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I read the Hindesight letters with interest but i have a couple of questions:
1) I read somewhere that you publish a "share of the month" (as well as the changes to the portfolio), but I haven't seen one yet (I signed up in Feb/March timeframe). Are these share picks published separately?
2) There's a mention of the Equity Model Portfolio in one of the newsletters - is this the same as the Dividend UK Portfolio 1? This begs the question - is there more than one newsletter and / or more than one portfolio (I'm aware of the permanent portfolio)
Substack works by sending mails - or alerts to your substack app, when we publish something. So your notification of the published work depends on how you are set up to receive these. You'll always get an email when we publish, unless there's something in your inbox that's stopping this from happening. If you have the app, you will also get a 'ping' on the app when we publish, again unless you have set something up to stop this.
You are a paid subscriber so you'll get our real time open and close alerts (email or app, or both) monthly as we change our Portfolio #1 - the reasoning behind the alert is then discussed in the subsequent newsletter (this is the 'share of the month').
So in March's newsletter that I can see you read - it had a 'Portfolio Update' section about Imperial Brands and Legal and General as they were the 'Open Alerts' you read when we changed our portfolio by adding them in the previous month.
Apologies perhaps our language could be clearer and we will have another look at it. The additions to each newsletter (open alerts) are discussed in the subsequent newsletter in 'Portfolio Update' section.
There is only one UK Equity portfolio that uses the HindeSight model. We used to refer to it as Dividend UK Portfolio 1 until the letter name change. The letter has its origins from the Hinde Gold Fund macro letter and there was a period when there was an India letter as well. So when we're publishing the Investor Insights, we're going back in history so might have some remaining info about those older options.
I hope this all makes sense now and apologies if it's not clearer, we will work to do our best.
Correct, we don't have a 'Share of the month' AND a 'Portfolio Update' - it's only the 'Portfolio Update' section that deals with our monthly share allocation & alerts.
Hi
I read the Hindesight letters with interest but i have a couple of questions:
1) I read somewhere that you publish a "share of the month" (as well as the changes to the portfolio), but I haven't seen one yet (I signed up in Feb/March timeframe). Are these share picks published separately?
2) There's a mention of the Equity Model Portfolio in one of the newsletters - is this the same as the Dividend UK Portfolio 1? This begs the question - is there more than one newsletter and / or more than one portfolio (I'm aware of the permanent portfolio)
kind regards,
Andy
Hi Andy, thanks for the comment.
Substack works by sending mails - or alerts to your substack app, when we publish something. So your notification of the published work depends on how you are set up to receive these. You'll always get an email when we publish, unless there's something in your inbox that's stopping this from happening. If you have the app, you will also get a 'ping' on the app when we publish, again unless you have set something up to stop this.
You are a paid subscriber so you'll get our real time open and close alerts (email or app, or both) monthly as we change our Portfolio #1 - the reasoning behind the alert is then discussed in the subsequent newsletter (this is the 'share of the month').
So in March's newsletter that I can see you read - it had a 'Portfolio Update' section about Imperial Brands and Legal and General as they were the 'Open Alerts' you read when we changed our portfolio by adding them in the previous month.
Apologies perhaps our language could be clearer and we will have another look at it. The additions to each newsletter (open alerts) are discussed in the subsequent newsletter in 'Portfolio Update' section.
There is only one UK Equity portfolio that uses the HindeSight model. We used to refer to it as Dividend UK Portfolio 1 until the letter name change. The letter has its origins from the Hinde Gold Fund macro letter and there was a period when there was an India letter as well. So when we're publishing the Investor Insights, we're going back in history so might have some remaining info about those older options.
I hope this all makes sense now and apologies if it's not clearer, we will work to do our best.
Troy.
Hi Troy
Thanks for getting back to me.
So to confirm, there is no “Share of the Month” as such?
regards
Andy
Hi Andy,
Correct, we don't have a 'Share of the month' AND a 'Portfolio Update' - it's only the 'Portfolio Update' section that deals with our monthly share allocation & alerts.
Thanks and happy investing!