Portfolio
Q3 2023 review: buying shares and looking ahead
The third quarter saw me add two new stocks to my quality dividend portfolio, which remains on track to deliver a 5.5% yield this year.
Portfolio
Discussion of the performance and characteristics of my quality dividend model portfolio.
Portfolio
Sept '23 dividend portfolio update: keep going
External conditions are providing challenges for some of the companies in my dividend portfolio, but I'm reassured by most of these updates.
Portfolio
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.
Portfolio
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.
Portfolio
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.
Portfolio
June '23 dividend portfolio update: foggy outlook
Two stocks with 7% dividend yields, one profit warning, and one business that's changing significantly.
Portfolio
May '23 dividend portfolio update: mostly good news
I review May's results from dividend shares in my model portfolio.
Portfolio
Apr' 23 dividend portfolio update: expanding coverage
I review April's results from dividend shares in my model portfolio.
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.
Portfolio
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.
Portfolio
Feb '23 dividend portfolio update: defensive quality
I review February's results from five shares in my quality dividend model portfolio.
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).