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Compound income scores
- 1. 1 Compound Income Scores With Jamie Streeter Compoundincome.org
- 2. 2 Why were they created? What are they trying to do? How have they performed? Where you can get them? Compound Income Scores
- 4. 4 Annualized real returns on asset classes
- 5. 5 Why were Compound Income Scores created • Aiming to grow capital and income in real terms over time • Compounding Quality Growing Income from shares, a good way to do this • Ignore Zero payers, blue sky / future hope - lottery ticket type stocks • Leaves Universe of over 500 dividend paying UK Stocks to choose from • Designed as a quick way to identify suitable candidate for further research • Reduce wasted time checking same data points on stocks individually
- 6. 6 What are the Scores trying to do? • Identify UK Stocks which are: • Good Value - Yield and Enterprise Value based with other valuation measures • Financially Secure – Not overly indebted and with improving balance sheet metrics • Paying Dividends – Which are growing and well covered by earning and cash flow • From a Quality business – High Operating Margins & Return on assets employed • Have stable or improving Operational Momentum – Estimate Revisions
- 7. 7 How have The Compound Income Scores performed? • Portfolio based on Top Quintile of Scores • launched 04/2015 • Outperformed in 5 out of 6 years • Beat FTSE All Share by around 8 to 10% pa • Has also outperformed: • FTSE Mid Cap & Small Cap Indices • All actively managed UK Income Funds • Source: CompoundIncome.org
- 8. 8 Where can you get the Compound Income Scores? • You can subscribe via links at the Website: Compoundincome.org/scores.html • Available to subscribers via your Google Drive or Dropbox account • Subscription is by annual direct debit for just £48 per annum • Daily updates to Scores, so with holidays etc. works out at about £1 a week
- 9. 9 Appendix • Over 35 years investment experience, 24 as employee & 11+ on own account • Started as an Investment Analyst in 1985 for Provident Life • Became a Fund Manager for Swiss Re in 1987 becoming head of Department • Moved on in 1994 to Sun Life & was head hunted in 1997 to join Flemings • Left JPM / paid employment in March 2009 & set up a Single Family office
Editor's Notes
- PEP allowance was £6000 back then and dividend tax credits could also be re-claimed so this led me to target high yielding stocks