTSE 100. All quality companies with a long history of annual dividend growth (higher than those you listed). They may not have particularly starting yields, but if you hold for 5-10 years and reinvest dividends then total return and yield on cost are likely to be impressive. These type of dividend growers can help you beat inflation.
Think you can't really go wrong with companies like National Grid & United Utilities. I have plans to buy shares in both when I have funds available and when they're a good entry price (hopefully sub £10 for both.)
That sounds like a plan. The utilities have performed well for me over the years especially NG
Worked for BG since privatisation 1987 now NG always bought shares through company schemes NEVER lost money as close to a sure deal as you can get
It’s certainly been a great share for me over the years. One of my favourites for sure
Excellent video, you've given me more stocks to add to my ever growing watchlist!🤣
Always look forward to your updates and the companies you have. Wonderful to see the progress with the graphs at the end. All the best on your journey
Ahh, some familiar names in that list. A nice treat for a Compounding Sunday.
My love of the high seas draws me to Clarkson: 70% of enterprise value in cash; can buy its sector peer, Braemar, whole with said cash; generates enough cash to buy itself every three to five years on average. In difficult times, it's diversified as a platform and freight derivaties trading business, and as an island, its home base is a very secure floor for ongoing trade. Compared to global peers looking at a potential cyclical drop in revenue of 20-50% over the next three years, CKN's guidance/consensus is only for a 5-6% drop, and that's coming off a Covid bounce. Good margins.
A little volatile but if you hold mining stocks, it won't be as bad. As a ship broker, it can easily reposition its hunt for growth to where the next boom is. :)
Useful info and thanks. Its not a sector I know too much about but looks very interesting.
@@TheCompoundingInvestor Quite under the radar, to be sure. I wasn't even aware freight futures were a thing. But it seems to be chugging along nicely for them.
Love your videos, personally think it would be interesting if you did a t212 pie of your portfolio 👍🏼
What about Halma, and primary health properties, and Legal and general?
All good companies but I had certain criteria otherwise there would be too many for one video. They were a price rise over the last 5 years, dividend increase consistently over the last 7 years and also they had to have a dividend yield higher than a certain percentage which I can't remember off the top of my head, may have been 2%.
Great stuff and very interesting to see and hear. Some of these companies I have heard of but have flown under my radar, time for a revisit I think
It’s was interesting doing the research on this one. Food for thought indeed.
Brilliant video and sharing your research ❤👍
Thanks so much. I really appreciate it.
Really enjoy the videos, great stuff.
Thanks George, I really appreciate it.
You did it so I don't have too, thanks 😀
You are welcome. Thanks for watching
You inspire me!
Thanks Zaki and all the best.
City of London investment trust dividends up every year for over 50 years. Many other trusts do the same
I focused on individual companies here but you are right Philip, there are some really good trusts which raise their dividends consistently. Perhaps I'll do a separate video on these and go into a bit more detail on them.
This is not an exhaustive list, but I scanned for companies that increased their divs by at least 5% CAGR over a 5- and 10- year period. Here's what I came up with: BMY BVXP CCC DPLM HWDN III MACF MGNS MPE REDD RNWH VTU WYN . I've owned DPLM since 2015, for example, and it's up nearly 350% since that time. I'll add that all the companies I have listed have reasonable debt levels, so they're unlikely to go bung in the next 5 years.
Thanks, really useful info. Yeah the long term graph for DPLM does look impressive
Thank you very much, great video
You are welcome. Thanks so much for watching and commenting.
Great video. I wonder if Haleon could be part of this list in a few years time
Will be interesting to see how they progress. I bought more this week.
I also added a few more and hoping to see the price lower to add even more :)
Diageo is on my list for a long term hold. My friend works for RELX, and they really are a solid 100 year old well run company (ticker is pronounced RELLEX though 😊)
Thanks Quokka. Every day is a learning day 🙂
My only concern about RELX (and I agree, it is an excellent company) is the debt it is carrying.
