Feb '24 portfolio update: steady progress | special dividend | problems

Eight companies from my portfolio reported in February - I review the good, the bad and the ugly.

Feb '24 portfolio update: steady progress | special dividend | problems
Photo by Lindsay Henwood on Unsplash

Welcome back to my monthly newsletter, in which I review results and trading updates issued by eight of the stocks in my dividend portfolio over the last month.

On the whole, I would say that these companies are making steady if unspectacular progress, against a midly unfavourable backdrop. One of them has even declared a special dividend in its half-year results.

But there are a couple of problems, too, including one possible sale decision.

In this month's report

This is a lengthy report, but as always I've started with a short summary of my thoughts on each company.

Please note that my comments reflect my personal views and are not investment advice or recommendations. Please do your own research or seek professional advice. Full disclaimer here.

Click on the links or scroll down to read the full review for each company:

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