My portfolio top ups for December + new momentum rules
I discuss the new momentum rules I've added to my dividend share scoring system and review seven stocks I've selected for top ups.
Nov '25 dividend portfolio update: reassuring trends vs turnarounds
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.
October '25 dividend portfolio update: will this UK manufacturer be an AI winner?
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.
Q3 2025 dividend portfolio review: income growth + expensive lessons
A disappointing Q3 and two small-cap losses have prompted me to revisit my approach to position sizing and portfolio structure.
September '25 dividend portfolio update: improving performance + resilient quality, but I'm selling one stock
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 '25 dividend portfolio update: is the dry spell about to end?
August brought results from 1 FTSE 250 firm and two of my FTSE 100 companies - including an 8% yielder and a global industrial group.
July '25 dividend portfolio update: 50% profit margins + 2 profit warnings!
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.
H1 2025 dividend portfolio review: positive returns suggest my income strategy remains on track
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.
June '25 dividend portfolio update: top-slicing my biggest winner + mixed results from these small caps
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.
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.