Feb '26 dividend portfolio update: dependable quality + turnaround progress
Four of my model portfolio stocks reported in February, including two high-quality consumer firms, a financial with an 8% dividend yield and an interesting AIM turnaround.
Jan '26 dividend portfolio update: a promising start to 2026
In the absence of any results statements for January, I review trading updates from seven of my income stocks, including upgrades from two FTSE 250 firms and two small caps with 8% dividend yields.
2025 dividend portfolio review: rising income wasn't enough
My model dividend portfolio delivered income growth ahead of inflation in 2025, but this didn't translate into capital gains. In this update I review progress and summarise my plan for the year ahead.
Dec '25 dividend portfolio update: why I'm buying more of this 8% yielder
Two small-cap dividend shares from my portfolio issued results in December, including an 8% yielder. In this review, I explain why I'm buying more of one of these shares.
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.