Nov '24 dividend portfolio update: top performers and a problem stock
Results from my dividend portfolio companies in November had a FTSE 350 bias and included two top performers, a problem stock and a company planning to split itself up.
Down 60%! Is Churchill China a dividend share I should buy?
After a challenging few years, AIM dividend share Churchill China (LON:CHH) offers a 4.6% yield and looks in good shape to me. Is this a chance to lock in an attractive income from a company that's been a reliable payer for nearly 25 years?
Oct '24 dividend portfolio update: strong results from two very different AIM shares
October brought full-year results from two respected AIM-listed shares in my portfolio. In this review I take a look at both and explain why I'm happy to hold them.
Q3 24 dividend portfolio review: cash yield up 25% YTD + I'm beating the (wrong) benchmark!
Dividend income from my model portfolio has surged ahead this year, but capital gains have lagged the FTSE 100. I consider what might be happening and discuss two recent changes to the portfolio.
New stock #2: 20 years of dividend growth & a 6% yield
This 106-year-old AIM-listed business looks unloved, but I think the shares could deliver attractive returns if market conditions and sentiment recover.
New stock #1: a respected specialist with a 7% dividend yield
I discuss the attractions and risks of a high-yielding small cap I've decided to buy for my dividend portfolio.
Sept '24 dividend portfolio update: a mixed bag of results + 2 new stocks
I review results from my portfolio companies in September and discuss two new dividend shares I'm adding to the portfolio - and the stocks I've decided to sell to make space for them.
Aug '24 dividend portfolio update: quality, value & the possible benefits of age
In my monthly review, I look at August results from four of the companies in my quality dividend portfolio, including a 9% yielder and an AIM small cap with a sizeable cash balance.
Is multibagger RS Group a quality dividend buy?
After falling nearly 40% from their 2022 highs, are RS Group (LON:RS1) shares priced to buy? I consider the attractions of this distribution specialist, which has paid a dividend for at least 35 years.
Jul '24 dividend portfolio update: will new brooms sweep clean?
I review results from three of the UK dividend stocks in my quality income portfolio. Two appear to be performing well, while one is facing challenges that look serious but surmountable, to me.
The Exchange on Vox Markets with Paul Hill (19/07/24)
Paul Hill and I talk about UK shares of interest and field live questions from listeners! Including #BRBY #SQZ #JHD #PAGE #TPFG #PAY #MBH #RWS #RS1 #ECEL #SOM #BATS #TRIG #CLIG
Jun '24 dividend portfolio update: two very different stories
I review results issued by two of my dividend portfolio shares in June. While one is approaching a cyclical slowdown from a position of strength, I think the second may be facing greater challenges.