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.
Five companies in my model dividend portfolio reported results in March, bringing to an end a busy results season. This selection included three of my top five holdings. Collectively, they accounted for around 34% of the model portfolio and a similar proportion of my own real-money holdings.
Among the companies reporting were a newly-promoted FTSE 100 business, a FTSE high-yield stalwart and two FTSE 250 companies that are both market leaders in their sectors.
There were also interim results from an AIM stock with a 10% yield, where in-line guidance and positive commentary left me with a view that the business could be attractively valued.
To reflect my views on valuation and the long-term prospects of each business, I've decided to top up three of these positions at the end of Q1. I will make equivalent changes to my own real-money holdings, subject to any real-world constraints.
As usual, full details of all top ups will be added to the model portfolio page shortly after completion.
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.
For an explanation of my Quality Dividend score, see here.
In this month's report
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