Q3 2026 dividend portfolio review: AI profits + a new stock
After a positive quarter, I've tweaked the portfolio to lock in some gains and (hopefully) benefit from the superior value on offer in some of my more unloved holdings.
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Sept '26 dividend portfolio update: 1 sell, 1 top slice, 1 buy & 3 top ups
I review results from five of my portfolio companies and detail a number of trades planned for the end of the quarter, including one buy and one full sale and one top slice.
August '26 dividend portfolio update: mixed views + the next stock I'm selling
August brought portfolio results from a FTSE 100 financial that's attracting mixed views from analysts and a FTSE 250 firm that's flying high. I review both results and explain why I've decided to sell one of my oldest holdings.
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.
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.
April '26 dividend portfolio update: 2 possible takeovers plus reassuring trading updates
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
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
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.