May '26 portfolio update: what I'll be buying and selling in June
In this report I review the latest results from three my FTSE 100 dividend stocks and share details of three portfolio trades I'm planning for June.
Nichols: fizzy yield could provide durable income
Vimto-maker Nichols has been in business for over 100 years. This family firm boasts impressive quality metrics and a cash-rich balance sheet. Recent performance suggests the business may be returning to growth after a difficult period.
April '26 dividend portfolio update: 2 possible takeovers plus reassuring trading updates
News from my UK dividend share portfolio in April included one upgrade, one downgrade and two possible takeover offers.
Q1 2026 dividend portfolio review: a poor start
My portfolio underperformed the FTSE 100 during the first quarter but dividend income remains stable and the portfolio's quality and valuation metrics remain good, in my view.
Mar '26 dividend portfolio update: 3 top ups, 5 results & 34% of my portfolio
5 of my dividend portfolio stocks reported in March, including two with 9%+ yields and two internationally-respected market leaders. To reflect my view on valuation and outlook, I've decided to top up three of these positions.
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.