Hi Stephen
Isn’t there an argument to be made for switching now from Sky to ITV given that they are in the same sector with the former a Hold on a lower yield and the latter as the latest Buy on the higher yield?
Another question that I’d like to ask is why you don’t keep the various portfolios open to capture shares from all other sectors not already in the portfolio where you have a current Buy? Is it because you have a minimum overall portfolio yield (e.g. FTSE 100 median) as I can’t see that you’d be over-diversifying with more sector representation?
Finally, keep up the good work! My family has been following your HYP strategy for nearly 19 years now, nowhere near eternity but long enough to have confidence that it works.
Kind regards
