Feb '26 dividend portfolio update: dependable quality + turnaround progress
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.
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Jan '26 dividend portfolio update: a promising start to 2026
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
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
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
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
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?
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
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
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?
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!
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
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.
Portfolio
June '25 dividend portfolio update: top-slicing my biggest winner + mixed results from these small caps
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.
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May '25 dividend portfolio update: FTSE 100 triple header
3 FTSE 100 companies from my dividend portfolio issued results in May, including a defensive high yielder and a quality UK tech stock.
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Apr '25 dividend portfolio update: patient quality + a double profit warning
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).
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Q1 25 dividend portfolio review: taking a look at the big picture
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.
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Mar '25 dividend portfolio update: strong balance sheets in tough times + 3 top ups
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.
Portfolio
Feb '25 dividend portfolio update: mixed news, top-up candidates
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.
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Jan '25 dividend portfolio update: a turnaround situation?
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.
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2024 dividend portfolio review: rising income despite dividend cuts
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.
Podcasts
Stockopedia Companies & Markets podcast 20/12/24: Takeovers, £100m whisky, and decoding stock market jargon
Stocks covered included: IHP, INSG, SHOE, ART, NXT, GAW, $BRK, $CGNX + our thoughts on accounting buzzwords.
Portfolio
Dec '24 dividend portfolio update: 1 new stock to replace Burberry, a top up & 2 sets of small-cap results
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.
Portfolio
Nov '24 dividend portfolio update: top performers and a problem stock
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.
Dividend share reviews
Down 60%! Is Churchill China a dividend share I should buy?
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?