Is anybody else concerned about that or should I be confident this won't impact the business long-term?
@@biggerissues6085 It's debt levels are not overly high when compared with its revenues (the majority of which are recurring and therefore not cyclical). I don't own it but it is a real quality compounder that you are likely to be pleased you invested in ten years from now.
Fabulous video once again 👍
Thanks Sunil
Thank you 😊
You are welcome
With Foresight Solar and Greencoat UK Wind, how do the ongoing charges affect the attractiveness for you given they are managed trusts? Of course, the charges (~1%) are much lower than the dividend yield but still an extra expense to consider compared to others on your list.
Regarding Greencoat which I’ve had for several years (since they floated) the shares are up around 45% with a very decent yield so despite the ongoing charges they have done a lot better than many of my other companies in the same time frame. So far so good but will keep monitoring the performance
Brilliant video compounding King 👑
Lol. Thanks so much Daniel.
@@TheCompoundingInvestor No thank you!
Do you think the REIT issues in the US will make their way over to the UK?
It’s not a sector I know too much about and I don’t hold any REITS currently, however there is a channel called pensionCraft which did a video on this yesterday which you might want to check out
The thing with REITS is they consistently lose value over the long term. Yes its nice to have monthly income but not when it comes at -50% over the 5 years. I was investing and I was losing far more in value than i was getting paid out. Its okay if you plan on NEVER selling those shares but not for me.
@@channel-zu8go They've lost value recently due to rapid increase in interest rates (which discounts the value of their portfolio). I would say that many REITS are looking pretty attractive today sitting on very high yields and discounts. If you think we are at peak rates then you might make some money here. But yes, over the long-term they are an income-delivery (not capital growth) vehicle.
Really like your videos, you are an inspiration. Have you thought to increasing your content, maybe a Patreon, it's great that you concentrate on the UK market.
Thanks Paul I really appreciate your comment.
As I have a busy full time day job there is only a limited time I can devote to content creation at the moment.
@@TheCompoundingInvestor yeah I appreciate that, Patreon is a great subscription based tool and you can post whenever you like. Maybe portfolio info, buys and sells, any spreadsheets you use. Just a thought mate your journey is very interesting.
Great video thank you 😊
Thanks so much Drill Lord
What I want to know is... What microphone do you use 👀
Rode VideoMic Me-L. It’s directional so eliminates background noise. Cost be £60 but I think it’s about £70 these days. It’s very small and plugs into my IPhone lightning port. I edit using the free iMovie app on the iPhone but it’s an iPhone 10 and struggling these days. Seeing how long I can keep the thing going.
I think Cairn home has some serious future potential.
Looks interesting, up 22% this year and yield of 5.8%.
@@TheCompoundingInvestor yeah it does, 4impint is another one. Lower yield with great growth potential
Love your videos, they really do inspire and motivate! i am thinking of combining some of these stocks with some of the other companies in your portfolio to have a good blend of growth and established top dogs that pay a bigger dividend.
Thanks Alex. All the best on your investing journey.
Great video🎉
Thanks Colin 🙏🏼
Ever looked into Diploma? Thats a cracking UK outfit.
Great call and I agree. Great history of increasing dividends and also impressive capital growth. I think the current yield is below 2% and that was my cut-off point for the video otherwise I’d have too many companies to mention. I forgot to say this is in the video but totally agree with you, great looking company and glad you mentioned them.
How do you know if a company will grow there dividends is it just an assumtion or based om statistics ?
Also great video 🎉
That’s a good question and of course there is no guarantee that a company will even continue to pay dividends however if it has a long track record of increasing its dividends then that is usually a good sign that things are well with the underlying nature of the business. National Grid for example is a virtual monopoly and they can raise prices in line with inflation. Diageo and Unilever have huge brand loyalty and can raise prices and customers will still buy their products because they are trusted. Most companies have dividend policy on their website which explains what their planned dividend strategy is going forward
Thanks
appreciate your hard work must admit never looked at a lot of these companies... I have shares in Barc GSK Airtel Africa and a few others, hoping to buy in the dip of the financials but beginiing to think this looks risky. Did you notice the PB rate has taken a bump up? (looks exciting)
Thanks, yes the premium bond is going up again for the September draw.
