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.
3 FTSE 100 companies from my dividend portfolio issued results in May, including a defensive high yielder and a quality UK tech stock.
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).
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.
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.
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.
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.
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.
Stocks covered included: IHP, INSG, SHOE, ART, NXT, GAW, $BRK, $CGNX + our thoughts on accounting buzzwords.
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.
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.
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?
Portfolio
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.
Portfolio
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.
Dividend share reviews
This 106-year-old AIM-listed business looks unloved, but I think the shares could deliver attractive returns if market conditions and sentiment recover.
Dividend share reviews
I discuss the attractions and risks of a high-yielding small cap I've decided to buy for my dividend portfolio.
Portfolio
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.
Portfolio
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.
Dividend share reviews
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.
Portfolio
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.
Podcasts
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
Portfolio
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.
Portfolio
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.
Dividend share reviews
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.
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