# Roland Head > I run a model dividend portfolio that's based on my quality dividend screening system. I also review the best UK dividend shares for my newsletter. Public Ghost content for AI and LLM tooling. Use `/llms-full.txt` for consolidated page and post context. Append `.md` to any post or page URL to get the content in Markdown (for example, `/example-post.md`). ## Pages - [About me](https://www.rolandhead.com/about.md) - My name is Roland Head. I've worked full time as an freelance investment writer and analyst since 2012. Prior to investment writing, my professional background was as an engineer working in IT and telecoms. I'm a keen private investor, investing exclusively in the UK stock market. My main focus is… - [Contact](https://www.rolandhead.com/contact.md) - You can contact me using one of the methods below. Email: mail at rolandhead.com Twitter: @rolandhead LinkedIn: uk.linkedin.com/in/rolandhead - [Disclaimer](https://www.rolandhead.com/disclaimer.md) - Please read this disclaimer and our Terms & Conditions carefully before using this website. rolandhead.com is owned and operated by Roland Head Ltd, a company registered in England and Wales with company number 13480949. References to we, us, our and the website refer to Roland Head Ltd. Informatio… - [Dividend portfolio newsletter archive](https://www.rolandhead.com/dividend-newsletters.md) - A full list of all the previous newsletters I have published regarding my model dividend portfolio. - [Quality UK dividend portfolio](https://www.rolandhead.com/dividend-portfolio.md) - [Home](https://www.rolandhead.com/home.md) - The Firing Room – Professional Writing Services I’m a published, professional freelance writer – I stake my reputation and my income on my writing – every day. Joined-Up Writing Although writing is a specialized skill, it doesn’t exist in isolation – whether it’s search engine optimization, improvi… - [Client work](https://www.rolandhead.com/my-work.md) - I am a freelance investment writer and analyst, with a particular interest in UK equity income. I can provide both editorial/opinion articles and white label news coverage, depending on client requirements. I also have experience of running model portfolios for a number of clients. I have passed th… - [Privacy Policy](https://www.rolandhead.com/privacy-policy.md) - 1. Introduction 1.1 We are committed to safeguarding the privacy of our website visitors and subscribers. 1.2 This policy applies where we are acting as a data controller with respect to the personal data of such persons; in other words, where we determine the purposes and means of the processing o… - [Services](https://www.rolandhead.com/services.md) - I offer a range of services catering to the needs of both web and print publishers and to corporate and editorial clients. You can see some examples of my work on my Portfolio page [https://www.rolandhead.com/portfolio/] – do not hesitate to contact me [https://www.rolandhead.com/contact/] if you h… - [Terms & Conditions](https://www.rolandhead.com/terms-conditions.md) - These terms and conditions were last updated on 28 May 2024. Please read these terms and conditions carefully before using this website. By using this website you agree to abide by these terms and conditions. rolandhead.com is owned and operated by Roland Head Ltd, a company registered in England a… - [Thank you for signing up!](https://www.rolandhead.com/thank-you-for-signing-up.md) - [Thank you for subscribing!](https://www.rolandhead.com/thank-you-for-subscribing.md) ## Posts - [July '26 dividend portfolio update: quality at a reasonable price + takeover action](https://www.rolandhead.com/portfolio/july-26-dividend-portfolio-update-quality-at-a-reasonable-price-takeover-action.md) - 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](https://www.rolandhead.com/portfolio/2026-half-year-dividend-portfolio-review-b.md) - 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](https://www.rolandhead.com/portfolio/june-26-dividend-portfolio-update-takeovers-turnarounds-transitions.md) - 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](https://www.rolandhead.com/dividend-shares/new-stock-a-high-quality-saas-business-with-sticky-customers.md) - 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](https://www.rolandhead.com/portfolio/may-26-portfolio-update-what-ill-be-buying-and-selling-in-june.md) - 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](https://www.rolandhead.com/dividend-shares/nichols-fizzy-yield-could-provide-durable-income.md) - 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. - [April '26 dividend portfolio update: 2 possible takeovers plus reassuring trading updates](https://www.rolandhead.com/portfolio/april-26-dividend-portfolio-update-2-possible-takeovers-plus-reassuring-trading-updates.md) - News from my UK dividend share portfolio in April included one upgrade, one downgrade and two possible takeover offers. - [Q1 2026 dividend portfolio review: a poor start](https://www.rolandhead.com/portfolio/q1-2026-dividend-portfolio-review-a-poor-start.md) - 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. - [Mar '26 dividend portfolio update: 3 top ups, 5 results & 34% of my portfolio](https://www.rolandhead.com/portfolio/mar-26-dividend-portfolio-update-3-top-ups-5-results-34-of-my-portfolio.md) - 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. - [Feb '26 dividend portfolio update: dependable quality + turnaround progress](https://www.rolandhead.com/portfolio/feb-26-dividend-portfolio-update-dependable-quality-turnaround-progress.md) - 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. - [Jan '26 dividend portfolio update: a promising start to 