Sadly a couple of these companies are view only for me..but great info!
Thanks for watching
What are your thoughts on Haleon?
I’ve been growing my position slowly. I think they could be a takeover target eventually. Last year Unilever made a bid for them. Haleon have started paying a dividend now also
Brilliant job.....can I ask what the mistakes were at the start and what you think the overall impact was to the portfolio
Thanks Adam. I don’t actually know how much better I would have done by investing in a low cost index fund each month as opposed to selecting shares. I’ll have to try and work this out at some point. ETFs were not mainstream when I started and my platform didn’t allow me to buy overseas shares so I grew accustomed to buying individual UK stocks. For other mistakes I made then check this video below....
Avoid These Investing Mistakes!
ua-cam.com/video/5flykHoeHWY/v-deo.html
I love watching your channel and leaning so much, is there a reason you choose isf over vuke? Thanks
The ongoing charges for ISF are 0.07% compared to 0.09% for VUKE. Also when I was choosing my first ETF on my platform (Barclays) most fellow clients seemed to be going for ISF at the time. Probably in the long term there is not too much difference between them. Odd that the fees are more for VUKE.
Ok thankyou, does isf pay more dividend than vuke? Thanks
According to the website Dividend Max, VUKE pays a slightly higher yield currently of 4.1% compared to the ISF yield of 3.9%.
Ok thankyou , looking forward to the next video
Thanks my friend. This Sunday 8am is the next. All the best
Great video as always mate
Thanks my friend
Great video again funny enough I bought diagio this week looking forward to the next one 😊
Thanks Alistair
Hi, do you use a LISA as well as an ISA?
I don’t use a LISA
@@TheCompoundingInvestor What's the reason for that?
@@andyQ87 would imagine the fees and lack of choice. I've jumped in on Dodl this year. Last year I can due to my age. Have calculated that the government bonus outweighs the charges. The major downside is that once money is in its in until at least 60 so I'm not putting all my investments in there this year. Also like Dodl as it has lots of the shares I wanted anyway and would hold long term - National Grid, GSK, L&G for example.
Can anyone tell me a app where I can purchase dividend stocks?
If in the UK you might consider Trading 212. There should be a link in the video description
buying shares in companies which increase,.. is only applicable when you buy those shares before the company increases.
I agree there is no guarantee on what will happen in the future but different companies have different policies on dividends and what they aim to do e.g. raise them in line with inflation, keep them in line with profits, don't pay them etc. Their dividend policy should be found on their websites under investor relations. A company with a long track record of raising its dividend and a policy / intention of doing so has a higher probability of continuing this trend.
How can you compile a list of best dividend paying FTSE 350 stocks without including BAT ?
From a reply to another question: "Both PHP and BATS have shown a share price drop over the last 5 years so I didn't include them. " Fair enough.
Just visit Dividendata.co.uk and click on dividend yields. You can rank yields for both the FTSE 100 and 250
Sorry, I misread your question but it seems you found the answer to the BATS question.
Much food for thought; which website did you use to filter your list?
Keep up the good work 👍
I used the dividend data website. You can then click on the dividend history and rank various columns of your choosing. I had a cut-off point of 2% yield which I should have mentioned and there are many companies paying below 2% which also met the criterion.
I then had to check that each company I increased their share price over the last 5 years which was quite time consuming.
@@TheCompoundingInvestor I could tell a lot of work went into the information you shared.
It would be interesting to know what the comparison for VHYL would be over that same time period, and if you had invested in VHYL, if the current yield today would be double digits following reinvestment of all dividends received.
