DividendMax Model Portfolio 2019
This year we pick our portfolio with Brexit due in March. The 2018 model portfolio performed badly after many years of strong performance by previous model portfolios. Markets seemed to lose their sense of fair value in 2018 and we are hopeful that there will be a return to solid fundamental analysis in 2019.
| Company | 3 Div Yield | P/E | Cover | FDI | Sector | Price | Weighting |
|---|---|---|---|---|---|---|---|
| BHP Group Plc | 10.87% | 11.0 | 0.5 | 14.9% | Mining | £16.00 | 5.0% |
| Edinburgh Investment Trust plc | 7.8% | - | 3.0 | 5.3% | Investment Trusts | £6.30 | 5.0% |
| Micro Focus International Plc | 11.27% | 9.3 | 2.1 | 66.7% | Software & Computer Services | £14.89 | 5.0% |
| Paragon Banking Group Plc | 4.95% | 10.7 | 3.1 | 16.2% | Financial Services | £4.06 | 5.0% |
| Jupiter Fund Management Plc | 8.53% | 9.4 | 2.5 | 7.0% | Financial Services | £3.05 | 5.0% |
| Avon Technologies plc | 2.17% | 16.0 | 3.6 | 30.0% | Aerospace & Defence | £13.50 | 5.0% |
| Apple Inc | 2.7% | 12.0 | 3.5 | 14.2% | Technology Hardware & Equipment | £118.00 | 5.0% |
| AA Plc | 3.43% | 5.0 | 7.0 | -60.0% | Retailers | £0.71 | 5.0% |
| Bellway plc | 5.68% | 6.0 | 3.0 | 9.8% | Home Construction | £27.60 | 5.0% |
| Dignity | 4.38% | 8.8 | 4.6 | 0.0% | Retailers | £7.15 | 5.0% |
| Direct Line Insurance Group plc | 9.5% | 10.7 | 1.5 | 7.4% | Nonlife Insurance | £3.21 | 5.0% |
| Hastings Group Holdings Limited | 9.4% | 9.2 | 2.1 | 10.3% | Nonlife Insurance | £1.95 | 5.0% |
| ITV | 8.02% | 10.0 | 2.0 | 3.8% | Media | £1.32 | 5.0% |
| John Wood Group Plc | 8.89% | 11.5 | 1.9 | 11.7% | Oil Equipment, Services & Distribution | £5.69 | 5.0% |
| Lloyds Banking Group plc | 9.18% | 6.7 | 1.6 | 12.1% | Banks | £0.55 | 5.0% |
| International Distributions Services Plc | 9.76% | 10.7 | 2.0 | 3.8% | Industrial Transportation | £2.75 | 5.0% |
| S & U plc | 7.27% | 9.2 | 2.01 | 12.4% | Financial Services | £20.80 | 5.0% |
| 3i Group plc | 5.27% | - | 2.0 | 16.7% | Financial Services | £8.20 | 5.0% |
| ME Group International Plc | 10.75% | 9.5 | 1.3 | 0.0% | Leisure Goods | £0.93 | 5.0% |
| Opg Power Venture PLC | 4.7% | 5.2 | 5.5 | 100.0% | Electricity | £0.25 | 5.0% |