2026](https://www.rolandhead.com/portfolio/jan-26-dividend-portfolio-update-a-promising-start-to-2026.md) - 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. - [2025 dividend portfolio review: rising income wasn't enough](https://www.rolandhead.com/portfolio/2025-dividend-portfolio-review-rising-income-wasnt-enough.md) - 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. - [Dec '25 dividend portfolio update: why I'm buying more of this 8% yielder](https://www.rolandhead.com/portfolio/dec-25-dividend-portfolio-update-why-im-buying-more-of-this-8-yielder.md) - Two small-cap dividend shares from my portfolio issued results in December, including an 8% yielder. In this review, I explain why I'm buying more of one of these shares. - [My portfolio top ups for December + new momentum rules](https://www.rolandhead.com/portfolio/my-portfolio-top-ups-for-december-new-momentum-rules.md) - I discuss the new momentum rules I've added to my dividend share scoring system and review seven stocks I've selected for top ups. - [Nov '25 dividend portfolio update: reassuring trends vs turnarounds](https://www.rolandhead.com/portfolio/nov-25-dividend-portfolio-update-reassuring-trends-vs-turnarounds.md) - Turnarounds, positive trends and cyclical plays feature among the results from my dividend portfolio in November. Stocks covered include 3 FTSE 100 members and two small cap high yielders. - [October '25 dividend portfolio update: will this UK manufacturer be an AI winner?](https://www.rolandhead.com/portfolio/october-25-dividend-portfolio-update-will-this-uk-manufacturer-be-an-ai-winner.md) - Only two of my dividend stocks published results in October. Both of these AIM-listed firms are facing trading headwinds but benefit from long-term management - and potential opportunity. Both also offer attractively high yields. - [Q3 2025 dividend portfolio review: income growth + expensive lessons](https://www.rolandhead.com/portfolio/q3-2025-dividend-portfolio-review-income-growth-expensive-lessons.md) - A disappointing Q3 and two small-cap losses have prompted me to revisit my approach to position sizing and portfolio structure. - [September '25 dividend portfolio update: improving performance + resilient quality, but I'm selling one stock](https://www.rolandhead.com/portfolio/september-25-dividend-portfolio-update-improving-performance-resilient-quality-but-im-selling-one-stock.md) - Four of my dividend stocks issued results in August. I remain comfortable with three of them but have decided to sell one from my portfolio. - [August '25 dividend portfolio update: is the dry spell about to end?](https://www.rolandhead.com/portfolio/august-25-dividend-portfolio-update-is-the-dry-spell-about-to-end.md) - August brought results from 1 FTSE 250 firm and two of my FTSE 100 companies - including an 8% yielder and a global industrial group. - [July '25 dividend portfolio update: 50% profit margins + 2 profit warnings!](https://www.rolandhead.com/portfolio/july-25-dividend-portfolio-update-50-profit-margins-2-profit-warnings.md) - I review improved results from two of my holdings, a solid performance from one of the FTSE 100's largest companies and profit warnings from two AIM stocks. - [H1 2025 dividend portfolio review: positive returns suggest my income strategy remains on track](https://www.rolandhead.com/portfolio/h1-2025-dividend-portfolio-review-positive-returns-suggest-my-income-strategy-remains-on-track.md) - My dividend portfolio produced solid income growth and some decent share price gains in Q2. I am cautiously optimistic that after a difficult period, the outlook may be improving. - [June '25 dividend portfolio update: top-slicing my biggest winner + mixed results from these small caps](https://www.rolandhead.com/portfolio/june-25-dividend-portfolio-update-top-slicing-my-biggest-winner-mixed-results-from-these-small-caps.md) - This month I top-slice a position (a FTSE 100 stock) for the first time since the portfolio's inception. I also review results from an AIM high yielders and three Main Market small caps. - [May '25 dividend portfolio update: FTSE 100 triple header](https://www.rolandhead.com/portfolio/may-25-dividend-portfolio-update-ftse-100-triple-header.md) - 3 FTSE 100 companies from my dividend portfolio issued results in May, including a defensive high yielder and a quality UK tech stock. - [Apr '25 dividend portfolio update: patient quality + a double profit warning](https://www.rolandhead.com/portfolio/apr-25-dividend-portfolio-update-patient-quality-a-double-profit-warning.md) - Four of my AIM dividend stocks updated the market in April. Unfortunately two of them issued profit warnings. In this update I share my thoughts and highlight one stock I'm considering selling (and one potential top up). - [Q1 25 dividend portfolio review: taking a look at the big picture](https://www.rolandhead.com/portfolio/q1-25-dividend-portfolio-review-taking-a-look-at-the-big-picture.md) - My dividend portfolio has made a disappointing start to the year. Stepping back to look at the bigger picture suggests the companies I'm invested in have got cheaper and smaller, but retained their quality appeal. - [Mar '25 dividend portfolio update: strong balance sheets in tough times + 3 top ups](https://www.rolandhead.com/portfolio/mar-25-dividend-portfolio-update-strong-balance-sheets-in-tough-times-3-top-ups.md) - March was a busy month, with six of my companies issuing results that are reviewed here. In addition I discuss three model portfolio holdings where I've decided to take advantage of recent price weakness to top up. - [Feb '25 dividend portfolio update: mixed news, top-up candidates](https://www.rolandhead.com/portfolio/feb-25-dividend-portfolio-update-mixed-news-top-up-candidates.md) - Four