Investment Trust Dividends

The Snowball

PHP currently yields 7.2%. If/when the price rises the yield will fall.

As the Trust is currently printing a profit and as PHP only has 6k invested, it will most probably be sold to buy a higher yielding Trust.

It’s easier to explain with an example.

Trust A 10k invested yielding 7%.

As long as the dividend remains the same the portfolio should receive £700 pa in dividends, the price makes no difference.

If the price rises by 10%, the trust still receives the buying yield, dividends

of £700 pa.

The running yield would fall to 6.4%, still £700 pa.

If the Trust A was sold and the11,000 re-invested in a Trust yielding 8%

the dividend would be £880.

In a rising market, as long as there are Trusts out of favour, there are

usually a few, The Snowball can be grown thru Trading.

Many a mickle makes a muckle.

1 Comment

  1. Δωρεν λογαριασμ Binance

    Your point of view caught my eye and was very interesting. Thanks. I have a question for you.

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