13 min read

Quality Dividend model portfolio: January review

I review January's results and trading updates from the companies in my quality dividend model portfolio. Companies covered include Air Partner and Unilever.
Quality Dividend model portfolio: January review
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I plan to provide a monthly newsletter reviewing trading updates and results from members of my quality dividend model portfolio during the preceding month.

In this inaugural update I'll include news from December as well as January, in order to maintain a complete record since the portfolio's inception.

I won't be including details of monthly portfolio or share price performance. The reason for this is that I do not believe this information is meaningful or relevant for a long-term dividend portfolio. Indeed, I think that focusing on such short-term movements is probably counter-productive.

Instead, I will provide quarterly reports on portfolio performance and valuation. For the remainder of the time, I think my time and energy can be better spent understanding the quality of the companies in the portfolio and looking for possible new opportunities.

Without further ado, let's start this month's review. For the avoidance of doubt, companies are listed in alphabetical order.

For an explanation of my Quality Dividend score, see here.

The remainder of this review is only available to subscribers, so I'd recommend that you sign up (free) to read on. As an added bonus, free subscribers also get full access to my quality dividend model portfolio.

Rest assured I'll never spam you. You'll only get an email when I publish a new post, usually once a week

This post is for subscribers only