Portfolio
July '23 dividend portfolio update: no drama
My dividend portfolio companies produced a bumper crop of updates in July. I don't see any new problems and remain confident about the medium-term outlook, despite some niggling concerns.
The Dividend Note
Dividend notes: value at the right price? BATS, AZN, SPT (02/08/23)
I find potential signs of value among half-year results from British American Tobacco, AstraZeneca and Spirent Communications.
The Dividend Note
Dividend notes: taking stock - SHEL, BME, RS1 (28/07/23)
I review the latest updates from Shell, B&M European Value Retail and RS Group and follow up concerns I've previously flagged up.
The Dividend Note
Dividend notes: what happens next? LLOY, GSK, FDM (26/07/23)
I review half-year results from Lloyds and GSK and consider today's more downbeat commentary from IT group FDM.
The Dividend Note
Dividend notes: navigating uncertain markets - CRDA, HWDN, AJB (25/07/23)
I look at the latest results from Croda International, Howden Joinery and AJ Bell. These businesses all have a track record of super profitability but are facing weaker market conditions. I'm hunting for potential buying opportunities.
Dividend share reviews
Should I buy dividend giant Shell for my portfolio?
Shell (LON:SHEL) is one of the most popular FTSE 100 dividend shares. How does this energy giant score in my screening system?
The Dividend Note
Dividend notes: founder stocks with reliable dividends - HL, CHRT (19/07/23)
My founder theme continues with a look at a potentially revealing update from Hargreaves Lansdown and solid results from defence small-cap Cohort.
The Dividend Note
Dividend notes: 3 owner-led dividend stocks - IHP, LUCE, ARBB (18/07/23)
In today's founder-themed notes, I look at updates from investment platform IntegraFin and electrical parts supplier Luceco. I also consider impressive half-year results from private bank Arbuthnot -- is this owner-managed business a potential dividend sleeper?
The Dividend Note
Dividend notes: quality shines through - CTO, SPT, DPLM (13/07/23)
In these notes I review the latest updates from small-cap T Clarke and FTSE 250 firms Diploma and Spirent Communications.
The Dividend Note
Dividend notes: bargain property stocks? GLE, GPE, WKP (12/07/23)
In this property-themed note, I look at recent updates from small cap MJ Gleeson and FTSE 250 firms Great Portland Estates and Workspace.
The Dividend Note
Dividend notes: looking for cyclical buys - CCH, VCT, RWA (11/07/23)
In my dividend notes today I cover recent updates from FTSE 100 firm Coca-Cola HBC, FTSE 250 plastics specialist Victrex, and recruiter Robert Walters.
Portfolio
H1 2023: positioning the portfolio for long-term growth
Falling share prices during the first half of the year left my portfolio lagging behind the FTSE 100. I think there's value on offer and have been buying more shares.