Jamie

Investment Professional in UK Equities for 24 years, since retiring early have been working on living life, growing my net worth & income in real terms.

[Jamie @CompoundIncome]

I have been Compounding with dividend growth stocks for 10 years now using the Compound Income Scores. Here's a review of how that has been & lessons from that. See here if that is of any interest: https://t.co/i44k5jwy2p

[Jamie @CompoundIncome]

@ricwe123 Except BlackRock never owned Thames Water - just saying.

[Jamie @CompoundIncome]

@Finumus1 @John_Stepek @Nicoledso Or worse:
https://t.co/iHNjRVea6z

[John Thames @trader_low]

@John_Stepek @Nicoledso Toasten wants to tax ISAs and this is the wedge.

[Jamie @CompoundIncome]

@John_Stepek @Finumus1 @Nicoledso Yeah that would be my concern - why start meddling with a tax free wrapper for tiny amounts of tax & load of administrative hassle. If they get away with that they might come for the dividends after that. Another policy they haven't really thought through.

[Jamie @CompoundIncome]

Yeah it's only money.

[NoLimit @NoLimitGains]

This is Anton Kreil.

A kid from Liverpool, raised by a single mom with no money, who walked into Goldman Sachs at 20 and walked out of Wall Street at 28 with the kind of resume nobody believes is real.

His prop book at Goldman grew from $25M to over $400M in four years.

Lehman headhunted him in 2004.

JP Morgan paid him a fortune to run their global pharma, biotech, and chemicals trading franchises in 2006.

He retired in May 2007, months before the entire system blew up.

The 16 minutes below is the closest thing I've seen to an actual trader explaining how he thinks.

No fluff, no charts, just the framework that made three of the biggest banks on Wall Street fight to hire him.

[Jamie @CompoundIncome]

@dividendology For a bit of longer term perspective, this was generally the case from about 1982 to 2002.

[Jamie @CompoundIncome]

Decent FY results from London Metric Property $LMP today with another increase in the dividend (6%+ growing yield). One of my main plays for exposure to commercial property & I like the cut of the Chief Executives jib. 👇

[Jamie @CompoundIncome]

@MerrynSW Thanks for another great podcast. Definitely, maybe in answer to your questions which seems appropriate as Oasis made a comeback too. Any chance of getting someone from III as it's gone to a rare discount? Action holding obviously main talking point.

[Jamie @CompoundIncome]

@John_Stepek I don't know you are the Journalist but here's what Chat GPT has to say on the matter statistics hey who'd have 'em:

[Jamie @CompoundIncome]

Great Q1 trading update was bought for Compound Income Scores Portfolio this month at 3020p & a big long term personal holding for me. If you'd like to know more about the Scores, the portfolio & what else is in it you can find out more here: https://t.co/tiWfFOIE1Y

[Jamie @CompoundIncome]

@edcroft Worse still it is from the B of E & also says"Breeden, who is also the Bank's head of financial stability, declined to say when she expected markets to fall or by how much, but pointed to a number of factors that markets seemed complacent about."

[Jamie @CompoundIncome]

Seems like it is becoming an annual event - rinse & repeat. $FSG trading update today a good time to buy for a trade maybe?

[Jamie @CompoundIncome]

I feel another trade coming on in $FSG as it has sold off with market to it's lows ahead of FY trading update due soon. Still has lots of recurring revenues & AUM was flat at last update. Seems like quality at a reasonable price down here of 8x with 8% yield. CIS=92 SHY=87.

[Jamie @CompoundIncome]

@AlanJLSmith IG not on the list - but they are pretty competitive these days paying 3.75% currently & no platform fees.

[Jamie @CompoundIncome]

Seems quite likely that we will see upgrades too as CEO flagging low double digit t/o growth in 2027 but forecasts seem to be more in line with the LT 4% target. That's why I focus on estimate revisions as part of my process as analysts always seem to be behind the curve.

[Jamie @CompoundIncome]

Sweet & tasty results from A.G Barr today $BAG FWIW it looks like quality at a reasonable price to me down here & it's in the https://t.co/tiWfFOIE1Y Scores portfolio. Drink this in:

[Jamie @CompoundIncome]

Whatever next, people should work from home to save petrol & pubs should serve warm beer to save on costs..oh wait we had those already! https://t.co/QDsih3aQlo

[Jamie @CompoundIncome]

@FinanceTiger @JacobsTrades01 @ii_couk @HLInvest What sort of things are you looking for from a platform?
II & IG are both pretty competitive with their rates, depending on what your requirements are in terms of accounts etc.

[Jamie @CompoundIncome]

This on is for any Golfers out there hitting the course this weekend.

[Massimo @Rainmaker1973]

Robin Williams explaining how golf was invented remains one of the greatest stand-up bits ever recorded

[Jamie @CompoundIncome]

@Rainmaker1973 1978

[Jamie @CompoundIncome]

Quite a good post here with a summary of the Pros & Cons of $LGEN & how to generate using AI.
https://t.co/rXZqwHe38f

[JW 🇬🇧 @FinanceTiger]

I've just fired my stock broker and have switched to Claude AI to give me the stock analysis I need! #LGEN

[Jamie @CompoundIncome]

Decent or dull results from $LGEN today with what I make to be a 16% Shareholder yield on offer with the 8% dividend yield & 8% SBB & decent solvency levels. This puts it in the top decile of SHY stocks in the UK market Source: https://t.co/tiWfFOIE1Y Down @ open an opportunity?

[Jamie @CompoundIncome]

FWIW the final dividend offers is worth ~ 6%+ yield @ 250p.