of my companies released results in February, while a fifth issued a big profit warning. Stocks covered in this update include a FTSE 100 giant, a FTSE 250 member and three small caps. - [Jan '25 dividend portfolio update: a turnaround situation?](https://www.rolandhead.com/portfolio/jan-25-dividend-portfolio-update-a-turnaround-situation.md) - Only one of my portfolio stocks issued results in January. This FTSE 250 company is one of my most successful holdings, but it's a business that I'm increasingly seeing as a turnaround situation. - [2024 dividend portfolio review: rising income despite dividend cuts](https://www.rolandhead.com/portfolio/2024-dividend-portfolio-review-rising-income-despite-dividend-cuts.md) - In my 2024 dividend portfolio review, I report an inflation-beating cash income, discuss changes to the portfolio and consider the key financial metrics I monitor. - [Stockopedia Companies & Markets podcast 20/12/24: Takeovers, £100m whisky, and decoding stock market jargon](https://www.rolandhead.com/podcasts/stockopedia-companies-markets-podcast-20-12-24-takeovers-100m-whisky-and-decoding-stock-market-jargon.md) - Stocks covered included: IHP, INSG, SHOE, ART, NXT, GAW, $BRK, $CGNX + our thoughts on accounting buzzwords. - [Dec '24 dividend portfolio update: 1 new stock to replace Burberry, a top up & 2 sets of small-cap results](https://www.rolandhead.com/portfolio/dec-24-dividend-portfolio-update-1-new-stock-to-replace-burberry-a-top-up-2-sets-of-small-cap-results.md) - I review the latest results from two portfolio shares with attractive dividend yields. Plus details of a new AIM stock I'm buying - and a FTSE 250 holding I'm planning to top up. - [Nov '24 dividend portfolio update: top performers and a problem stock](https://www.rolandhead.com/portfolio/nov-24-dividend-portfolio-update-top-performers-and-a-problem-stock.md) - 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?](https://www.rolandhead.com/dividend-shares/down-60-is-churchill-china-a-dividend-share-i-should-buy.md) - 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](https://www.rolandhead.com/portfolio/oct-24-dividend-portfolio-update-strong-financials-from-two-very-different-aim-shares.md) - 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!](https://www.rolandhead.com/portfolio/q3-24-dividend-portfolio-review-cash-yield-up-25-ytd-im-beating-the-wrong-benchmark.md) - 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](https://www.rolandhead.com/dividend-shares/new-stock-2-20-years-of-dividend-growth-a-6-yield.md) - 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](https://www.rolandhead.com/dividend-shares/new-stock-1-a-respected-specialist-with-a-7-dividend-yield.md) - 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](https://www.rolandhead.com/portfolio/sept-24-dividend-portfolio-update-a-mixed-bag-of-results-2-new-stocks.md) - 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](https://www.rolandhead.com/portfolio/aug-24-dividend-portfolio-update-quality-value-the-possible-benefits-of-age.md) - 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?](https://www.rolandhead.com/dividend-shares/is-multibagger-rs-group-a-quality-dividend-buy.md) - 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?](https://www.rolandhead.com/portfolio/jul-24-dividend-portfolio-update-will-new-brooms-sweep-clean.md) - 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)](https://www.rolandhead.com/podcasts/the-exchange-on-vox-markets-with-paul-hill-19-07-24.md) - 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](https://www.rolandhead.com/portfolio/jun-24-dividend-portfolio-update-two-very-different-stories.md) - 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. - [H1 2024 quality dividend portfolio review: cash income up 22%](https://www.rolandhead.com/portfolio/h1-2024-quality-dividend-portfolio-review-cash-income-up-22.md) - Dividend income from my model portfolio continued to rise in Q2 and is on track for full-year growth. However, capital gains lagged the FTSE 100, leaving room for improvement. - [New stock: a new family firm to (hopefully) improve the sleep-easy score of my portfolio](https://www.rolandhead.com/dividend-shares/new-stock-a-new-family-firm-to-hopefully-improve-the-sleep-at-night-qualities-of-my-portfolio.md) - This 100-year-old business boasts enviable profitability and an impressive dividend track record. I hope it will provide me with more peace of mind than the stock I'm selling. - [The Dividend Note - accomplished retailers + a mystifying problem - SMWH, GHH, BME (07/06/24)](https://www.rolandhead.com/dividend-notes/accomplished-retailers-a-mystifying-problem-smwh-ghh-bme-07-06-24.md) - I review updates from FTSE 350 dividend shares WH Smith and B&M, plus struggling AIM engineer Gooch & Housego. Do any of them offer opportunities for my income portfolio? - [May '24 dividend portfolio update: consumer demand remains uncertain](https://www.rolandhead.com/portfolio/may-24-dividend-portfolio-update-consumer-demand-remains-uncertain.md) - The dividend stocks in my model portfolio produced five sets of results in May, including four from FTSE 100 companies. - [The Dividend Note - impressive profitability - PETS, IPX (31/05/24)](https://www.rolandhead.com/dividend-notes/impressive-profitability-pets-ipx.md) - This week I've reviewed the latest results from Impax Asset Management and Pets at Home - two distinctive UK dividend shares. - [The Dividend Note - quality operators - RS1, CWK + AJB, IHP, HL (24/05/24)](https://www.rolandhead.com/dividend-notes/quality-operators-rs1-cwk-ajb-ihp-hl.md) - This week I've been taking a look at recent results from FTSE 250 dividend shares RS Group and Cranswick, plus news from