August '23 dividend portfolio update: macro headwinds
Companies in my dividend portfolio are facing a range of external pressures, but I think the underlying businesses are continuing to perform well.
July '23 dividend portfolio update: no drama
My dividend portfolio companies produced a bumper crop of updates in July. I don't see any new problems and remain confident about the medium-term outlook, despite some niggling concerns.
H1 2023: positioning the portfolio for long-term growth
Falling share prices during the first half of the year left my portfolio lagging behind the FTSE 100. I think there's value on offer and have been buying more shares.
June '23 dividend portfolio update: foggy outlook
Two stocks with 7% dividend yields, one profit warning, and one business that's changing significantly.
May '23 dividend portfolio update: mostly good news
I review May's results from dividend shares in my model portfolio.
Apr' 23 dividend portfolio update: expanding coverage
I review April's results from dividend shares in my model portfolio.
Q1 2023: a big loss leaves me lagging the market
There was good and bad news for my quality dividend portfolio perform during the first quarter of 2023. In this review, I crunch the numbers.
March '23 dividend portfolio update: better than expected
With one exception, results from my quality dividend stocks in March were generally better than I expected. Companies covered include #DLG.
Feb '23 dividend portfolio update: defensive quality
I review February's results from five shares in my quality dividend model portfolio.
Jan '23 dividend portfolio update: mixed news
I review January's news from three stocks my quality dividend model portfolio, including the latest from troubled insurer Direct Line Insurance (LON:DLG).