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.
Q3 24 dividend portfolio review: cash yield up 25% YTD + I'm beating the (wrong) benchmark!
Dividend income from my model portfolio has surged ahead this year, but capital gains have lagged the FTSE 100. I consider what might be happening and discuss two recent changes to the portfolio.
New stock #2: 20 years of dividend growth & a 6% yield
This 106-year-old AIM-listed business looks unloved, but I think the shares could deliver attractive returns if market conditions and sentiment recover.
New stock #1: a respected specialist with a 7% dividend yield
I discuss the attractions and risks of a high-yielding small cap I've decided to buy for my dividend portfolio.
Sept '24 dividend portfolio update: a mixed bag of results + 2 new stocks
I review results from my portfolio companies in September and discuss two new dividend shares I'm adding to the portfolio - and the stocks I've decided to sell to make space for them.
Aug '24 dividend portfolio update: quality, value & the possible benefits of age
In my monthly review, I look at August results from four of the companies in my quality dividend portfolio, including a 9% yielder and an AIM small cap with a sizeable cash balance.
Is multibagger RS Group a quality dividend buy?
After falling nearly 40% from their 2022 highs, are RS Group (LON:RS1) shares priced to buy? I consider the attractions of this distribution specialist, which has paid a dividend for at least 35 years.