The Investment Cuddle

This month the Cuddle covers its Christmas Crackers, looking at the different types of companies within our cuddle crackers.  We talk through how last year’s Christmas cracker gifts performed and whether to keep or exchange this year’s gifts!
 
Music by https://audionautix.com
 
Information links
Christmas Cracker Gifts 2024
Japan Gold Corp. (JG) Corporate
PureCycle Technologies (PCT) PureCycle Technologies, Inc. (PCT)
Microstrategy (MSTR) Explore MicroStrategy's Investor Relations: Stay Informed on Financial Performance and Corporate Governance
Pan African Resources (PAF) Pan African Resources: Home
3M Company (MMM) 3M Company (MMM)
On Holdings (OnOn) On - Home
 
 
Christmas Cracker Gifts 2023
Analogue Devices (ADI) Investor Relations - Analog Devices
Andrada Mining (ATM.L) Andrada Mining | Investors
The Buckle, Inc (BKE) The Buckle, Inc. - Investor Overview
Hanesbrands Inc. (HBI) Hanesbrands, Inc. - Investors - Investor Relations Home | Hanesbrands Inc.
Norwegian Cruise Line Holdings Ltd. (NCLH) Investor Relations :: Norwegian Cruise Line Holdings Ltd. (NCLH) (nclhltd.com)
Tharisa plc (THS.L) Investment Overview | Tharisa
 

This month the Cuddle covers income portfolios, looking at and paying homage to the Helen Pridham portfolio.  We talk through how it is structured and how it has performed.
 
Music by https://audionautix.com
 
Information links
Helen Pridham Investment portfolio for £10k income2020https://www.ii.co.uk/analysis-commentary/11-investment-trusts-ps10000-annual-income-ii510420
 
Additional Links
https://www.ii.co.uk/authors/helen-pridham
2019
https://www.ii.co.uk/analysis-commentary/how-make-ps10000-investment-trusts-2019-ii507709
2021
https://www.ii.co.uk/analysis-commentary/12-fund-picks-ps10000-income-2021-ii514990
2022https://www.ii.co.uk/analysis-commentary/11-investment-trusts-earn-ps10000-income-2022-ii522668
2023https://www.ii.co.uk/analysis-commentary/12-investment-trusts-ps10000-annual-income-2023-ii526750
 

This month the Cuddle covers dividends, looking at Asia.  We talk through whether Asian companies good for dividends and options for longer-term dividend and capital growth.
 
Music by https://audionautix.com
 
Information links
Data
www.justETF.com/uk/
www.theaic.co.uk
 
S&P UK High Yield Dividend Aristocrats Index https://www.spglobal.com/spdji/en/indices/dividends-factors/sp-uk-high-yield-dividend-aristocrats-index/#overview
 
S&P 500 Dividend Aristocrats https://www.spglobal.com/spdji/en/indices/dividends-factors/sp-500-dividend-aristocrats/#overview
 
iShares plc - iShares MSCI AC Far East ex-Japan UCITS ETF
https://www.fundinfo.com/en/GB-priv/fund?OFST020000=IE00BKPX3K41
 
SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF (PADV)
https://www.fidelity.co.uk/factsheet-data/factsheet/IE00B9KNR336-ssga-spdr-etfs-europe-i-plc/performance
 
Schroder Oriental Income Fund Limited (SOI)
https://www.fidelity.co.uk/factsheet-data/factsheet/GB00B0CRWN59-schroder-oriental-income-fund-ltd/fidelity-insight
 
abrdn Asian Income Fund Limited (AAIF)
https://www.asian-income.co.uk
 
Henderson Far East Income Limited (HFEL)
https://www.fidelity.co.uk/factsheet-data/factsheet/JE00B1GXH751-henderson-far-east-income-ltd/key-statistics
 

This month the Cuddle covers dividends, looking at small companies.  We talk through whether UK small companies are good for dividends and longer-term dividend and capital growth.
 
Music by https://audionautix.com
 
Information links
Data
www.justETF.com/uk/
www.theaic.co.uk
 
City Of London (CTY) https://www.janushenderson.com/en-gb/investor/product/the-city-of-london-investment-trust-plc/
Athelney Trust (ATY)
https://www.athelneytrust.co.uk/performance/
Aberforth Smaller Companies Trust plc (ASL)
https://www.aberforth.co.uk/trusts-and-funds/aberforth-smaller-companies-trust-plc/share-price-performance
BlackRock Smaller Companies Trust plc
https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-smaller-companies-investment-trust/trust-information
The Henderson Smaller Companies Investment Trust plc
https://www.janushenderson.com/en-gb/uk-investment-trusts/trust/the-henderson-smaller-companies-investment-trust-plc/
 

This month the Cuddle covers dividends, looking at the UK market.  We talk through whether the UK is good for stable dividends and longer-term dividend growth.
 