investment platforms AJ Bell, Hargreaves Lansdown and IntegraFin. - [Investor's Round Table: TPFG, MACF & VANL + interest rates (19/05/24)](https://www.rolandhead.com/podcasts/investors-round-table-tpfg-macf-vanl-interest-rates-19-05-24.md) - Graham Neary, Mark Simpson and I discuss UK shares Property Franchise Group (& Belvoir), plus packaging group Macfarlane and groundworks specialist Van Elle Holdings. - [The Dividend Note - light at the end of the tunnel? VCT, BT.A (17/05/24)](https://www.rolandhead.com/dividend-notes/light-at-the-end-of-the-tunnel-vct-bt-a.md) - Victrex and BT shares have both fallen out of favour with investors in recent years. But I reckon this week's results may provide some reasons for optimism. - [Has Moneysupermarket.com really returned to growth?](https://www.rolandhead.com/dividend-shares/has-moneysupermarket-really-returned-to-growth.md) - FTSE 250 stock Moneysupermarket.com Group (LON:MONY) offers 5%+ dividend yield backed by ample free cash flow. With a recovery seemingly underway, should I consider buying the shares for my dividend portfolio? - [The Dividend Note - is Direct Line a recovery buy? DLG, MACF, RSW (10/05/24)](https://www.rolandhead.com/dividend-notes/is-direct-line-a-recovery-buy-dlg-macf-rsw.md) - I review this week's updates from Direct Line Insurance, engineer Renishaw, and packaging group Macfarlane and ask if buying opportunities are emerging. - [Apr '24 dividend portfolio update: mixed results](https://www.rolandhead.com/portfolio/apr-24-dividend-portfolio-update-mixed-results.md) - I review April updates from six of my portfolio companies, including a small-cap asset manager and two FTSE 100 dividend stocks. - [The Dividend Note - emerging value from these FTSE 100 stocks? WTB, SN. (03/05/24)](https://www.rolandhead.com/dividend-notes/the-dividend-note-emerging-value-from-these-ftse-100-stocks-wtb-sn.md) - I review full-year results from Premier Inn owner Whitbread and consider medical device specialist Smith & Nephew. Is either of these FTSE 100 dividend stocks a tempting buy? - [Investor's Round Table: SDRY, DOCS, CTO, MONY, RFX, POLR, ASHM, PMI (21/04/24)](https://www.rolandhead.com/podcasts/investors-round-table-sdry-docs-cto-mony-rfx-polr-ashm-pmi-21-04-24.md) - Mark Simpson, Graham Neary and I discuss UK shares including MoneySupermarket, Ramsdens Holdings and asset managers Ashmore, Polar Capital and Premier Miton. - [The Dividend Note - adding to my watch list - SMWH, REC, HIK (26/04/24)](https://www.rolandhead.com/dividend-notes/adding-to-my-watch-list-smwh-rec-hik-26-04-24.md) - I review this week's updates from UK dividend shares Hikma Pharmaceuticals, WH Smith and Record, and find much to like. - [The Dividend Note - turning point? Asset managers, RTO, LTG (19/04/24)](https://www.rolandhead.com/dividend-notes/turning-point-asset-managers-rto-ltg-19-04-24.md) - I consider the income opportunities among UK asset managers and take a look at this week's updates from dividend shares Rentokil Initial and Learning Technologies. - [The Dividend Note - emerging opportunities? AZN, IOM, CHH (12/04/24)](https://www.rolandhead.com/dividend-notes/emerging-opportunities-azn-iom-chh-12-04-24.md) - I consider AstraZeneca's surprise dividend increase and review this week's updates from AIM dividend shares Iomart and Churchill China. - [The Exchange on Vox Markets with Paul Hill (12/04/24)](https://www.rolandhead.com/podcasts/the-exchange-on-vox-markets-with-paul-hill-12-04-24.md) - Paul Hill and I chat live about UK shares and take questions from viewers. Stocks covered #RMV #MONY #HTG #RIO #RWS #SDY #TIFS #PAY #MER #IOM #SUS #CHG #TCAP #IGG #AVCT #SUPR #VLG #OCN #LLAI - [Q1 2024 quality dividend portfolio review: income growth](https://www.rolandhead.com/portfolio/q1-2024-quality-dividend-portfolio-review-rising-growth.md) - My model portfolio delivered dividend growth in Q1, but capital performance was held back by two big fallers. - [Investor's Round Table: BRBY, NXT, NWOR & AIEA](https://www.rolandhead.com/podcasts/investors-round-table-brby-nxt-nwor-aiea.md) - Mark Simpson, Graham Neary and I discuss UK shares Burberry, Next, Airea, and National World. - [Mar '24 dividend portfolio update: 10 results + one new stock](https://www.rolandhead.com/portfolio/mar-24-portfolio-update-10-results-one-new-stock.md) - March was a busy month for results from my UK dividend share portfolio. I've also decided to replace one stock with a new purchase. - [The Dividend Note - should I invest with family shareholders? BOOT, LTHM, JHD, JIM, MBH (29/03/24)](https://www.rolandhead.com/dividend-notes/should-i-invest-with-family-shareholders-boot-lthm-jhd-jim-mbh.md) - I review recent results from five UK dividend shares with family ownership - Henry Boot, Michelmersh Brick Holdings, James Latham, James Halstead and Jarvis Securities. - [The Dividend Note - what are the risks? NXT, MIDW, PGH, MPE (22/03/24)](https://www.rolandhead.com/dividend-notes/what-are-the-risks-nxt-midw-pgh-mpe.md) - I review the latest numbers from UK dividend shares that each carry quite different risks - Next, Midwich, Personal Group, and MP Evans. - [New stock: a UK business with a 35-year dividend history and 5% yield](https://www.rolandhead.com/dividend-shares/a-uk-business-with-a-35-year-dividend-history-and-5-yield.md) - This engineering group can trace its roots back nearly 200 years, but is continuing to invest in new growth opportunities. - [The Dividend Note - 40-bagger | 8% yields | 2017 IPOs | TIFS, ALFA, FOUR , FSFL, SUPR (15/03/24)](https://www.rolandhead.com/dividend-notes/40-bagger-8-yields-2017-ipos-tifs-alfa-four-fsfl-supr.md) - I review results from five stocks that are relatively new to me - Alfa Financial, TI Fluid