Portfolio shares: is it the right time to buy Burberry?
I explain why FTSE 100 luxury fashion group Burberry (LON:BRBY) is a member of my quality dividend model portfolio.
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June '26 dividend portfolio update: takeovers, turnarounds & transitions
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.
New stock: a high-quality SaaS business with sticky customers
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.
May '26 dividend portfolio update: what I'll be buying and selling in June
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.
Nichols: fizzy yield could provide durable income
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.