Music by https://audionautix.com
 
Information links
Data
www.justETF.com/uk/
www.theaic.co.uk
 
iShares Core FTSE 100 UCITS ETF https://www.ishares.com/uk/individual/en/products/251795/ishares-ftse-100-ucits-etf-inc-fund?switchLocale=y&siteEntryPassthrough=true
 
S&P UK High Yield Dividend Aristocrats Index https://www.spglobal.com/spdji/en/indices/dividends-factors/sp-uk-high-yield-dividend-aristocrats-index/#overview
 
S&P 500 Dividend Aristocrats https://www.spglobal.com/spdji/en/indices/dividends-factors/sp-500-dividend-aristocrats/#overview
 
City Of London (CTY) https://www.janushenderson.com/en-gb/investor/product/the-city-of-london-investment-trust-plc/
JPMorgan Claverhouse Trust (JCH) https://am.jpmorgan.com/gb/en/asset-management/adv/products/jpmorgan-claverhouse-investment-trust-plc-gb0003422184#for_professional%20clients
Murray Income Trust (MUT) https://www.murray-income.co.uk/en-gb
Finsbury Growth & Income Trust (FGT) https://www.finsburygt.com/
Diverse Income Trust (DIVI) https://www.diverseincometrust.com/
 

This month the Cuddle covers dividends, looking at the US market.  We talk through whether the US is good for dividends and longer-term dividend growth.
 
Music by https://audionautix.com
 
Information links
 
Data
www.justETF.com/uk/
www.theaic.co.uk
 
Invesco EQQQ Nasdaq-100 UCITS ETF Dist (EQQQ) https://www.invesco.com/uk/en/financial-products/etfs/invesco-eqqq-nasdaq-100-ucits-etf-dist.html
 
iShares Core S&P 500 ETF https://www.ishares.com/us/products/239726/ishares-core-sp-500-etf
 
S&P 500 Dividend Aristocrats https://www.spglobal.com/spdji/en/indices/dividends-factors/sp-500-dividend-aristocrats/#overview
 
North American Income Trust (NAI) https://www.northamericanincome.co.uk/en-gb
 
JPMorgan American Investment Trust (JAM) https://am.jpmorgan.com/gb/en/asset-management/per/products/jpmorgan-american-investment-trust-plc-gb00bkzgvh64#for_personal%20investors
 

This month the Cuddle covers Defence, looking at the different types of funds including a few ETFs.  We talk through how to invest in this sector and review an alternative investment option.
 
Music by https://audionautix.com
 
Information links
Fidelity Select Defense and Aerospace Fund (FSDAX) FSDAX - Fidelity ® Select Defense and Aerospace Portfolio | Fidelity Investments
iShares U.S. Aerospace & Defense ETF (ITA) iShares U.S. Aerospace & Defense ETF | ITA
SPDR S&P Aerospace & Defense ETF (XAR) XAR: SPDR® S&P® Aerospace & Defense ETF (ssga.com)
Invesco Aerospace & Defense ETF (PPA) Invesco | Product Detail | Invesco Aerospace & Defense ETF
The City of London Investment Trust plc (CTY) https://www.janushenderson.com/en-gb/investor/product/the-city-of-london-investment-trust-plc/
 

This month the Cuddle covers what went on in the markets in 2023, looking at indexes, bonds and individual companies.  We talk through how our portfolio performed and review our best and worst performers.
 
Music by https://audionautix.com
 
Information links
CC Japan Income & Growth Trust plc (CCJI) https://ccjapanincomeandgrowthtrust.com
BlackRock Frontiers Investment Trust plc (BRFI) https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-frontiers-investment-trust/performance-holdings
Henderson Diversified Income Trust plc (HDIV) https://www.janushenderson.com/en-gb/investor/product/henderson-diversified-income-trust-plc/
Murray International Trust (MYI) https://www.murray-intl.co.uk
Henderson International Income Trust plc (HINT) https://www.janushenderson.com/en-gb/investor/product/henderson-international-income-trust-plc/
Blackrock Energy and Resources Income Trust (BERI) www.blackrock.com/uk/individual/products/investment-trusts/our-range/blackrock-energy-and-resources-income-trust/trust-information
 
Index and sector performance
https://www.visualcapitalist.com/best-and-worst-performing-sectors-in-2023/
 

This month the Cuddle covers its Christmas Crackers, looking at the different types of companies within our cuddle crackers.  We talk through whether to keep our gifts and whether that is all we wanted for Christmas!
 
Music by https://audionautix.com
 
Information links
Christmas cracker Gifts
Analogue Devices (ADI) Investor Relations - Analog Devices
Andrada Mining (ATM.L) Andrada Mining | Investors
The Buckle, Inc (BKE) The Buckle, Inc. - Investor Overview
Hanesbrands Inc. (HBI) Hanesbrands, Inc. - Investors - Investor Relations Home | Hanesbrands Inc.
Norwegian Cruise Line Holdings Ltd. (NCLH) Investor Relations :: Norwegian Cruise Line Holdings Ltd. (NCLH) (nclhltd.com)
Tharisa plc (THS.L) Investment Overview | Tharisa
 

This month the Cuddle covers Defence, looking at the different types of companies within the US and UK.  We talk through how to invest in this sector and review a few investment options.
 
Music by https://audionautix.com
 
Information links
Lockheed Martin – LMT, $108B Lockheed Martin Corp, LMT:NYQ profile - FT.com
Boeing Co – BA, $123B Boeing Co, BA:NYQ summary - FT.com
Raytheon Technologies Corporation – RTX, $109B RTX Corp, RTX:NYQ profile - FT.com
BAE Systems plc – BA., $40B BAE Systems PLC, BA.:LSE summary - FT.com
Northrop Grumman Corporation – NOC, $67B NORTHROP GRUMMAN CORP, NOC:NYQ summary - FT.com