Some people seem to find this analysis useful or at least a source of a few ideas. I last published the list on 21/4/25 and thought it was time for an update, I rebalance my high-income portfolio about every 5 weeks (when I remember). I'm surprised how frequently I am willing to trade this, I was never much of a trader but the truth is dealing costs are so low these days. When I started in the City in the '90s the standard commission was 0.2% on every trade, more for smaller companies. The lunches were long and luxurious! I don't pay anything like that as a private punter now but I have fewer lunches and they are more Tesco (LON:TSCO) sandwiches than Quaglino's. If only we didn't have stamp duty chipping away at returns! Anyway, as ever, I hope this is food (no lunch pun intended) for thought and comments are more than welcome.
Notable stocks that have disappeared from the list since last time are Derwent London (LON:DLN) , Croda International (LON:CRDA) , Savills (LON:SVS) and Morgan Sindall (LON:MGNS) as they have all had upticks in their share prices. They have been replaced by HSBC Holdings (LON:HSBA) , Lion Finance (LON:BGEO) , DCC (LON:DCC) and Endeavour Mining (LON:EDV) .
The link to the full list of forty stocks is here......https://docs.google.com/spread...