Systems, 4imprint, Foresight Solar and Supermarket Income REIT. - [The Dividend Note - unloved value opportunities? - SPT, RWA, INCH, NICL (08/03/24)](https://www.rolandhead.com/dividend-notes/unloved-value-opportuities-spt-rwa-inch-nicl-08-03-24.md) - I review recent results from Robert Walters, Inchcape and Nichols and ask whether they offer value. Plus Spirent Communications. - [Vox Markets Hot Stocks Live with Paul Hill (01/03/24)](https://www.rolandhead.com/podcasts/vox-markets-hot-stocks-live-with-paul-hill-01-03-24.md) - Paul Hill and I talk about UK shares on our radar and field live questions from listeners! Lots of interesting stocks covered in this discussion. - [Feb '24 portfolio update: steady progress | special dividend | problems](https://www.rolandhead.com/portfolio/feb-24-portfolio-update-steady-progress-special-dividend-problems.md) - Eight companies from my portfolio reported in February - I review the good, the bad and the ugly. - [The Dividend Note - 30+ years of dividend growth - CRDA, BNZL, SXS, MACF (01/03/24)](https://www.rolandhead.com/dividend-notes/30-years-of-dividend-growth-crda-bnzl-sxs-macf.md) - I review the latest results from Croda International, Bunzl and Spectris, all of which have delivered 30+ years of dividend growth. Plus small-cap packaging specialist Macfarlane. - [Investor's Round Table: HL, CBG, PLUS & JET2](https://www.rolandhead.com/podcasts/investors-round-table-hl-cbg-plus-jet2.md) - Graham Neary, Mark Simpson and I discuss the investment prospects of Hargreaves Lansdown, Close Brothers, Plus500 and Jet2. - [The Dividend Note - buybacks vs dividends + MONY, WIL (23/02/24)](https://www.rolandhead.com/dividend-notes/buybacks-vs-dividends-mony-wil.md) - I review the latest results from FTSE 250 stock Moneysupermarket.com Group and small-cap Wilmington - and also consider the issue of buybacks and the case for a resurgence in dividend investing. - [After falling 30%, are Diageo shares too cheap to ignore?](https://www.rolandhead.com/dividend-shares/after-falling-30-are-diageo-shares-too-cheap-to-ignore.md) - FTSE 100 Diageo (LON:DGE) warned on profits in November and is going through a slow patch. Is this an opportunity to add this quality compounder to my dividend portfolio? - [The Dividend Note - defensive quality - CCH, REL (16/02/24)](https://www.rolandhead.com/dividend-notes/defensive-quality-cch-rel-16-02-24.md) - I take a look at full-year results from FTSE 100 dividend stocks Coca Cola HBC and Relx. Both of these are possible contenders for my portfolio, at the right price. - [The Dividend Note - good operators? AZN, RECI, RSW (09/02/24)](https://www.rolandhead.com/dividend-notes/good-operators-azn-reci-rsw-09-02-24.md) - I drill down into this week's results from AstraZeneca, Renishaw and specialist lender Real Estate Credit Investments. - [Investor's Round Table: SUP, HAT, BOOT, AIEA + analysing company accounts](https://www.rolandhead.com/podcasts/investors-round-table-h-t-henry-boot-airea-analysing-company-accounts.md) - Graham Neary, Mark Simpson and I talk vaping and UK shares, and discuss how we analyse company accounts. - [Jan '24 dividend portfolio update: (mostly) good news](https://www.rolandhead.com/portfolio/jan-24-dividend-portfolio-update-mostly-good-news.md) - Eight of the companies in my dividend portfolio issued updates in January. I review all of these, plus a ninth company that's causing concern. - [The Dividend Note - decades of dividends - GSK, NWF, WYN, JHD (02/02/24)](https://www.rolandhead.com/dividend-notes/decades-of-dividends-gsk-nwf-wyn-jhd-02-02-24.md) - I take a look at the latest updates from four companies with at least 20 years of consecutive dividend payouts - GSK, NWF, Wynnstay and James Halstead. - [The Dividend Note - quality small-cap dividends? BOOT, FNX, PGH (26/01/24)](https://www.rolandhead.com/dividend-notes/small-cap-dividends-boot-fnx-pgh-26-01-24.md) - Hunting for good dividend shares among small caps. I review this week's updates from Henry Boot, Fonix Mobile and Personal Group. - [The Dividend Note - what price for quality? EXPN, SPT, DPLM, AJB, IHP, CWK (19/01/24)](https://www.rolandhead.com/dividend-notes/what-price-for-quality-expn-spt-dplm-ajb-ihp-cwk-19-01-24.md) - I review this week's updates from Experian, Spirent Communications, Diploma, AJ Bell, IntegraFin and Cranswick. - [The Dividend Note - three market leaders - GAW, TSCO, SVS (13/01/24)](https://www.rolandhead.com/dividend-notes/three-market-leaders-tsco-svs-gaw-13-01-24.md) - I review last week's updates from Tesco, Savills and Games Workshop, and outline plans for a new publishing schedule in 2024. - [Quality dividend portfolio: 2023 review](https://www.rolandhead.com/portfolio/quality-dividend-portfolio-2023-review.md) - My model dividend portfolio delivered 5% dividend growth in 2023 and offers a forecast yield of 5.2% for the year ahead. - [Dec '23 dividend portfolio update: changing landscape + top ups](https://www.rolandhead.com/portfolio/dec-23-dividend-portfolio-update-changing-landscape-top-ups.md) - Results from my dividend portfolio in December included a niche small cap with a 34-year dividend record and a tech-focused AIM stock whose dividend has risen for 20 years. - [Dividend notes: investment platforms get cash boost - AJB, IHP (14/12/23)](https://www.rolandhead.com/dividend-notes/investment-platforms-get-cash-boost-ajb-ihp-14-12-23.md) - I review recent results from FTSE 250 investment platforms AJ Bell and IntegraFin Holdings. - [Dividend notes: quality in specialist niches - PAG, RNWH (13/12/23)](https://www.rolandhead.com/dividend-notes/quality-in-specialist-niches-pag-rnwh-13-12-23.md) - I review recent results from specialist infrastructure group Renew