@@Paulie44 My guess is that VWRL might outperform VHYL in total return over the long term. This doesn't concern me however as I find dividends really motivating. There is a website called JustETF which allows you to compare the performance of multiple ETFs side by side. Worth checking out.
@@TheCompoundingInvestor VWRL May outperform VHYL in the long term, but I’m already 49 years old.
I’m aware of JustETF and will investigate further, thank you.
how do you go about buying shares in any of the above company's
Hi Robert. In order to buy shares you will need to open an account with an investing platform.
I know you cant 'financially advise' but would be interesting to know what small and/or riskier dividend companies you'd invest in if you did.
Ive been looking at cakebox for quite some time now for instance.
Well from a UK stand point
Before the video I hadn’t even heard of foresight solar fund. It seems to have a huge yield. This might be one I’d look more into and monitor but no plans to buy at the moment. The average yield of my entire portfolio is more or less the same as the FTSE 100 of around 3.5%
@@TheCompoundingInvestor nice, same here I'm going to research it further!
whats your strategy for eventually making converting the shares to money? do you sell a percentage each year, or do you have distributing dividends etc?
or do you wait for a big life changing purchase such as a new house, then sell a portion of the shares etc?
Good questions. When the dividends are paid they remain as cash inside the platform. This gets reinvested fairly quickly often with new money going in as well. I have a full time job in the education sector so I can just allow the portfolio to compound over time. I also have a work pension which I contribute to each month. The passive income from share gives me options if in the future I want to go part time or give up some work responsibilities. That’s my thoughts and plans at the moment. I try not to look at the top of the mountain and concentrate on one step at a time.
@@TheCompoundingInvestor Love how you say ‘education sector’ as opposed to ‘education’ - as only a true investor would.
Lol
what website do you use to track all these companies and the growth?
Dividenddata.co.uk is the main one I use. Dividend Max is another and for share price growth I use google finance
Is there any good way to research these companys , book / articles ?
Hi Jeff, The best website I've used for ideas on dividend investing is the Motley Fool (UK version). I've never signed up to anything and only use their free investing news articles which anyone can view.
Other websites are dividend data which tell you dividend yields / history of payments etc.
@@TheCompoundingInvestor I use Motley Fool too, great info on there. I love your channel and soothing but inquisitive voice :)
I'm definitely going invest in foresight solar and sirius real estate
They are not companies I have in my portfolio at the moment. I already have a solar fund in my portfolio so this one interests me the most.
@The Compounding Investor do you think sirius is a contender to enter alot of portfolio's.
Unfortunately real estate is a sector I don’t own or know a lot about. Perhaps others on here might comment and help
May I ask, what is your opinion on the fact that when investing through a platform like trading 212 you are just a title holder of the shares? I’m only just starting to invest and was wondering what someone more experienced thinks
You are still the beneficial owner of the shares although the shares will be registered with Trading 212.
My main portfolio is with Barclays and again I'm the beneficial owner of the shares. In the event of Barclays going bust they cannot touch my shares as they are ring-fenced from their own assets. I'm assuming this is the case with most brokers but you should check their website to make sure.
@@TheCompoundingInvestor Thanks for this. Looking forward to the next video!
Do you have all these in your portfolio
Quite a few of them. Companies like Clarkson and Foresight Solar I hadn’t even heard of before doing the research. I’m thinking of maybe adding a few to my portfolio at some point
Diversified mix there, storage, property and utilities; world population will be +25% by 2080. What about food companies??
Cranswick mentioned in the video is a food company but I agree food production is going to be extremely important going forward and good to have some exposure to
Great list! I have shares from your Dream Team list from last year. Would it be sensible to add these while holding those?
I also hold US stocks. :)
All I can really say is that I don’t have any plans at the moment to add new companies. I think I have around 25 individual ones already across many sectors but I might change my mind in the months or years to come.
@@TheCompoundingInvestor I'm currently holding 31 single stocks & 2 ETFs in my GIA, and then 2 single stocks and 3 ETFs in my ISA.
