May '25 dividend portfolio update: FTSE 100 triple header
3 FTSE 100 companies from my dividend portfolio issued results in May, including a defensive high yielder and a quality UK tech stock.
Apr '25 dividend portfolio update: patient quality + a double profit warning
Four of my AIM dividend stocks updated the market in April. Unfortunately two of them issued profit warnings. In this update I share my thoughts and highlight one stock I'm considering selling (and one potential top up).
Q1 25 dividend portfolio review: taking a look at the big picture
My dividend portfolio has made a disappointing start to the year. Stepping back to look at the bigger picture suggests the companies I'm invested in have got cheaper and smaller, but retained their quality appeal.
Mar '25 dividend portfolio update: strong balance sheets in tough times + 3 top ups
March was a busy month, with six of my companies issuing results that are reviewed here. In addition I discuss three model portfolio holdings where I've decided to take advantage of recent price weakness to top up.
Feb '25 dividend portfolio update: mixed news, top-up candidates
Four of my companies released results in February, while a fifth issued a big profit warning. Stocks covered in this update include a FTSE 100 giant, a FTSE 250 member and three small caps.
Jan '25 dividend portfolio update: a turnaround situation?
Only one of my portfolio stocks issued results in January. This FTSE 250 company is one of my most successful holdings, but it's a business that I'm increasingly seeing as a turnaround situation.
2024 dividend portfolio review: rising income despite dividend cuts
In my 2024 dividend portfolio review, I report an inflation-beating cash income, discuss changes to the portfolio and consider the key financial metrics I monitor.
Stockopedia Companies & Markets podcast 20/12/24: Takeovers, £100m whisky, and decoding stock market jargon
Stocks covered included: IHP, INSG, SHOE, ART, NXT, GAW, $BRK, $CGNX + our thoughts on accounting buzzwords.
Dec '24 dividend portfolio update: 1 new stock to replace Burberry, a top up & 2 sets of small-cap results
I review the latest results from two portfolio shares with attractive dividend yields. Plus details of a new AIM stock I'm buying - and a FTSE 250 holding I'm planning to top up.
Nov '24 dividend portfolio update: top performers and a problem stock
Results from my dividend portfolio companies in November had a FTSE 350 bias and included two top performers, a problem stock and a company planning to split itself up.
Down 60%! Is Churchill China a dividend share I should buy?
After a challenging few years, AIM dividend share Churchill China (LON:CHH) offers a 4.6% yield and looks in good shape to me. Is this a chance to lock in an attractive income from a company that's been a reliable payer for nearly 25 years?
Oct '24 dividend portfolio update: strong results from two very different AIM shares
October brought full-year results from two respected AIM-listed shares in my portfolio. In this review I take a look at both and explain why I'm happy to hold them.