Is it possible for you to publish a table of the Autonomies according to their dividend yield? This would be of interest to subscribers who need dividend income.

Eoin Treacy's view

Thank you for this request and here is an up to date version of the spreadsheet I use to reweight the Autonomies fund on a quarterly basis.

The majority of Autonomies do not have the kind of yields an income investor hungers for because the price appreciation tends to keep the yield more or less in line with the market average.

At the December reweight the share that stuck out most clearly as noteworthy was General Electric because it fell aggressively last year, and was likely subject to tax selling at the end of the year. Meanwhile it has a wide overextension relative to the trend mean and therefore has potential for a reversionary rally.