Investment Trust Dividends

Case Study MRCH

Activity Breakdown

NameHoldings
British American Tobacco PLC5.6%
GSK PLC5.5%
Shell PLC4.2%
Lloyds Banking Group PLC4.2%
BP PLC3.8%
DCC PLC3.6%
WPP PLC3.4%
Rio Tinto PLC Registered Shares3.4%
Tate & Lyle PLC3.3%
Inchcape PLC3.2%

The recent addition to the Snowball was bought for the near dividend and to try and emulate the above chart, whilst history doesn’t always repeat it often rhymes. It’s possible the share price could fall from here before finding a floor.

MRCH offers a lower yield but a secure dividend to balance the higher risk yields in NESF, SEIT and FGEN a blended yield of 7%. Unless the price of MRCH falls out of bed, future dividends will be used to buy more shares in the higher yielders.

1 Comment

  1. Dusty Harnisch

    Admiring the time and effort you put into your website and in depth information you provide. It’s great to come across a blog every once in a while that isn’t the same outdated rehashed material. Excellent read! I’ve saved your site and I’m adding your RSS feeds to my Google account.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

© 2025 Passive Income

Theme by Anders NorenUp ↑