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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July '26 dividend portfolio update: quality at a reasonable price + takeover action
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.
2026 half-year dividend portfolio review: better than I expected
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 '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.