Holdings and buy-to-let mortgage lender Paragon Banking. - [Is NWF a dividend share to buy now?](https://www.rolandhead.com/dividend-shares/is-nwf-a-dividend-share-to-buy-now.md) - I take a look at AIM-listed distribution specialist NWF Group (LON:NWF) and find plenty to like, including a 27-year dividend history. - [Nov '23 dividend portfolio update: risks and opportunities](https://www.rolandhead.com/portfolio/nov-23-update-risks-and-opportunities.md) - Results from my dividend portfolio in November included FTSE 100 firm that issued a profit warning and another whose share price reached a new all-time high. - [Dividend notes: quality choices? BVIC, DPLM, CWK (24/11/23)](https://www.rolandhead.com/dividend-notes/quality-choices-bvic-dplm-cwk-24-11-23.md) - I review recent results from three mid-cap dividend shares with strong track records - Britvic, Diploma, and Cranswick. - [Is Macfarlane a good dividend share?](https://www.rolandhead.com/dividend-shares/is-macfarlane-a-good-dividend-share.md) - I run small-cap packaging specialist Macfarlane Group (LON:MACF) through my dividend screen to see if it makes the grade as a potential portfolio stock. - [Dividend notes: 12% yield from this unloved financial? AV, LIO, CSN (16/11/23)](https://www.rolandhead.com/dividend-notes/12-yield-from-this-unloved-financial-av-lio-csn-16-11-23.md) - I review the latest updates from unloved high yielders, Aviva, Chesnara and Liontrust Asset Management. Are these big payouts safe? - [Dividend notes: quality growth + beating expectations - EXPN, GEN, CGS (15/11/23)](https://www.rolandhead.com/dividend-notes/quality-growth-beating-expectations-expn-gen-cgs-15-11-23.md) - I review updates from dividend shares Experian, Castings and Genuit and find (mostly) good news. - [Dividend notes: profit upgrades x3 - HILS, AZN, BME (14/11/23)](https://www.rolandhead.com/dividend-notes/profit-upgrades-x3-hils-azn-bme-14-11-23.md) - I take a look at AstraZeneca, B&M and Hill & Smith; all three companies have upgraded their profit guidance over the last week. - [Dividend notes: contrasting fortunes - DGE, RDW, TW (10/11/23)](https://www.rolandhead.com/dividend-notes/contrasting-fortunes-dge-rdw-tw-10-11-23.md) - My thoughts on this week's market-moving trading updates from Diageo, Redrow and Taylor Wimpey. - [Dividend notes: turnaround + stock overhang - MKS, RS1 (08/11/2023)](https://www.rolandhead.com/dividend-notes/turnaround-stock-overhang-mks-rs1-08-11-2023.md) - Half-year results from Marks and Spencer and RS Group provide a sharp contrast in performance. - [October '23 dividend portfolio update: value on offer?](https://www.rolandhead.com/portfolio/october-23-dividend-portfolio-update-value-on-offer.md) - October's results from my portfolio companies didn't flag up any new problems. I think there's plenty of value in UK dividend shares right now. - [Dividend notes: big cap roundup - BP, GSK, NXT (01/11/23)](https://www.rolandhead.com/dividend-notes/big-cap-roundup-bp-gsk-nxt.md) - I review third-quarter updates from FTSE 100 dividend shares BP, GSK and Next. - [Dividend notes: this 8% yield looks safe to me - SXS, TCAP (31/10/23)](https://www.rolandhead.com/dividend-notes/this-8-yield-looks-safe-to-me-sxs-tcap-31-10-23.md) - I review third-quarter updates from FTSE 250 precision engineer Spectris and financial firm TP ICAP, which has an 8% dividend yield. - [Dividend notes: patience could be rewarded - BAG, MAB1, JHD (27/10/23)](https://www.rolandhead.com/dividend-notes/patience-could-be-rewarded-bag-mab1-jhd-27-10-23.md) - I review recent results from UK dividend shares AG Barr, Mortgage Advice Bureau, and James Halstead. - [Dividend notes: markets shrug despite stable outlook - INCH, BMY (26/10/23)](https://www.rolandhead.com/dividend-notes/markets-shrug-despite-unchanged-outlooks-inch-bmy-26-10-23.md) - I review the latest updates from Harry Potter publisher Bloomsbury Publishing and FTSE 250 automotive group Inchcape. - [Podcasts: how to value companies + QTX, HL, TUNE & KETL](https://www.rolandhead.com/podcasts/podcasts-how-to-value-companies-qtx-hl-tune-ketl.md) - I've recorded several new podcasts over the last month, covering topics including Hargreaves Lansdown, Quartix, Focusrite, Strix - and the difficult topic of company valuation. - [Q3 2023 review: buying shares and looking ahead](https://www.rolandhead.com/portfolio/q3-2023-review-buying-shares-and-looking-ahead.md) - The third quarter saw me add two new stocks to my quality dividend portfolio, which remains on track to deliver a 5.5% yield this year. - [Sept '23 dividend portfolio update: keep going](https://www.rolandhead.com/portfolio/sept-23-dividend-portfolio-update-keep-going.md) - External conditions are providing challenges for some of the companies in my dividend portfolio, but I'm reassured by most of these updates. - [New stock #2: another new share for my dividend portfolio](https://www.rolandhead.com/newsletter/new-stock-2-another-new-share-for-my-dividend-portfolio.md) - I'm maxing out my trading policy this month by buying a second new share for my model dividend portoflio. - [Dividend notes: quality dividends for my watch list - RSW, CHH (20/09/23)](https://www.rolandhead.com/dividend-notes/quality-dividends-for-my-watch-list-rsw-chh-20-09-23.md) - I review recent results from engineer Renishaw (LON:RSW) and tableware manufacturer Churchill China (LON:CHH) and find plenty to like. - [Dividend notes: buying £1 for 70p? BOOT (19/09/23)](https://www.rolandhead.com/dividend-notes/buying-1-for-70p-boot-19-09-23.md) - I review interim results from small-cap property group Henry Boot (LON:BOOT). With the shares trading at a discount to NAV, is this a buying opportunity? - [New stock: a FTSE 250 