Comparing Ivy 5 Allocation Strategy Variations [PREMIUM]

A subscriber requested comparison of four variations of an “Ivy 5” asset class allocation strategy, as follows: Ivy 5 EW: Assign equal weight (EW), meaning 20%, to each of the five positions and rebalance annually. Ivy 5 EW + SMA10: Same as…

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Oil stocks and miners drag down FTSE

Mining and oil stocks have weighed on the FTSE 100 after copper prices fell and an International Energy Agency cut to oil demand forecasts hit Brent …

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FTSE 100 Slides Amid Commodity Selloff

The benchmark FTSE 100 was down 34 points or 0.47 percent at 7,379 in late opening deals after closing marginally lower on Tuesday. Miners Anglo …

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Levels to watch: FTSE 100, DAX and S&P 500

So far there is little end in sight for the pullback, with the FTSE 100 testing the water below the 200-day simple moving average (SMA) for the first time …

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Mining stocks drag FTSE 100 lower

The UK’s main share index has dropped in early trading, weighed down by falls in major mining and oil stocks. The FTSE 100 has fallen below 7,400 …

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SIF Portfolio: I revisit Hamp;amp;T and debate my dividend rules

In August I decided not to add pawnbroking and lending group Hamp;T to the SIF portfolio. My reasoning was that it didn’t add much useful diversification. That may have been true. On the other hand, Hamp;T might have added some much-needed profit to the portfolio!
As often happens when I override my screening results, Hamp;T shares have risen since the end of August, thanks to strong trading and upgraded full-year guidance. So my mission this week is to make a final decision on this stock. Does it still offer the kind of value and growth potential I’m looking for?
A dividend debate
Before we look at Hamp;T, I’m going to take a quick diversion into my stock selection rules. I often think about how I might improve the screening rules I use to select stocks. And readers sometimes contribute suggestions too, for which I’m always grateful.
I generally prefer to invest in dividend-paying companies. I see dividends as a good discipline for management, and a useful indicator of profit and cash generation. But I’m well aware that many investors do well by focusing on capital gains and total returns, without worrying about yield.
I recently wondered…

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University founder

University founder in Ghana wins major international education award.

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