Hello again! What a mental 2 weeks! The revamped dividend announcement has certainly led to a buoyant market just in time for the new season and marketing push which is fantastic news, and my port has been booming recently! I’ve been lucky with a few of the players I hold the most shares in receiving some CA due to traders wanting them for the spruced up IPDs, and my focus over the last few weeks has been to continue building up a position in some likely IPD players myself a little earlier than most, as my interest is in selling them at some point close after the first game where 10/20p ipds are available, rather than being left holding them at the end of September with only the (still very generous!) 2p/4p Ipds on offer.
LUUK DE JONG X250
BEN YEDDER X20
OUSMANE DEMBELE X40
TER STEGEN X10
So, for the first time ever, I’ve actually entered and exited a player between the 2 weeks of writing a blog! After writing the last one, I was doing some research on some players around the £5 mark that I’d be looking to hold for the season and ended up deciding to invest in Messi due to his ridiculous yield for last season and the fact that dividends have increased so much now. I got in on him just below £5 and was in the process of freeing up funds to build more of a position in him and the very next day the rumours came out that he was looking to leave Barca, causing his price to skyrocket around £2 per share higher IN A DAY! Fantastic rise, but I didn’t want to invest more at his new higher price at the risk that his price would plummet if he stayed at Barca for the season so I just sold the 30 shares and came out with a very quick £60 profit!
With that money I chose to invest in my 2nd choice premium pick for the season, Dybala - According to Pirlo he is definitively in his plans for next season and although I’ll be monitoring the early games to ensure he is FI suitable under the new manager, he is a potential PB powerhouse that was bizarrely limited in minutes last season so I anticipate him having a better season PB yield wise, and with the spruced up dividends he could return quite a lot at a leading Italian club!
Time is ticking to build a stronger position in him mind you, and it’s proving difficult when I’m also spending a lot investing in Werner, who is really kicking on and looking lethal in pre-season, so I’m optimistic on his prospects for the upcoming season and am only worried about getting more shares in him too!
Not too much to note on the top ups, with Insinge and Yedder primarily being for IPDS (though now Yedder has gotten to a point CA wise where I would be satisfied to sell him, so he may not be in the port for too much longer!), but the newest IPD acquisition is Marquinhos. He’s a player I had a long time ago and I was very excited at the prospect of a potential 20p per goal in the sweet spot of September with him being classed as a defender despite playing in the midfield however, as I’m typing this news has broken that he’s tested positive for Covid which has thrown a real spanner into the works. I’ve put him in the sell queue now as to be honest I don’t want to be holding him at nearly £2 post September and may have gotten a bit too cute trying to get him in the port so late to maximise potential IPD games - but you can’t win them all!
Finally a short shoutout to Ter Stegen who enters the port as my goalie pick this season. I’ve decided to have one goalie in the port just to have a shot at sweeping up any of their dividends and he was available at £1 on the bid, which for a 28 year old with years left at Barca or another top club I’m happy to bet and forget. Only the 10 shares for now though as I look to put my money in more attractive prospects right now!
As well as a goodbye to De Jong and Pjanic from the port. Pjanic was an unmitigated failure of a trade purchased at the wrong time but only having 50 shares means not too much damage was done, and De Jong really redeemed his poor season for me having won 2 big European dividends back to back, better late than never!