FGEN
FibroGen, Inc
stock NASDAQ

My two biggest holdings (both nearly £100k) are LGEN and FGEN. And my third is UKW. When I started buying them last year LGEN was 240, FGEN was between 62 and 68 and UKW was below £1. All three had yield around 9-12%.
I also bought loads more of all three during the March dip.
My most successful stock has been POLR which I bought (also for income) a year ago at 480 and kept buying down to 440. I sold a lot of it at 820 and 840

To answer your question OP: I have an income heavy portfolio. I bought a lot of cheap British shares over the last 12 months. The biggest winners for me have been financials (LGEN, POLR, INVP, MNG, PHNX), investment trusts (UKW, FGEN, Tufton Assets), energy (HBR). I also have mostly UK REITS (LMP, PHP, AEW) but these are generally flat
Apart from the REITs they were all very cheap last year and have floated up to varying degrees particularly since March. But to take an example: although UKW and FGEN are both up they are still paying 9-10% income. UKW is index linked. They are not without risk but it is my understanding that these investment trusts are cheap for essentially irrational reasons.
When there is a pullback I pile in aggressively on the basis that income is on discount. So for example I bought LGEN last year at 240, it floated up to 280; during the March dip it dropped back down to 240. It’s now around 300.
I should also say my approach is to buy income first (I have around GBP 85k pa now), and then start investing in growth. This is so that in theory there is less pressure on me eg during a crash. Income from eg PHP or UKW isn’t obviously going to be impacted by either a recession or a stock market crash.

My two biggest holdings (both nearly £100k) are LGEN and FGEN. And my third is UKW. When I started buying them last year LGEN was 240, FGEN was between 62 and 68 and UKW was below £1. All three had yield around 9-12%.
I also bought loads more of all three during the March dip.
My most successful stock has been POLR which I bought (also for income) a year ago at 480 and kept buying down to 440. I sold a lot of it at 820 and 840

To answer your question OP: I have an income heavy portfolio. I bought a lot of cheap British shares over the last 12 months. The biggest winners for me have been financials (LGEN, POLR, INVP, MNG, PHNX), investment trusts (UKW, FGEN, Tufton Assets), energy (HBR). I also have mostly UK REITS (LMP, PHP, AEW) but these are generally flat
Apart from the REITs they were all very cheap last year and have floated up to varying degrees particularly since March. But to take an example: although UKW and FGEN are both up they are still paying 9-10% income. UKW is index linked. They are not without risk but it is my understanding that these investment trusts are cheap for essentially irrational reasons.
When there is a pullback I pile in aggressively on the basis that income is on discount. So for example I bought LGEN last year at 240, it floated up to 280; during the March dip it dropped back down to 240. It’s now around 300.
I should also say my approach is to buy income first (I have around GBP 85k pa now), and then start investing in growth. This is so that in theory there is less pressure on me eg during a crash. Income from eg PHP or UKW isn’t obviously going to be impacted by either a recession or a stock market crash.