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DividendMax Model Portfolio 2015

Having outperformed the market dramatically in each of the years 2012, 2013 and 2014, we present our 2015 model portfolio. The portfolio will deliberately avoid companies with a heavy dependence upon Europe in the first 6 months and depending upon the result and fallout following the general election, we will revamp the portfolio at the half yearly stage.

The second half of last year saw some great successes with MAN Group leading the pack with an increase over the 6 months of 43.56%. Next came Easyjet with 33.47%, Moneysupermarket (24.41%), Sage (24.19%), Chemring (19.5%) and Vodafone (17.18%) Bad half years were registered by Admiral, Standard Chartered, Sainsbury, Amec and BP.

We will retain our strategy of picking 20 stocks with an equal weighting of 5%. 

Half year updates and changes.

The DividendMax model portfolio finished the half year up 6.33% (8.56% including dividends)

In the same period the FTSE 100 has gone from 6547 to 6558, virtually unchanged.

The FTSE all share has risen from 3524 to 3595, up 2% on the year.

The top 5 performers from the 20 in the portfolio in the half year to date are Saga (up 40.30%), Talktalk (up 26.21%), Bellway (up 24.39%), Rexam (up 22.19%) and Sky (up 17.35%)

We sold the entire portfolio at the half year stage.

Company 3 Div Yield P/E Cover FDI Sector Price Weighting
Raven Russia Ltd 13.99% 7.7 1.5 21.1% Real Estate Investment & Services 47.5 5.0%
GVC Holdings 11.13% 8.5 1.8 6.5% Travel & Leisure 481.0 5.0%
Admiral Group 8.9% 14.6 1.1 1.4% Nonlife Insurance 1322.0 5.0%
AMEC foster Wheeler 6.54% 9.8 2.0 7.9% Oil Equipment, Services & Distribution 853.0 5.0%
Aberdeen Asset Management 4.79% 12.6 1.9 11.1% Financial Services 432.2 5.0%
Bellway 2.89% 9.3 3.3 11.5% Household Goods and home construction 1939.0 5.0%
BP 7.81% 11.6 2.1 3.8% Oil & Gas Producers 411.0 5.0%
Diageo 3.76% 19.7 2.0 8.9% Beverages 1845.0 5.0%
Easyjet 4.54% 13.0 3.1 14.5% Travel & Leisure 1671.0 5.0%
GlaxoSmithKline 7.44% 14.7 1.6 2.6% Pharmaceuticals & Biotechnology 1376.0 5.0%
Next 2.75% 16.6 2.8 16.3% Retailers 6820.0 5.0%
Pace 1.44% 9.5 9.2 20.3% Technology Hardware & Equipment 347.0 5.0%
Rexam 5.39% 13.0 2.2 7.5% General Industrials 453.8 5.0%
Pearson 6.11% 15.6 1.5 6.3% Media 1190.0 5.0%
Rio Tinto 5.68% 10.5 2.2 4.3% Mining 3000.0 5.0%
Saga 4.2% 12.5 2.5 100.0% Retailers 155.1 5.0%
Sainsbury's 9.22% 9.6 1.8 1.2% Food and Drug Retailers 246.7 5.0%
Sky 4.4% 16.1 1.9 7.8% Media 899.0 5.0%
Standard Chartered 8.24% 8.4 2.2 4.1% Banks 963.0 5.0%
TalkTalk Telecomms group 5.39% 24.4 1.4 15.0% Telecomms 304.1 5.0%

Aerospace & Defence

No company in this sector meets our criteria

Alternative Energy

No company in this sector meets our criteria

Automobiles & Parts

No company in this sector meets our criteria

Banks

Standard Chartered

Beverages

Diageo

Chemicals

No company in this sector meets our criteria

Commercial Transportation

No company in this sector meets our criteria

Construction & Materials

No company in this sector meets our criteria

Consumer Staples

No company in this sector meets our criteria

Electricity

No company in this sector meets our criteria

Electronic & Electrical Equipment

No company in this sector meets our criteria

Equity Investments

No company in this sector meets our criteria

Financial Services

Aberdeen Asset Management

Food and Drug Retailers

Sainsbury's

Food Producers

No company in this sector meets our criteria

Forestry & Paper

No company in this sector meets our criteria

Gas, Water & Multiutilities

No company in this sector meets our criteria

General Financial

No company in this sector meets our criteria

General Industrials

Rexam

Health Care Equipment & Services

No company in this sector meets our criteria

Hedge Funds

No company in this sector meets our criteria

Household Goods

No company in this sector meets our criteria

Household Goods and home construction

Bellway

Industrial Engineering

No company in this sector meets our criteria

Industrial Metals

No company in this sector meets our criteria

Industrial Transportation

No company in this sector meets our criteria

Investment Trusts

No company in this sector meets our criteria

Leisure Goods

No company in this sector meets our criteria

Life Insurance

No company in this sector meets our criteria

Media

Pearson, Sky

Mining

Rio Tinto

Mobile Telecommunications

No company in this sector meets our criteria

Nonlife Insurance

Admiral Group

Oil Equipment, Services & Distribution

AMEC foster Wheeler

Oil & Gas Producers

BP

Personal Goods

No company in this sector meets our criteria

Pharmaceuticals & Biotechnology

GlaxoSmithKline

Property

No company in this sector meets our criteria

Real Estate

No company in this sector meets our criteria

Real Estate Investment & Services

Raven Russia Ltd

Real Estate Investment Trusts

No company in this sector meets our criteria

Retailers

Next, Saga

Software & Computer Services

No company in this sector meets our criteria

Support Services

No company in this sector meets our criteria

Technology Hardware & Equipment

Pace

Telecomms

TalkTalk Telecomms group

Tobacco

No company in this sector meets our criteria

Travel & Leisure

GVC Holdings, Easyjet