July brought a second FTSE 100 takeover offer in my portfolio, a major acquisition by one of my financial stocks and a reassuring set of results from an AIM dividend stock I added recently.
A strong Q2 has reversed my Q1 losses and left my portfolio ahead of the FTSE 100 so far this year. In this review I summarise recent performance and discuss changes to the portfolio during the second quarter.
June saw at least one FTSE 100 takeover in my dividend portfolio - possibly two. Company results were restricted to five of my small caps, with one issuing an unfortunate profit warning.
This UK software firm provides mission-critical services to enterprise customers. It boasts high margins and has a history of generous special dividends. Here's why I'm adding this company to my dividend portfolio.
In this report I review the latest results from three my FTSE 100 dividend stocks and share details of three portfolio trades I'm planning for June.
Vimto-maker Nichols has been in business for over 100 years. This family firm boasts impressive quality metrics and a cash-rich balance sheet. Recent performance suggests the business may be returning to growth after a difficult period.
News from my UK dividend share portfolio in April included one upgrade, one downgrade and two possible takeover offers.
My portfolio underperformed the FTSE 100 during the first quarter but dividend income remains stable and the portfolio's quality and valuation metrics remain good, in my view.
5 of my dividend portfolio stocks reported in March, including two with 9%+ yields and two internationally-respected market leaders. To reflect my view on valuation and outlook, I've decided to top up three of these positions.
Four of my model portfolio stocks reported in February, including two high-quality consumer firms, a financial with an 8% dividend yield and an interesting AIM turnaround.
In the absence of any results statements for January, I review trading updates from seven of my income stocks, including upgrades from two FTSE 250 firms and two small caps with 8% dividend yields.
My model dividend portfolio delivered income growth ahead of inflation in 2025, but this didn't translate into capital gains. In this update I review progress and summarise my plan for the year ahead.
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