Dear Fellow Investor,
This email is only for investors who are serious about investing in high yield shares from high quality companies.
April 2013 issue of UK Value Investor now available
(includes a free book - see below for details)
The highlight from this latest issue is the removal of a FTSE 100 company from the Model Portfolio, which has produced gains of more than 50% in just two years.
You can subscribe online now and gain instant access to the April issue as well as the complete archive. For your peace of mind you are covered by a six month, risk-free guarantee:
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50% in two years is of course better than you should normally expect. However, it is an example of what can happen when a high quality business is bought at a low price.
How it works
To achieve this result I simply used the Stock Screen and Investment Strategy in UK Value Investor. The Stock Screen tells me what I should consider buying or selling, while the Investment Strategy tells me how to manage around 30 of these investments in a diversified portfolio.
As usual, this month's issue contains:
1. Stock Screen
The Stock Screen ranks the entire UK universe of stocks based on their combined quality, growth, yield and valuation. The list is then reduced down to FTSE 350 companies that have unbroken records of dividend payments in the last decade.
Shares that rank well typically have high dividend yields and low valuations, and are from highly successful businesses with consistent records of profit and dividend growth.
2. Latest Buy/Sell review
As I mentioned above, this month an existing holding is being removed from the Model Portfolio for a gain of around 50% in two years. This review covers all the details of why the shares were bought, and why they're being sold now.
Each of these buy and sell decisions is made by combining the Stock Screen's rank with the Investment Strategy and Investment Analysis Checklist.
3. Model Portfolio
Readers can also see all of the current holdings and performance record of this Model Portfolio. The portfolio follows the Investment Strategy and is a widely diversified group of around 30 highly successful businesses. The historic yield of the portfolio as a whole is currently over 4.1%.
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You can subscribe online now and gain instant access to the latest issue, the full archive, and many other reports, guides and tools.
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Guaranteed to improve your portfolio
Most new members end up renewing their subscription after a year. However, some initial uncertainty is entirely natural. That's why I make this guarantee. If your subscription to UK Value Investor doesn't help to improve your portfolio in the first six month, just cancel and I'll give you your money back.
If, on the other hand, you do find it useful, I would love to hear your feedback as the newsletter and other tools have improved significantly with the help of existing members.
Please remember that UK Value Investor provides information and not advice for investors who can make their own decisions. If you are unsure of any investment you should find a professional adviser.
If you have any questions about becoming a member, please reply to this email.
Yours sincerely,
John Kingham
Editor, UK Value Investor
P.S. FREE book offer - Subscribe before 30th April 2013 using the two year plan, and you will not only save yourself £100 on the standard price, but I will also send you a FREE copy of The New Buffettology. | 