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.
Season's Greetings, and welcome to my final monthly portfolio review of 2025.
As is usually the case in December, just two of my companies issued results during the month.
One of these is a quirky and obscure small cap that's listed on the London Main Market and has a near-perfect thirty-year record of dividend growth. It's just increased its dividend by 5% (again!).
The other company I discuss in this review is an AIM-listed technology stock that has just cut its dividend. While past results have certainly disappointed here, I am cautiously encouraged by these numbers. I believe that the new CEO (backed by the company's largest shareholder) has the strategy and discipline needed to return this business to growth.
Indeed, I think this business could turn out to be a genuine AI winner, on a medium-term view. The shares already offer an 8% dividend yield. If I'm right about the prospects for the business, I think the stock could prove to be much too cheap at current levels.
While I'm obviously biased and could be wrong, I have included this company on my top-up list for December. I will be buying more shares before the end of the year.
As a quick reminder, my model dividend portfolio broadly mirrors the shares in my main personal portfolio, although position sizing and cost will vary for practical reasons.
Please note that my comments reflect my personal views and are not investment advice or recommendations. Please do your own research and seek professional advice if needed. Full disclaimer here.
In this month's report
Here is a list of the topics covered in this month's report, together with a short summary of the longer sections below.
Please scroll down for the full report, or click on the links to go directly to a specific section.
This piece has been written in advance and scheduled to publish on Boxing Day, so I hope it finds you rested and well.
If any unexpected developments do arise in the final days of 2025, I will update this review as needed.