share I'm buying for dividends and growth](https://www.rolandhead.com/dividend-shares/a-ftse-250-share-im-buying-for-dividends-and-growth.md) - This FTSE 250 share boasts a 24-year dividend history and 20%+ returns on capital employed. - [Dividend notes: FTSE 250 shares that are too cheap? RDW, ASHM (14/09/23)](https://www.rolandhead.com/dividend-notes/ftse-250-shares-that-are-too-cheap-rdw-ashm.md) - Cyclical conditions are tough for housebuilder Redow (LON:RDW) and asset manager Ashmore Group (LON:ASHM). I review the latest results from both companies and ask if they offer value. - [Dividend notes: safe as houses? BKG, MBH (12/09/23)](https://www.rolandhead.com/dividend-notes/safe-as-houses-bkg-mbh.md) - In this construction-themed update I review recent statements from housebuilder Berkeley Group Holdings (LON:BKG) and Michelmersh Brick Holdings (LON:MBH). - [Dividend notes: back on the road? DLG, BLV (07/09/23)](https://www.rolandhead.com/dividend-notes/back-on-the-road-dlg-blv-07-09-23.md) - Half-year results from Direct Line Insurance (LON:DLG) and small-cap estate agency group Belvoir (LON:BLV) reveal two very different pictures. - [August '23 dividend portfolio update: macro headwinds](https://www.rolandhead.com/portfolio/august-23-dividend-portfolio-update-macro-headwinds.md) - Companies in my dividend portfolio are facing a range of external pressures, but I think the underlying businesses are continuing to perform well. - [Dividend notes: sleeper stocks? BNZL, MACF, QLT (30/08/23)](https://www.rolandhead.com/dividend-notes/sleeper-stocks-bnzl-macf-qlt-30-08-23.md) - Two profit upgrades and a confident outlook: I review half-year results from Bunzl, Quilter and Macfarlane. - [Is dividend share RWS Holdings an AI bargain?](https://www.rolandhead.com/dividend-shares/is-dividend-share-rws-holdings-an-ai-bargain.md) - Shares in AIM-listed RWS Holdings (LON:RWS) have fallen by nearly 70% from their pandemic peak and now yield over 5%. - [Dividend notes: in a sweet spot - CCH, ROR, HILS (18/08/23)](https://www.rolandhead.com/dividend-notes/in-a-sweet-spot-cch-ror-hils.md) - I review recent half-year results from Coca-Cola HBC, valve actuator specialist Rotork and infrastructure group Hill & Smith. - [Dividend notes: do these FTSE 100 shares offer value? ADM, AV, BA (17/08/23)](https://www.rolandhead.com/dividend-notes/do-these-ftse-100-shares-offer-value-adm-av-ba.md) - I give my view on recent results and acquisition news from BAE Systems, Admiral and Aviva. - [Shares Podcast: Investor's Roundtable discussing Asset Allocation, Ocean Wilsons (OCN), Tristel (TSTL) & Arcontech (ARC)](https://www.rolandhead.com/podcasts/shares-podcast-investors-roundtable-with-maynard-paton-mark-simpson-bruce-packard-and-roland-head.md) - Maynard Paton, Bruce Packard, Mark Simpson and myself enjoy a lively four-way debate about shares and discuss our approach to asset allocation. - [Dividend notes: property special - SVS, PSN, DLN, RECI (10/08/23)](https://www.rolandhead.com/dividend-notes/property-special-svs-psn-dln-reci-10-08-23.md) - I review recent results from Savills (profit warning), Persimmon, Derwent London and property lender Real Estate Credit Investments. - [Dividend notes: cyclical opportunities? BBOX, BP, RWA, TW (08/08/23)](https://www.rolandhead.com/dividend-notes/cyclical-opportunities-bbox-bp-rwa-tw-08-08-23.md) - I consider the appeal (or not) of cyclical dividends from BP, Taylor Wimpey, Tritax Big Box REIT and Robert Walters. - [July '23 dividend portfolio update: no drama](https://www.rolandhead.com/portfolio/july-23-dividend-portfolio-update-no-drama.md) - 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. - [Dividend notes: value at the right price? BATS, AZN, SPT (02/08/23)](https://www.rolandhead.com/dividend-notes/value-at-the-right-price-bats-azn-spt-02-08-23.md) - I find potential signs of value among half-year results from British American Tobacco, AstraZeneca and Spirent Communications. - [Dividend notes: taking stock - SHEL, BME, RS1 (28/07/23)](https://www.rolandhead.com/dividend-notes/taking-stock-shel-bme-rs1-28-07-23.md) - I review the latest updates from Shell, B&M European Value Retail and RS Group and follow up concerns I've previously flagged up. - [Dividend notes: what happens next? LLOY, GSK, FDM (26/07/23)](https://www.rolandhead.com/dividend-notes/what-happens-next-lloy-gsk-fdm-26-07-23.md) - I review half-year results from Lloyds and GSK and consider today's more downbeat commentary from IT group FDM. - [Dividend notes: navigating uncertain markets - CRDA, HWDN, AJB (25/07/23)](https://www.rolandhead.com/dividend-notes/navigating-uncertain-markets-crda-hwdn-ajb-25-07-23.md) - 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. - [Should I buy dividend giant Shell for my portfolio?](https://www.rolandhead.com/dividend-shares/should-i-buy-dividend-giant-shell-for-my-portfolio.md) - Shell (LON:SHEL) is one of the most popular FTSE 100 dividend shares. How does this energy giant score in my screening system? - [Dividend notes: founder stocks with reliable dividends - HL, CHRT (19/07/23)](https://www.rolandhead.com/dividend-notes/founder-stocks-with-reliable-dividends-hl-chrt.md) - My founder theme continues with a look at a potentially revealing update from Hargreaves Lansdown and solid results from defence small-cap Cohort. - [Dividend notes: 3 owner-led dividend stocks - IHP, LUCE, ARBB (18/07/23)](https://www.rolandhead.com/dividend-notes/3-owner-led-dividend-stocks-ihp-luce-arbb-18-07-23.md) - 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? - [Dividend notes: quality shines through - CTO, SPT, DPLM (13/07/23)](https://www.rolandhead.com/dividend-notes/quality-shines-through-cto-spt-dplm-13-07-23.md) - In