Turnarounds, positive trends and cyclical plays feature among the results from my dividend portfolio in November. Stocks covered include 3 FTSE 100 members and two small cap high yielders.
Only two of my dividend stocks published results in October. Both of these AIM-listed firms are facing trading headwinds but benefit from long-term management - and potential opportunity. Both also offer attractively high yields.
A disappointing Q3 and two small-cap losses have prompted me to revisit my approach to position sizing and portfolio structure.
Four of my dividend stocks issued results in August. I remain comfortable with three of them but have decided to sell one from my portfolio.
August brought results from 1 FTSE 250 firm and two of my FTSE 100 companies - including an 8% yielder and a global industrial group.
I review improved results from two of my holdings, a solid performance from one of the FTSE 100's largest companies and profit warnings from two AIM stocks.
My dividend portfolio produced solid income growth and some decent share price gains in Q2. I am cautiously optimistic that after a difficult period, the outlook may be improving.
This month I top-slice a position (a FTSE 100 stock) for the first time since the portfolio's inception. I also review results from an AIM high yielders and three Main Market small caps.
3 FTSE 100 companies from my dividend portfolio issued results in May, including a defensive high yielder and a quality UK tech stock.
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).
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.
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.
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