Home › Forums › The Dividend Letter Forum › WPP › Reply To: WPP

12th September 2018 at 12:31 pm #449726
Stephen Bland
Moderator

I presume this is addressed to me.

My HYP was initially built up long ago, before I founded TDL. It’s a very substantial portfolio and these days I am more likely to top-up existing holdings if I have some additional cash to invest. Consequently I do not hold every single share I select and WPP is not the only one shown in TDL that I do not hold personally. Going the other way, there are some shares I hold in my HYP which I have never selected in TDL.

Other reasons include my own rules regarding sector diversification and not over weighting sectors etc. to which I adhere. This also could cause me to refrain from purchasing a share I’ve selected if I’m already up to full weight in that sector from other holdings in the same industry.

So there can be several reasons why I do not hold any particular selection in TDL, none of them having anything to do with my views on the quality of the share.

  • Save
  • Print
    • '); mywindow.document.write(data); mywindow.document.write(''); mywindow.document.close(); // necessary for IE >= 10 var mediaQueryList = mywindow.matchMedia('print'); mediaQueryList.addEventListener('change', function(mql) { if (!mql.matches) { mywindow.close() } }); mywindow.onload = function() { // wait until all resources loaded mywindow.focus(); // necessary for IE >= 10 mywindow.print(); // change window to mywindow }; return true; }