Portfolio Shares

Articles about shares in my quality dividend model portfolio.
Sep
24
Portfolio shares: A FTSE 100 tech stock with sticky customers

Portfolio shares: A FTSE 100 tech stock with sticky customers

I think this FTSE 100 tech stock has good long-term growth potential, but I recognise some risks, too.
10 min read
Sep
10
Portfolio shares: a cyclical FTSE 250 stock with a 6%+ yield

Portfolio shares: a cyclical FTSE 250 stock with a 6%+ yield

I think this FTSE 250 share could offer long-term value and dividend growth from current levels.
12 min read
Aug
20
Portfolio shares: an underrated FTSE 100 dividend stock

Portfolio shares: an underrated FTSE 100 dividend stock

I explain why I think this often-ignored FTSE 100 company is a class act with a strong future.
10 min read
Jul
23
Portfolio shares: a small cap with a 34-year dividend record

Portfolio shares: a small cap with a 34-year dividend record

This small cap has an excellent record of delivering fuss-free long-term growth. I think it's a quality dividend stock and have added the shares to the model portfolio.
9 min read
Jul
16
Portfolio shares: is it the right time to buy Burberry?

Portfolio shares: is it the right time to buy Burberry?

I explain why FTSE 100 luxury fashion group Burberry (LON:BRBY) is a member of my quality dividend model portfolio.
10 min read
Jun
24
Portfolio shares: A 170-year-old business to replace Homeserve

Portfolio shares: A 170-year-old business to replace Homeserve

I explain why I think this venerable FTSE 250 firm could be a great income compounder.
10 min read
Jun
13
Portfolio shares: Will my patience pay off at PZ Cussons?

Portfolio shares: Will my patience pay off at PZ Cussons?

I explain why family-owned FTSE 250 consumer goods group PZ Cussons (LON:PZC) is a member of my quality dividend model portfolio.
10 min read
Jun
04
Portfolio shares: Is Dunelm a good, cheap dividend stock?

Portfolio shares: Is Dunelm a good, cheap dividend stock?

I explain why FTSE 250 dividend stock Dunelm (LON:DNLM) is a member of my quality dividend model portfolio.
11 min read
May
20
Portfolio shares: Cash-rich balance sheet and growth ambitions could support big gains

Portfolio shares: Cash-rich balance sheet and growth ambitions could support big gains

This AIM-listed small cap boasts a hefty cash pile, 20-year dividend history and double-digit profit margins. Growth has been lacking in recent years but the new CEO has a clear strategy to expand the business.
11 min read
May
13
Portfolio shares: A founder-led AIM dividend stock

Portfolio shares: A founder-led AIM dividend stock

This AIM stock is offers remarkable profitability and owner management. Questions marks remain over future growth, but I'm happy to keep holding.
9 min read