Portfolio
H1 2024 quality dividend portfolio review: cash income up 22%
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.
Latest
Dividend share reviews
New stock: a new family firm to (hopefully) improve the sleep-easy score of my portfolio
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
The Dividend Note - accomplished retailers + a mystifying problem - SMWH, GHH, BME (07/06/24)
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?
Portfolio
May '24 dividend portfolio update: consumer demand remains uncertain
The dividend stocks in my model portfolio produced five sets of results in May, including four from FTSE 100 companies.
The Dividend Note
The Dividend Note - impressive profitability - PETS, IPX (31/05/24)
This week I've reviewed the latest results from Impax Asset Management and Pets at Home - two distinctive UK dividend shares.
The Dividend Note
The Dividend Note - quality operators - RS1, CWK + AJB, IHP, HL (24/05/24)
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.
Podcasts
Investor's Round Table: TPFG, MACF & VANL + interest rates (19/05/24)
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
The Dividend Note - light at the end of the tunnel? VCT, BT.A (17/05/24)
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.
Dividend share reviews
Has Moneysupermarket.com really returned to growth?
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
The Dividend Note - is Direct Line a recovery buy? DLG, MACF, RSW (10/05/24)
I review this week's updates from Direct Line Insurance, engineer Renishaw, and packaging group Macfarlane and ask if buying opportunities are emerging.
Portfolio
Apr '24 dividend portfolio update: mixed results
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
The Dividend Note - emerging value from these FTSE 100 stocks? WTB, SN. (03/05/24)
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?