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 income

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

2022

2023

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

1. Lockheed Martin – LMT, $108B Lockheed Martin Corp, LMT:NYQ profile - FT.com