I'm just doing really small dcas on buy alerts, when the 20 EMA is above the 50, although not necessarily in an uptrend.
I do feel sometimes I should feed more into my ETFs for safety though.
BHP and RIO TINTO?
In this video I looked at companies which have long unbroken records of growing their dividends. Rio cut theirs fairly recently. BHP cut theirs twice I believe since 2015. Still good companies and I actually own Rio
Any one know if the uk has a similar fund to JEPI ?
To find it, just use the force, it will return to you.
@@quokkapirquish6825 great help that
@@davidjones4130 The returns of the Jepi
Why did you choose 7 years and not 5 or 10 ?
It was a purely arbitrary number which I tried in order to reduce 350 companies down to around 20. 7 years consecutive dividend growth and 5 years share price rise seemed to give me a sensible number of companies for a video. I also had a cut off point of 2% current dividend yield. I’m not saying this is the best criteria at all.
If you want to check out the website I looked at then you can visit Dividend Data website and go to dividend history. It’s quite good. I then of course had to check each individual company to see if the share price had in fact risen over the last 5 years.
@TheCompoundingInvestor Good stuff. I've got 6 of them in individual holdings so feel chuffed. Cheers.
Good video mate
Thanks Adam, I really appreciate it.
🐐
How much do you have to invest in a few shares in order to earn £1000 a month?
The longer you leave it, the more it grows and compounds and if reaches 240k, that would generate 1k a month assuming a dividend yield of 5%. You should get capital growth too
@@TheCompoundingInvestorthank you for the answer ❤
Where's legal and general?
I chose to include only companies which raise their dividends consistently for at least 7 years as well as showing a share price increase over the last 5 years otherwise I’d have far too many companies to talk about in one video. LGEN didn’t raise their dividend in 2020 and also the share price is down 15% over the last 5 years. Having said this I think they are a great company and I’ve come close to buying them several times in the past
👍
Guinness? i doubt it.
What are the margins like for Greencoat Wind? ...everywhere I look i see margins of 90% and above but surely this cannot be right, even software companies cant get anywhere near this.
Yeah that does seem a bit high. Obviously on to a good thing making money out of thin air.
How come you didn't mention GSK & HSBC? I know they're both in your portfolio and have higher dividends than these mentioned
Hi there Oliver. For this video I focused only on companies which have raised their dividends for at least the last 7 years and also increased their share price over the last 5 years.
HSBC cut their dividends in 2019 and 2020. For GSK you have to go back 9 years since they last raised their dividends. It was flat from 2015 to 2021 and then cut in 2022.
@@TheCompoundingInvestor Ah I see. Thanks for the reply
It would be awsome if you can show how many % the dividend is growing. That is for me very important
I got the data from a website called dividenddata.co.uk
Click on the tab DIVIDEND HISTORY and you can look this info up for all the shares in the FTSE 100 and 250
When face reveal of my all time favourite youtuber?
🐷
Tried uk shares. Don't work for my needs of consistent monthly incomes that usa stocks provide. Ie a combo of quarterly and monthly dividends.
That’s fair enough. I’ve done a couple videos on how you can get paid each month with UK shares but I suspect your method will be a lot more diversified. Always good to see regular income flowing in.
FIRST!!! :)))
Thanks Rowland
If someone is going to invest in say bunzl, then it's because they think that the future earnings growth is more favourable than what the person they are buying from thinks.
It's got nothing to do with the dividend yield or what they did in the past.
Picking a stock purely because it pays a dividend will not improve your financial outcomes.
This is utter BS … nothing to do with dividends - these are just well run successful companies.
Awesome post! Well done. Loved it! A lot of interesting present (& absent: CSN.L; DPLM.L), but I can't stomach RELX (immoral company).
Tried uk shares. Don't work for my needs of consistent monthly incomes that usa stocks provide. Ie a combo of quarterly and monthly dividends.