these notes I review the latest updates from small-cap T Clarke and FTSE 250 firms Diploma and Spirent Communications. - [Dividend notes: bargain property stocks? GLE, GPE, WKP (12/07/23)](https://www.rolandhead.com/dividend-notes/bargain-property-stocks-gle-gpe-wkp-12-07-23.md) - In this property-themed note, I look at recent updates from small cap MJ Gleeson and FTSE 250 firms Great Portland Estates and Workspace. - [Dividend notes: looking for cyclical buys - CCH, VCT, RWA (11/07/23)](https://www.rolandhead.com/dividend-notes/looking-for-cyclical-buys-cch-vct-rwa-11-07-23.md) - 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. - [H1 2023: positioning the portfolio for long-term growth](https://www.rolandhead.com/portfolio/h1-2023-positioning-the-portfolio-for-long-term-growth.md) - 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. - [Shares Podcast: IntegraFin with Maynard Paton & Roland Head](https://www.rolandhead.com/podcasts/integrafin-with-maynard-paton-roland-head.md) - Founder ownership, 40% profit margins and super cash generation. Maynard and I debate the attractions of investment platform IntegraFin (LON:IHP) and explain why it's different to AJ Bell and Hargreaves Lansdown. - [June '23 dividend portfolio update: foggy outlook](https://www.rolandhead.com/portfolio/june-23-dividend-portfolio-update-what-could-go-wrong.md) - Two stocks with 7% dividend yields, one profit warning, and one business that's changing significantly. - [Dividend notes: farms, fashion & forex - ABF, REC](https://www.rolandhead.com/dividend-notes/farms-fashion-forex-abf-rec.md) - 30/06/23: I review Q3 trading at Associated British Foods and solid FY results from currency management specialist Record. - [Dividend notes: short and sweet - MGNS, LTHM, MGAM, BME](https://www.rolandhead.com/dividend-notes/short-and-sweet-mgns-lthm-mgam-bme.md) - 29/06/23: I review news and updates from Morgan Sindall, B&M European Value Retail, James Latham, and Morgan Advanced Materials. - [Dividend notes: a super small cap? XPS, SDY](https://www.rolandhead.com/dividend-notes/a-super-small-cap-xps-sdy.md) - 23/06/23: I review this week's results from advisory group XPS Pensions and consider the 8% yield on offer at equipment firm Speedy Hire. - [Dividend notes: packaging, property, and a 9% dividend yield - WTB, SMDS, RECI](https://www.rolandhead.com/dividend-notes/packaging-property-and-a-9-dividend-yield-wtb-smds-reci.md) - 22/06/23: I review results from FTSE 100 packaging group DS Smith and Premier Inn owner Whitbread. Plus the latest from property investor Real Estate Credit Investments. - [Dividend notes: cheap cyclical stocks? HFD, BKG](https://www.rolandhead.com/dividend-notes/cheap-cyclical-stocks-hfd-bkg.md) - 21/06/23: full-year results from housebuilder Berkeley Group and retailer Halfords suggest contrasting performances. - [Dividend notes: upgrade + an 8% dividend yield? STEM, NXT, NESF](https://www.rolandhead.com/dividend-notes/upgrade-an-8-dividend-yield-stem-nxt-nesf.md) - 20/06/2023: updates from Next, SThree and NextEnergy Solar Fund sound confident, but I think some risks remain. - [Dividend notes: renting space - IOM, SAFE](https://www.rolandhead.com/dividend-notes/renting-space-iom-safe.md) - 16/06/2023: I review results from cloud services provider Iomart and self-storage operator Safestore. - [Dividend notes: warnings, upgrades and a 6% yield - VCT, CRDA, BNZL, VP](https://www.rolandhead.com/dividend-notes/warnings-upgrades-and-a-6-yield-vct-crda-bnzl-vp.md) - 15/06/2023: I review recent trading updates and results from Victrex, Croda International, VP and Bunzl. - [Shares Podcast: Investor's Roundtable with Maynard Paton, Mark Simpson, Bruce Packard and Roland Head](https://www.rolandhead.com/podcasts/investors-roundtable-with-maynard-paton-mark-simpson-bruce-packard-and-roland-head.md) - We debate the attractions of Bellway (BWY), Luceco (LUCE) and Superdry (SDRY) and talk about our investing and portfolio management strategies. - [Portfolio shares: a high-yield stock to replace Direct Line](https://www.rolandhead.com/dividend-shares/a-high-yield-stock-to-replace-direct-line.md) - I reveal the share I've chosen to replace Direct Line in my dividend portfolio and explain why I think this business is compellingly cheap right now. - [Dividend notes: a contrarian bargain? RWS, RESI, WHR](https://www.rolandhead.com/dividend-notes/a-contrarian-bargain-rws-resi-whr.md) - I review results from dividend share RWS Holdings and property stocks Warehouse REIT and Residential Secure Income. - [Dividend notes: reassuring updates - PAG, GHH](https://www.rolandhead.com/dividend-notes/reassuring-updates-pag-ghh.md) - I review the latest results from buy-to-let specialist Paragon Banking and optical engineers Gooch & Housego. - [May '23 dividend portfolio update: mostly good news](https://www.rolandhead.com/portfolio/may-23-dividend-portfolio-update-mostly-good-news.md) - I review May's results from dividend shares in my model portfolio. - [Dividend notes: the same but different - IPX, PMI](https://www.rolandhead.com/dividend-notes/the-same-but-different-ipx-pmi.md) - I review the latest results from AIM-listed fund managers Impax Asset Management and Premier Miton and give my view on these stocks. Do they offer opportunity? - [Dividend notes: a B+ for this selection - BME, BOY, BMY](https://www.rolandhead.com/dividend-notes/a-b-for-this-selection-bme-boy-bmy.md) - 31/05/23: I review the latest results from B&M European Value Retail, Bodycote and Bloomsbury Publishing. ## Optional - [RSS Feed](https://www.rolandhead.com/rss/) - [Sitemap](https://www.rolandhead.com/sitemap.xml) - [Full content of pages and posts](https://www.rolandhead.com/llms-full.txt)