Which shares are you buying in 2016 and why?

Marine_life

I'm starting to build a retirement portfolio of individual shares based predominantly on yield, stability [upside potential]. The last bit is less important but any uplift would be nice. I should add that this is in addition to some funds that I already hold, some index ETF's and cash. So looking to add some balance and (to be fair) have a bit of fun.

I've made a start with the following:

Allianz (yield, stability)
Zürich Insurance (yield)
BASF (yield, looks cheap)
GSK (yield, upside potential)
Unibail Rodamco (yield, stability)
Emerson Electric (yield, looks cheap)

I'm looking to add to the portfolio over the coming months so interested hear views.

Thrugelmir

Been concerns for some time over the sustainability of GSK's dividend.

Shares have high yields for good reason.

Linton

Marine_life wrote: »

I'm starting to build a retirement portfolio of individual shares based predominantly on yield, stability [upside potential]. The last bit is less important but any uplift would be nice. I should add that this is in addition to some funds that I already hold, some index ETF's and cash. So looking to add some balance and (to be fair) have a bit of fun.

I've made a start with the following:

Allianz (yield, stability)
Zürich Insurance (yield)
BASF (yield, looks cheap)
GSK (yield, upside potential)
Unibail Rodamco (yield, stability)
Emerson Electric (yield, looks cheap)

I'm looking to add to the portfolio over the coming months so interested hear views.

Seems a bit unfocussed, more fun than anything else perhaps. I use shares for the UK and funds for the rest of the world in my income portfolio. This avoids tax problems. EAT which focuses on european mid range companies is an excellent IT that pays a good dividend and might be worth looking at. US is a but difficult for income seekers as I believe the tax system encourages share buy-back as an alternative to dividends. Some bond & property may be worthwhile for income diversification.

Glen_Clark

I'm buying either index ETF shares in these January Sales, or Investment Trusts shares if and when I can find them at a big discount. I don't know enough about individual shares to beat the market average. Yes its a bit of fun when your luck is in and you pick the winners, not so when you pick losers. I've experienced both.

Marine_life

Linton wrote: »

Seems a bit unfocussed

Is that another word for diversified ;-)

Archi_Bald

I am not buying any shares as I only invest in funds.

Thrugelmir

Marine_life wrote: »

Is that another word for diversified ;-)

High yield as a criteria creates a correlation.

Spurs_2015

Archi_Bald wrote: »

I am not buying any shares as I only invest in funds.

What's the reason for this if you don't mind me asking?

ColdIron

A few years ago I saw David Kuo of Motley Fool say he put all the money he used to spend on cigarettes into tobacco shares so I bought some BAT but couldn't give up the fags. They have always been solid performers though and the dividends pay the platform charges

Marine_life

Thrugelmir wrote: »

Been concerns for some time over the sustainability of GSK's dividend.

Its certainly not a slam dunk ...but...a few people are backing a bounce back and dividends are guaranteed for the next two years.

Time will tell.

Dird

Lloyds. Because they're my favourite bank.
The rest = buying into funds assuming some have recovered beyond initial investment by the new tax year